Manager, Planned Giving
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Full-time
USD75.4K - 100K/year
~COP150M - 200M/year
+ Equity
+ Bonuses
Posted about 3 years ago
Responsibilities
CNIB is committed to creating and fostering an inclusive culture and welcomes applications from diverse candidates. They are on a mission to change what it means to be blind, and they're not slowing down. They think big, take risks, embrace change, and ask questions. They offer comprehensive benefits, competitive compensation, and flexible work schedules developed to help you stay healthy.
CNIB is currently searching for a Manager, Planned Giving! Reporting to the Director, Planned Giving, the Manager, Planned Giving will be directly responsible for the engagement, cultivation, and solicitation of planned giving donors across Canada. The incumbent is part of the CNIB Planned Giving team and will work with internal and external constituents to secure transformational planned gifts as outlined in the CNIB planned giving program.
Responsibilities:
- Research, identify, cultivate, solicit, and close planned gifts from individuals from a robust prospect and donor portfolio.
- Manage a strategy of meaningful donor engagements, with 70% of time facilitating donor meetings.
- Build, plan, manage, implement, and assess the planned giving program across Canada.
- Create strategic and compelling materials for customized proposals, agreements and gift scenarios involving cash, securities, annuities, and other planned gift vehicles to meet the donor’s personal, estate and financial planning goals.
- In collaboration with Direct Marketing team, planning and execution of key strategic initiatives including lead generation, collateral development, and stewardship for confirmed expectancies.
- Manages and maintains a portfolio of professional advisors to assist donor expectations regarding estate planning.
- Maintain accurate records in Salesforce, including meeting notes, proposals and reports to ensure successful administration of the gift when it is received in the future.
- Keeps informed about tax aspects of charitable gifts, new legislation and revenue rulings affecting such gifts and makes this information available to the philanthropy team and donors.
- Participates in budget development, monitor portfolio metrics, and achieves annual targets for confirmed expectancies.
- Collaborates and develops strategies with Major Gift team to secure blended gifts.