Position DetailsPosition Title: Director, Legacy & Planned GivingEmployment Type: Permanent, Full-timeReports to: Vice President, DevelopmentDirect Reports: NoneSalary Range: $107,000 to $131,000 annually with benefits and 4 weeks paid vacationWork Location: TorontoWork Environment: UNICEF Canada currently operates under a Flexible-Hybrid model that requires team members to attend the office at least 2 days/week.Key AccountabilitiesRevenue Generation & Relationship Stewardship (50%) Lead the development and execution of a planned giving stewardship plan for confirmed bequest donors, while strategically engaging planned giving prospects to generate higher conversion to committed planned giving donors. Manage a portfolio of 300 to 400 prospects and donors aiming for one third in each cultivation, solicitation and stewardship at any given time. Conduct face-to-face visits, phone and video calls, meetings, mailings, emails aimed at building relationships and deepening engagement with planned giving donors and prospects across Canada. Implement solicitation strategies and tactics to achieve the highest level of support from donors across Canada, through confirmed estate gifts and current or deferred gifts. Manage all planned giving inquiries through the timely response to all requests for more information received by email, mail, online, or through direct mail, telemarketing, surveys etc. Work closely with the Digital Marketing and Individual Giving teams to promote planned giving, identify new prospects and to grow current and deferred planned giving revenue through various acquisition activities and channels. Be a key support in the donor journey initiated by the Individual Giving team for the legacy program Lead the execution and follow-up of Planned Giving stewardship and strategic engagement events for planned donors, prospects, financial advisors and other gift planning professionals. Keep current on all planned giving vehicles, pertaining to laws and new rulings and build effective relationships with professional advisors in the financial and legal sectors. Effectively communicate the importance of legacy giving to UNICEF Canadas vision and values with stakeholders through storytelling of donor impact.Profile and External Relations (10%) Lead the development of a Wealth Advisor Strategy to position UNICEF Canada as a charity of choice for complex and asset-based transformative gift opportunities. Develop tools and initiatives to engage professional advisors to increase their understanding of UNICEF, encourage their partnership in sharing and/or developing expertise about planned giving vehicles, promoting asset-based giving and encouraging their support and advocacy for UNICEF. Establish and implement standard operating procedures and best practices for planned giving as a subject matter exert on the Development Team. Actively work to increase visibility through CAGP and wealth advisor networks and with other planned giving professionals within the charitable sector.Strategic Planning and Operations (25%) In alignment with Development Team program goals, drive annual budgeting and timely revenue forecasting of the Planned Giving program. Design and implement donor surveys and other campaigns and initiatives to identify quality planned giving leads and prospects with support from the Legacy Private Sector Partnerships (PFP) team. Oversee & implement a prospect follow-up strategy for planned giving inquiries and bequest intenders. Lead the development of new strategies for the ongoing stewardship and recognition of planned giving donors and the recognition of realized estate gifts. Collaborate with Development Team members and other teams in developing funding proposals, gift agreements, and provide support on complex estate and planned gifts. Actively participate as a member of UNICEF Canadas Senior Leadership Team Ensure integrity with the mission and values in all internal and external activities, and ensure that UNICEFs work is well represented to donors in every interaction.Estate Administration (15%) Provide support and expertise in the management and administration of estate files to guarantee the receipt of gift expectancies in a timely matter. Liaise and coordinate with Estate executors, lawyers, legal administrators, and co-beneficiaries as required to support the liquidation and release of assets as required. Work with other members of the team to ensure the maintenance of the CRM database for assigned prospects and donors including updating CRM, tracking actions and implementing a moves management system. Monitor planned giving gifts reports and ensure that gifts are captured in the CRM and coded correctly. Maintain best practices and the implementation of UNICEF Canadas Planned Giving program in compliance with CRA Guidelines and in line with UNICEF Canadas Gift Acceptance Policy. Other duties as required.Qualifications A university degree or college diploma in a related discipline. Minimum of 7 years of fundraising experience in planned giving or major gifts. Proven exceptional donor relations experience and solid understanding of best practices in cultivation, closing gifts, gift acknowledgement, recognition and stewardship. Expertise and knowledge of gift planning vehicles, estate administration and asset-based giving processes and other current/deferred complex and blended giving options. Exceptional active listening skills and excellent attention to detail. Excellent communication skills, oral and written, with the ability to effectively persuade and inspire others to support UNICEF Canadas work. Ability to work independently, communicate at all levels with confidence and exercise sound judgment. Demonstrate tact and maintain confidentiality in relation to donors and the general public. Proven ability to develop annual plans, set priorities, use planning and analytical skills, complete work with minimal supervision and meet deadlines. Ability to work in a fast-paced environment, prioritize and multitask. Strong interpersonal skills and team player. Experience in use of Raisers Edge or other CRM software and general proficiency in the use of MS Office software. Ability to travel from time to time to meet with planned giving donors and prospects and for events. Active membership and/or involvement in CAGP considered an asset. Valid drivers license is required. Fluency in French is highly desirable.An Employer of Choice: What We OfferUNICEF Canada is where diverse talent & passion come together to create extraordinary impact for every child. We are committed to being an employer of choice and building a culture that is inclusive, ambitious, compassionate, and high impact.Members of the UNICEF Canada team have access to the following employee benefits:A ROBUST COMPENSATION PACKAGE Extended Health/Dental benefits, Healthcare Spending Account, and Wellness Account Life, AD&D, & Long-Term disability insurance coverage Employer match contributions (5%) to a Group Pension Plan Access to parental leave top-upA COMMITMENT TO WELLNESS Flexible-hybrid work environment to support the work-life integration needs of our team Minimum 3 weeks of annual vacation (increases with time served) & 1 additional day per year of service (max 30) 10 paid sick days & 2 personal days 9 to 11 employee wellness days an additional series of pre-set days off, given annually to further extend long weekends Discounted rate for a GoodLife gym membership Access to an Employee and Family Assistance ProgramA CULTURE OF LEARNING & GROWTH Access to a comprehensive global learning platform with over 1600 courses, webinars & resources Internal leadership development, training, & mentorship programs that integrate Anti-Racism and diversity, equity and inclusion principles Opportunities to access both local & global stretch assignmentsAN INCLUSIVE & PURPOSE-DRIVEN WORKPLACE Centrally located head office in mid-town Toronto with satellite offices in Calgary & Montreal Easily accessed by public transit and a short walk from several parking locations Inclusive & accessible co-working and meeting spaces designed to foster purpose at every turn and accommodate the diverse needs of employeesA CHANCE TO DO MEANINGFUL & LIFE-CHANGING WORK Under the leadership of a dynamic, accomplished, and experienced executive leadership team, youll be part of a diverse & talented Canada team committed to creating meaningful impact while fostering an inclusive and supportive work environment. Youll join a global UNICEF family with a shared commitment to impact the lives of childrenOur Commitment to Inclusive Workplaces & RecruitmentUNICEF Canada is an inclusive workplace and is committed to championing diversity, equity, inclusion and accessibility. Requests for accommodation can be made at any stage of the recruitment process.At UNICEF Canada, we believe strongly in personal connections and our hiring process is entirely human-driven. We do not use AI or automated systems to review applications or conduct interviews. Each candidate is evaluated by our experienced team to ensure a fair and thoughtful hiring experience.How to ApplyPlease submit your resume and cover letter as one document to by Friday, February 7, 2025. Please include your salary expectations in your cover email and reference Director, Legacy & Planned Giving in the subject heading.UNICEF Canada thanks all applicants for their interest in this opportunity, however, only those selected for an interview will be contacted. Consistent with our Child Safeguarding Policy, all successful candidates must receive clearance by a police background check (including a vulnerable sector screen).
Job Title
Director, Legacy and Planned Giving