Legacy Giving Officer - Sunnybrook Foundation - Regular full-time 2024-7530

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Date Posted: 2/8/2024

Location: Toronto, ON, Canada

Reference No.: 2024-7530

Position Type: Regular full-time

Department: Sunnybrook Foundation

FTE Status: 1.00

Hours of Work: Other

Campus Site: Bayview

Shifts Weekday Required: Other

Shifts Weekend Required: No Weekends

Statutory Holiday(s) Required: No

Title: Legacy Giving Officer

Department: Advancement

Reports to: PhilanthropyDirector, Legacy Gits 7 Estates


 

Sunnybrook Foundation inspires lasting support for Sunnybrook Health Sciences Centre, one of Canada's largest and most dynamic health science centres impacting the lives of the more than 1.3 million patients it sees each year.

Together with our donor community, Sunnybrook Foundation raises critical funds for Sunnybrook's world class academic health sciences centre to achieve our shared vision to invent the future of health care. With ambitious goals ahead, the Foundation is committed to continuing to grow our results and impact as we help Sunnybrook to raise sights, uncover new possibilities, develop talent, and deliver exceptional care.

We are one team in pursuit of a common purpose – to inspire lasting support for Sunnybrook – and we are guided by our values: Build Connectedness, Act with Integrity, Meaningful Collaboration and Strive for Excellence.

Position Summary

Reporting to the Philanthropy Director, Legacy Gifts & Estates, the Legacy Giving Officer will manage and build a portfolio of engaged planned giving prospects and donors, to ensure a strong base of ongoing financial support for Sunnybrook priority projects and initiatives. They will be responsible for cultivation and stewardship of donors in their pipeline, and will also support the development and implementation of annual and long-range projects to build Planned Giving awareness and education. The ideal candidate will be a highly collaborative person, possess strong organizational skills, and will enjoy interacting with donors, physicians, staff and grateful patients.

 

Essential Duties and Responsibilities

The following list represents the core essential duties and job specifications of the Legacy Giving Officer role. Other duties may be assigned as required by the Foundation. 

 

Legacy Donor Relationship Management

  • Personally manage a portfolio of legacy donors through the donor life cycle;
  • With support from the Philanthropy Director, Legacy Gifts & Estates, implement strategies and activities to build your pipeline of legacy donors and prospects, such as through telemarketing and email campaigns;
  • Respond to inquiries through mailings, phone calls, emails and conduct personal cultivation and stewardship visits as required;
  • Work cross functionally with Foundation colleagues to identify new legacy giving prospects;
  • Identify legacy donors with the capacity to make current mid-level and major gifts. Work with current legacy donors to increase and augment their legacy gifts;
  • Work with the Estate Administration Officer to finalize the realization of active estates, as needed;
  • Work with Hospital stakeholders and Philanthropy Directors to understand programmatic content, strategic priorities and initiatives;
  • Maintain accuracy of all active donor files including all related donor record administration, briefing notes, and contact reports;

Stewardship

  • Lead the execution of the Kilgour Legacy Society Stewardship Program to engage and retain confirmed Sunnybrook legacy donors
  • Lead execution of meetings and events related to legacy donor stewardship;
  • Collaborate with Foundation colleagues in Community Giving, Communications and Stewardship to develop marketing materials and tactics that promote and celebrate confirmed legacy gifts through Foundation internal and external channels.

Additional Functions

Including but not limited to:

  • Act as internal resource on legacy gifts and estate planning for Foundation staff and Volunteers;
  • Build and maintain relationships with allied professionals;
  • With the Philanthropy Director, Legacy Gifts & Estates, support marketing and cultivation projects to continue to grow Planned Giving pipeline and awareness, including cultivation newsletters, estate planning seminars, and cultivation events;
  • Maintain current knowledge of legacy and estate administration trends through networking, research, and professional development

 

Qualifications and Competencies

  • University/College degree, or equivalent combination of education and experience.
  • 4+ years of experience in fundraising, including direct experience in securing legacy gifts through relationship-based fundraising, and building new relationships with prospects, donors and volunteers.
  • Demonstrated experience with promoting and securing bequests, gifts of life insurance, retirement funds, and charitable remainder trusts.
  • Experience in a healthcare setting considered an asset.
  • Demonstrated experience handling estates from notification to completion, and working closely with donors and professional advisors to complete their planned gifts.
  • Excellent working knowledge of Raiser’s Edge.
  • Advanced skills in MS Office Suite (Outlook/Word/Excel/PowerPoint).
  • Demonstrated commitment to continuing professional growth and education.
  • Experience developing planned giving strategies and execution including cultivation, solicitation, and stewardship.
  • Exhibits strong interpersonal skills, empathy and aptitude for working with and understanding the needs and interests of individual donors related to estate planning.
  • Strong collaborator that can motivate colleagues to deliver integrated success through effective project management.
  • Excellent organizational skills, project management and time management skills, with the ability to prioritize a diverse workload and manage a high degree of complexity.
  • Self-motivated, results oriented, with a high level of accuracy and attention to detail.
  • Ability and flexibility to work in a team environment, under time pressure, on some weekends or evenings.
  • Ability to use tact and discretion and maintain confidentiality is mandatory.
  • Strong communicator with exceptional written and verbal communication, judgment and decision making skills.
  • Demonstrated skills in problem solving, analysis, political navigation and professionalism.
  • Committed to our values of collaboration, connectedness, integrity and excellence.

 

To Apply:

To submit your application for this exciting role, please submit your resume by February 19, 2024.

 

We know that everyone’s career journey looks a bit different and experience comes in many forms. If you’re unsure whether your experience matches all of the requirements but still think this would be a great fit, we encourage you to apply.

 

Sunnybrook Foundation values equity, diversity and inclusion within the workplace and is committed to fostering a work environment where employees can bring their whole selves to work, are valued for their diversity, and feel a sense of belonging.

 

Sunnybrook Foundation is committed to providing accessible employment practices. If you require accommodations during any stage of the recruitment process, please advise us when submitting your application.

 

Please be advised that proof of COVID-19 vaccination is required for employment at Sunnybrook. The successful candidate will be asked to provide proof of vaccination prior to their first day of work.

If you are looking for an exciting opportunity and to build a career in an innovative and dynamic organization, submit your resume by clicking on Apply Now below. 

Sunnybrook Health Sciences Centre is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation for disability during any stage of the recruitment process, please indicate this in your cover letter.


Sunnybrook Health Sciences Centre is strongly committed to inclusion and diversity within its community and welcomes all applicants including but not limited to: visible minorities, all religions and ethnicities, persons with disabilities, LGBTQ persons, and all others who may contribute to the further diversification of ideas.


Please be advised that in order to be eligible for employment at Sunnybrook, all new hires must have received the full series of a COVID-19 vaccine or combination of COVID-19 vaccines approved by Health Canada (e.g., two doses of a two-dose vaccine series, or one dose of a single-dose vaccine series); AND have received the final dose of the COVID-19 vaccine at least 14 days ago. Medical exemptions or any other kind of requested exemption based upon the Hospital’s obligations pursuant to the Ontario Human Rights Code will be considered on a case-by-case basis.

We thank all applicants for their interest. However, only candidates selected for an interview will be contacted. Sunnybrook Health Sciences Centre is an equal opportunity employer.