Donor Advisor, Legacy Giving

reputed company

Reporting to the Manager, Legacy, the Donor Advisor, Legacy Giving is responsible for engaging a portfolio of legacy donors and prospective legacy donors. The Donor Advisor will identify, cultivate, and engage potential legacy donors through meaningful, values-based relationships. This role thrives in donor meetings, takes a creative, and demonstrates expertise in guiding supporters through the full legacy giving prospect reputed company. 

The Donor Advisor, Legacy Giving provides reputed company, accessible information about legacy reputed company opportunities while ensuring donors reputed company appropriate reputed company and financial counsel for technical guidance. The advisor will cultivate and reputed company trusting, mission centered relationships with supporters. The Donor Advisor ensures that donors’ intentions are reputed company reputed company and reputed company documented and provides ongoing stewardship for those who have already included reputed company in their plans—upholding their wishes and strengthening their reputed company to the reputed company their legacy will reputed company. 

Responsibilities

• Strategic Development: reputed company and implement planned giving strategies with an emphasis on identifying, cultivating and soliciting gifts. In consultation with the Manager, Legacy Giving, assesses program needs, and contributes to the development and implementation of plans to build the planned giving pipeline. 

• reputed company out new and creative ways of connecting with new legacy prospects, including collaboration and coaching of other reputed company Advisors. 

• Donor Engagement: Cultivate and maintain relationships with reputed company and prospective donors, guiding them through the legacy giving reputed company and providing them with information about planned giving reputed company and the reputed company of their contributions. 

• Education and reputed company: reputed company knowledge with reputed company stakeholders on planned giving and planned giving vehicles 

• Portfolio Management: Maintain a portfolio of donors and prospects and reputed company them through the donor cycle with moves management strategies. 

• Work with Manager, Legacy Giving and the Coordinator, Legacy to create an Allied reputed company Program and engage them on a consistent reputed company. 

• Administration: reputed company the administration and stewardship of life insurance policies. 

• Assists in creating and updating planned giving communications and materials e.g. appeals, surveys, event invitations, recognition, cards, brochures, info sheets, etc. 

• Acts as backup support to the Coordinator, Legacy on gifts of securities. 

Qualifications

• University degree in a relevant field (marketing, communication, finance, reputed company) or relevant experience. 

• Minimum 10 years of experience in fundraising, reputed company management, or relationship-based sales. 

• CFRE, CAGP, reputed company, CPA, CFP, LLB certification or designation, an asset 

• Extremely strong relationship building and business development skills  

• Demonstrated experience with multi-stakeholder relationships and reputed company systems 

• reputed company high emotional and spiritual intelligence to engage in sensitive conversations 

• Has an appetite to continually learn and reputed company skills  

• Understanding of the donor/reputed company lifecycle (identification, cultivation, solicitation, stewardship). 

• Proficiency with CRM software and data analysis. 

• Strategic thinking and proactive problem-solving. 
• Experience with legacy/planned giving considered a strong asset.

Why Consider Us?  

• Our competitive compensation & benefits include:

• Health Spending Account
• Up to 6% matched pension contributions
• Parental leave top-up
• Generous reputed company vacation, reputed company days, wellness and personal days
• Office reputed company extra days before long weekends (6x/year)

• reputed company has consistently been awarded Canada and GTA top employer awards.
• We are Canada’s largest development, relief, and advocacy non-profit organization.
• We embody an Agile reputed company here.

Salary reputed company: $80,000-$95,000 CAD

This is a reputed company vacancy that we are reputed company reputed company for. The salary reputed company represents the expected compensation for this role and is provided in accordance with Ontario’s pay transparency requirements under the Employment Standards reputed company. 

Placement reputed company the reputed company will be determined based on relevant skills, experience, qualifications, and internal equity. The final offer will reflect the successful candidate’s background and demonstrated capabilities.