Associate, Planned Giving
CNIB Foundation, Canada

Full Time, Permanent

Toronto, ON

Reports to: Director, Planned Giving

Direct Reports: No

Join us in our mission to change what it is to be blind in Canada.

Founded in 1918, CNIB is one of Canada’s oldest charities. We believe our new strategic plan, The Way Forward, will once again revolutionize the way we serve and support our community from coast to coast. Working with us means that you'll be part of an ambitious, diverse team that's committed to changing what it is to be blind today.

We're looking for a mission-driven Associate, Planned Giving who is passionate about creating more accessible, inclusive, and equitable communities across Canada where people with low vision have unlimited opportunities and can experience life free from barriers and discrimination.

• Provide donor-centric administrative support to the Planned Giving and Estates team to support the annual revenue needs of the organization.
• Maintain high quality stewardship practices for active donors including reporting and sustaining detailed records of activities.
• Ensures all donor information provided is accurately entered into SharePoint following established standards, protocols and polices within standard turn-around times.
• Ensures all inbound and outbound Planned Giving and Estate correspondence is addressed in a timely manner, both print and electronic.
• Coordinate Planned Giving team-oriented activities including, however not limited to, material ordering and logistics, managing equipment and supply inventories, implementing team administration tasks, scheduling and coordinating meetings, and taking meeting minutes.
• Maintain a working knowledge of significant developments and trends in Planned Giving, Estates and philanthropy.
• Collaborate with colleagues from other departments (Finance, Marketing and Communications, Gift Management, Major Gifts) for team projects, data management, accurate processing of gifts tax receipts, and reports.
• Prepare customized proposals, agreements and gift scenarios involving cash, annuities, and other planned gift vehicle to meet the donors personal, estate and financial planning goals.
• Deals directly with professional advisors (legal, financial, etc) when called upon to assist in the creation of the planned gift or for tax receipting.

Requirements

Education and Certifications

• Degree or diploma in business, marketing and communications, fundraising management or related field, or equivalent work experience.

Experience and Qualifications

• Minimum of 2-3 years of experience in a specific fundraising, preferably Planned Giving or direct mail position.
• Proficient in MS Office suite software applications including Teams and SharePoint.
• Proficient in using a fundraising database (Sales Force/equivalent).
• Adhere to applicable privacy laws as well as CAGP, AFP and CNIB standards of discretion and confidentiality.
• Familiarity with the issues surrounding vision loss is an asset and a desire to be a passionate advocate for CNIB and those we serve.
• Able to handle and maintain the confidentiality of sensitive information.
• Superior interpersonal skills.
• Professional attitude, results oriented, strategic, flexible and ability to function with limited supervision and adapts to fast paced environment.
• Ability to provide strategic solutions to complicated and difficulty problems utilising excellent analytical, problem definition and problem-solving skills.
• Excellent written and oral communication skills; demonstrated success in proposal and stewardship development.
• Strong strategic thinking skills, with the ability to collect, analyze, interpret, and evaluate information, and make recommendations.
• Proven time management, planning, coordinating and organization skills; proactive in initiating multiple projects on an ongoing basis.
• Excellent project management skills
• Strategic mindset and creative approaches to deepening relationships and driving results.
• Familiar with comprehensive Planned Giving functions and regulations, thorough understanding of Planned Giving, Planned Giving vehicles and tax implications.
• Personal or professional experience relating to blindness and sight loss is considered an asset.
• Personal or professional experience working with assistive technology and/or accessible environments is considered an asset.

Benefits

We offer industry leading comprehensive and competitive Total Rewards packages and a wide range of perks, including:

• Flexible and hybrid working arrangements and

Job Rewards and Benefits