Philanthropy /development Officer - Vancouver, Canada - TB Vets Charitable Foundation

Description

About us

We are

• A dynamic fundraising organization committed to raising funds and awareness to enhance respiratory health and wellness in our community.
• A passionate team of staff and volunteers that have worked together to raise more than $100 million in the 75 year history of the Foundation.
• An organization that was started by WWII Veterans and is now preparing for our next stage of growth.

PHILANTHROPY /DEVELOPMENT OFFICER

Summary of Role:

• Responsible for increasing revenue from legacy gifts by developing, implementing, and evaluating strategies to acquire new donors and manage relationships with existing donors
• Manages and grows both the donor program and the monthly donor program
• Utilizes relationship management, administration, marketing, and problem solving skills to enhance the various programs
• Must have good judgment, attention to detail, and the ability to communicate professionally to build strong relationships with donors, professional advisors, and colleagues
• Ensures a very high standard of customer service

Reports to:

• Chief Executive Officer

RESPONSIBILITIES:


Grow and Manage a Portfolio of Planned Giving Donors

• Establish relationships with individuals who have included TB Vets Charitable Foundation in their estate plans
• Maintain relationships with donors, new and existing, through telephone conversations and personal visits and other communication
• Analyze donor information to determine priority donors, and create stewardship plans for different segments of planned giving donors
• Monitor and evaluate the effectiveness of donor engagement/cultivation, recognition and stewardship strategies and bring forward new engagement opportunities, as appropriate
• Working with the CEO the Digital Media /Marketing Officer, and Database Coordinator to identify generous donors and prospects
• Respond to indications of interest in planned giving from donors in a timely manner, provide technical information and follow up to acquire formal confirmation of the gift
• In consultation with other staff, develop and implement tailored solicitation strategies and proposals for prospects/donors, including detailed gift proposals
• Ensure that all relevant information related to donor interactions is regularly entered into the database (Raiser's Edge)

Develop and Manage Relationships with Professional Advisors

• Organize and help conduct planned giving seminars in partnership with the Foundation's professional advisor (PA) partners, (lawyers, Accountants and Financial planners)
• Work to increase the understanding among Professional Advisors (PAs) of the positive impact a conversation about philanthropy can have to their client relationships by:

Ø Organizing an annual Professional Advisors Breakfast

Ø Increasing the size of the PA Task Force

Ø Seek opportunities to make presentations about the benefits of

charitable giving to PA professional groups

Ø Maintain knowledge of federal and provincial estate, trust, and tax laws that impact planned giving


Grow and Manage the Donor Program

• Assume responsibility for the overall success of a designated portfolio of generous donors and meet or exceed program targets
• Work with Digital Media / Marketing Officer and

Database Officer to identify generous donors and prospects

• Meet personally with generous donors to solicit increased levels of support
• Work with team members to fulfill generous donor benefits

Grow and Manage the Monthly Donor Program

• Assume responsibility for the stewardship and help growth of the Monthly Donor program

Manage the Grant Request Program

• Manage and organize the grant requests
• Ensure media plan has been implemented

Develop a Sponsorship program

• TB Vets is in need of a Sponsor for our Get Up and Breathe exercise program

EDUCATION AND EXPERIENCE:

• Diploma or degree or designation in fundraising, notforprofit management, marketing and communications, or an equivalent combination of education and experience

years direct and progressive fundraising experience with at least 2+ years' experience working on major gifts, planned giving, sponsorship, and/or corporate giving

• Must have demonstrated planned giving fundraising experience

KNOWLEDGE, SKILLS AND ABILITIES:

• Sound knowledge of fundraising principles
• Exceptional interpersonal skills including good judgement, diplomacy, sensitivity, and tact
• Ability to collaborate and work effectively as part of a team
• Demonstrated initiative and follow through
• Comfortable making cold calls
• Comfortable speaking in public
• Ability to work evenings and weekends as required
• Must have regular access to a vehicle and have a valid driver's license
• Proven success in building and maintaining donor and volunteer relationships
• Proven ability to work successfully with volunteers
• Demonstrated ability to engage a wide variety of stakeholders
• Strong ability to analyze, plan, initi