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    Director, DE&I- Remote - Toronto, ON, Canada - Ocean State Job Lot

    Ocean State Job Lot
    Ocean State Job Lot Toronto, ON, Canada

    2 weeks ago

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    Due to COVID-19 Guidelines, this role involves remote / work from home with a requirement for a minimum of two (2) days per week working in the office and may be subject to change as the organization works through its hybrid workforce plan, and/or changing needs of the Foundation.

    We care about our team and community, and are closely monitoring the evolving situation. CAMH Foundation will continue to make the health and safety of our team a top priority.

    ABOUT CAMH FOUNDATION
    I've spent the last year with CAMH Foundation watching the organization and the cause grow significantly.

    I believe the key to an excellent Director, Legacy Giving is not just the technical skills but the knowledge of the organization's business, asking the right questions, listening to the answers and believing in the organization's mission.

    The Centre for Addiction and Mental Health (CAMH) is Canada's largest mental health teaching hospital and one of the world's leading research centres in its field.

    With a dedicated staff of more than 3,000 physicians, clinicians, researchers, educators and support staff, CAMH offers outstanding clinical care to more than 34,000 patients each year.

    The organization conducts ground-breaking research, provides expert training to health care professionals and scientists, develops innovative health promotion and prevention strategies, and advocates on public policy issues at all levels of government.

    CAMH Foundation is charged with raising and stewarding funds in support of CAMH.

    Its role is to help transform the way we understand and address mental illness by raising awareness and increasing engagement across the country.

    Generous and dedicated supporters help CAMH advance discovery and innovation, build spaces that promote recovery, and break down the stigma of mental illness.

    The Philanthropy Team is responsible for inspiring philanthropic support from individuals in the private sector, making up over 70% of CAMH Foundation's annual revenue.

    Reporting to the Chief Philanthropy Officer, the Director, Legacy Giving is a senior member of the Philanthropy team.

    As a champion of the team's vision – inspiring philanthropy to solve the greatest mental health challenges of our time – the Director is accountable for the evolution and growth of CAMH's gift and estate planning portfolio.

    The Director is responsible for identifying and cultivating Legacy prospect leads, confirming new Legacy gifts, integrating Legacy Giving strategy with relevant fundraising segments across CAMH Foundation, and for the success of annual Legacy revenue goals.

    The Director is responsible for managing one Associate, Legacy Giving, providing support and coaching to ensure that all aspects of Legacy donor cultivation, solicitation and stewardship are well managed, while also ensuring that CAMH Foundation's estate administration processes facilitate realized bequest revenue.

    Working closely with CAMH's Senior Leadership Team (including colleagues from Philanthropy, Leadership Giving, Direct & Digital Fundraising and Corporate and Community Partnerships), this role will play a key part in designing and leading clear communication and lead generation strategies across CAMH Foundation's revenue channels.

    Additionally, the Director, Legacy Giving will work with senior volunteers and leaders in the wealth management field to build relationships and implement planned giving best practices for CAMH.

    Accountable for setting aspirational annual Legacy confirmation and revenue goals that support CAMH Foundation's strategic plan and align with charitable sector trends and best practices
    Provide leadership for the day-to-day operations of Legacy Giving portfolio, including the development of integrated donor cultivation strategies and engagement opportunities with Legacy prospects in all appropriate CAMH Foundation donor segments
    Develop and implement strategies that engage, cultivate, solicit and steward a portfolio of foundations and individual prospective donors.
    Lead strategy and execution of annual calling campaigns to qualify leads and secure new Legacy confirmations, coordinating with Director, Digital and Direct Fundraising and external vendors
    Partner with the Chief Financial Officer to manage estate administration process and associated stewardship deliverables for realized bequests.

    Engage with Legacy Giving professionals across the sector to share and implement best practices, capitalize on giving trends, ensure proactive approach for changes in tax code and serve as an advocate for CAMH in the charitable giving professional field.

    Ensure compelling and strategic fundraising materials, including marketing materials, gift agreements, sample will language, and stewardship reports, are prepared as required.

    Liaise with allied CAMH Foundation teams including Brand and Donor Engagement, Legacy Giving, Corporate and Community Partnerships, Signature Events, and Personalized Stewardship to ensure that Legacy Giving fundraising is coordinated with their initiatives.

    Liaise with Research & Prospect Management team to identify/qualify Legacy prospects.

    Ensure accurate, professional and current Raiser's Edge and hard-copy records, actions, and reports are maintained for donors and prospective donors under management.

    Cultivate strong professional relationships with CAMH hospital staff.

    Collaborate with Foundation partners to establish and deliver appropriate Legacy donor stewardship plans, ensuring gifts are handled and recognized according to Foundation policies and practices.

    Ensure appropriate development of high-quality marketing materials, proposals, letters, reports and acknowledgements for cultivation and stewardship of donors.

    Work with Gift Processing team to ensure that acknowledgements, tax receipts, invitations, and other correspondence are sent in a timely manner.

    Contribute to the development and execution of strategies to support the Foundation's fundraising, campaign and annual goals.

    Working with Operations staff, report on fundraising activities including Legacy team fundraising activity (revenue, donor calls, calling campaign data, engagement interactions), to ensure appropriate actions are recorded in the Foundation's Raiser's Edge database.

    Actively manage an Associate, Legacy Giving to drive revenue and donor activity to support identified priorities for CAMH; Clearly communicate expectations and performance metrics with Associate, Legacy Giving and hold regular check-ins to support progress towards annual goals.

    Contribute to the agenda and content for Philanthropy team meetings, in partnership with fellow members of the Philanthropy Senior Management Team.

    Serve as an active, engaged participant on the CAMH Foundation Senior Leadership Team, contributing to the achievement of Foundation-wide goals.

    Commit to ongoing, active learning in fundraising, leadership and Equity, Diversity and Inclusion best practices.
    Act as an ambassador throughout the community, positively representing the Hospital and the Foundation.
    Abide by the policies and procedures of CAMH and CAMHF.

    Abide by the Occupational Health and Safety Act, and work in a manner that is safe, reporting incidents immediately to direct supervisor.

    Perform other duties as assigned in order to meet the overall goals and objectives of the Foundation.

    A post-secondary education and a minimum of ten years of fundraising experience preferably in a large, complex not- for-profit organization such as a hospital or university.

    Experience in a large, complex, multidisciplinary academic and/or Fundraising environment preferred.
    Ability to engage new communities or affinity groups with culturally competent strategies.
    Demonstrated experience in gift and estate planning, estate administration, stewardship, communications and marketing.
    Demonstrated ability to think strategically, work proactively and cross-functionally, and manage competing priorities in a complex environment.
    Excellent organization, planning and time management skills with exacting attention to detail.
    Strong computer skills, including experience with Microsoft Office software applications and demonstrated knowledge of Raiser's Edge or equivalent.
    A flexible team player able to collaborate with and inspire junior colleagues, peers and senior volunteers and leaders.
    Willingness and ability to work flexible hours, including some evenings and weekends.

    Extensive knowledge of Canada's philanthropic laws and charitable giving instruments, tax laws and related tools to enable Legacy Giving.

    If you have some of these qualities and believe this is the position that will make you excited to come into work every day, then we want to hear from you
    CAMH Foundation is an equal opportunity employer.

    If you are a person with a disability and require assistance during the application process, please don't hesitate to reach out We work in respectful partnerships with each other and our hospital partners to inspire philanthropy and raise awareness in support of mental health.

    CAMH is fully affiliated with the University of Toronto and is a teaching hospital and research institute.

    As a CAMH employee, you will be expected to actively support CAMH's teaching and research activities, in addition to supporting the clinical work of the hospital.

    CAMH actively seeks candidates from First Nations, Métis and Inuit, racialized and LGBTQ2S+ communities, women, and people with disabilities (including people who have experienced mental health and substance use challenges).

    We actively encourage individuals from equity-deserving communities, including First Nations, Métis and Inuit, racialized communities, LGBTQ2S+ communities, women, and people with disabilities (including those who have experienced mental health and substance use challenges) to apply for our available positions.

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