Director, Legacy Giving

Calgary Health Foundation • Calgary, AB

3d • CA$120,000 - CA$130,000

About The Position

As Calgary Health Foundation's Director, Legacy Giving, you will provide strategic leadership for the development and growth of the Legacy Giving Program, ensuring donors are engaged with professionalism, care, and integrity throughout their philanthropic journey. Working collaboratively across fundraising, stewardship, marketing, and volunteer networks, the role strengthens donor trust, expands community support, and helps secure transformational future revenue that advances the organization’s mission for generations to come.

Requirements

• Bachelor’s degree in business or a related field.
• A minimum of 7 years of progressive experience in fundraising.
• A minimum of 3 years of management or supervisory experience.
• Demonstrated success managing donor portfolios, cultivating high-value donor relationships, and securing philanthropic commitments.
• Direct experience working with CRM and donor database systems, including pipeline management, reporting, and moves management tracking.

Nice To Haves

• Experience working with estate administration processes and collaborating with legal, financial, and estate planning professionals is strongly preferred.
• Professional experience within the not-for-profit and/or registered charity sector is strongly preferred.
• CFRE designation and/or membership in professional fundraising associations is strongly preferred.

Responsibilities

• Lead the strategic planning, execution, and growth of the Legacy Giving Program, establishing annual goals, performance metrics, and donor engagement strategies aligned with fundraising best practices.
• Build, manage, and steward a portfolio of legacy giving prospects and confirmed donors through all stages of moves management, including cultivation, solicitation, stewardship, and estate administration in accordance with donor intent and organizational policies.
• Develop and strengthen relationships with donors, volunteers, and professional advisors (e.g., lawyers, estate planners, financial advisors) to expand referral networks, enhance donor confidence in planned giving, and grow legacy giving participation.
• Collaborate cross-functionally with the broader philanthropy team, stewardship, marketing, communications, operations, and technology teams, integrating legacy giving across donor touchpoints, to create compelling donor communications, stewardship initiatives, and recognition programs.
• Produce regular reports and strategic insights on portfolio performance, pipeline health, and program outcomes to support organizational decision-making.
• Provide leadership and mentorship to legacy and other members of the philanthropy team, fostering a collaborative, donor-centric culture while supporting recruitment, professional development, and team performance management.

What This Job Offers

• Job Type: Full-time
• Career Level: Director