Legacy Giving Advisor

World Vision

3d•Remote

About The Position

Reporting to the Manager, Legacy, the Legacy Giving Advisor 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 journey. The Legacy Giving Advisor provides clear, accessible information about legacy gift opportunities while ensuring donors seek appropriate legal and financial counsel for technical guidance. The advisor will cultivate and steward trusting, mission centered relationships with supporters. The Donor Advisor ensures that donors’ intentions are clearly understood and well documented and provides ongoing stewardship for those who have already included World Vision Canada in their plans—upholding their wishes and strengthening their connection to the impact their legacy will make.

Requirements

University degree in a relevant field (marketing, communication, finance, accounting) or relevant experience.
Minimum 10 years of experience in fundraising, client management, or relationship-based sales.
Extremely strong relationship building and business development skills.
Demonstrated experience with multi-stakeholder relationships and complex systems.
Very high emotional and spiritual intelligence to engage in sensitive conversations.
Has an appetite to continually learn and develop skills.
Understanding of the donor/client lifecycle (identification, cultivation, solicitation, stewardship).
Proficiency with CRM software and data analysis.
Strategic thinking and proactive problem-solving.

Nice To Haves

CFRE, CAGP, CMA, CPA, CFP, LLB certification or designation, an asset
Experience with legacy/planned giving considered a strong asset.

Responsibilities

Develop 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.
Seek out new and creative ways of connecting with new legacy prospects, including collaboration and coaching of other World Vision Canada Advisors.
Cultivate and maintain relationships with current and prospective donors, guiding them through the legacy giving journey and providing them with information about planned giving options and the impact of their contributions.
Share knowledge with internal and external stakeholders on planned giving and planned giving vehicles.
Maintain a portfolio of donors and prospects and lead them through the donor cycle with moves management strategies.
Work with Manager, Legacy Giving and the Coordinator, Legacy to create an Allied Professional Program and engage them on a consistent basis.
Oversee 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.