Planned Giving Coordinator
About The Position
The Planned Giving Coordinator is responsible for supporting the administration and stewardship of legacy and planned gifts. This role ensures the accurate recording, processing, and management of estate gifts, annuities, insurance, and other planned giving vehicles. The Coordinator will work closely with donors, financial advisors, legal representatives, and internal teams to ensure compliance, donor recognition, and efficient execution of planned giving strategies. The Coordinator oversees record keeping of physical and electronic files and is responsible for the effective management of confidential and sensitive estate records through their lifetime at MSF Canada.
Requirements
- Demonstrated professional experience in the fields of records management, legal assistance, and/or administration.
- Experience using donor management or CRM software such as Raisers Edge.
- Excellent attention to detail, organizational skills, and ability to manage multiple priorities.
- Strong interpersonal and communication skills to work effectively with donors, legal professionals, and internal teams.
- Courses in fund development, record management, or project management or equivalent professional experience.
- Proficiency in English.
- Candidates must be legally authorized to work in Canada; MSF Canada is not able to support or relocate candidates from outside Canada.
Nice To Haves
- Proficiency in French is an asset.
Responsibilities
- Provide administrative and operational support to the Planned Giving team.
- Ensure timely acknowledgment and stewardship of legacy donors, supporting engagement strategies to strengthen donor relationships.
- Support marketing and communication efforts for planned giving, including newsletters, brochures, and donor recognition materials.
- Provide record keeping and database management, ensuring procedures are followed and information is recorded correctly.
- Support relationship management and coordination, work to build and maintain relationships with internal and external stakeholders.
Benefits
- Starting 4 weeks' of vacation per year
- Access to an Employee and Family Assistance Program (EFAP)
- Flexible work hours and a hybrid working model (minimum 40% in office)
- 5% RRSP contributions (no employee matching required)
- Health Spending Account
- Lifestyle Spending Account
- Group insurance (Life, Dependent Life, AD&D)
- Peace of Mind plan (prescription drugs, accidental dental, hospital care, etc.)
- Annual professional development budget
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
