Planned Giving Manager (interim)

Doctors Without Borders / Médecins Sans Frontières (MSF) Canada•Toronto, ON

3d•Hybrid

About The Position

The Planned Giving (PG) Manager at MSF Canada will oversee all aspects of the PG unit, including marketing, donor engagement, estate administration, and mass marketing integration. They will cultivate relationships with loyal supporters, aligning their philanthropic goals with MSF’s mission of providing medical humanitarian aid worldwide. MSF Canada is looking for someone who will be responsible for the following: Management of team and projects: oversee and lead the PG Officer, PG Estates Officer, and PG Coordinator; Maximize growth opportunities: provide strong people skills and industry knowledge; Lead stewardship, engagement and acquisition strategies for PG unit, developing and researching best practices to recruit and engage new and existing bequests; Increase the income from donors (major, corporate, and planned giving) to fulfill the objectives outlined in the Strategic Plan; Lead MSF Canada Organizational Performance Management (OPM) cycle for PG Unit: including budgeting, Annual Plan (AP), and quarterly reports for the PG unit; Ensure responsible use of resources, including accountability for budget, contracts, and suppliers, recommending new strategies, or drafting proposals in anticipation of future needs; Risk mitigation: work with lawyers to ensure cash-flow, mitigating delays with estate distributions and contested estates; understanding of estate law; expert ability to advise Estate Trustees and hold estate solicitors accountable. Data analysis: Collaborate with the Fundraising Systems Unit to improve the teams' capacity to build a data-driven FR strategy and program.

Requirements

Background in Nonprofit Management, Business Administration, Marketing, Communications, Finance, or Law
Demonstrated fundraising experience, with a strong focus on managing a Planned Giving portfolio in diverse settings such as charities, NGOs, or the financial sector.
Proven ability to lead donor acquisition and marketing campaigns for legacy giving, including overseeing multi-channel strategies and audience segmentation.
Experience managing relationships with 3rd party vendors and external legal counsel, ensuring compliance and effectiveness in planned giving operations.
Proven track record of meeting clear performance metrics and fundraising goals in planned giving and legacy fundraising.
Demonstrated success in leading and developing diverse teams, including direct reports, while fostering a positive work environment, providing constructive feedback, and implementing professional development initiatives.
Skilled in strategic donor engagement, stewarding high-net-worth individuals and collaborating with financial advisors, wealth managers, and estate lawyers.
Experience managing CRM systems and donor databases to track prospect engagement, performance, and reporting.
Ability to navigate complex financial instruments and tax laws related to charitable giving while working with donors and legal professionals.
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 preferred
A Certified Fund-Raising Executive (CFRE) designation or coursework in planned giving, estate law, tax law, or financial planning is an asset

Responsibilities

Oversee and lead the PG Officer, PG Estates Officer, and PG Coordinator.
Lead stewardship, engagement and acquisition strategies for PG unit, developing and researching best practices to recruit and engage new and existing bequests.
Increase the income from donors (major, corporate, and planned giving) to fulfill the objectives outlined in the Strategic Plan.
Lead MSF Canada Organizational Performance Management (OPM) cycle for PG Unit: including budgeting, Annual Plan (AP), and quarterly reports for the PG unit.
Ensure responsible use of resources, including accountability for budget, contracts, and suppliers, recommending new strategies, or drafting proposals in anticipation of future needs.
Work with lawyers to ensure cash-flow, mitigating delays with estate distributions and contested estates; understanding of estate law; expert ability to advise Estate Trustees and hold estate solicitors accountable.
Collaborate with the Fundraising Systems Unit to improve the teams' capacity to build a data-driven FR strategy and program.