Planned Giving Officer
About The Position
Our vision at Diabetes Canada is a world free from the effects of diabetes. That’s why we work together to improve the lives of those living with diabetes – sharing knowledge and resources, supporting health-care professionals to improve patient care, advocating for change through policy, and funding research to advance treatments and discover a cure. Living with diabetes is a complex and often relentless journey, testing the resilience of every individual affected. Diabetes Canada is here to help - providing tools, resources, and support to make that journey easier. Join us in leading with strength and compassion - so no one faces diabetes alone. We’re seeking a Planned Giving Officer who will be managing, cultivating, soliciting, and stewarding planned giving (PG) prospects and donors. This role helps fundraising by giving colleagues tools, training, meeting support, and guidance on gift planning. Reporting to the Senior Manager, Planned Giving, the Planned Giving Officer contributes to the growth of planned giving expectancies and enhancing the profile of the PG program. The Officer will build and maintain relationships with existing and prospective donors and collaborates with internal and external stakeholders across Canada to support the development and execution of planned giving strategies.
Requirements
- 3-5 years of fundraising experience, preferably in planned giving
- University degree or diploma in fundraising, communications, or related discipline, or equivalent experience
- Canadian Association of Gift Planners (CAGP) certificate is an asset.
- Ability to support and collaborate with team members in PG conversations and donor engagement strategies.
- Sound understanding of brand reputation policies, practices and experience working cross-functionally with the internal teams.
- Strong written and oral skills and the ability to synthesize complex information.
- Solid understanding of charitable giving vehicles and associated tax strategies.
- Experience working in and understanding current trends in the non-profit sector.
- Experience working with MS Office applications and CRM systems.
- Strong organizational, communication, and problem-solving skills.
- Proven ability to build and maintain effective working relationships with internal and external stakeholders.
- Commitment to fostering a positive, inclusive and collaborative work environment.
- Understands and demonstrates a commitment to Diabetes Canada’s Mission, Vision and Core Values.
- Willingness and ability to travel on occasion.
- Must be legally eligible to work in Canada. Where applicable, must hold a valid work permit or study permit that allows you to fulfill the requirements of this role.
Nice To Haves
- Canadian Association of Gift Planners (CAGP) certificate
Responsibilities
- Develop and execute stewardship activities for existing confirmed legacy donors through various communication channels.
- Define and implement stewardship touchpoints for PG prospects and expectancies.
- Effectively communicate and coordinate PG activities across the organization as required.
- Maintain and update PG content on the website.
- Execute digital marketing initiatives for the PG program in collaboration with the Digital Marketing team.
- Maintain vendor relationships to support program delivery and achieve expectancy targets.
- Partner with internal teams to integrate PG within opportunities into broader fundraising initiatives.
- Collaborate with team members to identify and support opportunities to increase current and future giving.
- Participate in and remain accountable for setting goals and strategies to meet revenue objectives.
- Plan and deliver donor cultivation activities, including webinars and events.
- Collaborate with Marketing and Communications to align messaging with organizational priorities and audience needs.
- Ensure all activities align with fundraising best practices and donor-centered approaches.
Benefits
- health and dental coverage
- life insurance
- disability coverage
- Employee and Family Assistance Program (EFAP)
- company-matched Pension/RRSP
- Access to a mental wellness app with guided meditation and self-paced learning on a variety of topics.
- additional paid holidays beyond provincial statutory holidays
- end-of-year office closure
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
Associate degree
