Legacy Giving Specialist

POSITION TYPE  TERM (1 Year), FULL-TIME (Mon – Fri, 8 am – 4:30 pm)

JOB SUMMARY

The Legacy Giving Specialist will identify, cultivate, solicit and steward legacy and planned giving donors, with a strong emphasis on building long-term, trust-based relationships with prospective bequest donors and other supporters considering future gifts. The Legacy Giving Specialist will communicate in a manner that reflects Siloam’s HEART values, and resonates our passion for seeing lives changed through the continuum of services provided. As a key member of the Development team, the primary objective of this position is to connect current, lapsed, and prospective supporters to the Mission, Vision and Values of Siloam Mission through donor-centred legacy giving strategies.

KEY DUTIES & RESPONSIBILITIES

Legacy Giving and Donor Stewardship

• Develop and implement strategies to effectively identify, cultivate, solicit and steward legacy and planned giving prospects and donors
• Manage a portfolio of legacy and planned giving donors and prospects through tours, meetings, phone calls, emails, events and other correspondence
• Build trusted relationships with older adult donors, family members and professional advisors with empathy, discretion and respect
• Utilize and analyze data, records, metrics, relevant software and research tools to identify and advance new and current legacy giving prospects
• Work collaboratively to develop compelling donor-centred proposals, cases for support, legacy materials and gift documentation that align with organizational needs
• Utilize and maintain a moves management system to track individual activity in all stages of the donor life cycle to ensure relationships are nurtured and advanced appropriately on an ongoing basis
• Ensure donor intent and the philanthropic wishes of legacy donors are respected and that recognition and stewardship strategies align with Siloam Mission's policies, procedures and ethical fundraising standards
• Collaborate with the broader Siloam Mission team to determine which programs and services are most likely to align with the priorities and philanthropic wishes of legacy donors and prospects
• Collaboratively ensure impact reporting fulfills commitments to supporters in a timely manner and according to funding agreements, documented donor intent and Siloam Mission's outlined Donor Recognition Journey
• Ensure donor records, contact reports, planned gift documentation and pipeline activity are current and accurate
• Be knowledgeable about Siloam Mission’s programs, and services and be able to communicate this information effectively to existing and prospective supporters
• Encourage donors to seek independent legal and financial advice where appropriate and work respectfully with lawyers, executors, financial advisors and family members when gifts involve wills, estates, insurance, securities or other complex arrangements
• Ensure all communications align with Siloam's overall Mission, Vision, Values and Strategic Plan

Program Administration and Cross-Department Collaboration

• Lead the day-to-day activities of Siloam Mission's legacy giving program and support annual goals, pipeline development and stewardship plans
• Research and identify prospective legacy donors using internal data, relationship history and other research tools
• Develop, maintain and advance cultivation, solicitation and stewardship plans for top legacy giving donors and prospects
• Meet with and tour prospective legacy donors
• Plan and support legacy events, recognition activities, surveys, mailings and related communications in collaboration with Development colleagues
• Ensure all documents, templates and process materials for Siloam's legacy giving portfolio are accurate and up to date
• Track and analyze the performance of legacy outreach, surveys and related donor activity to inform strategy, forecasting and continuous improvement
• Maintain up-to-date knowledge and practical understanding of estate giving, planned giving practices, and the applicable legal, tax and ethical considerations in Manitoba and Canada
• Provide coordination to other Development team members on legacy-related activities as required
• Collaborate with Finance, Communications, Programs, and Leadership to ensure donor commitments are documented, understood, and fulfilled appropriately

EDUCATION & EXPERIENCE

• 3 years’ progressive fundraising experience; focus on donor/customer relations an asset
• Must have a valid 5F driver's license, acceptable drivers abstract, reliable vehicle and the ability to travel within city limits and occasionally to rural locations in southern Manitoba
• Clear Criminal Record Check with Vulnerable Sector Check, and Clear Adult Abuse Registry Check required

KNOWLEDGE/SKILLS/BEHAVIORS

• Excellent interpersonal skills with the ability to build relationships with a wide variety of people
• Strong active listening skills and emotional intelligence
• Exceptional written and oral communication skills
• Team-oriented and collaborative, positive approach, with the ability to work independently
• Strong organizational and time management skills
• Superb attention to detail
• Ability to exercise good judgement and solve problems effectively
• Demonstrated discretion when working with highly sensitive and confidential material, conversations and situations
• Working knowledge of databases; DonorPerfect experience is an asset
• Proficiency working with reports and tracking tools
• Intermediate skills in Microsoft Office programs, (Word, Outlook, etc.)
• Experience working with older adults, volunteers and/or professional advisors is an asset
• Familiarity with issues surrounding poverty and homelessness is an asset

RELATIONSHIP

• Works closely with the Development Manager, Communications Manager and entire Development team;
• Works occasionally with other department heads, Finance, Program teams, donors, professional advisors, external vendors and agency partners;

WORKING CONDITION

• Hours of work: Monday-Friday, 8:00 a.m. - 4:30 p.m. with occasional weekends and evenings
• Office environment with regular on-site and off-site events and donor meetings
• 1-year term position with the possibility of extension

Please send a cover letter and a resume to employerrep@abcentre.org.

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