Advancement Officer, Gift and Estate Planning, Simon Fraser University


In the place where innovative education, cutting-edge research and community outreach intersect, you’ll find Simon Fraser University. Our vision? To be Canada’s leading engaged university.

Born in 1965, SFU has become Canada’s leading comprehensive university with vibrant campuses in British Columbia’s largest municipalities — Vancouver, Burnaby and Surrey — and deep roots in partner communities throughout the province and around the world.


The Advancement Officer is responsible for cultivating and managing relationships of donors who are considering planned gifts for Simon Fraser University through their estates. Through personal contact with prospective donors, the Advancement Officer qualifies donors by determining their affinity, capacity, and interest in legacy giving. The Advancement Officer liaises and coordinates multi-channel marketing initiatives including list development and segmentation, Gift and Estate Planning (GEP) survey development, donor follow up and assignment and ensures data integrity of the GEP portfolio. The Advancement Officer maintains stewardship of the confirmed planned gift, SFU FutureFund, donor portfolio and is responsible for building and formalizing a network of Allied Professionals in the database to advance community engagement. As a member of the Advancement team, the Advancement Officer collaborates and coaches Advancement faculty fundraisers and other units to facilitate and generate philanthropic support through planned giving.


  1. Generates philanthropic support through planned giving by:
  • managing relationships with donors who have arranged planned gifts through their estates.
  • identifying prospective donors; develops relationships; proposes and solicits legacy gifts from their assigned portfolio.
  • developing and enacting strategies for building relationships with new donors from the pool of qualified prospects.
  • qualifying donors by determining their affinity, capacity, and interest in legacy giving.
  • undertaking a target number of contacts with prospects per week to qualify their interest in legacy giving and advance their philanthropic relationships.
  • meeting established targets in soliciting and confirming planned gifts through direct contacts with individuals to achieve target goals in new legacy expectancies annually for the SFU FutureFund.
  • liaising with and providing advice and consultation to colleagues in University Advancement regarding gift planning options for their donors and assists by providing gift planning information to support and secure blended gift (i.e., current and deferred) opportunities.
  • developing and enacts strategies for stewarding individual relationships with existing SFU FutureFund legacy donors by engaging a target number of legacy donors per year in discussions about their legacy giving with the goal of thoroughly understanding their legacy intentions, securing documentation, and maximizing legacy gift commitments to SFU.
  • leading GEP stewardship event planning and execution in collaboration with Ceremonies and Events and Leadership Giving. Coordinates details with GEP team to ensure effective communications and efficient event execution and follow up.
  1. Ensures data integrity for the Gift & Estate Planning portfolio by:
  • analyzing, identifying, and developing prioritized propensity prospect lists from pre-qualified planned giving leads and collaborates with GEP team members to manage the full department pipeline.
  • maintaining realized estate and life insurance files for analysis and reporting purposes.
  • liaising with the Marketing and Communications team to plan and execute multi-channel GEP marketing initiatives ensuring accurate analytic and database recording of donor response and activity follow up.
  • leading the data development and ongoing management of the Allied Professional network growth strategy to expand the existing segment of professional advisors in the GEP pipeline
  1. Carries out associated administrative activities by:
  • prioritizing activities and tracking and monitoring the progress of relationships leading to a planned gift solicitations within assigned portfolio.
  • compiling and maintaining comprehensive contact reports and appropriate documentation in electronic shared and BlackBaud files on prospect and new donor
  • collaborating with the Director, Gift Estate Planning and Senior Associate Director, Donor Relations, on Terms of Reference and gift documentation.
  • attending workshops, webinars, seminars, conferences in the field of gift planning to develop and maintain currency and cutting edge knowledge in the fields of gift planning and philanthropy.
  • maintaining a membership in professional organizations including Canadian Association of Gift Planners (CAGP) and/or Association of Fundraising Professionals (AFP).


The Advancement Officer is responsible for:

  • decisions regarding the identification, qualification, and solicitation of donors and prospects for bequest gifts
  • decisions regarding cultivation activities, timing and strategy required for individual gift solicitations within established parameters
  • decisions regarding a donor’s charitable intentions and advises on tax efficiencies of appropriate giving options in collaboration with the Director, Gift Estate & Planning


Establishes and maintains relationships and alliances. Maintains effective communication. Shares information and readily determines to whom to go for relevant information. Seeks assistance and feedback in the problem-solving process. Partners with others to achieve expectations.


  • Bachelor’s degree in Business Administration, with completion of the Canadian Association of Gift Planners (CAGP) Gift Planning course, and three years fundraising experience with an understanding of planned giving, or an equivalent combination of education, training, and experience.
  • Good knowledge of all aspects of planned giving.
  • Excellent solicitation and philanthropic relationship building skills.
  • Excellent organizational, problem-solving, strategic planning and analytical reasoning skills.
  • Excellent interpersonal, communication skills (oral, written, and presentation).
  • Ability to engage a broad range of prospective legacy donors through direct contact.
  • Ability to arrange suitable transportation to various work locations. 

For more information or to apply in confidence please contact:

Gérard Consulting – Fundraising Talent Management
Phil Gérard, President

Applications will be accepted on a rolling basis until the position is filled. We thank all applicants for their interest, however, only those candidates invited for an interview will be contacted.

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