Three Positions: Development Officer, Philanthropy, Gift Planning Officer (Part-Time), Development Officer, Donor Relations, The Alzheimer Society of B.C.


Are you passionate about making a real difference in the lives of people who are affected by Alzheimer’s disease or another dementia? Our dynamic, dedicated fundraising professionals raise funds to sustain essential programs and services, and we’re expanding our team to support the urgent need in communities throughout the province.

There are approximately 70,000 British Columbians living with dementia – and this number is growing. For every person living with dementia, there are many more who are affected: family, friends, co-workers and more. Your work will help us connect with more British Columbians to provide the education and support they need when they are on the dementia journey and reassure them they are not alone. Your work will help us raise awareness, challenge stigma and pursue our vision of a dementia-friendly B.C. – a kinder, more inclusive and supportive place for people who are affected by dementia.

We’re looking for three passionate and motivated development professionals with a talent for relationship building to join a dynamic team of committed and engaged change makers.

The Alzheimer Society of B.C. offers a competitive salary and benefits package, and a flexible work schedule that includes the option of a 9-day fortnight.

Development Officer, Philanthropy

RESPONSIBILITIES

As part of the Resource Development team, the Development Officer, Philanthropy will report to the Manager, Resource Development and will plan and manage a mid-level giving portfolio and collaborate with team members in moves management to the major gift giving program.

  • Implement and grow a mid-level giving program for achieving the long-term fundraising goals of the portfolio.
  • Identify prospects, develop cultivation and solicitation strategies, solicit and close gifts.
  • Plan, implement and monitor effective gift strategies through all stages of the donor cycle for the assigned donor portfolios, including upgrading existing donors.
  • Collaborate with colleagues on donor stewardship to facilitate effective transition from mid-level to major gifts pipelines.
  • Participate in the development and implementation of the department’s revenue generation activities and budget.
  • Manage an assigned portfolio of donors and ensure proper donor recognition and stewardship.
  • Prepare briefing materials in preparation for meetings with donors and key stakeholders, and participate in strategy meetings.
  • Participate in organization and fundraising events to cultivate and steward donors.
  • Work collaboratively with other colleagues to develop compelling cases for support and related materials.
  • Organize and maintain accurate, professional and current files and records, including Raiser’s Edge actions and reports.
  • Generate mid-level and major gift level reporting to share with management.

QUALIFICATIONS AND SKILLS

  • Undergraduate degree in a related field with 3 to 5 years of related experience.
  • Ability to interact with prospective and current donors with skill, tact, discretion and compassion.
  • Experience with the principles of effective donor cultivation and solicitation.
  • Excellent written and oral communication, presentation, analytical and organizational skills.
  • Knowledge of Word and Excel for Windows, and relevant donor database expertise (preferably Raiser’s Edge).
  • Able to lead, work in a team setting, and work independently.
  • Previous knowledge of dementia is an asset.
  • Must be willing and able to travel by personal vehicle and/or public transportation for donor visits.
  • Positive attitude and ability to work the occasional evening or weekend are essential.

Gift Planning Officer
Part Time .6 FTE (3 days/week)

RESPONSIBILITIES

As part of the Resource Development team, the Gift Planning Officer will report to the Manager, Resource Development and will build and manage ongoing relationships with legacy donors in order to achieve the long-term fundraising goals of the planned giving portfolio.

  • In consultation with colleagues, the Gift Planning Officer will identify prospects, develop cultivation and solicitation strategies, complete solicitations and close legacy gifts.
  • Manage a portfolio of legacy donors and qualified gift planning prospects.
  • Provide legacy giving options to donors.
  • Ensure appropriate stewardship of gift planning donors.
  • Estate administration, including correspondence with executors and solicitors, management of estate files and maintaining estate activity records.
  • Identify and communicate with financial advisors and estate lawyers in order to promote the Society’s gift planning program.
  • Work with other team members to incorporate planned giving as a key component of the Society’s strategic fundraising plan.
  • Participate in speaking engagements and planned giving seminars.
  • Offers educational opportunities and materials regarding planned giving to fellow staff and prospects/donors.
  • Assist in the creation of marketing and communication materials for the planned giving program.
  • Generate Planned Giving reporting to share with management.

QUALIFICATIONS AND SKILLS

  • Knowledge of estate planning, including wills, trusts and estate and gift tax laws.
  • In-depth experience with financial planning, charitable trusts, life insurance and knowledge of stock rules and non-profit legal requirements related to gifts.
  • Sound knowledge of CRA guidelines pertaining to charitable giving.
  • Undergraduate degree in a relevant discipline and a minimum of 5 years of related experience.
  • Ability to interact with prospective and current legacy donors with skill, tact, discretion and compassion.
  • In-depth experience with the principles of effective donor cultivation and solicitation.
  • Excellent written and oral communication, presentation, analytical and organizational skills.
  • Knowledge of Word and Excel for Windows.
  • Experience working in a donor database (preferably Raiser’s Edge), or a willingness to learn.
  • Able to lead, work in a team setting, and work independently.
  • Demonstrated comfort level in researching and analyzing large groups of data to uncover planned giving prospects.
  • Previous knowledge of dementia is an asset.
  • Positive attitude and ability to work the occasional evening or weekend are essential.

Development Officer, Donor Relations

RESPONSIBILITIES

As part of the Resource Development team, the Development Officer, Donor Relations will report to the Manager, Donor Information Services and will plan, develop and implement a comprehensive donor relations plan to assist the Society in reaching its fundraising targets.

  • Lead the implementation of donor stewardship and recognition activities for each of the Society’s donor programs.
  • Develop, implement and lead a successful and integrated donor relations program that strategically targets all levels of giving as defined by the Resource Development team.
  • Foster an environment that ensures donors understand the cause they are contributing funds to and establishes trust that their funds will be spent according to their wishes.
  • Oversee a diverse portfolio that includes stewardship reporting, donor correspondence, leading the Society’s donor recognition event planning and other donor-centered activity coordination.
  • Participate in a culture of collaboration, working with team members across the Resource Development department as well across the provincial organization.
  • Maintain accurate records of donor relations and stewardship activities in Raiser’s Edge to enhance relationships and increase the likelihood of continued contributions.
  • Participate in organization and fundraising events to steward donors.
  • Organize and maintain accurate, professional and current files and records, including Raiser’s Edge actions and reports. 

QUALIFICATIONS AND SKILLS

  • Undergraduate degree in a related field with 3 to 5 years of experience in fundraising and donor relations.
  • Experience working in the charitable sector.
  • Ability to work effectively with a diverse group of stakeholders and interact with donors with skill, tact, discretion and compassion.
  • Experience with the principles of effective donor stewardship.
  • Strong organization and problem-solving skills, with a high degree of initiative, are key to success.
  • Excellent written and oral communication skills.
  • Knowledge of Word and Excel for Windows, and relevant donor database expertise (preferably Raiser’s Edge).
  • Sound knowledge of CRA guidelines pertaining to charitable giving.
  • Able to lead, work in a team setting, and work independently.
  • Previous knowledge of dementia is an asset.
  • Positive attitude and ability to work the occasional evening or weekend are essential.

For more information, to receive the position prospectus for each position, or to apply in confidence please contact:

Gérard Consulting – Fundraising Talent Management
Phil Gérard, President
info@gerardconsulting.ca
www.gerardconsulting.ca

Schedule a time to discuss this opportunity now: https://calendly.com/philgerard

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

w

Connecting to %s