Category Archives: Career Opportunities

The latest fundraising career opportunities.

This Week’s Jobs

Photo by Chris Child on Unsplash

Happy Family Day!

Well, at least to you my readers in BC. There has been a great deal of discussion about Family Day last week and this may be the last year BC celebrates this lovely holiday on a different day from other provinces. Anyway, I hope you enjoy it! The sun has been gorgeous!

This week is another busy one for Gérard Consulting searches! You may have seen the latest opportunity as Advancement Officer, Gift and Estate Planning, with SFU already last week. This is an amazing mid-level position in a fantastic, growing team. What can I say, I love SFU!

This week I am launching three searches for The Salvation Army. There is a little bit for everyone – one position is an Annual Giving Officer, one a Grants Officer and, last but not least, a Major Gifts Officer.

I look forward to hearing from you if you are interested in any of these amazing new opportunities!

And here are some more career opportunities that came across my desk…

Have a great, short week 🙂

Best,

Phil

Advancement Officer, Gift and Estate Planning, Simon Fraser University

ABOUT SFU

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.

POSITION SUMMARY

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.

DUTIES AND RESPONSIBILITIES

  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).

IMPACT OF DECISION MAKING

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

RELATIONSHIPS

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.

QUALIFICATIONS

  • 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
info@gerardconsulting.ca
http://www.gerardconsulting.ca

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.

Senior Development Officer, Major Gifts and Capital Campaign, Okanagan College

Kelowna Campus

POSITION SUMMARY

Under the general direction of the Director, Advancement & Alumni Relations, the Senior Development Officer, Major Gifts and Capital Campaign plays a key, strategic role in developing, promoting, implementing and growing the major gifts program, with a weighting on activities related to capital campaigns. The Senior Development Officer works to promote loyal giving and to upgrade donor giving; this includes identifying, cultivating, soliciting, securing, recognizing and stewarding a portfolio of major gift and campaign prospects for all regions of Okanagan College in accordance with the mission, values, goals, and policies of Okanagan College and the Okanagan College Foundation.

The Senior Development Officer is responsible for identifying and soliciting donors and donor prospects and for stewarding existing donors. Interaction is primarily with donors, prospective donors, volunteers with campaign committees, Directors of the Okanagan College Foundation, corporations, external professionals and members of the Alumni Association; but may also be with groups, foundations, students, Faculty and employees.

EDUCATION AND EXPERIENCE

Completion of a minimum of a Bachelor’s degree from a recognized post-secondary institution, preferably in Philanthropy, Non-Profit Management, Communications or Marketing or other related program, or technical training equivalent to three years of study in a related field is required. CRFE certification along with membership in the AFP, CCAE, or CAGP is preferable. A minimum of five years fundraising experience with extensive knowledge and a proven track record of individual, corporate or Foundation fundraising is required, preferably within the post-secondary sector. Experience working with volunteers is an asset.

Travel may be required. Hours and days of work may vary with work on weekends and/or evenings required

SKILLS AND ABILITIES

  • Demonstrated ability to solicit and close major gifts and meet performance targets and goals
  • Proven skills in negotiation and diplomacy
  • Ability to manage relationships and build long-term relationships with donors
  • Ability to exercise a high level of tact and discretion in both internal and external interactions
  • Ability to work under pressure, juggle multiple deadlines and interact with a diverse client base including other members of the department and the internal community of Okanagan College
  • Competency with word-processing and spreadsheet applications; knowledge and prior use of the Raiser’s Edge database program is an asset

CORE COMPETENCIES

  • Collaboration & Collegiality
  • Continuous Learning & Information Seeking
  • Effective Interactive Communication
  • Initiative
  • Integrity & Accountability
  • Student & Service Focus

JOB SPECIFIC COMPETENCIES

  • Adaptability
  • Attention to Detail
  • Flexibility
  • Impact and Influence
  • Relationship & Network Building
  • Results Orientation

TO APPLY, VISIT:

https://www.employmentopportunities.okanagan.bc.ca/postings/4850

Applications will be accepted until February 18, 2018.

Please mention that you saw this career opportunity on Phil’s Careers Blog!

Manager, Leadership Giving, Canadian Cancer Society


POSITION PURPOSE

This position is responsible for building a sustainable major and planned gifts program throughout Fraser Valley and Interior Communities, raising funds to support vital mission priorities of the Canadian Cancer Society, BC/Yukon.

POSITION RESPONSIBILITIES

This position is responsible for developing and managing all activities related to the identification, cultivation, solicitation and stewardship of major ($10K+) and planned gifts in Fraser Valley & Interior area communities. This includes growing a portfolio of key accounts, identifying prospects, and implementing strategies to engage and secure commitments from major and planned gift donors. The Manager, Leadership Giving actively contributes to the Society’s Leadership Giving department, which raises in the range of $8 to $10 Million annually. This position will also work closely with donors, volunteer leaders, VP, Revenue Development, Annual Community Managers, and the Leadership Giving Team.

EDUCATION & EXPERIENCE

  • Bachelor’s degree in related field
  • 5 to 8 years of experience and demonstrated success developing and growing major and planned giving fundraising results.
  • Strong track record of securing individual major gifts in a complex not-for-profit organization.
  • Solid understanding Planned Giving vehicles such as bequests, charitable remainder trusts, donor-advised funds, life insurance, annuities, gifts of stock, etc. 

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

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

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.

This Week’s Jobs

Happy first week of February!

For those with the winter blues, the good news is that in only a few days we get our beloved February long-weekend (thank you Christy Clark) – BC Family Day. This is one of my favourite long weekends because it still comes as a surprise every year! It’s like waking up on the first standard time Sunday morning and realize you have an extra hour – awesome!

Something else that’s awesome is that I am working for the first time with the Canadian Cancer Society on a search. So exciting! Two of my former colleagues just joined the leadership team and I can tell you they are fabulous! CCS is looking for a Manager, Leadership Giving for its Fraser Valley office (Surrey). This is a fantastic, senior opportunity for those of you living South of the Fraser! These jobs are rare and the time has never been better to join CCS! Call me today for more information.

And here are some more jobs that came across my desk…

Have a great week!

Best,

Phil