Legacy Giving Manager and Major Donor Administrator - Canadian Wildlife Federation

Apr 30, 2021
Kanata, Ontario

Your Connection to Wildlife

As one of Canada’s largest not for profit leaders in wildlife conservation, research, and advocacy, we are seeking to fill the following position…

Legacy Giving Manager and Major Donor Administrator

Job Summary

Reporting to the Executive Director and Chief Revenue Officer, The Legacy Giving Manager and Major Donor Administrator provides strategic, operational, and expert leadership for Canadian Wildlife Federation’s Legacy program while also supporting Major Donor moves management and administrative support.

The Legacy program cultivates a growing number of philanthropic relationships with individuals, foundations, within the current CWF support base across Canada. Our Legacies program markets legacy opportunities to donors as well as the public, cultivates prospects and confirmed pledge donors and is responsible for estate management and settlement. The Current program raises between approximately 1.5 million each year. This is done in partnership with an external partner/legacy agency to lead, create and deliver exceptional donor experiences to maximize existing relationships. The Legacy Giving Manager and Major Gift Administrator will continue to develop, augment, and implement an existing multi year strategy for growth.

External Management:

The Manager is required to communicate, liaise and otherwise work with partners of Legacy development. In addition, the Manager may consult with other charitable or non-government organizations in terms of outreach, partnership and cooperation concerning fundraising and data processing activities and with members of professional fundraising organizations.

Internal:

Direct Report to the Executive Director and Chief Revenue Officer.

Will also work collaboratively with the Donor Stewardship, Direct Response, Operations, Marketing and Communications, Corporate and Foundation Development as well as the Finance and Administration Teams.

Interacts directly, as required, with members.

Meetings:

The Manager will participate in meetings with the full Fundraising Team, and from time to time and will be asked to participate in strategic development meetings, and to join management training sessions when they are related to personnel management.

Primary Activities (Manager of Legacy Giving) 80% of time allocated.

  • Manage an existing robust, sustainable multi-channel program that includes one-to-one calling, telemarketing, direct mail campaigns and e-marketing.
  • Act as a central point of contact for internal and external stakeholders on matters relating to the Legacy Giving program
  • Prioritize and manage personnel resources and data to ensure that all activities are targeted, timely and compelling.
  • Maximize the long-term value of every prospect through excellent stewardship and relationship development.
  • Develop content to support each channel of activity with clear and compelling cases for support.
  • Proactively identify and prioritize Legacy Giving opportunities within and outside of the organization.
  • Develop digital and print copy for Legacy Giving content in internal newsletters, magazine ads and website. 
  • Ensure legal compliance and fundraising best practices for administration, areas of ethical due diligence, data protection and privacy.
  • Identify potential areas of concern that require the CFO’s and Legal Counsel’s attention to ensure legal compliance
  • Receive and record incoming bequest notifications in RE and on Bequest Tracking document
  • Managing the legacy database, ensuring that it is properly structured and updated for the management and cultivation of donors (best practices)

Budget and Reporting

  • To be accountable and responsible for the development and delivery of an effective Legacy Giving operational budget
  • In consultation with the Chief Revenue Officer and the external partner, develop detailed annual budgets for both expense and revenue that are consistent with the strategic planning and overall revenue goals of fundraising.
  • Provide detailed monthly Expense reports.
  • Provide detailed monthly Bequest Revenue reports
  • Request purchase orders and approve expenses, invoices as required.

Management of Annual Charities Listing Publications

Mavora Publications, Canadian Book of Charities, Planned Giving Guides

  • Act as a central point of contact for internal and external stakeholders on matters relating to charities listing publications.
  • Provide content and collaborate with CWF’s design team to create ads in annual publications.
  • Request purchase orders approve expenses and invoices.

Securities Transfer Revenue

  • Act as a central point of contact for internal and external stakeholders on matters relating to Securities Transfer Revenue
  • Respond to requests from donors and brokers for Transfer of Securities forms
  • Liaison with donors, Accounting staff and CWF’s broker to ensure donor information is captured.

Major Donor Development Administrator (Secondary Responsibility) 20% of time allocated

The Canadian Wildlife Federation has a decentralized approach to Major Donor development, Major Donor portfolios are being developed and managed currently by the CEO, Executive Director, and the director of Corporate Giving and strategic partnerships. Currently this portfolio is relatively small however it has been consistently growing over the past several years. With 25% of you time allocated the following activities would be required.

  • Building personal profiles in a centralized accessible database (RE NXT)for Major Donor prospects and supporters.
  • Participate with the Major Donor moves management strategy.
  • Liaison with Major Donor communications when required.
  • Assist in the management and scheduling of planned activities.
  • An alternate source of contact based on the primary being unavailable.

REQUIREMENTS:

Education or Equivalent Experience

  • University degree
  • CFRE desirable
  • Written and spoken proficiently in both French and English is preferred.

Demonstrated Experience / Abilities

  • Minimum of 3 years’ experience in a senior fundraising position
  • Minimum of 3 years’ experience managing a fundraising program (Legacy program management preferred)
  • Excellent communication skills including strong writing and editing
  • Excellent organizational skills and ability to meet deadlines and juggle multiple projects in tandem
  • Ability to connect and communicate effectively with a diverse range of donors and prospects
  • Demonstrated problem-solving skills and experience
  • Well-developed sense of responsibility and priority setting
  • Demonstrated proficiency with databases, data management (Experience with RE NXT preferred)
  • Fluency in Microsoft Office, Outlook, Excel, PowerPoint and internet search engines
    • Experience with research tools is an asset.
    • Knowledge of social media platforms, Twitter, Facebook, etc. is an asset
  • Possess a valid driver’s license, access to a vehicle, and ability to drive to donor meetings/events as required.
  • Ability to read and write proficiently in both French and English is preferred.

Work Conditions

  • Full-time, permanent position located in Ottawa, Ontario.
  • Extended periods of sitting
  • Working in an office environment
  • Occasional travel to meetings held outside the office
  • Work from home flexibility during Covid-19

Why work with us?

  • We are a rapidly growing team of forward-thinking individuals who all share a common passion, the Canadian outdoors!
  • Friendly and casual work environment
  • Newly renovated office building featuring a living plant wall and a kitchen lounge
  • We are committed to building a more diverse workforce
  • Work-life balance 
  • Free parking on premises 
  • Competitive salary within the non-profit sector
  • Competitive benefit plan with RRSP
  • Variety of social events held throughout the year, temporarily on hold due to covid-19. 

APPLICATION DEADLINE:  This position will be posted until filled.

HOW TO APPLY: Cover letter and resume should be submitted. Only the candidates who meet the qualifications and experience for the position will be contacted for an interview. We thank you for your interest in the Canadian Wildlife Federation.

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