Senior Development Officer - Planned Giving - The Nature Conservancy of Canada (NCC)

Oct 30, 2020
Toronto, Ontario

Purpose and General Description 

The Senior Development Officer is responsible for the development and execution of an integrated and long-range cultivation, solicitation and stewardship plan of current and prospective donors across Canada. 

The incumbent will focus on building philanthropic relationships with individuals and facilitating the decision process of making a planned gift. 

The candidate will be a self-directed, self-motivated individual with proven, exceptional interpersonal and communication skills and the ability to work effectively with people from all walks of life and range of ages. The incumbent must have an excellent proven record of donor relationship building, cultivation and solicitation of planned gifts. 

The incumbent will be part of the National Marketing and Development department and will be a member of the Planned Giving and Major Gifts team. In this role, the Senior Officer will work with the team to identify and implement strategies and tactics to grow the number of planned giving donors across the country.

Key Responsibilities:

  • In consultation with the Sr. Directordevelop and execute strategic plans for engaging planned giving donors and prospects through visits, calls, events to achieve the highest level of support from all donors across Canada, through confirmed estate gifts and current or deferred complex types of gifts;
  • Manage a portfolio of 150-200 prospects and donors with one third of each in cultivation, solicitation and stewardship at any given time; 
  • Provide a timely, thoughtful and professional response to all inquiries received by phone, direct mail, emails, and surveys. Develop a follow-up plan, implement relationship management strategies and timetables for both prospects and donors; 
  • Manage the Planned Giving direct response cycle of three mailings per year; 
  • Contribute to an increased revenue and generate a higher conversion of current planned giving prospects to Nature Legacy Society members;
  • Support the Sr. Director in the development of ongoing and new marketing strategies. Work in collaboration with the Marketing and Development team to research ideas, opportunities to promote planned giving and to identify new prospects; 
  • Collaborate with NCC’s Regional development staff to provide materials and support to confirm Legacy donors;
  • Working with the other members of the team to ensure the maintenance of the Raiser’s Edge database for assigned prospects and donors including records inputting, updating, reporting and moves management actions tracking;
  • Support the execution of Planned Giving events and attend other major donors and campaign events. Cultivate and steward relationships with the attendees; 
  • Support the development of new strategies for the ongoing stewardship and recognition of the members of the Nature Legacy Society and the recognition of realized estate gifts;
  • Keep current on all planned giving vehicles, pertaining to laws and new rulings and build effective relationships with professional advisors in the financial and legal sectors; 
  • Contribute to the development and the execution of a strategy to engage professional advisors in the sector; 
  • Effectively communicate NCC’s vision and conservation plans across Canada and the donor impact through storytelling;

Required Experience and Competencies

  • University education or equivalent;
  • Minimum of five years of fundraising experience, preferably in planned giving or major gifts;
  • Proven exceptional donor relations experience and solid understanding of best practices in cultivation, closing, acknowledgement, recognition and stewardship; 
  • Experience and knowledge of planned giving programs and types of current/deferred gifts of assets and related vehicles;
  • Exceptional active listening skills and excellent attention to detail;
  • Excellent communication skills, oral and written, with the ability to effectively persuade and inspire others to support NCC’s work; 
  • Ability to work independently, communicate at all levels with confidence and exercise sound judgment, tact and confidentiality in relation to donors and the general public;
  • Proven ability to develop annual plans, set priorities, use planning and analytical skills, complete work with minimal supervision and meet deadlines; 
  • Ability to work in a fast-paced environment, prioritize and multi task; 
  • Experience and knowledge of planned giving programs and vehicles or a strong interest in learning and professional development;
  • Strong interpersonal skills and team player; 
  • Experience in use of Raiser’s Edge or other CRM software and general proficiency in the use of MS Office software; 
  • French language an asset;
  • Valid driver’s license. 

To apply: 

If you have a keen interest in nature, a passion for building relationships and promoting planned giving, submit your cover letter, resume and salary expectations by October 30th 2020 through our Career Centre.

We appreciate all interest but regret that we will only be able to respond to candidates chosen for an interview.

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