Lead, Planned Giving

Provide donor-centric administrative support to the Planned Giving and Estates team to support the annual revenue needs of the organization.

Assists in the implementation and assessment of the Planned Giving program.

Maintain high quality stewardship practices for active donors including reporting and sustaining detailed records of activities.

Ensure the internal CNIB team have clear information regarding program/project specific donations and collaborate to meet donor obligations.

Ensures all donor information provided is accurately entered into SharePoint following established standards, protocols and polices within standard turn-around times.

Ensures all inbound and outbound Planned Giving and estate correspondence is addressed in a timely manner, both print and electronic

Manage special projects/events as required.

Ensure consistency, quality, accuracy and timeliness of all communications consistent with CNIB's brand.

Maintain a working knowledge of significant developments and trends in Planned Giving, estates and philanthropy.

Prepare customized proposals, agreements and gift scenarios involving cash, annuities, and other planned gift vehicle in order to meet the donors personal, estate and financial planning goals.

Deals directly with professional advisors (legal, financial, etc) when called upon to assist in the creation of the planned gift or for tax receipting.

III. Qualifications

Knowledge and Skill Requirements

Superior interpersonal skills

Professional attitude, results oriented, strategic, flexible and ability to function with limited supervision and adapts to fast paced environment.

Ability to provide strategic solutions to complicated and difficulty problems utilising excellent analytical, problem definition and problem-solving skills.

Excellent written and oral communication skills; demonstrated success in proposal and stewardship development

Strong strategic critical thinking skills, with the ability to collect, analyze, interpret and evaluate information, and make recommendations.