Hybrid Vice President – Planned Giving

at Heart & Stroke

• Job title: Vice President – Planned Giving
• Job type: Full Time
• Experience level: Lead
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Canada

About the role

• Vice President, Planned Giving responsible for national Legacy strategy with a team of Legacy Advisors. Ensuring growth of legacy giving and collaboration with various internal and external teams.

Responsibilities

• Develop and lead the implementation of the national Legacy strategy with a portfolio in excess of $30 million annually.
• Manage a team of Legacy Advisors and work collaboratively with regional Development teams, Estate Administration team, marketing/communications, Direct Marketing, and data analytics.
• Develop an external network of professionals to support the growth of legacy giving.
• Design, implement and manage a comprehensive strategy for identifying planned giving prospects and securing commitments.
• Collaborate with internal and external stakeholders to increase opportunities for planned giving support.
• Maintain knowledge of planned giving vehicles and ensure compliance with the Canada Revenue Agency regulations.
• Manage administrative duties and track enquiries and relationships with planned giving donors.

Requirements

• Minimum of ten years’ experience in a senior leadership role in Planned Giving.
• 3-5 years’ experience leading a high-performance team.
• Demonstrated strategic thinking and planning.
• Ability to coach the team and develop long-term, trust-based relationships with potential donors.
• Ability to translate complex technical, legal and tax-related language into plain English.
• Strong collaborator with superior interpersonal and relationship-building skills.
• Self-motivated with the ability to produce high-quality work under tight deadlines.
• Excellent attention to detail and analytical skills, including database segmentation and ROI analysis.
• Proficiency in Microsoft Office applications and fundraising databases.
• Bilingual (French/English) an asset, as is a CFRE and CAGP designation.

Benefits

• Generous paid time-off package including vacation days, personal days, wellness days, and paid company-wide closure between December 25 and January 1.
• Competitive health, medical, dental and vision benefits.
• Life insurance and disability benefits.
• Employee assistance program (EAP).
• Defined contribution pension plan with employer matching.
• Flexible hybrid working model.
• Reimbursement for mobile phones and home office setup.
• Opportunities for professional development.