Philanthropy Manager - Legacy & Major Gifts

Full Time Exempt Professional Burnaby, BC, CA

Salary: $91,970.00 Annually

Across British Columbia, communities are facing urgent and complex social challenges. United Way BC is committed to delivering lasting, community-driven impact in partnership with diverse populations across the province including Indigenous communities whose territories we live and work on. From Vancouver Island to the Lower Mainland, and across the Thompson Nicola Cariboo, Southern Interior, Trail and District, and East Kootenay regions, we walk alongside communities to create meaningful and equitable change.

Our mission is to strengthen vital connections that support people in need in our communities.

Our vision is to create a healthy, caring and inclusive community.

How do we deliver on our mission and vision – by delivering resources and support for those who need it most, and by living our values of being collaborative, compassionate, strategic, responsive, accountable, and inspiring.

As the Manager, Philanthropy – Legacy & Major Gifts, you have experience in major gift fundraising and planned/legacy giving. You have a broad understanding of donor cultivation, stewardship strategies, and planned giving vehicles such as bequests, endowments, gifts of insurance, and charitable remainder trusts. You have education and/or experience in fundraising, business administration, marketing, public relations, or communications.

You bring at least five years of progressive fundraising experience, with demonstrated success in both major gift solicitation and planned giving. You have advanced relationship-building skills and the ability to engage donors, professional advisors, and senior volunteers with confidence, discretion, and empathy.

The Manager, Philanthropy – Legacy & Major Gifts drives the growth and stewardship of a blended portfolio of planned (legacy) gifts and major gifts. The Manager leads the identification, cultivation, solicitation, and stewardship of donors capable of making transformative gifts through bequests, gifts of insurance, endowments, and other planned giving vehicles, while also actively managing a select portfolio of major donors.

The keys to success include meeting face-to-face with prospective donors along with prospecting and working from an existing portfolio of donors. The Manager partners closely with senior leadership, professional advisors, external vendors, and internal teams to maximize philanthropic impact and position United Way BC as the charity of choice.

Develops and implements a comprehensive planned giving program:

• Lead the identification, cultivation, solicitation, and stewardship of legacy giving prospects and donors across bequest, gift annuity, insurance, endowment, and other planned gift vehicles
• Develop and implement tailored, relationship-centered strategies for each legacy prospect within the portfolio
• Steward confirmed legacy donors to deepen engagement, recognize their commitment, and ensure fulfillment of their gift intent
• Partner with professional advisors (estate lawyers, financial planners, accountants) to facilitate planned gift discussions and closures
• Maintain current knowledge of planned giving vehicles, tax legislation, and best practices to provide informed guidance to donors and colleagues

Develops and implements a comprehensive major giving program

• Manage a focused portfolio of major gift donors and prospects, developing personalized cultivation and solicitation strategies for each relationship
• Conduct face-to-face visits with donors and prospects, independently and alongside senior staff or volunteers as appropriate
• Develop and present compelling solicitation proposals aligned to donor interests and organizational priorities
• Identify and qualify new major gift prospects through research, referrals, and portfolio analysis
• Implement blended gift strategies that integrate major and planned giving where appropriate

Donor Stewardship & Relationship Management

• Works across UWBC teams and with external vendors to design and implement donor recognition strategies, stewardship touchpoints, and engagement plans…