Development Officer, Planned Giving University of Waterloo

This is the University of Waterloo’stimeandwe’rebuilding the advancement team to match it.

Ifyou’recollaborative, curious, skilled at connecting with people, and built to make things happen, this is where you want to be.

We’rein the quiet phase of an ambitious fundraising campaign with bold opportunities for donors, alumni, and the community to engage and make a difference.

Our five Global Futures, societal, health, sustainable, technological, and economic, frame how we approach the groundbreaking work our researchers and university are pursuing to address the most pressing challenges facing humanity and the planet.

Why Waterloo? We sit at the intersection of world-class research, Canada’s most interconnected entrepreneurial ecosystem, and a co-op program unmatched in scale and employer commitment.

Guided by the university’s values of thinking differently, acting with purpose, and working together, we are a team that operates as one. We support each other and collaborate to bring the best opportunities to our donors and to the university. At Waterloo,you’llhave a clear strategy behind you, colleagues beside you, and the opportunity to do work that truly matters.

Accountable to the Associate Vice-President, Engagement for individual planned giving fundraising across all faculties, schools and academic support units. Primary responsibilities include prospect identification, cultivation, solicitation and stewardship of planned giving donors.

The (Senior) Development Officer, Planned Giving will report to the Associate Vice-President, Engagement. The Director will provide direction in establishing and clarifying priorities for the Planned Giving program and will oversee the incumbent’s development and performance as a fundraising professional.

Planned Giving works closely with Annual Giving, Alumni and Donor Experience, Donor Relations and Stewardship, Alumni Relations, and others in the Office of Advancement to coordinate and support planned giving fundraising activities.

The (Senior) Development Officer, Planned Giving serves as a liaison for planned giving across the faculties, schools, academic support units, federated university and affiliated colleges, and Office of Advancement, keeping each area appraised of plans and activities. The incumbent will also function as a planned giving resource for Advancement.

• Develops and implements planned giving strategies with an emphasis on identifying, cultivating and soliciting gifts. Manages a portfolio of planned giving prospects: identifying, developing, and implementing tailored action plans and solicitation strategies for each prospect.
• Depending on circumstances, solicits prospects individually or orchestrates solicitation with volunteers and/or senior administration and other development officers as/when appropriate.
• Provides estate planning, tax and charitable giving information to prospective donors. Prepares and presents written proposals and financial illustrations of proposed gifts to raise planned gifts. Drafts and submits meeting notes for prospect tracking.
• Meets and consults with prospective donors about planned gifts. Drafts terms and conditions for endowments, scholarships, awards, and bursaries in accordance with established templates.
• In consultation with the Associate Vice-President, Engagement, assesses program needs, and contributes to the development and implementation of plans to build the planned giving pipeline.
• Provides a timely, thoughtful and professional response to all inquiries received by phone, mail and email, along with responses from surveys and appeals. Develops a follow-up plan and implements relationship management strategies for both prospects and donors.

• Administers and guides inquiries about memorial and tribute gifts on campus through to completion.
• Coordinates with Plant Operations for all memorial and tribute tree and bench installations.
• Follows guidelines in place to ensure consistency and enhancement of the campus landscape.
• Meets and consults with prospective donors about memorial and tribute gifts.

• Assists in the…