Gift Processing & Legacy Assistant

Looking for a place to learn, grow, and build a strong foundation for a future in philanthropy? At The Foundation of Guelph General Hospital, we believe that great healthcare starts with a strong community and that every donor interaction is an opportunity to make a difference. We’re looking for a detail‑oriented team member to support donor relations and help ensure an exceptional donor experience at every stage of the giving journey.

As the Gift Processing & Legacy Assistant, you will play a key role in supporting the Foundation’s fundraising and stewardship activities through accurate gift processing, donor data management, and administration of the planned giving program and estate gifts. Reporting to the Finance Manager, this role helps deliver an exceptional donor experience while maintaining compliance with Foundation policies, Canada Revenue Agency and other regulatory requirements.

• Competitive compensation package; hiring range for this role is $47,000 - $53,000
• Comprehensive benefits, including group benefits plan and defined benefit pension, generous time‑off, personal days, early closures on summer long weekends, a parental leave top‑up and a Sabbatical Program
• Opportunity for hybrid work, such as one to two days remote working following an initial orientation period
• A collaborative and purpose‑driven culture

• Process donations received through mail, online platforms, events, third‑party sources, gifts‑in‑kind, and other fundraising activities
• Process tribute and memorial gifts, recurring gifts, gifts of securities, and other complex donations
• Ensure that donations are allocated to the correct funds, that amounts entered are accurate, and that CRA rules are followed when issuing tax receipts
• Monitor recurring donations and proactively address declined payments or expired credit cards
• Assist with generating receipts, reconciling donation reports and identifying discrepancies as required

• Support data integrity initiatives and ongoing database maintenance to ensure that constituent records are maintained accurately in the CRM (Raiser's Edge)
• Respond to inquiries related to donations, tax receipts, donor records, and ensure the delivery of meaningful donor acknowledgements and impact reporting
• Record and maintain donor communication preferences, recognition, and confidentiality requests
• Produce reports and donor lists as requested to support fundraising, stewardship, and financial activities

• Assist with the administration of estate gifts, bequests, life insurance proceeds, and other planned gifts
• Maintain records related to planned giving expectancies, estates, and legacy donors
• Coordinate documentation and correspondence with lawyers, executors, financial institutions, and family members
• Track planned gift commitments to ensure timely follow‑up and ensure donor intentions are documented and fulfilled accurately
• Assist with donor recognition and stewardship activities related to legacy donors

• Provide administrative support for fundraising, stewardship, planned giving, and community engagement activities
• Assist with Foundation events and fundraising activities as required
• Participate in process improvement efforts to enhance efficiency, accuracy, and donor service

• Attention to detail – accurate gift processing, record keeping, and data entry
• Organized – ability to manage multiple priorities, deadlines, and donor requests
• Customer service – attention to donor needs and providing timely, professional support
• Communication – written and verbal communication with donors, professional advisors, community members, and internal stakeholders
• Personable – friendly, approachable, is easy to get along with
• Analytical thinking – ability to identify opportunities for process improvement
• Problem‑solving – effectively achieve the set goals by overcoming obstacles that may arise
• Dependable – track record of good attendance, responsibility and reliability

• Post‑secondary diploma or degree, or an equivalent…