Vice President, Planned Giving

Who we are

At Heart & Stroke our mission is to promote health, save lives and enhance recovery. We are committed to a culture that exemplifies our core values: champion health, practice humility, embrace change, drive impact, learn and grow and be heartfelt as we work together to beat heart disease and stroke.

We believe in equity, diversity and inclusion ― it’s embedded in our values and core mission work to support all people in Canada to lead healthier lives. We are committed to applying this principle to cultivate a welcoming environment that embraces diversity among our employees. Candidates from diverse backgrounds, including but not limited to, Indigenous peoples, racialized communities, 2

SLGBTQIA+ communities, women, and people living with disabilities are encouraged to apply.

To learn more about our mission, values, commitment to EDI, and the difference Heart & Stroke makes in the lives of people in Canada at every age, visit our website.

The Vice President, Planned Giving is responsible for developing and leading the implementation of the national Legacy strategy with a portfolio in excess of $30 million annually.

They achieve the goals of the program by managing a team of Legacy Advisors and working collaboratively with regional Development teams, Estate Administration team, marketing/communications, Direct Marketing and data analytics. This role will develop an external network of professionals to support the growth of legacy giving and hold a small, select group of expect ants.

The role works collaboratively with the Senior Manager, Estate Administration and the team to ensure and seek opportunities for collaboration on key administration files. Together looking for opportunities to increase engagement and stewardship with NOK/lay executors, professional advisors and administrators.

A collaborative, team-based management style coupled with superior communication skills and a detail-oriented approach are vital to this role. Moreover, the Vice President, Planned Giving will have the required capability to implement sustainable change initiatives within a national, complex, results-oriented institution with multiple internal and external stakeholders. The incumbent will have the ability to quickly identify and develop mutually co-operative lateral working relationships with colleagues, vendors and suppliers.

Please note H&S offers hybrid option. Candidates can work from anywhere in Canada.

Our ideal candidate will bring a breadth & depth of experience in planned giving fundraising. The Vice President Planned Giving will inherit a very successful National Planned Giving portfolio and will play a key leadership role in designing, implementing, and managing the future strategy for the growth of Planned Giving at Heart & Stroke that integrates across the overall fundraising strategy for the organization.

Working collaboratively with a national, complex, results oriented organization our successful candidate will have the ability to quickly identify and develop mutually co-operative lateral working relationships.

This role will be accountable for an annual Planned Giving fundraising target of a minimum of $30M. Our successful candidate will:

• Design, implement and manage a comprehensive strategy and team to identify planned giving prospects, secure planned giving commitments and steward identified planned giving donors with the goal of increasing the number of legacy and major planned gifts and providing ongoing, meaningful stewardship to existing donors over their lifetimes.
• Develop an annual plan that includes accurate budget forecast for expenses and goal for confirmed expectancies. Participate and collaborate with other members of the fundraising team Nationally to develop a strategic, comprehensive approach to generating planned giving support and leveraging donors.
• Work collaboratively with Internal (regional development teams, estate administration, marketing/communications, central development, direct marketing, and data analytics) and External (professional advisors e.g. create a Trust Circle of Advisors, administrators, lay executors, Epilogue Wills etc.…) stakeholders to increase opportunities.
• Maintain a current and in-depth knowledge of planned giving vehicles, including bequests, life insurance, charitable remainder trusts, pension funds, gifts of securities, donor advised funds and their applicability to individual donor situations across Canada.
• Ensure the necessary systems, policies and procedures are in place to operate the planned giving program within the regulatory framework of the Canada Revenue Agency.
• Execute and manage the administrative duties of the position and, ensure the team is accurately tracking enquiries, monitoring relationships, and recording commitments and realized planned gifts.
• Conduct in-person meetings as required with planned giving prospects (cultivation/solicitation) and planned giving donors…