Planned Giving Officer
Role Overview
We’re seeking a Planned Giving Officer who will manage, cultivate, solicit, and steward planned giving prospects and donors. The Officer reports to the Senior Manager, Planned Giving and contributes to the growth of planned giving expectancies and enhances the profile of the PG program.
Location1000 – 170 University Ave. Toronto, Ontario. Flexible work agreement policy allowing hybrid schedules, remote work, and an expectation of on‑site presence.
Compensation$72,000–$78,000 annually, depending on skills and experience and meeting the requirements of the role.
Responsibilities- Develop and execute stewardship activities for existing confirmed legacy donors through various communication channels.
- Define and implement stewardship touchpoints for PG prospects and expectancies.
- Effectively communicate and coordinate PG activities across the organization as required.
- Maintain and update PG content on the website.
- Execute digital marketing initiatives for the PG program in collaboration with the Digital Marketing team.
- Maintain vendor relationships to support program delivery and achieve expectancy targets.
- Partner with internal teams to integrate PG opportunities into broader fundraising initiatives.
- Collaborate with team members to identify and support opportunities to increase current and future giving.
- Participate in and remain accountable for setting goals and strategies to meet revenue objectives.
- Plan and deliver donor cultivation activities, including webinars and events.
- Collaborate with Marketing and Communications to align messaging with organizational priorities and audience needs.
- Ensure all activities align with fundraising best practices and donor‑centered approaches.
- Perform any other duties as required.
- 3–5 years of fundraising experience, preferably in planned giving.
- University degree or diploma in fundraising, communications, or a related discipline, or equivalent experience.
- Canadian Association of Gift Planners (CAGP) certificate is an asset.
- Ability to support and collaborate with team members in PG conversations and donor engagement strategies.
- Sound understanding of brand reputation policies, practices, and experience working cross‑functionally with internal teams.
- Strong written and oral communication skills and ability to synthesize complex information.
- Solid understanding of charitable giving vehicles and associated tax strategies.
- Experience with current trends in the non‑profit sector.
- Experience using MS Office applications and CRM systems.
- Strong organizational, communication, and problem‑solving skills.
- Proven ability to build and maintain effective working relationships with internal and external stakeholders.
- Commitment to fostering a positive, inclusive and collaborative work environment.
- Understanding and demonstration of commitment to Diabetes Canada’s Mission, Vision and Core Values.
- Willingness and ability to travel on occasion.
Impactful work environment, high-performing collaborative team, flexible work agreement with remote and hybrid schedules, competitive compensation plus group benefits package including health, dental, life insurance, disability coverage, EFAP, and company‑matched Pension/RRSP. Day‑one coverage. Wellness support. Generous time off. Employee engagement and recognition platform. Inclusive culture.
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