Senior Specialist, Legacy Planning

Position: Senior Specialist, Legacy Planning Hybrid Role
Drive legacy giving initiatives as a Senior Legacy & Gift Planning Specialist with the Canadian Red Cross in a flexible, hybrid work environment. Lead efforts to secure significant philanthropic commitments.

Your role will be pivotal in managing relationships with high-value legacy donors in Ontario. Focus on articulating their visions through customized donor plans and cultivation strategies aimed at maximizing their philanthropic impact. Collaborate cross-functionally to integrate planned giving within broader fundraising strategies.

Key Responsibilities:

• Cultivate and solicit high-value legacy donors

• Develop strategic donor plans reflecting motivations

• Document donor interactions in the CRM accurately

• Prepare engaging briefs and reports for stakeholders

• Contribute to donor engagement events and initiatives
Requirements:

• 6-9 years in planned giving or fundraising roles

• Advanced knowledge of planned giving and fundraising tactics

• Proven experience managing significant donor portfolios

• Strong communication skills and detail orientation

• Fluency in English; knowledge of French is a plus
Join the Canadian Red Cross to enhance your organizational impact and embrace strategic donor planning.
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