Estate Administration Manager at Baycrest Foundation

Join the Baycrest Foundation as the Manager of Planned Giving and Estate Administration. This hybrid role focuses on legacy donor management, estate processes, and enhancing donor relationships.

As a key player reporting to the Director of Planned Giving and Legal Affairs, you'll manage and grow the portfolio of legacy donors while expanding the foundation’s legacy campaign strategy. Your expertise in planned giving vehicles will be crucial in educating staff and guiding professional advisors through complex estate discussions, ensuring proper donor retention and estate administration.

Key Responsibilities:

• Manage portfolio of current and prospective legacy donors

• Engage in meaningful conversations about legacy giving

• Create high-quality stewardship materials and proposals

• Monitor planned giving trends and tax legislation

• Prepare reports and analytics for performance tracking

Requirements:

• Degree in business, finance, law, or marketing

• 5+ years in fundraising; 3+ years in planned giving

• Proficient in donor CRM systems like Raiser's Edge

• Experience managing sensitive legacy conversations

• Excellent communication and multitasking skills

Drive impactful legacy conversations and enhance donor engagement as the Manager of Planned Giving and Estate Administration at Baycrest.
#J-18808-Ljbffr