Director, Legacy Giving

Overview

Director Legacy Giving

Humber River Health Foundation | Hybrid (Toronto)

About the Role & Working Style

Planned giving is a long term and meaningful way for donors to support compassionate patient care for generations. The Director, Legacy Giving will lead, expand and steward the Foundation’s planned giving program, supporting donors considering gifts through wills, insurance policies, securities and other long term philanthropic vehicles.

This role requires a balance of relationship focused donor engagement, technical understanding of planned gift structures and strong internal collaboration. The Director will ensure planned giving is embedded across donor pathways, communications, stewardship strategy and the broader fundraising framework.

In addition, the Director will lead the Foundation’s Planned Giving Committee of ten members, an advisory body consisting of professional advisors, senior volunteers and staff stakeholders who contribute strategic insight, sector awareness and donor pipeline strengthening.

• Build and execute a multi year planned giving growth strategy, including revenue forecasts, pipeline development and annual performance targets.
• Develop policies, procedures and donor pathways to strengthen planned giving activity and donor experience.
• Accountable for designing and implementing the end to end legacy donor experience from lead generation through stewardship.
• Ensure planned giving messaging and positioning align with Humber River Health’s strategic priorities and donor impact narratives.
• Prepare regular planned giving reports, dashboards and analytics for the Board and key stakeholders to support strategic decision making and performance tracking.

• Serve as the main staff lead and coordinator for the Foundation’s Planned Giving Committee, including recruitment, onboarding, meeting agendas, minutes and reporting.
• Engage committee members including legal advisors, wealth planners, senior volunteers, internal leadership and community partners.
• Leverage the Committee as a strategic thought partner for program development, stewardship approaches, campaign alignment and professional advisor outreach.
• Oversee committee supported initiatives including donor outreach, awareness campaigns, estate planning education and prospect identification.

• Manage a personal portfolio of donors and prospects, guiding them through the planned giving process with discretion, respect and thoughtful stewardship.
• Support families, executors and representatives during gift conversations and estate processes.
• Ensure donor recognition and engagement reflect compassion and long term commitment.
• Plan and execute an annual cultivation and stewardship plan with legacy donors and prospects.

• Collaborate with Major Gifts, Annual Giving, Donor Relations, Communications and Events to integrate planned giving touchpoints into broader donor engagement and campaign activity, including digital channels and social media.
• Work with Gift Processing, Finance and legal counsel to ensure efficient and compliant estate and planned gift administration.
• Build internal literacy and comfort with planned giving conversations, providing tools, training and support to staff.
• Manage and integrate Raiser’s Edge processes for the planned giving portfolio, ensuring accurate tracking, reporting, moves management and data integrity.

• Build strong relationships with professional advisors including estate lawyers, wealth planners, trust officers and accountants.
• Represent Humber River Health Foundation in professional planned giving networks, learning events and sector associations.
• Develop education and outreach initiatives such as seminars, donor guides and advisor briefings.

• Oversee and support estate management, including documentation review, communication with executors and accurate processing of legacy gifts.
• Ensure CRA compliance, documentation accuracy and full protection of donor intent.

• Eight to ten years of…