Planned Giving Officer (Hybrid)

Job Description

Title: Planned Giving Advisor
Employee Working Location: Partially Virtual / Hybrid (Montréal, QC)
Employment Status: Permanent Full-time


The Canadian Red Cross (Red Cross) – an inspirational not for profit organization, helps people and communities in Canada and around the world in times of need and supports them in strengthening their resilience. As a Canada’s Best Employers 2024, we are committed to having an accessible, diverse, inclusive, and barrier-free work environment.


In this role, you will:

• Support the development and implementation of strategies to identify, cultivate and solicit planned giving prospects.

• Build and maintain a robust pipeline of potential donors aligned with the strategic plan.

• Conduct research, assess and track planned giving records to personalize solicitation approaches.

• Contribute to strategic planning and budgeting to solicit existing and potential donors.

• Collaborate with Communications and Marketing to develop communication materials and tools to engage and retain planned giving donors.

• Design and lead a personal recognition and stewardship program for planned giving donors, ensuring accountability.

• Keep activity reports up to date in accordance with established objectives.

• Deliver planned giving presentations to volunteers and staff, ensuring appropriate follow-up.

• Serve as a liaison with CRC leadership, the Major Gifts team and volunteers.

• Negotiate gift agreements related to planned giving in collaboration with Legal and Finance departments.

• Build a network of professionals with expertise in fields relevant to planned giving.

• Track operations with a database, performance indicators and business plans.

• Develop and maintain planned giving procedures.

• Follow ethical fundraising codes and principles, donor privacy regulations and industry best practices to maintain organizational trust and integrity.

• Support CRC appeals for domestic, national and international responses.
  
  

What we are looking for:

• Bachelor’s degree in Philanthropy, Business Administration, Law, Finance, Marketing, or a related field, or equivalent experience.

• Minimum five years of fundraising experience, including at least three years in planned giving development.

• Understanding of donor relations principles.

• Knowledge of estate administration, estate and financial planning, and endowment funds is an asset.

• Advanced knowledge of CRM Blackbaud database software.

• Proficiency with MS Office and Microsoft 365.

• Fluency in French and proficiency in English, both written and spoken.

• Experience in and commitment to excellence in supporting donors, volunteers and legal and financial advisors.

Working Conditions:

• Office based in Montreal.

• Permanent full-time position, flexible and hybrid schedule.

• Must be willing to travel within Canada.

• Must be available during local and international relief operations.

• As we work with and support people (managers, colleagues, beneficiaries/customers, volunteers, donors and external partners) and communities in Canada and around the world, applicants whose first language is not English may be required to perform the responsibilities of the role in English.

• Eligibility to work in Canada: At this time, we welcome applications from candidates eligible to work in Canada. If you are not a citizen or permanent resident of Canada, we encourage you to carefully review your visa to find out whether you are eligible to work in the job you are considering applying for. Refer to our FAQ for more information.

• If you are selected for this role, you will be required to complete a successful pre-employment screening process which includes a satisfactory Enhanced Police Information Check (E-PIC).

Applications will be received until this position is filled.

About the Organization

The Canadian Red Cross helps people affected by emergencies and disasters—situations ranging from a housefire to a flood that disrupts an entire region of the country. Following a disaster, the Red Cross works with governments and other humanitarian organizations to provide for people's basic needs—food, clothing, shelter, first aid, emotional support and family reunification. The specific services offered are based on the community's needs and the role that their Red Cross has in the local disaster response plan. The Canadian Red Cross works overseas in cooperation with other members of the International Red Cross/Red Crescent Movement: 185 National Red Cross or Red Crescent Societies, the International Federation of Red Cross and Red Crescent Societies and the International Committee of the Red Cross. With the support of the Canadian public and the Canadian International Development Agency, we work in situations of war and natural disaster to bring urgently needed relief items, reunite families and help rebuild communities. The Canadian Red Cross supports and manages development and rehabilitation programs, ranging from primary health care to water sanitation. Each year, the Canadian Red Cross sends about 100 professional relief workers on overseas missions.