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Fund Development Officer, Planned Giving

Company: Oxfam Canada
Date Posted: July 7, 2016

Title:                         Fund Development Officer, Planned Giving                              

Department:             Fund Development and Marketing            

Status:                      Full-time, 3 year term, unionized             

Location:                  Ottawa, Ontario                                                              

Supervisor:              Director, Fund Development and Marketing

Salary:                        $56,107- $73,833  

Level:                          Band 2                 

Please submit applications to employment@oxfam.ca quoting competition number FDPG16 in the subject line of email.

As part of a global movement for change, Oxfam Canada works with Canadians, our partners and allies in over 90 countries around the world to empower individuals, communities and organizations to build a world without poverty where all human beings are valued and treated equally - a world where women and girls have control over their lives and enjoy their full human rights.

Working with a dynamic and growing team of Fund Development and Marketing professionals at Oxfam Canada, this role will lead Oxfam Canada’s planned giving evolution nationally, with the goal of ensuring that 50% of Oxfam Canada’s fundraised revenue is derived from planned gifts by 2027.  We know that planned giving is a key component to our future success. 

SCOPE OF POSITION:

Under the direction of the Director, Fund Development and Marketing, the Fund Development Officer, Planned Giving will design, implement, manage and evaluate a comprehensive national strategy for Oxfam Canada's planned/deferred giving program. The post plays a critical role in contributing to the current and future financial viability of the organization by identifying, cultivating and soliciting prospective donors and building and sustaining relationships with current donors.  The Fund Development Officer, Planned Giving will significantly grow the number and size of bequests as well as other planned gifts. In carrying out her/his duties within a fully integrated fund development program, the Fund Development Officer, Planned Giving will work collaboratively with both internal and external stakeholders across Canada.

MAJOR RESPONSIBILITIES:

  • Significantly expands, promotes and further develops the existing national planned giving program by developing, implementing, monitoring and evaluating the  annual national planned giving plan;
  • Manages donor relations and stewardship activities for the national planned giving program, ensuring that planned giving messaging is woven into the fabric of Oxfam Canada’s communications;
  • Establishes and maintains positive relationships with donors, their advisors and allied professionals through events, one on one meetings and direct response activities;
  • Provides tax and estate planning information to prospective donors, confirmed donors, colleagues and volunteers outlining the benefits of various planned/deferred giving options;
  • Organizes and helps conduct training and information sessions for prospective donors, professional financial and estate planners, staff and other related constituencies across Canada;
  • Collaborates with the Fund Development and Marketing Team to develop a comprehensive, integrated plan for marketing planned giving including the design, production and content of all planned giving resources and materials including working with the digital communications staff to ensure the web-site accurately reflects and promotes the planned giving program and that e-giving is leveraged appropriately for planned giving;
  • Maintains current knowledge about gift planning; and keeps abreast of  tax laws and other  regulations related to charitable giving;
  • Develops and maintains database information and hard copy files related to planned giving donors and potential donors and respects the confidentiality of this information;
  • Monitors and analyses program results and prepares regular update reports of program results and performance; and
  • Executes and manages the administrative duties of the position including files for estates, gifts of securities, insurance and other planned/deferred gifts.
  • Identification, cultivation, and solicitation of prospective legacy donors, and relationship management through face to face visits and phone calls, and pursues a moves management strategy for the purpose of soliciting and confirming legacy gifts;
  • Maintains a portfolio of 140 – 160 existing and potential legacy donors and pursues personalized interaction with each donor, implements well-organized, personal stewardship plans that offer continued engagement with Oxfam, including the organizing of special events with legacy donors and encouraging donor stewardship through the Global Visionaries gift club;
  • Maintains estate files and correspondence during probate of wills, contacts all estate executors, liaises with legal counsel, and reports all legacy gifts income;
  • Responsible for accurate record keeping and reporting of existing and potential legacy gifts;

REQUIRED KNOWLEDGE, EXPERIENCE & COMPETENCIES:

  • Five years fundraising experience, with a minimum of three years proven experience in a planned giving role in a charitable or non-governmental organization
  • University degree or post-secondary diploma or equivalent combination of education and experience in estate or financial management
  • CFRE and/or a background in the financial planning sector  in an advisory capacity is an asset
  • Knowledge, understanding and commitment to global justice, social change, women’s rights and gender equality
  • Comprehensive knowledge of planned giving vehicles and demonstrated experience negotiating and securing planned gifts
  • As a national organization, travel is an extensive part of the job and this role will be required to work non-traditional hours to meet the needs of donors, volunteers and during times of a disaster response and/ or appeals
  • Demonstrated experience conducting face-to-face meetings with donors or clients, and working directly with staff within and across departments
  • Possess superior customer service and public relations skills
  • Excellent written and spoken skills in English required; including the ability to effectively communicate complex issues in a concise and easily understood manner
  • Demonstrated ability to organize and prioritize work and manage multiple projects with high efficiency and accuracy
  • Proven capacity to work in a self-directed manner as well as demonstrated capacity to work collaboratively with staff and volunteers
  • High proficiency using computer applications including Microsoft Word, Excel, PowerPoint and an understanding of CRM’s such as Sales Force or Raiser’s Edge database
  • Ability to travel internationally, sometimes in difficult circumstances

This position offers a comprehensive Benefits package.

We thank all those who apply, however, only those selected for an interview will be contacted.

Oxfam Canada practices employment equity and encourages applications from all qualified candidates.