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Planned Giving Advisor Full Time
The Winnipeg Foundation is For Good. Forever. We help people give back to our shared community by connecting generous donors with causes they care about For Good. We are an endowment-based public foundation, so gifts are pooled and invested, and the annual earnings are distributed back to the community Forever. Formed in 1921, we are proud to be the first community foundation in Canada. Our vision is ‘a Winnipeg where community life flourishes for all.’
The Foundation is committed to work/life balance and diversity both within the organization and in its work with the community.
We are currently recruiting for the role of
Planned Giving Advisor (Permanent – Full-time)
Our Values
Trust
Responsiveness
Generosity
Transformation
Equity
Our Core Competencies
Active Listening
Relationship Building
Adaptability
Managing Healthy Conflict
Critical Thinking and Decision Making
The Role:
The position entails the management of an active estate portfolio, which includes evaluating prospective estates and maintaining communication with estate-related contacts such as lawyers and executors. This role necessitates ongoing assessments utilizing a database to track essential information. The individual in this position will participate in internal meetings to address various estate-related issues and must demonstrate robust problem-solving abilities and meticulous attention to detail. It is paramount to establish and nurture relationships with donors to ensure their engagement and appreciation through regular communications and updates. Furthermore, the role contributes to advancing the planned giving program by collaborating with colleagues to engage potential and current donors effectively.
Core Areas of Responsibility:
Estate Management
Act as the first point of contact and ongoing liaison for lawyers and executors working on estate fulfillment
Manage complexities of active estate portfolio in collaboration with generosity coordinator and provide updates to Manager of Planned Giving
Manage the timely follow-up with estate contact (lawyer/ executors/trust officer)
Review and assess estate documentation throughout administration while presenting recommendations for internal approvals
Assess and lead internal approvals process on language of Will and agreement wording
Guide generosity coordinator on development of estate communication
Assist with research of materials for executor guidelines and other pertinent projects as needed
Stewardship Management
Develop and foster current and future donors to explore their generosity goals.
Maintain professional relationships with lawyers, professional advisors and executors
Support the stewardship of Planned Giving by assisting with the development of stewardship materials for Recognition Society such as but not limited to the Legacy Newsletter
Support the planning, implementing and coordination of the Planned Giving stewardship program
Manage the planning and implementation of activities and events that grow the planned giving program
Maintain a select portfolio, including developing relationships with existing donors to ensure they feel valued and appreciated.
Provide ongoing communications to a portfolio of donors; may include fund updates, thank-you letters, available to spend reports, tax receipt letters and impact reports.
Demonstrate sensitivity when communicating with family members of deceased donors to establish new relationships or maintain existing
Contribute to developing stewardship strategies and donor communications, ensuring a coordinated approach with Foundation colleagues.
Ensure thorough documentation of donor relationships within the database.
Ambassador at The Winnipeg Foundation events
Education and Experience
Bachelor’s degree or college degree related to fundraising, non-profit management or public relations
CFRE designation an asset
3-5 years of experience working in a fundraising or donor engagement environment
Experience in event planning is an asset
Skills and Abilities
A sincere commitment to a donor-centric approach, ensuring that donors’ needs and goals are the primary focus
Familiarity with different gift types, including major and planned giving vehicles, is an asset
A deep passion for philanthropy, the non-profit sector, donor stewardship, and making a positive impact within the community
A strong work ethic and high level of initiative and reliability. Practice great discretion with sensitive and confidential information
Exceptional interpersonal, presentational and communication skills, with the ability to convey complex concepts clearly and effectively
Excellent time management and adaptability skills are essential to this role, with the ability to work independently and collaboratively
Demonstrate a well-developed sense of empathy, patience, humility and inclusive approaches to engagement within and across communities
Comfortable working in both a supportive role as well as managing a limited portfolio
Excellent verbal and written skills
Proficient with Microsoft Office 365 (Word, Excel, PowerPoint, Teams, and Outlook) and virtual meeting software
What We Offer:
· Starting salary in the range of $58,100 – $69,700
· A comprehensive benefits package including health and dental benefits
· A Health Spending Account
· Access to Consult + (Virtual Doctor Service)
· EFAP program available to employees and family members
· Pension program starting at six months of employment
· Vacation starting at three weeks per year
· Eco-pass program (half cost bus pass)
· Maternity/Parental Leave Top Up
· Professional Development opportunities
Applications, including resumes and cover letters, should be submitted by April 4, 2025. All applications must be submitted to https://careers.risepeople.com/the-winnipeg-foundation/en.
Applicants who do not fully satisfy all the essential requirements are encouraged to submit their applications for consideration regarding this position. We believe in the potential for diverse perspectives, skills and experience to enrich our team and contribute to The Foundation’s overall success.
The Recruitment Process
As part of The Foundation’s value for being transparent, the following are the stages of our recruitment process:
· Job posting (3 weeks in circulation)
· Phone screening (conducted after the closing date; duration: 2 weeks)
· First in-person interview (conducted within 2 weeks after phone screening interviews)
· Second in-person interview (within 2 weeks after the first interview)
· Start date: May 2025
During the recruitment process, prospective candidates will be expected to provide specific examples of situations where they have demonstrated The Foundation’s values and core competencies.
The Winnipeg Foundation is committed to an inclusive, barrier-free environment and will accommodate the needs of applicants under the Accessibility for Manitobans Act (AMA) throughout all stages of the recruitment and selection process. We thank all applicants for their interest; only those advancing in the competition will be contacted. If contacted to participate in the process, please advise if you require accommodation.