This role involves remote/work-from-home arrangements with a requirement for a minimum of two (2) days per week working onsite and may be subject to change as the organization works through its hybrid workforce plan and/or changing needs of the Foundation. We care about our team and community and are aligned with CAMH’s health and safety practices.
ABOUT CAMH FOUNDATION
Hi! I’m Fern Brody. In my role as Director, Principal Gifts with CAMH Foundation, I’ve been watching the company and the cause grow significantly. I am driven by working for a meaningful cause, with an exceptional team, and doing the job I love.
I believe the key to an excellent Philanthropy Associate is not just the technical skills but the knowledge of the organization’s business, asking the right questions, listening to the answers and believing in the organization’s mission.
The Centre for Addiction and Mental Health (CAMH) is Canada’s largest mental health teaching hospital and one of the world’s leading research centres in its field. With a dedicated staff of more than 5,000 physicians, clinicians, researchers, educators, and support staff, CAMH offers outstanding clinical care to more than 38,000 patients each year. The organization conducts ground-breaking research, provides expert training to healthcare professionals and scientists, develops innovative health promotion and prevention strategies, and advocates on public policy issues at all levels of government.
CAMH Foundation is charged with raising and stewarding funds in support of CAMH. Its role is to help transform the way we understand and address mental illness by raising awareness and increasing engagement across the country. Generous and dedicated supporters help CAMH advance discovery and innovation, build spaces that promote recovery, and break down the stigma of mental illness.
The Philanthropy Team is responsible for inspiring philanthropic support from individuals in the private sector, making up over 70% of CAMH Foundation’s annual revenue. As members of the team, we are committed to a positive and safe work environment where we support, listen and learn from each other and be accountable to our many key stakeholders.
THE OPPORTUNITY:
The Philanthropy Associate provides administrative leadership and strategic fundraising support to the Philanthropy team. The role is responsible for supporting senior team members in managing and implementing strategies and activities that support the effective discovery, cultivation, solicitation, and stewardship of the Foundation’s most significant supporters.
KEY RESPONSIBILITIES:
Fundraising Support
- Proactively provide strategic fundraising and operations support to senior members of the Philanthropy Team, including but not limited to, the executive leadership, Director(s), Principal Gifts, and senior fundraisers in the management and activation of their portfolios of donors and prospects at all stages of engagement.
- Develop in-depth knowledge of the Foundation’s most significant donors and prospective supporters, as well as senior volunteers including Board and Cabinet Members.
- Develop and maintain a strong understanding of CAMH funding priorities and related mental health and addiction issues to inform strategies and experiences with the intent to motivate and excite donors, prospects and volunteers.
- Proactively initiate and support activities that arise from individualized donor strategies, solicitation and stewardship plans, including prompting outreaching, drafting correspondence, invitations, reports, and other communications.
- As required, support CAMH and CAMHF’s President’s Offices in engaging top donors and prospects.
- Liaise with the offices of donors, hospital staff and volunteers to assist in the coordination and execution of personalized tours and meetings (virtual and in person), donor agreements, pledge payments and receipting, reporting, and recognition.
- Communicate with offices of donors, prospects and volunteers to respond to requests, provide information and/or follow-up in a timely manner, using upmost discretion, tact, and professionalism.
- Prepare comprehensive confidential briefing notes for donor meetings, and prepare meeting materials and packages.
- Prepare call reports and meeting minutes as required, and ensure circulation to applicable internal stakeholders.
- Support the development and, where appropriate, the writing of menus of giving options and compelling proposals, including liaising with Hospital and other stakeholders.
- Partner with the Finance team during proposal development and review of financial budgets.
- Review and track funds and report on use of gifts, as assigned.
- Collaborate with business partners to help implement and deliver best-in-class, meaningful stewardship, including informal and formal reporting, recognition, gift announcements and celebrations, and personalized engagement touchpoints.
- Collaborate daily with other members of the Philanthropy team and Foundation team to ensure a high level of information sharing and coordination of activity to help achieve the team’s and Foundation’s overall fundraising and strategic goals.
- Assist as appropriate with organizing cultivation, stewardship and recognition events including identification of prospect lists, preparing invitation lists, managing responses, prompting follow-up, coordinate post-event outreach, welcoming guests and assisting with event logistics.
Operations Support
- Update donor information on a centralized database (Raiser’s Edge) including donor contact information and communication preferences, call reports, activity and solicitation tracking, and action reminders.
- Prepare and distribute reports and presentation material using various software tools for word processing spreadsheets, database management including but not exclusive to: Microsoft Word, Excel, Power Point, One Note, Raiser’s Edge and RE NXT, and Qlik Sense.
- Use Raiser’s Edge and other business intelligence platforms to ensure accurate and timely record keeping, reporting and follow-up.
- Prepare complex written materials that will support donor activity including briefing notes, call reports, gift agreements and pledge forms, and general correspondence.
- Provide support to donors, staff and volunteers, including preparing basic information requests, prospect profiles, briefing notes, etc.
- Complete appropriate gift processing forms, and coordinate the circulation of final gift agreements and pledge forms to internal business partners and hospital colleagues.
- Ensure donor gifts, pledges/reminders, tax receipts, and thank-you letters are processed and issued in a timely manner.
- Produce prospect lists, gift information and action task lists from the database in a timely and efficient manner.
- Review prospect lists, make recommendations and perform quality control on lists pertaining to event invitations, recognition, and fundraising products.
- Ensure accurate and prompt follow through on gift implementation including working with the Finance team to execute grant agreements and working with Hospital partners to facilitate their activation of gifts.
- Ensure proper electronic filing of proposals, donor gift agreements, acknowledgements, stewardship letters and reports and correspondence.
- Regularly review team financial and activity reports to identify trends, support performance optimization, and enable early intervention when needed.
- Provide support including submitting expenses and helping to manage calendars
Volunteer Management
- Lead management and coordination of assigned senior volunteers, including preparing meeting agendas and packages for regular activity check-ins
- drafting meeting agendas and packages for regular prospect activity check-ins;
- consolidating top prospect activity and clearly articulating next steps;
- drafting correspondence for outreach as needed;
- and partner with the Research team to initiate qualification of new names brought forward.
- Ensure RE and volunteer prospect lists are up to date with current prospect strategies and clear next steps.
- Provide support to senior volunteers and CAMH leadership in engagement of donors and prospective donors.
- Schedule internal and external meetings with volunteers and their networks of donors and potential supporters, and senior hospital leaders, including in-person and virtual salons, campus tours, and meetings with hospital clinicians and researchers.
- Organize meetings including room bookings, catering if necessary, agendas, minutes, preparation of presentations, handouts and other materials.
- Ensure that the team has financial information, background and analysis to provide to volunteers and staff to fulfill their fundraising responsibilities.
