DescriptionAssociate, Planned Giving
Full Time, Permanent
Toronto, ON
Reports to: Director, Planned Giving
Direct Reports: No
Join us in our mission to change what it is to be blind in Canada.
Founded in 1918, CNIB is one of Canada’s oldest charities. We believe our new strategic plan, The Way Forward, will once again revolutionize the way we serve and support our community from coast to coast. Working with us means that you'll be part of an ambitious, diverse team that's committed to changing what it is to be blind today.
We're looking for a mission-driven Associate, Planned Giving who is passionate about creating more accessible, inclusive, and equitable communities across Canada where people with low vision have unlimited opportunities and can experience life free from barriers and discrimination.
Your Impact at CNIB
- Provide donor-centric administrative support to the Planned Giving and Estates team to support the annual revenue needs of the organization.
- Maintain high quality stewardship practices for active donors including reporting and sustaining detailed records of activities.
- Ensures all donor information provided is accurately entered into SharePoint following established standards, protocols and polices within standard turn-around times.
- Ensures all inbound and outbound Planned Giving and Estate correspondence is addressed in a timely manner, both print and electronic.
- Coordinate Planned Giving team-oriented activities including, however not limited to, material ordering and logistics, managing equipment and supply inventories, implementing team administration tasks, scheduling and coordinating meetings, and taking meeting minutes.
- Maintain a working knowledge of significant developments and trends in Planned Giving, Estates and philanthropy.
- Collaborate with colleagues from other departments (Finance, Marketing and Communications, Gift Management, Major Gifts) for team projects, data management, accurate processing of gifts tax receipts, and reports.
- Prepare customized proposals, agreements and gift scenarios involving cash, annuities, and other planned gift vehicle to meet the donors personal, estate and financial planning goals.
- Deals directly with professional advisors (legal, financial, etc) when called upon to assist in the creation of the planned gift or for tax receipting.
RequirementsWho you are:
Education and Certifications
- Degree or diploma in business, marketing and communications, fundraising management or related field, or equivalent work experience.
Experience and Qualifications
- Minimum of 2-3 years of experience in a specific fundraising, preferably Planned Giving or direct mail position.
- Proficient in MS Office suite software applications including Teams and SharePoint.
- Proficient in using a fundraising database (Sales Force/equivalent).
- Adhere to applicable privacy laws as well as CAGP, AFP and CNIB standards of discretion and confidentiality.
- Familiarity with the issues surrounding vision loss is an asset and a desire to be a passionate advocate for CNIB and those we serve.
- Able to handle and maintain the confidentiality of sensitive information.
- Superior interpersonal skills.
- Professional attitude, results oriented, strategic, flexible and ability to function with limited supervision and adapts to fast paced environment.
- Ability to provide strategic solutions to complicated and difficulty problems utilising excellent analytical, problem definition and problem-solving skills.
- Excellent written and oral communication skills; demonstrated success in proposal and stewardship development.
- Strong strategic thinking skills, with the ability to collect, analyze, interpret, and evaluate information, and make recommendations.
- Proven time management, planning, coordinating and organization skills; proactive in initiating multiple projects on an ongoing basis.
- Excellent project management skills
- Strategic mindset and creative approaches to deepening relationships and driving results.
- Familiar with comprehensive Planned Giving functions and regulations, thorough understanding of Planned Giving, Planned Giving vehicles and tax implications.
- Personal or professional experience relating to blindness and sight loss is considered an asset.
- Personal or professional experience working with assistive technology and/or accessible environments is considered an asset.
BenefitsPerks
We offer industry leading comprehensive and competitive Total Rewards packages and a wide range of perks, including:
- Flexible and hybrid working arrangements and schedules.
- Opportunities for professional development and growth, including internal inclusion, diversity equity and accessibility (IDEA) initiatives.
- Competitive paid time off inclusive of annual vacation entitlement, additional paid holidays, wellness days, and personal days.
- Group insurance benefits include dental, health and vision care.
- Employer-sponsored pension plan.
- Years of service awards and year-round rewards as part of our employee recognition program.
- Enticing internal employee referral program.
Be Part of Our Mission
Internal Posting: If this sounds like the role for you, send your application to Cindi.Meyer@cnib.ca, indicating the position title in the subject line. Be sure to include a resume, cover letter, and mention how you heard about this opportunity.
External Posting: If this sounds like the role for you, please visit our website to submit an application. Be sure to include a resume, cover letter, and mention how you heard about this opportunity.
Closing date: April 5, 2024
Please note that while we invite applications from all interested and qualified applicants, we are unable to follow-up with every applicant.
Working Together for Change
Our diversity is our strength – we take pride in our inclusive workplace. We are committed to recruiting and selecting candidates through fair, transparent, and accessible practices. We strongly encourage applications from members of groups that have been historically disadvantaged and marginalized, including but not limited to Indigenous peoples, racialized persons, persons with disabilities, people who are blind, partially sighted, or Deafblind, and those who identify as women and/or 2SLGBTQ+.
CNIB is committed to accommodating applicants with disabilities and will work with applicants requesting accommodations at any stage of the hiring process.
Learn more about our mission here.
