Manager, Legacy Giving
Our client, Richmond Hospital Foundation’s mission is to serve as a catalyst for donors to achieve their aspirational philanthropic goals while helping us drive positive, transformational change for local health care in Richmond. Inspiring joyful giving is at the core of all they do. It is also integral to their fundraising (a lifetime of giving) and their goal of building strong, trust-based relationships with their valued donors, clearly demonstrating the impact of their philanthropy.
Position Summary:
Reporting to the Associate Director, Legacy Giving, the Manager, Legacy Giving plays a pivotal role in advancing the growth and success of the Legacy Giving program to increase the number of confirmed legacy donors and resulting in revenue from legacy gifts for Richmond Hospital Foundation. The incumbent is detail-oriented, and a results-driven fundraiser who is experienced in legacy giving and thrives on building meaningful relationships and identifying opportunities to inspire joyful giving that makes a lasting impact on Richmond’s health care.
The Manager, Legacy Giving is responsible for helping develop and implement the annual work plans, donor engagement initiatives, and build relationships with professional advisors to cultivate a robust pipeline of legacy giving donors and prospects. The incumbent leads the coordination of the day-to-day operations of the various legacy initiatives, ensuring seamless execution and alignment with organizational goals.
Key Areas of Responsibility
Strategy Development & Management
Assists the Associate Director, Legacy Giving to develop and execute legacy giving strategies aligned with organizational goals.
Executes annual work plans.
Prepares reports, proposals, and presentations as required.
Donors & Prospects Management
Analyzes, segments, and prioritizes legacy giving prospects for each initiative.
Identifies, qualifies, cultivates, solicits, and helps steward legacy gift prospects through moves management.
Builds and fosters relationships with donors and prospects through meaningful face-to face meetings, phone calls, emails, and events with donor-centric and culturally sensitive approaches.
Contributes to engagement and cultivation initiatives to convert legacy giving prospects to confirmed planned giving donors.
POSITION DESCRIPTION:
Provides timely, thoughtful, and professional responses to donor’s legacy giving related
inquiries.
Develops programs and tools to engage professional advisors, including estate planners, lawyers, chartered accountants, and financial advisors, to inspire them to support Richmond health care through their expertise and collaboration.
Attends or presents at donors and prospects events as a representative of the Foundation.
Attends, volunteers, and participates in all Foundation events as required.
Program Coordination & Administration:
Coordinates and implements the day-to-day operations of the legacy giving program, ensuring timely and efficient execution of activities.
Implements prospecting initiatives such as donor survey, which requires querying donor lists from the database, mail-merging letters, sending survey packages to donors via email and mail, tracking actions in Raiser’s Edge and following up with donors.
Maintains accurate and up-to-date donor records in raisers-edge, including documentation of legacy gift intentions, and follow-ups.
Team Collaboration and Integration
Collaborates with Donor Relations to plan, coordinate and implement legacy giving seminars and cultivation events for donors, prospects, and professional advisors, to achieve the respective objectives.
Analyzes and prioritizes legacy giving prospects, using data to develop stewardship strategies and recognize planned giving donors.
Assists in developing strategies for ongoing stewardship and recognition of planned giving donors through effective data analysis.
Knowledge about philanthropy fundraising, gift planning vehicles, Canadian tax laws
Maintains current and deep understanding of gift-planning vehicles, including bequests, gifts of securities, life insurance, real estate, and registered savings plans (e.g., RRSPs,
RRIFs, and TFSAs).
Stays current on planned giving trends, best practices, changing legislation, and tax implications of major and legacy giving.
Qualifications & Experience
University degree or diploma
Minimum 5 years of progressive experience in fundraising, with demonstrated success in cultivating and securing major and/or legacy gifts.
Knowledge of Canadian legacy fundraising best practices, compliance, and tax implications.
Proven relationship-building skills with an authentic and engaging approach.
Demonstrated success in prospecting, cultivating, soliciting, and stewarding legacy gifts.
Strong understanding of local multicultural communities, including Chinese communities (Hong Kong, Mainland, and Taiwanese Canadians).
Proven ability to work collaboratively across teams and manage confidential and sensitive matters with integrity.
Proven ability to exercise diplomacy, good judgment, and discretion in dealing with confidential & sensitive matters.
Experience with data management and donor databases, including Raiser’s Edge.
Skills & Abilities
Exceptional storytelling and communication skills (written, verbal, and active listening), adaptable to diverse audiences.
Strong relationship-building skills with an authentic, donor-centered approach.
Highly organized, with the ability to plan and manage multiple projects to meet deadlines and desired outcomes.
Life-long learner who remains current in fundraising and strategies.
Proficient in Microsoft Office suite and donor management systems, including Raiser’s Edge.
Collaborative team player with the ability to work independently when needed.
Fluency in English is required; proficiency in Cantonese and/or Mandarin is an asset.
Flexibility to work evenings and weekends as required.
Valid driver’s license and access to a vehicle.
To apply, please submit your resume to this posting or email it directly to [email protected]. Please note only qualified individuals will be contacted.
Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from all candidates regardless of ethnicity, race, religious beliefs, disability, age, gender identity, or sexual orientation. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
Alexandra Bunardzic
Job ID
City
- Richmond, BC
Alexandra Bunardzic
Job ID
City
- Richmond, BC
