Leadership and Legacy Giving Manager
Children’s Health Foundation of Vancouver Island has invested in the health of Island kids for more than 90 years. Our vision is to ensure all Island kids have access to the health care they need. We believe the best way to give kids, youth, and their families access to care is by funding programs and initiatives in three main areas: Early childhood development, youth mental health, and children and youth living with complex needs. Thanks to the generosity of our donors, we are able to bring supports closer to home and help transform the lives of children and youth living with physical and mental health challenges.
The Leadership and Legacy Giving Manager is responsible for managing a robust portfolio of donors and prospects capable of making legacy gift commitments or investments of $25,000 or more to advance the Children’s Health Foundation of Vancouver Island’s (CHFVI’s) wide range of program, capital and operational priorities. The Leadership and Legacy Giving Manager engages in effective cultivation, solicitation and stewardship activities to meet annual revenue objectives and is expected to spend the majority of their time directly engaging with prospects and donors.
Major & Mid-Level Giving - Managing an active portfolio of 60-80 constituents
- Develop and implement personalized cultivation and solicitation plans for donors and prospective donors, which include corporations, individuals and family foundations.
- Engage in face-to-face meetings and personalized contact activities.
- Ensure that donors receive impeccable and personalized stewardship, through tailored correspondence, reports and updates in a timely and professional manner.
- Prepare and coordinate fundraising materials such as proposals, briefing notes, presentations, call reports, letters, and other documents/materials.
- Conduct regular portfolio reviews to ensure that relationships are advancing and donor development activities are on track.
- In collaboration with the Development Officer, Donor Relations, maintain and properly record information about prospects and donors, utilizing CHFVI’s centralized electronic system (Raiser’s Edge) and database.
- Track benchmarks and deliver on goals annually.
- Oversee CHFVI’s legacy giving program that includes the cultivation, solicitation and stewardship of legacy donors.
- In collaboration with the Communications Department, establish the annual legacy giving program collateral and marketing plan.
- In collaboration with the Fund Development Officer, Donor Services, develop and implement a legacy giving prospecting system.
- Respond to planned giving inquiries and follow-up with appropriate documentation, as appropriate, to encourage donors to consider leaving a legacy with CHFVI.
Support an integrated approach to development
- Develop structure for mid-major gift level giving programs and recognition circles.
- Develop strategies to deepen relationships with members, mid-level donors and key stakeholders.
- Seek opportunities to encourage major gift supporters to participate in other development and CHFVI programs, such as sponsorship, fundraising events, special appeals and hosting activities.
- Occasionally lead the development of mid-major level major gift cultivation/stewardship events or initiatives, working in collaboration with other CHFVI staff.
- Identify fundraising opportunities to expand and grow development results.
- Participate in supervising and supporting Fund Development interns with comprehensive fund development efforts.
- Promote a culture of philanthropy at CHFVI by working collaboratively with board members and leading experts in fields of CHFVI’s impact areas to support the development and deepening of relationships with major gift donors and prospects.
Major Gift and Legacy Giving Administration & Analysis
- Measure and analyse regional Major Gift and Legacy Giving revenue development activities to identify areas for improvement and growth.
- Maintain integrity of the regional revenue development database by complying with policies and procedures for data collection and entry systems; ensuring that selected volunteers are proficient in the application of the database.
- Analyse and report on the progress of assigned Major Giving and Legacy Giving campaigns including the compilation of statistical and other reports.
- Develop, maintain and evaluate an engagement and stewardship calendar inclusive of diverse opportunities for varying levels of stakeholders, volunteers and donors.
- Greet and support donation deliveries/interactions at the office.
- Identify opportunities for cross-promotion between major gift/leadership giving and annual giving.
Operational Planning and Budgeting
- Collaboratively set annual revenue and stewardship goals and develop an annual work plan with Development & Communications colleagues.
- Contribute to developing a fundraising strategy of income-generating activities for the major gift and legacy giving program, drawing on knowledge of fundraising best practices, to meet or surpass revenue goals.
- Develop and set annual budget (revenue and expense) in consultation with and approval from the CEO while providing regular forecasts.
- Develop and report on KPIs to monitor progress, modifying activities as needed to reach target goals.
- Evaluate and provide progress updates to colleagues at regular meetings.
- 7.5 hr workday / 37.5 hr work week.
- Evening and weekend work required at times for special events and presentations.
- Valid Class 5 Driver’s licence and access to a vehicle required to travel to meetings, events and presentations.
- Communication (Clear verbal & written communication/Effective listening).
- Interpersonal skills (Social sensitivity/Approachability/Building and maintaining relationships).
- Teamwork (Sharing information freely/Asking for help/Flexibility to pitch in).
- Open-mindedness (Open to others’ ways of approaching situations/Works with shared agendas).
- Accountability (Follows through on responsibilities and commitments/Reliable and dependent).
- Confidentiality (Maintains details appropriately/Shares sensitive information with appropriate parties).
- Creative Thinking (Sees opportunities for new ways of working/Brings a fresh perspective and identifies unorthodox approaches to situations).
- Daring (Comfortable taking risks and trying new things/Being a self-starter and initiating activities/Challenges the status quo).
Required Skills & Experience
- A strong donor service orientation demonstrated by the ability to anticipate, understand and respond to the needs and expectation of donors.
- Minimum 3 years of progressive fundraising experience, including a successful track record of achieving revenue targets.
- Demonstrated experience working with robust portfolios and managing legacy gift commitments and/or investments valued in the tens and/or hundreds of thousands of dollars.
- Previous success efficiently building rapport with both senior business and community leaders and leading individual philanthropists that translated into successful gift commitments.
- Experience working with a diverse array of stakeholders, including key volunteers to support fund development objectives.
- Superior written communication and presentation skills, including preparing and delivering presentations using Microsoft PowerPoint.
- A high level of organizational ability, attention to detail, and ability to manage tight timelines.
- Experience with Raiser’s Edge data system and extracting data to support fund activities along with a solid knowledge of Microsoft Office programs.
Qualifications & Education
- University degree in Business Administration, Philanthropy, Fundraising, or equivalent experience.
- Certified Fund-Raising Executive (CFRE) designation or in progress an asset.
- Involvement in the Association of Healthcare Philanthropy (AHP), Association of Fundraising Professionals (AFP), Canadian Association of Gift Planners (CAGP) or a similar professional organization an asset.
Children's Health Foundation of Vancouver Island offers a competitive compensation and benefits package.