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Title posted on indeed.com - Planned Giving Advisor
Posted on March 12, 2025 by Employer details The Winnipeg Foundation
Job details
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 e- LocationWinnipeg, MB
- Workplace information On site
- Salary$58,100 to $69,700YEAR annually
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9670572464
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