Legacy Giving Officer

The primary purpose of this newly created role is toidentify and engage with potential legacy donors to Canuck Place. We areseeking a candidate with robust experience working face-to-face withindividuals to confirm future legacy gifts through relationships that are builton a clear understanding of donors' interests and values that align with thoseof Canuck Place. The Legacy Giving Officer thrives in donor meetings, brings acreative and adaptable approach to lifeline development for the program, and managingdonor cultivation events, and has demonstrated experience with the legacygiving prospect journey.

JOB SUMMARY

RESPONSIBILITIES
• Manages a portfolio of approximately 50 - 100 prospectivelegacy donors and works with the Associate Director, Major Gifts and PlannedGiving to determine strategies and tactics to meet annual goals for confirmedlegacy expectancies.
• Oversees print and digital legacy giving marketing andrelated campaigns and/or ad placements, with oversight from Associate Director,Major Gifts & Planned Giving.
• Plans and executes annual Legacy Circle tea, workingcross departmentally with leadership, events, annual giving and communicationsteams on planning and logistics.
• Employs integrated fundraising strategies for major andplanned gifts (donor advised funds, gifts of securities, bequests, trusts, andgifts of life insurance), offering these as opportunities for current andpotential donors.
• Monitors and evaluates activity and results; identifieschallenges and manages up where required, showing discretion and involvingleadership as needed to support donor relationship management.
• Personally cultivates and solicits a portfolio of 25assigned major gift donors (Donor Advised Funds, securities and trust donors)and seeks opportunities for engagement, compelling reporting on Canuck Place'smission, and substantive tailored communications.
• Works collaboratively with the Associate Director, MajorGifts & Planned Giving, the Manager, Development, and the development teamto advance Canuck Place's financial services sector strategy, engagingfinancial advisors and wealth managers through relationship-building, speakingopportunities, and participation in industry and Canuck Place events.
• Acts as backup support to the Legacy Giving Coordinatoron estate administration, working closely with the Canuck Place Finance teamand the Associate Director.
• Plays an active role in revenue forecasting and budgetingfor assigned goals and for the overall Legacy Giving program, alongside theAssociate Director.
• Works collaboratively with a cross-functional team inmajor gits and legacy giving to lead and host engaging donor events. Identifiessynergies with other fundraising teams such as communications, events, annualgiving and donor services to support the collective goals of the organization.
• Assumes other related responsibilities, asassigned.

EDUCATION AND EXPERIENCE
• A minimum of 5+ years of progressive non-profitfundraising experience in gift and estate planning or legacy giving isnecessary, including experience working with an individual giving portfolio.
• Experience confirming legacy gifts from existing or newdonors.
• Demonstrated experience with varying gift planningvehicles including bequests, trusts, gifts of life insurance, RRSPs, DonorAdvised Funds and gifts of securities.
• Involvement with the Canadian Association of GiftPlanners (CAGP) is an asset as are knowledge of tax laws, regulations andcompliance issues that govern charitable giving. Work experience which includesleading fundraising campaigns and events; ideally for legacy giving donors andpotential donors.
• Experience in estate administration, budgeting andfinance is an asset, ideally in a gift and estate planning environment.
• Involvement with the Association of HealthcarePhilanthropy, the Canadian Association of Gift Planners, Association ofFundraising Professionals, or CFRE accreditation (or working towards thiscertification) are an asset.
• A related degree or diploma from a recognized educationalinstitute or an equivalent combination of experience and education.

QUALIFICATIONS

What you bring to the role:
• A commitment to inclusive fundraising and communicationspractices.
• Skilled at storytelling and sharing the "why” behind whydonors support their charities of choice.
• Robust experience and familiarity and interest in workingwith lawyers, financial advisors, wealth management firms and individuals whohave made legacy gifts.
• Ability to inspire others; to develop and maintainmeaningful, respectful, long-term relationships with current and prospectivedonors, their families and advisors.
• Superior interpersonal and communication skills; and theability to confidently interact and build trust with individuals andrightsholders all levels.
• Excellent organization, prioritization, judgement skills;demonstrated ability to think strategically and creatively.
• Solutions-focused and able to consistently make decisionsthat lead to positive or constructive outcomes.
• Self-motivated and results-oriented; positive,collaborative work style with the ability to work as part of amulti-disciplinary team.
• Effective project management skills, with the ability tothrive and effectively manage priorities.
• Demonstrated ability to maintain discretion andconfidentiality at all times, in working with sensitive and confidentialinformation.
• Strong Microsoft Office Suite computer skills, andexperience with Virtuous or similar donor CRM system. Exposure to andfamiliarity with remote work and planning software such as Trello, Slack andTeams would be an asset.
• Public presentation skills, both in person and virtually.
• Strong attention to detail (specifically with Excel,project timelines and database management).

Please note:
• Evidence ofHealth Canada approved vaccinations must be provided prior to your first day ofwork.
• Flexibilityis necessary, as this position may require occasional weekend and evening workand travel within and outside Metro Vancouver and the Fraser Valley.

RECRUITMENT PROCESS

We understand that therecruitment process is not a one size fits all, our inclusion values andflexibility extend to your hiring experience. Canuck Place is committed to providing inclusive access and accommodationsthroughout the application and selection process. We are continuously workingto improve our systems, policies, and practices to ensure our employees, in alltheir diversity, can succeed. Should you require accessibility accommodationthrough the recruitment process, please contact our People & Culture teamat recruitment@canuckplace.org and we will work with you to meet your needs.

Canuck Place Children's Hospice hires on the basis ofmerit and is strongly committed to equality and diversity within its communityand to a welcoming and inclusive workplace. We especially welcome applicationsfrom Indigenous persons, visible minority group members, persons withdisabilities, people of all sexual orientations, genders and gender identities,members of the 2SLGBTQIA+ community.

APPLICATION PROCESS

Please submit your coverletter and your resume. The position will remainopen until filled. Applications will be reviewed as they are received. We thank all applicants for their interest; however, only thosecandidates who have been short-listed will be contacted.

Client-provided location(s): Vancouver, Canada

Job ID: Canuck_Place-320

Employment Type: FULL_TIME

Posted: 2026-01-10T18:33:26