Planned Giving Officer at Canadian Red Cross
Montréal, QC, Canada -
Full Time


Start Date

Immediate

Expiry Date

02 Sep, 25

Salary

37.93

Posted On

02 Jun, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

Employee Working Location: Partially Virtual / Hybrid (Montréal, QC)
Employment Status: Permanent Full-time
The Canadian Red Cross (Red Cross) – an inspirational not for profit organization, helps people and communities in Canada and around the world in times of need and supports them in strengthening their resilience. As a Canada’s Best Employers 2024, we are committed to having an accessible, diverse, inclusive, and barrier-free work environment.

Responsibilities
  • Support the development and implementation of strategies to identify, cultivate and solicit planned giving prospects.
  • Build and maintain a robust pipeline of potential donors aligned with the strategic plan.
  • Conduct research, assess and track planned giving records to personalize solicitation approaches.
  • Contribute to strategic planning and budgeting to solicit existing and potential donors.
  • Collaborate with Communications and Marketing to develop communication materials and tools to engage and retain planned giving donors.
  • Design and lead a personal recognition and stewardship program for planned giving donors, ensuring accountability.
  • Keep activity reports up to date in accordance with established objectives.
  • Deliver planned giving presentations to volunteers and staff, ensuring appropriate follow-up.
  • Serve as a liaison with CRC leadership, the Major Gifts team and volunteers.
  • Negotiate gift agreements related to planned giving in collaboration with Legal and Finance departments.
  • Build a network of professionals with expertise in fields relevant to planned giving.
  • Track operations with a database, performance indicators and business plans.
  • Develop and maintain planned giving procedures.
  • Follow ethical fundraising codes and principles, donor privacy regulations and industry best practices to maintain organizational trust and integrity.
  • Support CRC appeals for domestic, national and international responses.
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