Leadership and Legacy Giving Officer

About The Salvation ArmyMission StatementThe Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.Vision StatementWe are an innovative partner, mobilized to share hope wherever there is hardship, building communities that are just and know the love of Jesus.Core ValuesThe Salvation Army Canada and Bermuda has four core values:Hope: We give hope through the power of the gospel of Jesus Christ.Service: We reach out to support others without discrimination.Dignity: We respect and value each other, recognizing everyone's worth.Stewardship: We responsibly manage the resources entrusted to us.About the PositionReporting to the Director of Development, the Leadership & Legacy Giving Officer is responsible for managing all aspects of the donor development cycle and stewardship of donors and prospects who have capacity to give at the major gift and planned giving level. A goal of ensuring strategic, highly personalized engagement with donors who have a passion for philanthropic impact, the incumbent will maximize revenue to support mission priorities. This position focuses on donor centered fundraising through the identification, cultivation, and solicitation of a robust portfolio of donors and prospects in support of The Salvation Army.KEY RESPONSIBILITIES:Relationship ManagementResearch, identify, qualify, cultivate, and manage a robust pipeline of prospects and donors, building successful relationships that lead to philanthropic investmentAlign organizational priorities with donor interests and develop strategies that ensure a strong and sustainable donor pipelineDevelop and execute tailored and compelling fundraising opportunities that support strategic initiativesManage a strategy of meaningful donor engagements, with 60% of time facilitating in-person contactsCollaborate, organize, and/or participate in donor recognition activities and eventsNegotiate and secure major and planned gifts, including the creation of gift agreements and other supporting documentationResponsible for legacy donor cycle that includes annual targets of 80% revocable planned gifts and 20% irrevocable giftsResponsible for the continued growth to the organization of specific bequests, gifts of insurance, annuities, endowed gifts, and other planned giftsCultivate relationships with lawyers, accountants, trust officers, life underwriters, financial planners, and other professionals to make them aware of and keep them up to date on The Salvation Army and opportunities for funding by their clients Strategy ImplementationCollaborate with Salvation Army program leads to develop, implement, and improve on strategic fundraising framework and communicate program investment outcomes utilizing current market best practices and trendsBe current on planned giving trends, tax implications of planned gifts and legislationPrepare briefing materials to support the participation of senior administration in fundraising activityWrite project-specific fundraising proposals, briefing notes, solicitation plans, gift agreements, stewardship materials and call reportsCreate and present materials to advance fundraising asks such as generic cases for support and customized proposalsWrite articles on legacy giving opportunities and donor stories for various publicationsRecord all donor interactions extensively in Raiser's Edge NXT, tracking results and outcomesData analysis of donor giving retention, attrition, and trendsStay current on best practice, market trends, changing legislation, and tax implications of legacy giving and major giftsProspect ManagementDevelop revenue targets, reviewing financial results and projections on a regular basis using reports, dashboards, and toolsMaintain active prospect management system in Raiser's Edge NXTParticipate in an integrated moves management program and prospect clearance processThis reflects typical duties that may be expected, understanding that there may also be a specialization of a donor portfolio to only include leadership or legacy donorsPerform other position-related duties, as assigned, to support Leadership and Legacy Giving and The Salvation Army fundraising prioritiesQUALIFICATIONS AND EDUCATION REQUIREMENTS:Minimum of a 2-to-3-year diploma/degree in Fundraising (preferred), Business Administration, Marketing, or equivalent experienceCFRE or working toward CFRE designation is preferredExperience and Skilled Knowledge Requirements:Minimum 5+ years of progressive experience in fundraising, securing leadership and legacy gifts that significantly impact organizational mission with knowledge and understanding of annuities, tax laws, and/or accountingKnowledge of Canadian fundraising, best practices, legislation, tax implications, and restrictionsPREFERRED SKILLS/CAPABILITIES:Appreciation and understanding of Imagine Canada's Standards Program, AFP Code of Ethics, Policies and ProcedureAbility to write and edit compelling fundraising proposalsHighly collaborative with the ability to develop strong partnerships across and outside the organizationThorough understanding of major gift and planned giving fundraising including cultivation and solicitation cycleKnowledgeable on planned giving trends, tax implications of planned gifts and legislation.Highly organized with strong attention to detailStrong written, verbal, and listening communication skillsAbility to interpret concerns and interests of corporations and donors to strengthen donor relationshipAbility to plan and lead projects to meet expected outcomes on tightly prescribed timelinesAdaptable and ability to prioritize and manage multiple tasks and a variety of demandsEnsure compliance with all policies, regulations, and lawsSkill in preparing written reports and presentationsLife-long learner who remains current in fundraising and strategiesExperience and ability to work effectively in a team, a team player with sound judgment and the ability to handle matters of a sensitive and confidential natureAbility and willingness to support, protect, promote, and advance, the mission, vision, goals, and values of the organizationApplication Deadline: April 30, 2024CompensationThe target hiring range for this position is $55,533 to $69,416 with the ability to progress to a maximum of $83,300. Placement in the salary range will be based on factors such as market conditions, internal equity, and candidate experience, skills, and qualifications relevant to the role.Other DetailsThe Salvation Army will provide reasonable accommodation upon request. Please let us know if you have a need for any accommodation.We thank all applicants and will contact candidates selected for next steps. Internal Applicants are encouraged to notify their current supervisor when applying for a new position within The Salvation Army. Non-profit Organizations