Head of Planned Giving

World Vision Canada

View: 149

Update day: 19-02-2024

Location: Mississauga Ontario

Category: Printing / Publishing


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Job content

Head of Planned Giving
Mississauga, ON, Canada Virtual Req #659

Friday, June 25, 2021

Are you looking for more than a job? At World Vision Canada we offer challenging careers that change the lives of children all over the world and it will change yours too. Come and be part of a team of 400 Canadians with a vision for the world: Life in all its fullness for every child.

You will experience Christian faith in action helping to make real and lasting change in the lives of the world’s most vulnerable children. Join the World Vision Canada team and be part of a powerful and effective force for good:

For Children. For Change. For Life.

Position: Head of Planned Giving
Reports to: Director, Philanthropy Engagement
Position Term: Full time permanent
Deadline: Until filled
Location:Remote for the near future (within Canada)

Job purpose
As an ambassador for World Vision’s vision and mission, and as a thought leader, encourager and connector, the Head of Planned Giving is valued member of the Philanthropy Engagement team who works in tandem and acts as a resource with philanthropy advisors and others within World Vision Canada (WVC) including the Board, Finance and Legal. World Vision is the leading charity in Canada with field operations in over 100 countries, who is growing their Planned Giving practice. This senior role is responsible for engaging and motivating Professional Services Associations, Professional Services practitioners, and other Not-for-profits (such as Hospitals), with the objective of increasing both profile and market share/revenue opportunities through referrals of planned giving offerings to WVC. Responsible for championing internally and externally growing and diversifying WVC’s planned giving offerings and growing these to help fund our mission to help girls and boys living in poverty and suffering from injustices in some of the most dangerous places in the world. The incumbent will also lead the integration of the WVC Legacy and Stewardship strategy across the full organization and next best legacy-related actions to grow the planned giving and legacy revenue for through current WVC and prospective donors. The Head of Planned Giving should have expert knowledge of estate planning, including wills, trusts, and income, estate, and gift tax laws.

Duties and responsibilities
  • Engages, recruits and establishes key personal and marketing relationships with national associations and influencers from the professional services sectors including but not limited to accountants, lawyers, estate and financial planners, etc. for the purpose of growing planned giving revenue and increased visibility nationally to enhance future gift commitments.
  • Expands the mandate and awareness of planned giving offering acceptance at WVC to current and prospective donors including, but not limited to financial products, endowments, life insurance, gift annuities, gifts of securities, etc.
  • Advises and makes proactive recommendations to WVC Board, CEO and leadership, regarding best practices on endowments, collaborating with Finance, Legal and/or Investment sub-committees, as needed and on an ad hoc basis.
  • Assists select HNW donors and their professional advisors in establishing philanthropic vision, goals and plans with research and presentations with planned giving proposals.
  • Remains current on changes in income, estate, and gift tax related rules, regulations, and trends.
  • Equips WVC teams to apply knowledge of Canada Revenue Agency (CRA) and compliance requirements for financial products into planned giving outreach.
  • Continually improves and develops Philanthropy team’s awareness of financial products and estate giving industry best practices to position advisors as experts in the planned giving space both within WVC and in the Canadian marketplace.
  • Develops and reports on key metrics, indicators and predictive models to direct internal stakeholders on how to maximize ROI and make corrective in-progress recommendations on plans – if needed due to metrics underperforming.
  • Transitions prospective donors referred from Professional Advisors into the appropriate WVC Advisor portfolio– enabling the fluidity of donors to be supported with the appropriate closing and stewardship programs.
  • Liaises with Advisors and Professionals Services on key donor files regarding having difficult end of life stage conversations via telephone and in person, providing the right balance of information and compassion, while adhering to legal regulations.
  • Represents WVC proactively through attending and speaking as a SME at events, leveraging social networks, and identifying influencers, working in alignment with the Director Philanthropy Engagement
  • Actively works across WVC organization to create awareness of planned giving opportunities in the community and at events (such as the AFP, CAGP), webinars, etc. that other WVC market can activate
  • Provides oversight and works with Legal and/or Finance to ensure timely and accurate processing of gifts, tax receipts, and reporting (where required).

  • University degree in a relevant field (finance, accounting, legal).
  • Minimum 10 years of business development, financial sales or fundraising experience.
  • Minimum of 5 years leading and managing teams with track record of strengthening staff capabilities
  • CFRE, CAGP, CMA, CPA, CFP, LLB, MBA multiple certifications or designations, an asset.
  • Experience in fundraising, sales or business development activity that yielded strong financial results
  • Demonstrated experience with multi-stakeholder relationships and complex systems.
  • Expert verbal communicator and proficient in persuasive conversations and with strong experience in public speaking.
  • Excellent written communicator with experience publishing thought leadership content.
  • High emotional and spiritual intelligence with strong collaboration skills in a complex context.
  • Has an appetite to continually learn and develop skills.
We bring life-saving support in times of disaster. We help poor communities to take charge of their futures. We provide small loans and training that boost family livelihoods. We work with policy makers to change the way the world is run. Our Christian faith teaches us that every child, regardless of gender, faith or race, is a precious gift to the entire world - and that their wellbeing concerns us all. We shall never rest while children suffer in situations that can be changed.
Canada’s Top 100 GTA’s Top 10
Our Core Values: We are committed to the Poor. We are Christian. We are Stewards. We value People. We are Partners. We are Responsive.
Qualified candidates must be able to demonstrate a commitment to the core values and mission of the World Vision partnership.
World Vision Canada takes our Safeguarding responsibilities seriously and we provide an environment that is safe for our child and adult beneficiaries. We have strong recruitment procedures to make sure the safest and most suitable people work with the children in our programs. We provide our staff and volunteers with ongoing supervision, support and training in their work with child and adult beneficiaries.

World Vision Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Thank you for your interest; however only those applicants selected for an interview will be contacted.

Other details

  • Job Family

    Resource Development & Fundraising

  • Job Function

    People Leader

  • Pay Type


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Deadline: 04-04-2024

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