ASSOCIATE, GIFT & ESTATE PLANNING

Job Description

ABOUT US

SickKids Foundation, with over 50 years of philanthropic impact in 2023, is Canada's largest charitable funder of child health research, learning and care, raising over $200 million last year. As a national charity, SickKids Foundation invests in national and international initiatives to benefit children in Canada and around the world. As the fundraising partner to The Hospital for Sick Children (SickKids), we are aligned in supporting Precision Child Health (PCH), the future of tailoring medicine to each child's unique traits so SickKids can diagnose faster, treat smarter, and predict better.

We are driven by our core values of integrity, collaboration, excellence, innovation, and inclusion, with goals of delivering an unmatched donor experience, investing in our people and culture, driving innovative and sustainable fundraising, and leading in digital charity.

SickKids Foundation is committed to an inclusive culture by embedding equity, diversity and inclusion in everything we do. We aim to build awareness and skills in this area, both internally and with our partners. Our commitment extends to creating a safe, positive work environment. For details on our Equity, Diversity & Inclusion commitment, please click here. We’re committed to attracting and retaining passionate individuals to help create a healthier future. That’s why SickKids Foundation is looking for a new Associate, Gift & Estate Planning.

Position Status: Permanent Full-Time

Available: Immediately

Description of the Position:

The Associate, Gift & Estate Planning is responsible for supporting the general administration and stewardship of the Estate portfolio for SickKids Foundation and The Hospital for Sick Children. The Associate reports directly to the Director, Gift & Estate Planning and works closely with the Manager, Estate Administration & Legal Services.

You will:

• Work collaboratively with the Manager, Estate Administration & Legal Services to support them with the estate administration of Foundation and Hospital estates from the initial notification to completion, including extensive communication with trustees, lawyers, family members, fellow charitable organizations and other professional advisors;
• Reviews and comments upon estate accounts, identifies, and assesses potential issues, and facilitates the stewardship and recognition of estates;
• Ensures data integrity of estate information in the Foundation’s CRM system (KYDS) and makes timely updates to estate trackers to ensure all deadlines are met;
• Helps maintain the department's electronic and physical filing systems;
• Assists with administrative matters, including preparing and finalizing documents and outgoing correspondence, processing incoming and outgoing mail and courier items, photocopying, scanning, and preparation of reports;
• Activity reporting, accurate and timely analysis of the financial position of the estates portfolio with an eye for maximizing estate revenue and identifying cost savings;
• Conduct analytics for the Gift & Estate Planning program, as well as the estate portfolio, including the creation of queries and report generation;
• Follows processes related to the gift planning program and estate donations;
• Assists with new projects, as well as the ongoing clean-up up of historical estate records;
• Keeps current on tax aspects of estates, trusts and other charitable gifts and informed about new legislation and rulings affecting the estate portfolio.
  
  

Required Skills

Qualifications:

While we know that for any job posting no one candidate will possess the qualifications being sought in equal measure, below is an outline of the qualifications we believe are important for a candidate to bring to the position or for the successful candidate to develop while in the role:

• A bachelor’s degree or higher, plus 1-3 years experience in estate administration preferred;
• Demonstrated experience in analyzing and reporting on bulk data including revenue projections, benchmarking and donor statistics;
• Experience with Blackbaud or other relational databases an asset, ensuring appropriate donor documentation;
• Organized, detailed oriented, with strong follow through;
• Superior verbal and written communication skills;
• Decision making and negotiation skills;
• Excellent computer skills (Microsoft Office, particularly MS Excel);
• A collaborative, team player.
  
  

We’re looking for a passionate individual who is interested in moving the dial and making a difference. We are an environment that looks to attract hardworking and committed people; people who want to challenge themselves and grow with a globally recognized brand that continues to change the world. If this describes you, consider joining our team. We look forward to reviewing your application.

Total Compensation Package:

Hiring Salary Range: $66,997 – $78,820; with the ability to progress to a maximum of $94,584. To ensure fair and equitable pay at SickKids Foundation, placement on the salary range will be based on your years of experience, skills, and qualifications relevant to the Associate, Gift & Estate Planning.

To help you lead in the fight for kids’ health and to support your health, wellness, and career growth, in addition to competitive compensation, we offer a comprehensive benefit package (includes a flex benefit plan), tuition reimbursement, flexible work arrangements, pension plan and birth parent/parental top up – to name a few!

Hours: 35-hour work week, flexible work options available

Date Posted: October 15th, 2024

Available: Internal and External Candidates

Deadline: October 29th, 2024

Please apply on-line by visiting our website: www.sickkidsfoundation.com

SickKids Foundation is committed to its people and the talents, capabilities, and perspectives they bring to our mission. We live that commitment by being open and accessible to all, by valuing and respecting every individual, and by equally supporting every employee. As an organization proud to have joined the BlackNorth Initiative’s CEO pledge, we uphold our commitment by inviting and encouraging individuals from diverse lived experiences from Black, Indigenous, communities of colour, people with disabilities, 2SLBTQIA+ community and all candidates who may contribute to the further diversification of the Foundation’s community.

Candidates who require accommodation during the recruitment process should contact the Human Resources Department at: [email protected].