Planned Giving Specialist

Job Title: Planned Giving Specialist

Location: Montreal, QC (Detailed office location information can be found by visiting this link: https://cancer.ca/en/contact-us)

Work Model: Hybrid Work Model

Salary Band: 4 ($52,000 - $75,000 CAD)

WHY JOIN THE CANADIAN CANCER SOCIETY (CCS)?

The Canadian Cancer Society works tirelessly to save and improve lives. We fund the brightest minds in cancer research. We provide a compassionate support system for all those affected by cancer, across Canada and for all types of cancer. As the voice for people who care about cancer, we work with governments to shape a healthier society. No other organization does all that we do to make lives better today and transform the future of cancer forever.

Help us make a difference.

COME AS YOU ARE

At CCS, we embrace everyone’s uniqueness and recognize the strength that lies in differences. We believe in the power of our collective potential and strive to achieve a more diverse, inclusive, and equitable workplace to empower and create opportunities for all. We welcome and encourage applications from all qualified candidates regardless of their gender, age, religion, race, ethnicity, and nationality. Particularly equity deserving groups, such as members of the BIPOC, and 2SLGBTQI+ communities, people living with disabilities, veterans, and anyone who may contribute to the further diversification of the Canadian Cancer Society. Together we unite and inspire all Canadians to change the future of cancer.

Job Overview

Join our team as a Planned Giving Specialist and help shape the future of our mission! Working closely with the Senior Manager, Estate and Gift Planning, you'll manage a portfolio of legacy donors and play a key role in driving long-term revenue. You’ll build strong relationships with donors, educating them on the tax benefits and options for planned gifts, and ensuring they feel confident in their giving choices. This is an exciting opportunity to collaborate with colleagues and stakeholders across Canada to make a lasting impact on our organization’s future.

What You’ll Be Doing

• Manages a portfolio of donors to achieve revenue goals for the Estate and Gift Planning Department.
• Database management and maintenance.
• Team Collaboration and Organizational Engagement.
  
  

Independently solicits, secures, manages, and oversees new and existing donor accounts to achieve revenue goals for the PG Department

• Meet with current and prospective donors to create giving options that align with their philanthropic and financial goals.
• Steward current planned gift donors by maintaining regular communication, providing updates on the impact of their gifts, and expressing appreciation for their contributions to strengthen relationships and encourage continued support.
• Maintain current knowledge of trends, legal requirements, gift types, tax aspects of charitable gifts, and revenue rulings affecting such gifts.
  
  

Database management and maintenance

• Maintain the CRM database by ensuring all donor information, including contact details, giving history, and engagement records, is accurate and up to date to support effective relationship management and reporting.
• Organize and segment donor data for targeted communication and outreach efforts, ensuring that messaging is tailored to specific donor interests and giving patterns.
• Maintain the integrity of the CRM by complying with policies and procedures for data collection and entry into the system.
  
  

Team Collaboration and Organizational Engagement

• Collaborate with cross-functional teams to integrate planned giving data with overall fundraising efforts, ensuring alignment in messaging and donor engagement strategies.
• Contribute to our culture of justice, belonging, equity, diversity, and inclusion by ensuring that all staff feel represented and heard regardless of their gender, age, religion, ethnicity, and nationality or race.
  
  

Qualifications

• Post-secondary education includes acquiring a college diploma, specialized technical/professional training and/or certification, or equivalent.
• Bilingual in English and French
• More than 1 year, up to and including 3 years - some practical or job-related experience
• Post-secondary education and/or equivalent combination of education and related experience in a multi-level non-profit organization.
• Minimum two years fundraising experience, with a focus on building and growing relationship.
• Exceptional relationship management skills (active listening, speaking, presentation skills, motivational interviewing and negotiations)
• Excellent interpersonal skills and the capacity to communicate at all levels with confidence.
• Exceptional time management skills
• Proficiency in MS Office (Word/Excel/PowerPoint/Outlook)
• Intermediate to expert level knowledge of Salesforce.
• Strong customer service, communication, and interpersonal skills
• Excellent attention to detail and analytical skills
• Ability to maintain the confidentiality of sensitive information.
• Experience in a complex, diverse, not-for-profit organization an asset
• Experience working in a team-oriented, collaborative environment.
  
  

What You Can Expect From Us

CCS offers meaningful opportunities to help make a difference in the lives of Canadians with cancer, their caregivers, families and communities. We are committed to building an inclusive community for our employees by highlighting their unique experiences. We value diverse skills and strongly encourage applications from all qualified candidates. CCS is dedicated to fostering a culture that is inspiring and exemplifies our core values:

COURAGEOUS UNITED CARING RIGOROUS

In return for your skills and dedication, we offer an attractive compensation package that encompasses a competitive salary, excellent benefits, which include paid parental leave, paid family sick time and health insurance, and the opportunity to have a rewarding employment experience where your contributions can make a true difference every day.

How To Apply

Qualified candidates are invited to submit their resume, cover letter and salary expectations.

We thank all candidates for their interest and advise that only those selected for an interview will be contacted

Other Information

CCS is dedicated to employment equity and encourages applications from all qualified candidates . In accordance with the local provincial Accessibility Act, accommodation will be provided as requested throughout the recruitment process . We want to make the interview process a great experience for you!

Please note that in keeping with the mandate of CCS to model and promote healthy lifestyles , employees are not permitted to smoke in or about CCS premises or while carrying out CCS business

Privacy Disclosure

We collect your personal information through forms, by phone or in person to evaluate your candidacy for the role(s) you have applied for, to contact you regarding your candidacy, and to generate recruitment-related reports. If selected for a position at CCS the information provided will be used for the purposes of pre-employment checks and added to your employee file. We may share your personal information with third parties, including recruitment consultants, within or outside your province or territory or outside Canada to carry out the purposes identified above, or as required by law.  We may contact you by mail, email, phone or text. You can exercise your right to access your information or have it corrected, unsubscribe from communications or withdraw your consent by selecting these options within the ADP system, or by contacting [email protected] For more information about our privacy practices, visit cancer.ca/privacy.

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