Planned Giving Officer

Full Job Description

Position Summary

Do you thrive on building relationships with donors, meeting key performance indicators, and coordinating the steps involved in processing Planned Gifts? The Fund Development Officer, Planned Giving is responsible for increasing revenue from Planned Giving by developing, implementing and evaluating strategies to acquire new donors and manage relationships with existing donors. Reporting to the Director of Development, the Planned Giving Officer uses relationship management, administration, marketing, and problem-solving skills to enhance the planned giving program.

Key Accountabilities

In this role, some of your key responsibilities will include:

Develop and manage a portfolio of planned giving donors

• Manage relationships and meaningful interactions with individuals who have included Operation Eyesight in their estate plans
•  Analyze donor information to determine and prioritize donors, and create stewardship plans for different segments of planned giving donors.
• Develop relationships through personal visits and other communication (phone, email, mail, face to face)
• Monitor and evaluate donor engagement/cultivation, recognition and stewardship strategies and bring forward new engagement opportunities

Increase the number of planned giving donors

• Working with the Director of Development, Stewardship & Events Officer, and Marketing/Communications team, develop and implement planned giving marketing and acquisition strategies to promote program growth and objectives
• Develop and manage relationships with allied planned giving professionals
• Respond to indications of interest in planned giving from donors in a timely manner, provide technical information and follow up to acquire formal confirmation of the Gift
• In consultation with other Fund Development staff, develop and implement tailored solicitation strategies and proposals for prospects/donors, including detailed gift proposals using bequests, life insurance, annuities, charitable remainder trusts and similar instruments

Increase efficiency in Estate administration

• Develop and maintain an administration system using Salesforce to facilitate the moves management strategy and keep records of donor interactions and relationship history
• Identify opportunities for improving accuracy and efficiency in administration
• Engage, train and support fund development staff as required

Plan and manage budgets

• With the Director of Development, develop budgets (revenue and expenses) and reforecast for the Planned Giving program as required
•  Conduct analysis and report on quarterly targets
• Participate in annual departmental planning
•  Identify trends in donor portfolio and trends in giving and respond appropriately
•  Contribute to ongoing development of the Planned Gifts program and Philanthropy through analysis and creative problem solving

 Other

•  In consultation with the Director of Development, engage and liaise with professional advisors for support in resolving complex or contested estate files as necessary
• Maintain knowledge of the federal and provincial estate, trust and tax laws that impact Planned Giving
•  This position may require additional responsibilities and duties as assigned by the Director of Development

 Job-Related Skills

• Positive, results-driven, team oriented professional with above average communication skills and empathy
• Self-motivated, detail-oriented and highly organized
• Strong data systems and analytical skill to drive fundraising results
• Innovative and inquisitive approaches to acquire, sustain, grow and steward donors
• Customer and solutions focused; thrives in a flexible environment, requiring some evenings and weekends
• Thrives in an international and multi-cultural environment and implements practices supportive of diversity
• Excellent written and verbal communications skills
• Exceptional interpersonal skills and proven ability in developing and maintaining strong relationships with individuals, corporate partners, volunteers and colleagues
• Proficient in Salesforce

Operation Eyesight’s Values:

Equity | Excellence | Citizenship | Innovation | Compassion

Operation Eyesight’s Offer includes:

• 37.5 hour workweek
• The ability to work flexible hours (currently minimum one (1) day in the office with flexibility to work from home up to four days per week
• Four (4) weeks paid vacation per year, plus paid office closure between Christmas and New Year winter break
• Five (5) paid personal days, plus two (2) paid wellness days per year
• Eight (8) Paid sick days
• Extensive heath, dental and HSA/WAS coverage for you and your dependents
• 5% Employer RSP contribution
• Learning and Development opportunities
•  Working with caring and compassionate staff that want to balance the many responsibilities we prioritize in our lives while making a meaningful difference. Visit our website: to learn more!

Education/Training/Experience

• A university degree in a relevant area and a minimum of 3 to 5 years of direct experience with Fund Development and/or Planned Giving
• Demonstrated success managing and growing Planned Giving
• Experience working with databases, analytics and reports for donor segmentation and stewardship
• Excellent listening, collaboration, and Fund Development skills
• Demonstrated ability to organize and prioritize work, managing multiple projects with high efficiency and accuracy
• Committed to ethical fundraising practices and knowledge of CRA fundraising guidelines
• Membership in AFP/CAGP considered an asset
• CFRE designation considered an asset
• Salesforce experience considered an asset
• Experience with WillPower and Wilfora an asset
• Solid knowledge of Microsoft Office
• Must be currently eligible to work in Canada
•  Ability to travel within Canada and US
• Valid Driver’s License
• Access to a vehicle (or willing to Uber)

Does this opportunity sound right for you? Please submit your resume and cover letter to

This position will remain open until a suitable candidate is found. Kindly note that only applicants who showcase their Fund Development, specifically Planned Giving , experience will be contacted. Thank you.