Oxfam Canada is hiring a
Are you a true people person with great communication skills and empathy? So you thrive on building relationships with donors, meeting key performance indicators, and coordinating the steps involved in processing of bequests and other planned gifts?
Internal/External Posting Notice
Title: Fund Development Officer, Planned Giving
Department: Fund Development
Status: Full-time, unionized
Location: Remote in Canada - Ottawa, Ontario preferred
Immediate Supervisor: Manager, Annual Giving
Salary: $62,814 - $82,659
Level: Band 2
Application Deadline: November 21, 2022
Oxfam Canada is an affiliate of the international Oxfam Confederation networked in over 90 countries as part of a global movement for change. Our mission is to build lasting solutions to poverty and injustice with a focus on improving the lives and promoting the rights of women and girls. We work directly with communities, partners and women's rights organizations to challenge the systems that perpetuate inequality and keep people poor. Together we seek to influence those in power to ensure that women trapped in poverty have a say in the critical decisions that affect them, their families and entire communities. That’s why we believe that ending global poverty begins with women’s rights.
Oxfam Canada offers a generous compensation and benefits program. Our comprehensive employee benefits package includes robust health, dental and wellness benefits, flexible working conditions and generous vacation and other leave provisions. We also offer the opportunity to be a part of our global movement for change! If you are passionate about tackling poverty, inequality and injustice around the world, believe in advocating for women’s rights and ending patriarchy, and share our values of Empowerment, Solidarity, Inclusiveness, Accountability, and Courage – we want you on our team!
SCOPE OF POSITION:
Under the direction of the Manager of Major Gifts and Planned Giving, the Fund Development Officer, Planned Giving (FDO, PG) will implement, a comprehensive national strategy for Oxfam Canada's planned/deferred giving program. The post plays an important role in contributing to the current and future financial viability of the organization by identifying, cultivating and soliciting prospective donors and building and sustaining relationships with current donors. The FDO, PG will significantly grow the number and size of bequests as well as other planned gifts. In carrying out their duties within a fully integrated fund development program, the Fund Development Officer, Planned Giving will work collaboratively with both internal and external stakeholders across Canada.
The FDO, PG is a true people person with great communication skills and empathy. They thrive on building relationships with donors, meeting key performance indicators, and coordinating the steps involved in processing of bequests and other planned gifts.
Donor Relationship Management
Under the direction of the Manager of MG/PG, implements the planned giving strategy to promote growth of the portfolio and meet program goals and objectives
Working closely with the Annual Giving team, coordinates and implements a comprehensive, integrated plan for marketing planned giving, including the design, production and content of all planned giving resources and materials
Works with Direct Response Officer and direct mail vendors on coordination of mailed legacy products
Works with the digital communications staff to ensure the web-site accurately reflects and promotes the planned giving program and that Will Power and e-giving is leveraged appropriately for planned giving
Ensures planned giving messaging is woven into the fabric of Oxfam Canada’s communications
Identifies and pursues planned giving prospects through various marketing strategies
Cultivates, and secures confirmation from legacy leads via, various communication methods (phone calls, letters, email, face-to-face and online meetings) in a timely manner
Provides tax and estate planning information to prospective donors outlining the benefits of various planned/deferred giving options
Organizes and helps conduct training and information sessions for prospective donors, professional financial and estate planners, staff and other related constituencies across Canada
Maintains current knowledge about gift planning
Keeps abreast of tax laws and other regulations related to charitable giving;
Coordinates the files for estates, gifts of securities, insurance and other planned/deferred gifts with appropriate specialist(s).
Maintains estate files and correspondence during probate of wills, contacts all estate executors, liaises with legal counsel, and reports all legacy gifts income;
Maintains accurate record keeping and reporting of existing and potential legacy gifts;
Establishes and maintains positive relationships with estate advisors and allied professionals through events and one on one meetings
Maintains database information and both hard and digital copy files related to planned giving donors and potential donors while ensuring the confidentiality of this information
Monitors and ensures accuracy of program results
Prepares regular update reports of program results and performance to the Manager
Files expenses and invoices in a timely manner
Contribute to annual planning and reporting discussions for the Philanthropy Unit
Acts as first point of contact with Broker for all stock gifts for all gift types
Other duties as assigned
REQUIRED KNOWLEDGE, EXPERIENCE & COMPETENCIES:
University degree or post-secondary diploma or equivalent combination of education and experience in estate or financial management
Five (5) years fundraising experience, with a minimum of three (3) years proven experience in a planned giving role in a charitable or non-governmental organization
CFRE and/or a background in the financial planning sector in an advisory capacity is an asset
Knowledge, understanding and commitment to global justice, social change, women’s rights and gender equality
Comprehensive knowledge of planned giving vehicles and demonstrated experience negotiating and securing planned gifts
Demonstrated experience conducting meetings with donors or clients, and working directly with staff within and across departments using various communication methods including face-to-face, telephone and electronic platforms such as Zoom
Possess superior customer service and public relations skills
Excellent written and spoken skills in English required; including the ability to effectively communicate complex issues in a concise and easily understood manner
Demonstrated ability to organize and prioritize work and manage multiple projects with high efficiency and accuracy
Proven capacity to work in a self-directed manner as well as demonstrated capacity to work collaboratively with staff and volunteers
High proficiency using computer applications including Microsoft Word, Excel, PowerPoint, Box, Teams and an understanding of CRM’s such as Sales Force or Raiser’s Edge database
Ability to travel both nationally and internationally, sometimes in difficult circumstances
Willingness to sign and abide by the Oxfam Code of Conduct.
As a national organization, this role may be required to work non-traditional hours to meet the needs of donors, volunteers and during times of a disaster response and/ or appeals and will include travel across the country for face-to-face meetings.
In addition to competitive pay, we offer:
** MUST be eligible to work in Canada **
If you don’t see yourself reflected in every job requirement listed in the posting above, we still encourage you to apply.
Oxfam Canada is committed to diversity and equity around the globe and in our workplace. All our work is led by three core values: Empowerment, Accountability, Inclusiveness. We welcome applications from: women, Aboriginal persons, persons with disabilities, ethnic minorities, persons of minority sexual orientation or gender identity, visible minorities, and others who may contribute to diversification and share our values. If you are invited to continue the selection process, please notify us as soon as possible of any particular adaptive measures you might require. Applicants are encouraged to share accessibility needs in the application process, and every attempt will be made to accommodate them.
Important Note: All offers of employment are conditional upon signing our strict code of conduct, subject to satisfactory references and may be subject to appropriate screening checks. We place a high priority on ensuring that only those who share and demonstrate our values are recruited to work for Oxfam Canada.
For additional career opportunities within Oxfam Canada, please visit oxfam.ca/employment-opportunities. Please note that we are not able to offer internships or overseas volunteer placements.
We welcome you to join our movement – sign up for news and updates today.
We thank all those who apply, however, only those selected for an interview will be contacted.