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Senior Development Manager, Annual Giving, Union Gospel Mission

Director of Development and Communications, Jewish Family Service Agency

Director of Development, Meadowridge School

Advancement Officer, Major Gifts, Havergal College

Manager, Major Gifts, St. Paul’s Foundation

Development Officer, Major and Planned Giving, Langara

Senior Development Manager, Annual Giving, Union Gospel Mission

Job Summary:

This role is responsible for developing and managing all activities for Annual Giving at Union Gospel Mission as directed by the Director, Resource Development. This includes leading the Annual and Special Giving team, as well as the Gift Processing team, and the Development Officer Monthly Giving, working closely with various internal and external teams to develop and execute strategies in support of comprehensive fundraising activity with monthly donors, all donor stewardship and cultivation, donor events, peer to peer and utilizing key performance indicators to proactively measure results in order to attract, retain and upgrade annual donors to build a prospect pool for major gift and legacy donors. It is also responsible for ensuring proper policies and procedures are established and followed, in line with CRA, CCCC and AFP guidelines.

Main Duties and Responsibilities:

Mass Fundraising to Annual and Special Giving and Monthly Donors
  • Develop and manage the program’s strategic plans, budget, performance metrics and related goals and objectives and executes plans that support the fundraising program to regular (annual), special, and monthly donor portfolios.
  • Lead the two teams, Annual and Special Giving, responsible for these areas.
  • Provides leadership, direction and development to the Annual Giving, and the Development Officer Monthly Giving with respect to fundraising and stewardship activities to identify donor prospects, increase donor retention, and increase giving.
  • Responsible for developing donor pipelines leading to Principle and Legacy Giving.
  • Supports Development Officer Monthly Giving in annual planning and execution of annual telefundraising campaigns.
  • Supports Senior Development Officer Annual & Special Giving in planning and execution of annual radiothon event.
  • Works collaboratively with Senior Development Manager, Strategy and Marketing to ensure alignment in strategy and results.
Gift Processing Team Leadership
  • Provide leadership, direction and development to the Gift Processing team.
  • Ensure integrity of data in the Raiser’s Edge database and optimized usage.
  • Ensure segmentations and data pulls for appeals are accurate.
  • Evaluate and ensure accurate inputting of donor information, timely receipting (within 72 hours), effectively write thank you notes for donations, excellent customer service and accurate accounting in coordination with UGM’s Accounting department.
  • Review procedures and ensure practice is in accordance with CRA guidelines.
  • Create and update gift processing operations manual; as well as maintaining a thorough knowledge of the Raiser’s Edge CMS.
  • Maintain a thorough understanding of the Raiser’s Edge CMS database, troubleshoot problems when necessary, and update operations manual.
  • Evaluate the cost and procurement of required supplies, materials, and leased/purchased equipment.
  • Ensure proper security measures are taken and confidentiality agreements are made with staff.
Developing and Reporting Departmental KPI’s
  • Produce short and long term reports and KPI reports for the Director of Resource Development and the department.
Organization, Leadership and Management of Staff
  • Work with outside consultants and agencies such as Russ Reid, Frontier Consulting, CauseWorx or others to expand capacity and provide measurable revenue increases to UGM.
  • Manage, train, develop and supervise direct reports; conduct annual performance reviews.
  • Provide coaching to staff as requested by leadership
  • Participate in hiring and firing of direct reports.
  • Schedules all shifts and vacation entitlements of direct reports.
General
  • Adhere to all UGM published policies, practices and procedures, including Occupational Health and Safety.
  • Perform other duties as assigned.

Knowledge, Skills and Abilities:

  • University and/or professional certification, along with 3 to 5 years of experience in annual giving, management and the not for profit sector.
  • Demonstrated ability to deal with highly sensitive and confidential material and situations.
  • Proven time management skills.
  • Experience with and working knowledge of Raiser’s Edge.
  • Intermediate computer skills (Excel, Word and Outlook).

For more information, to receive the full position prospectus, or to apply in confidence please contact:

Gérard Consulting – Fundraising Talent Management
Phil Gérard, President
info@gerardconsulting.ca
www.gerardconsulting.ca

Applications will be accepted on a rolling basis until the position is filled. We thank all applicants for their interest, however, only those candidates invited for an interview will be contacted.

Director of Development and Communications, Jewish Family Service Agency

About Jewish Family Service Agency

For over 80 years, Jewish Family Service Agency (JFSA) has been providing opportunities to enhance the quality of life for individuals and families. We are a social service organization that offers a continuum of services for individuals and families at all ages and stages of life in the Jewish and wider community. Our 5 departments are Family and Adult Resources, Seniors Support Services, Counselling and Wellness, Employment Services and Settlement Services.

Responsibilities

Reporting to the Chief Executive Officer, and working collaboratively with the senior management team, the Director of Development and Communications is responsible for implementing the annual Fundraising and Communications plan and building relationships with current and prospective donors. Responsibilities also include supervising and managing four staff persons – the Development Officer, Development Manager, Development Database Administrator and the Marketing and Communications Manager.

The incumbent will be responsible for:
  • Securing, strengthening and growing broad financial support in all areas of giving.
  • Event and project management for two direct mail campaigns, a major annual fundraising luncheon and stewardship events.
  • Working as the lead contact for volunteer committees.
  • Manager of the Major Gifts program. Activities include management of a major donor pipeline, working with program staff on compiling reports, writing and sending donor correspondence, meeting with the CEO to develop strategies for donor meetings and following up with major donors.
  • Reviewing grant applications compiled by the Development Manager and support with planning strategies for grant applications; writing and submitting grant applications and preparing presentations where applicable.
  • Overseeing on-going office activities including the management of the database and all records, files, and gift processing.
  • Overseeing the pledge reminder and acknowledgement programs; review of letters generated by Database Administrator and Development Officer.
  • Overseeing communications related to fundraising including newsletter articles; Annual Report; Direct Mail communications.
  • Attending monthly Board meetings and creation of Development Reports.
  • Liaison between Department Directors (Finance, Program Directors) to address department needs and to identify opportunities/projects for funding.
  • Attending and supporting community events as a representative and ambassador of JFSA.
  • Budget planning for Development Department.
Qualifications:
  • Minimum of 5 years Development experience is required; fundraising in the Jewish Community preferred.
  • Experience in solicitation, special event planning, grant writing, and volunteer management.
  • Experience in management and mentorship of fundraising staff.
  • Excellent verbal and written communication skills tailored to both internal and external audiences.
  • Ability to work as a leader and as part of a team.
  • Strong interpersonal skills and collaborative working style.
  • Proven effective ability to work with a variety of stakeholders.
  • Well-developed presentation skills.
  • Computer proficiency.
  • Knowledge of the Jewish community is an asset.

For more information, or to apply in confidence by July 7, 2017 please contact:

Gérard Consulting – Fundraising Talent Management
Phil Gérard, President
info@gerardconsulting.ca
www.gerardconsulting.ca

Applications will be accepted on a rolling basis until the position is filled. We thank all applicants for their interest, however, only those candidates invited for an interview will be contacted.

Director of Development, Meadowridge School

The Director of Development is responsible for ensuring the overall fundraising plan is realized through strategic planning and operational excellence.

The primary role of this position is to develop, establish and implement the overall strategic business plan for fund development with the end goal to maximize organizational growth through revenue generation and operational efficiency.

At a tactical level, he/she will ensure plans are in place (including visions, goals, priorities, and specific action plans) and are executed on a timely, ongoing basis.

Specific Accountabilities

  • Create a fund development plan and related budgets and execute activities from the plan.
  • Manage the prospect development process (identification, research, cultivation, solicitation, recognition and stewardship) of individuals and organizations that are major or planned gifts prospects.
  • Responsibility for leading front-line major gift fundraising efforts of the School.
  • Responsibility for the management of a personal portfolio of major gift prospects with the goal of moving each of these prospects towards making a gift to the School. This responsibility requires the direct face-to-face contact with the bulk of the personal portfolio.
  • Serve as a liaison to the Board and fulfill assignments as requested as it relates to fundraising.
  • Coordinate data analysis and the preparation of reports.
  • Orient, train and support volunteers involved in gift solicitation.
  • Coordinate and implement an integrated fundraising program.
  • Oversee processing, receipting, acknowledgement and stewardship of all gifts. Provide assistance as required to assure that receipts and acknowledgements are provided on a timely basis and gift income is recorded properly.
  • Ensure that an effective fundraising database is installed and working efficiently.
  • Implement the School’s direct response program.

Experience, Knowledge and Skills

  • Five to ten years of relevant fund development experience, with demonstrated judgment and leadership in both managerial and administrative matters.
  • Excellent experience working with volunteers in a fund development role.
  • A demonstrated track record of experience in/with identifying, engaging and soliciting major gifts prospects.
  • Experience in various types of prospect research, stewardship, special events, and communications.
  • Commitment to maintaining the highest ethical standards of the profession.
  • Demonstrate initiative, resourcefulness, problem-solving abilities and results orientation.
  • Experience writing effective fund development materials, including a Case for Support and other documents and materials used for engagement and solicitation.
  • Experience developing an overarching fund development plan.
  • Proven project management skills.
  • Assessing progress against the fund development plan and recommending adjustments to activity and targets as appropriate.
  • Organized, enthusiastic, innovative and able to deal with ambiguity and tight deadlines while working effectively in a team environment.
  • Deep knowledge of fund development best practices and industry standards.
  • Knowledge of tax laws and how these laws apply to the School in gifting, fund development, etc.
  • Ability to work with all levels of an organization/ management.
  • Proven relationship-building skills.
  • Solid presentations skills.
  • Understanding of best practices in the assessment and measurement of fund development initiatives and campaigns.
  • Ability to forecast, prepare, monitor and control budgets.
  • Must possess effective coaching skills.
  • Possess strong interpersonal and communications skills.
  • Ability to build an organization through effective recruitment, training and motivation.
Attitude
  • Initiates and completes processes that achieve new, unique or challenging objectives.
  • Establishes goals and achieve increases in organizational effectiveness.
  • Advocates and exhibits excellent customer service internally and externally.
  • Welcomes a dynamic and changing environment.
  • Creative thinker.
  • Accepts ownership and accountability and possesses a high level of integrity.
  • Outgoing and engaging.
  • Establish, develop and maintain new and ongoing partnerships external stakeholder groups.
  • Propose, when appropriate, strategic partnerships with stakeholders as it relates to the development office.

For more information, to receive the full position prospectus, or to apply in confidence please contact:

Gérard Consulting – Fundraising Talent Management
Phil Gérard, President
info@gerardconsulting.ca
www.gerardconsulting.ca

Applications will be accepted on a rolling basis until the position is filled. We thank all applicants for their interest, however, only those candidates invited for an interview will be contacted.

Advancement Officer, Major Gifts, Havergal College

Havergal College is a pre-eminent Canadian independent school for girls from JK to Grade 12. We are seeking an innovative, enthusiastic, and dedicated individual to join our faculty and staff as our Advancement Officer, Major Gifts.

The Advancement Officer, Major Gifts, plays a key role in Havergal’s Limitless Campaign. As a member of the campaign team, and working with school administration, the Limitless Campaign Cabinet, Advancement Committee and Board of Governors, the Advancement Officer, Major Gifts, will secure philanthropic support for Havergal College by managing a group of 100-150 assigned prospects and donors, assuring that as many as possible are retained as continuing donors to the organization and are upgraded in their giving and involvement.

Key Responsibilities:

  • Will qualify a caseload.
  • Will create individual goals for each person on his or her caseload based on the prospect/donor's history of giving and Havergal’s knowledge of that donor's potential.
  • Will create a plan for each donor that will serve as a foundational communication and marketing plan for each person on the caseload. Will faithfully and on a timely basis execute that plan so individuals on the caseload are engaged, retained and upgraded.
  • Will work with program and the communications department to secure appropriate project information, including budgets, and create offers, proposals and asks that will be used with persons on the caseload to secure gifts.
  • Will create monthly reports as required by management that accurately reflect caseload activity and performance.
  • Will perform other major donor activities as may be required.
  • The Major Gifts Officer will understand and perform his/her duties in accordance with the mission and values of Havergal College and work in a manner that will enhance the activities of the whole A&CR team. The Major Gifts Officer will serve on a number of internal and volunteer committees and will handle all information ethically, accurately and confidentially.

Experience & Qualifications:

  • A minimum of five years’ experience, preferably in higher education (or a comparably complex organization), in development and advancement services or a related field.
  • Exemplary communication skills.
  • Ability to power through challenges.
  • University degree required; CFRE designation or equivalent an asset.
  • Superior relationship building skills, including the ability to relate effectively with people at all levels both internal and external to Havergal.
  • Exceptional writing and presentation skills.
  • Strong management skills, with the ability to mentor, coach and supervise development professionals.
  • A results-oriented focus and an entrepreneurial approach to fundraising and problem-solving.
  • Some travel, as well as evening/weekend work is required.
Major Gifts Fundraising:
  • Maintain a portfolio of major gift donors and personally conduct cultivation visits, solicitation calls and stewardship activities.
  • Support the delivery of the major gift program with an exemplary donor-centric stewardship program, delivering ongoing communications materials that demonstrate impact and accountability.

Employment and Application Details:

Havergal College offers an excellent working environment and a competitive compensation and benefits package.

Employment Term: Full Time – 3 year term with option to renew

Reports to: Executive Director of Advancement & Community Relations

For more information or to apply (by June 12, 2017) in confidence please contact:

Gérard Consulting – Fundraising Talent Management
Phil Gérard, President
info@gerardconsulting.ca
www.gerardconsulting.ca

Applications will be accepted on a rolling basis until the position is filled. We thank all applicants for their interest, however, only those candidates invited for an interview will be contacted.

Manager, Major Gifts, St. Paul’s Foundation

St. Paul’s Foundation is currently seeking a Manager, Major Gifts to join its Development Team. Reporting to the Director of Major Gifts, the successful candidate will be a high achiever with the ability to successfully navigate a complex organization in a solutions-focused manner.

As a newly created position, the preferred candidate will have demonstrated success in major gift fundraising and personal solicitations, ideally achieved in a complex Hospital setting.

The Manager of Major Gifts is a confident solicitor with proven success with asks of $100K+ and has a history of demonstrating exceptional abilities in donor engagement and solicitation.

Experience:

The successful candidate must have a minimum of 5 years relevant experience with a proven track record of fundraising success.

Accountability:

The Manager of Major Gifts is responsible for raising funds in support of St. Paul’s Hospital Heart & Lung clinical programs and research. The role is to cultivate, solicit and oversee stewardship of donors with capacity to make a minimum $25K annual donation. The incumbent is accountable for the effective development, implementation and execution of strategic Major Gift fundraising plans within an assigned medical portfolio as well as the management of an active fundraising portfolio consisting of 75 to 150 accounts.

Duties and Responsibilities:

  • Responsible for ensuring goals for meaningful donor interactions (activity) and fundraising targets (financials) are met or exceeded as well as fundraising targets of a defined medical portfolio and its respective funding priorities.
  • Develop and implement comprehensive plans for identifying, cultivating, soliciting, closing, and stewarding gifts for the assigned donor portfolio, including upgrading existing donors.
  • Working in collaboration with Hospital stakeholders and members of the Communications and Marketing team, develop personal correspondence and proposal materials for prospective donors to generate gifts for priority projects.
  • Foster good working relationships with key hospital staff.
  • Working with members of the Donation Processing and Stewardship and Donor Relations teams, recognize and steward donors as the gifts are received; and with the Events Coordinator maintain and coordinate stewardship activities including recognition events, tours, donor wall, naming opportunities etc.
  • Coordinate and participate in strategy and debrief meetings before & following donor/ stakeholder meetings.
  • Collaborate with colleagues on donor management to facilitate effective transition from annual to major gifts and planned giving pipelines.
  • Coaching colleagues, volunteers and others on fundraising to maximize impact, sharing knowledge, ideas, and updates in a timely and effective manner, being mindful of competing schedules and deadlines.
  • Prepare briefing and debriefing materials in preparation for meetings with donors and key stakeholders.
  • Follow established procedures on Raiser’s Edge database for tracking and qualifying prospects and for recording and reporting gifts and ensure that all communications, contacts, correspondence, and actions are recorded.
  • Prepare an annual business plan together with the Development team.
  • Provide regular progress reports to the Directors of Major Gifts, Campaign and Chief Development Officer.
  • Keep abreast of the latest trends and techniques of charitable giving and become informed about the tax aspects of charitable gifts and new legislation and revenue rulings affecting such gifts.
  • When applicable, work with other development and Foundation teams to further the mandate and goals of the Foundation.

Qualifications:

  • Superior interpersonal skills to engage, motivate and leverage stakeholders both internally and externally.
  • Excellent verbal, written and presentation skills.
  • Strong attention to detail.
  • Demonstrated management capabilities (staff and volunteers).
  • Experience with Raisers Edge an asset.
  • Highly effective interpersonal skills and collaborative team player.
  • Able to establish and maintain positive working relationships.
  • Excellent organizational and time management skills.
  • Highly computer-literate with excellent Microsoft Office computer skills.
  • Valid driver’s license.
  • Available to work occasional weekend and evening hours.
  • Ethical behavior: ensures own behavior and that of others is consistent with the mission and values of St. Paul’s Foundation.

About St. Paul’s Foundation:

St. Paul’s Foundation raises funds for enhanced patient care, capital projects, equipment needs, research and teaching at St. Paul’s in Vancouver, B.C. Looking ahead to the new, state-of-the art St. Paul’s in 2022—and looking back, to our founding in 1894—the generosity of those in our community has made St. Paul’s the world-leading hospital it is today. www.helpstpauls.com

About St. Paul’s Hospital:

St. Paul’s is a world-renowned centre of research, teaching and patient care. Since 1894, St. Paul’s has built a tradition of excellence and compassionate care for the people of BC, including some of our most marginalized populations. Today, St. Paul’s cares for hundreds of thousands of people each year and conducts research and teaching initiatives that benefit patients locally, nationally and globally.

For more information or to apply in confidence please contact:

Gérard Consulting – Fundraising Talent Management
Phil Gérard, President
info@gerardconsulting.ca
www.gerardconsulting.ca

Applications will be accepted on a rolling basis until the position is filled. We thank all applicants for their interest, however, only those candidates invited for an interview will be contacted.

Development Officer, Major and Planned Giving, Langara

The Development Officer, Major Gifts and Planned Giving will be primarily responsible for working as a part of the Foundation team making essential contributions to the success of a campus wide campaign. The emphasis of the position will be placed on fund solicitation, building and implementing strategies that cultivate relationships with both current and new donors, identification, cultivation, personal solicitation and stewardship of a portfolio of donors and prospects with an emphasis on securing major gifts ($25,000+).

Reporting to the Executive Director of the Foundation, the Development Officer will also identify prospective donors and develops relationship to propose and solicit legacy gifts. This includes moving fundraising accounts through the donor cycle and/or planning and executing fundraising appeals, conducting research, developing strategies and preparing proposals. This role will support a broad range of organizational goals by aligning a major donor strategy with the Foundation and College’s strategic plan and growth initiatives.

Qualifications:

Education & Experience

  • Bachelor’s degree in business management, fundraising, or a related discipline.
  • Completion of or working towards completion of a CFRE certification an asset.
  • Three (3) to five (5) years of related fundraising experience in securing major gifts and/ or legacy gifts, preferably in a post-secondary environment.
  • An equivalent combination of education and experience may be considered.
  • Experience with fundraising databases such as Raiser’s Edge and Banner.
  • Experience in writing development proposals and delivering presentations to a wide range of audiences.

Skills & Abilities

  • Strong verbal and written communication skills, and has the ability to communicate appropriately and effectively with donors, co-workers and other campus departments.
  • Ability to execute a variety of complex projects and meet imposed timelines.
  • Ability to work independently while exercising good judgment at all times.
  • Strong analytical, problem solving, project management and strategy development skills.
  • Excellent organizational, project and time management skills.
  • Superior use of diplomacy and persuasive negotiating skills in contacts with donors and prospective donors.
  • High energy, with the ability to deal with multiple priorities simultaneously.
  • Ability to interact successfully with diverse clientele, confidently selecting the correct approach.
  • Ability to establish performance goals and timelines.
  • Demonstrate the ability to secure five to six figure gifts.
  • Exhibit high quality of donor/client service.
  • Achievement of established fundraising goals and overall objectives.
  • Quality and quantity of work performed.
  • Demonstrated success in creating and implementing innovative procedures to achieve goals.
  • Demonstrated success in developing and delivering effective presentations.
  • Ability to work independently and harmoniously within a team environment.
  • Ability to pay attention to detail.
  • Ability to handle and safeguard confidential information and exercise discretion and confidentiality at all times.
  • Ability to act with independence of judgment with minimal supervision.
  • Intermediate working level with MS Office including MS Word, Excel, PowerPoint, and Access.

Working Conditions

  • This position may work non-traditional hours on days leading up to the event and on the day of the event.
  • Must have a current Class 5 BC driver’s license and access to a vehicle as there may be travelling required for donor meetings within the Lower Mainland, off-campus or possibly out-of-town.
  • Salary Range: $2,127.38 - $2,659.25 Bi-Weekly (Pay Grade K).

For more information, to receive the full position prospectus, or to apply in confidence please contact:

Gérard Consulting – Fundraising Talent Management
Phil Gérard, President
info@gerardconsulting.ca
www.gerardconsulting.ca

Applications will be accepted on a rolling basis until the position is filled. We thank all applicants for their interest, however, only those candidates invited for an interview will be contacted.

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