Legacy Giving Advisor

Are you looking for more than a job? At World Vision Canada we offer challenging careers that change the lives of children all over the world and it will change yours too. Come and be part of a team of 400 Canadians with a vision for the world: Life in all its fullness for every child.
You will experience Christian faith in action helping to make real and lasting change in the lives of the world’s most vulnerable children. Join the World Vision Canada team and be part of a powerful and effective force for good:
For Children. For Change. For Life.
Position: Legacy Giving Advisor Reports to: Manager, Legacy Position Term: Full Time Permanent Primary Location: Mississauga, Ontario, Canada Workplace Type: Remote (Within Canada)
Job Purpose
Reporting to the Manager, Legacy, the Legacy Giving Advisor is responsible for engaging a portfolio of legacy donors and prospective legacy donors. The Donor Advisor will identify, cultivate, and engage potential legacy donors through meaningful, values-based relationships. This role thrives in donor meetings, takes a creative, and demonstrates expertise in guiding supporters through the full legacy giving prospect journey.
The Legacy Giving Advisor provides clear, accessible information about legacy gift opportunities while ensuring donors seek appropriate legal and financial counsel for technical guidance. The advisor will cultivate and steward trusting, mission centered relationships with supporters. The Donor Advisor ensures that donors’ intentions are clearly understood and well documented and provides ongoing stewardship for those who have already included World Vision Canada in their plans—upholding their wishes and strengthening their connection to the impact their legacy will make.
Responsibilities

• Strategic Development: Develop and implement planned giving strategies with an emphasis on identifying, cultivating and soliciting gifts. In consultation with the Manager, Legacy Giving, assesses program needs, and contributes to the development and implementation of plans to build the planned giving pipeline.

• Seek out new and creative ways of connecting with new legacy prospects, including collaboration and coaching of other World Vision Canada Advisors.

• Donor Engagement: Cultivate and maintain relationships with current and prospective donors, guiding them through the legacy giving journey and providing them with information about planned giving options and the impact of their contributions.

• Education and Outreach: Share knowledge with internal and external stakeholders on planned giving and planned giving vehicles

• Portfolio Management: Maintain a portfolio of donors and prospects and lead them through the donor cycle with moves management strategies.

• Work with Manager, Legacy Giving and the Coordinator, Legacy to create an Allied Professional Program and engage them on a consistent basis.

• Administration: Oversee the administration and stewardship of life insurance policies.

• Assists in creating and updating planned giving communications and materials e.g. appeals, surveys, event invitations, recognition, cards, brochures, info sheets, etc.

• Acts as backup support to the Coordinator, Legacy on gifts of securities.

Qualifications

• University degree in a relevant field (marketing, communication, finance, accounting) or relevant experience.

• Minimum 10 years of experience in fundraising, client management, or relationship-based sales.

• CFRE, CAGP, CMA, CPA, CFP, LLB certification or designation, an asset

• Extremely strong relationship building and business development skills

• Demonstrated experience with multi-stakeholder relationships and complex systems

• Very high emotional and spiritual intelligence to engage in sensitive conversations

• Has an appetite to continually learn and develop skills

• Understanding of the donor/client lifecycle (identification, cultivation, solicitation, stewardship).

• Proficiency with CRM software and data analysis.

• Strategic thinking and proactive problem-solving.

• Experience with legacy/planned giving considered a strong asset.

Why Consider Us?

• Our competitive compensation & benefits include:

• Health Spending Account

• Up to 6% matched pension contributions

• Parental leave top-up

• Generous paid vacation, sick days, wellness and personal days

• Office closed extra days before long weekends (6x/year)

• World Vision Canada has consistently been awarded Canada and GTA top employer awards.

• We are Canada’s largest development, relief, and advocacy non-profit organization.

• We embody an Agile mindset here.

This is a current vacancy that we are actively recruiting for. The salary range represents the expected compensation for this role and is provided in accordance with Ontario’s pay transparency requirements under the Employment Standards Act.
Placement within the range will be determined based on relevant skills, experience, qualifications, and internal equity. The final offer will reflect the successful candidate’s background and demonstrated capabilities.
We bring life-saving support in times of disaster. We help poor communities to take charge of their futures. We provide small loans and training that boost family livelihoods. We work with policy makers to change the way the world is run. Our Christian faith teaches us that every child, regardless of gender, faith or race, is a precious gift to the entire world - and that their wellbeing concerns us all. We shall never rest while children suffer in situations that can be changed.
Canada's Top 100 Employers GTA Top 100 Employers
Our Core Values: We are committed to the Poor. We are Christian. We are Stewards. We value People. We are Partners. We are Responsive.
Qualified candidates must be able to demonstrate a commitment to the core values and mission of the World Vision partnership.
World Vision Canada takes our Safeguarding responsibilities seriously and we provide an environment that is safe for our child and adult beneficiaries. We have strong recruitment procedures to make sure the safest and most suitable people work with the children in our programs. We provide our staff and volunteers with ongoing supervision, support and training in their work with child and adult beneficiaries.
World Vision Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Thank you for your interest; however only those applicants selected for an interview will be contacted.
Originally posted on Himalayas