Position Title: Lead, Planned Giving

Full Time, Permanent

Reports To: Director, Planned Giving

I. Scope and Summary of Primary Responsibilities The Lead, Planned Giving will work closely with the Director, Planned Giving to support the National Planned Giving team day-to-day activities with a focus on implementation of Planned Giving program, marketing initiatives, administrative support, data management and donor stewardship.

II. Essential Functions

- Provide donor-centric administrative support to the Planned Giving and Estates team to support the annual revenue needs of the organization.

- Assists in the implementation and assessment of the Planned Giving program.

- Maintain high quality stewardship practices for active donors including reporting and sustaining detailed records of activities.

- Ensure the internal CNIB team have clear information regarding program/project specific donations and collaborate to meet donor obligations.

- Ensures all donor information provided is accurately entered into SharePoint following established standards, protocols and polices within standard turn-around times.

- Ensures all inbound and outbound Planned Giving and estate correspondence is addressed in a timely manner, both print and electronic

- Manage special projects/events as required.

- Ensure consistency, quality, accuracy and timeliness of all communications consistent with CNIB's brand.

- Maintain a working knowledge of significant developments and trends in Planned Giving, estates and philanthropy.

- Prepare customized proposals, agreements and gift scenarios involving cash, annuities, and other planned gift vehicle in order to meet the donors personal, estate and financial planning goals.

- Deals directly with professional advisors (legal, financial, etc) when called upon to assist in the creation of the planned gift or for tax receipting.

III. Qualifications

Knowledge and Skill Requirements

- Superior interpersonal skills




- Professional attitude, results oriented, strategic, flexible and ability to function with limited supervision and adapts to fast paced environment.

- Ability to provide strategic solutions to complicated and difficulty problems utilising excellent analytical, problem definition and problem-solving skills.

- Excellent written and oral communication skills; demonstrated success in proposal and stewardship development

- Robust strategic critical thinking skills, with the ability to collect, analyze, interpret and evaluate information, and make recommendations.

- Proven time management, planning, coordinating and organization skills; proactive in initiating multiple projects on an ongoing basis.

- Excellent project management skills
- Strategic mindset and creative approaches to deepening relationships and driving results.

- Familiar with comprehensive Planned Giving functions and regulations, thorough understanding of Planned Giving, Planned Giving vehicles and tax implications.

Experience and Education

- University degree or College diploma in business, marketing and communications, fundraising management

- Minimum of 2-3 years of experience in a specific fundraising, preferably Planned Giving or direct mail position.

- Proficient in MS Office suite software applications including Teams and SharePoint

- Proficient in using a fundraising database (Sales Force/equivalent)

- Adhere to applicable privacy laws as well as CAGP, AFP and CNIB standards of discretion and confidentiality.

- Familiarity with the issues surrounding vision loss is an asset and a desire to be a passionate advocate for CNIB and those we serve.

- Able to handle and maintain the confidentiality of sensitive information.

Work Environment

- Willingness to work flexible hours when required.

- Occasional travel may be required.

CNIB is committed to accommodating applicants with disabilities and will work with applicants requesting accommodations at any stage of the hiring process.

📌 Lead, Planned Giving (Toronto)
🏢 CNIB
📍 Toronto