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.

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.

Position Title: Lead, Planned Giving

Full Time, Permanent

Reports To: Director, Planned Giving

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 rapid 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

Strong 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.

#J-18808-Ljbffr

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