Sr Mgr, Legacy Giving & Estate Administration (Toronto)

Sr Mgr, Legacy Giving & Estate Administration (Toronto)

05 Sep
|
UNICEF Canada
|
Toronto

05 Sep

UNICEF Canada

Toronto

JOIN OUR TEAM AS SR. MANAGER, LEGACY GIVING & ESTATE ADMINISTRATIONDo you have superb attention to detail and a passion for meaningful impact?Join UNICEF Canada – one of Canada’s most respected and historic charities – and be part of a high-impact, mission-driven team working across Canada and globally to create a better world for children.We are seeking a talented individual for the role of Senior Manager, Legacy Giving & Estate Administration.Position TitleSenior Manager, Legacy Giving & Estate AdministrationEmployment TypeFull-timeReports toDirector, Legacy & Planned GivingDirect Reports0Salary Range$75,000 to $85,000 per year with benefits and 3 weeks paid vacationWork LocationToronto – UNICEF Canada is transitioning to a flexible-hybrid mode that requires team members to attend the office on anchor days, Tuesdays and Wednesdays, at a minimum each week.The OpportunityAs a key member of UNICEF Canada’s Development team, the Senior Manager, Legacy Giving & Estate Administration leads the administration of the estates portfolio while also supporting broader legacy and planned gift strategies and activities. The role requires a strategic-thinking individual who has strong knowledge of estate administration, exceptional attention to detail, and well-developed project management and relationship-building skills – delivered in a manner that reflects UNICEF Canada’s mission, vision, and commitment to excellence.Reporting to the Director, Legacy & Planned Giving, the Senior Manager will support as a subject matter expert and will be responsible for operationalizing the full lifecycle of legacy gifts from estate notification to realization of funds to stewardship and recognition. The role involves overseeing estate communications, requiring strong analytical skills and sound judgement in identifying complex issues. In addition, the incumbent demonstrates strong project management and relationship-building skills, contributing to thoughtful strategies and engagement with donors, families, allied professionals, and prospects, while working cross-functionally to support business needs. A bilingual (French/English) candidate is highly preferred.If you’re energized by purpose-driven work and motivated to create lasting impact for children, we want to hear from you!Key AccountabilitiesOversee the lifecycle of estate administration and other planned gifts, demonstrating excellence in timely reviews,



personalized communications, appropriate follow-up, and adherence to all estate law, trust, and CRA guidelines and requirements.Act as the primary contact and relationship manager for estate families, representatives and lawyers.Regularly exercise due diligence and sound judgement when handling all estate communications including notices, releases, and statements of accounts.Manage compliance and risk management of estates, liaising with Director, Legacy & Planned Giving and legal counsel to resolve.Establish and maintain a high standard of regular written, verbal, and in-person communications with advisors, executors, and families throughout the administration process, delivering clarity and compassion.Maintain meticulous tracking of all estate activity in Raiser’s Edge database, advising on improvements when needed.Develop effective estate administration processes and business rules.Collaborate with internal and external teams on gift acceptance policy updates.Actively contribute to our strategic planning and KPIs for the Legacy team’s estate portfolio.Collaborate with Director, Legacy & Planned Giving on staff and donor education of planned giving options and impact of gifts.Develop strategic engagement with estate representatives and families and contribute to broad strategy for allied professionals.Manage special projects as needed.Provide regular reporting and updates to Director, Legacy & Planned Giving.Contribute to team updates, new ideas, and insights.Drive cross-team alignment of legacy giving practices to ensure integrated planning, reporting, and stewardship of legacy gifts.Donor Development (10%)Support Director, Legacy & Planned Giving to develop and manage a portfolio of high value donors and complex gifts.Honour donors’ legacies through the development of personalized and meaningful stewardship and recognition opportunities, cultivating family legacies,



and sharing the impact of gifts.Provide expertise to other colleagues on donors’ planned giving strategies and gift acceptance.Liaise and coordinate with internal teams and external stakeholders on initiatives and projects.Conceptualize and create, in consult with marketing team, planned giving tools and resources for donors, estate representatives, and staff.Manage and provide oversight on an estate pipeline, including forecasting, revenue realization, and risk mitigation across the legacy portfolio.Provide functional leadership and mentorship to colleagues across the Legacy Giving team on estate administration, planned giving strategies, and donor stewardship best practices.QualificationsA post-secondary degree, diploma or equivalent work experience with a focus in estate administration, gift planning, law/paralegal, or other related discipline.5-7 years minimum related work experience in estate administration within a charity, or legal/trust office.MTI, TEP, MFA-P or CFRE designations are considered assets.Bilingual (French) candidate highly preferred.Experience administering estates across Canada or knowledge of varying rules and processes by province.Results-driven with the ability to work in a fast-paced environment, prioritize, and multi-task with strong organizational skills and follow-through.Proven ability to collaborate with stakeholders, seek information when needed, exercise sound judgement, and risk management.Fluency in English with robust written and verbal communication skills.Experience with CRMs (Raiser’s Edge or Salesforce preferred).Proficiency in MS Office Word, Excel, PowerPoint, and SharePoint.Dedication to lifelong learning with interest in professional development, current estate giving trends, and tax and philanthropy laws.Excellent interpersonal, oral, and written communication skills.Superb attention to detail and strong planning and time management skills.Experience managing completing priorities and meeting deadlines.Self-starter and resourceful with a collaborative spirit.Knowledge of and interest in UNICEF’s mission and values.Commitment to respect and inclusiveness.An Employer of Choice: What We OfferUNICEF Canada is where diverse talent & passion come together to create extraordinary impact for every child. We are committed to being an employer of choice and building a culture that is inclusive, ambitious, compassionate, and high impact.A Robust Compensation PackageExtended Health/Dental benefits, Healthcare Spending

📌 Sr Mgr, Legacy Giving & Estate Administration (Toronto)
🏢 UNICEF Canada
📍 Toronto

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