Full Time Exempt Professional Burnaby, BC, CASalary: $91,970.00 AnnuallyABOUT US – WHY WE’RE HERE:Across British Columbia, communities are facing urgent and complex social challenges. United Way BC is committed to delivering lasting, community-driven impact in partnership with diverse populations across the province including Indigenous communities whose territories we live and work on. From Vancouver Island to the Lower Mainland, and across the Thompson Nicola Cariboo, Southern Interior, Trail and District, and East Kootenay regions, we walk alongside communities to create meaningful and equitable change.Our missionis to strengthen vital connections that support people in need in our communities.Our visionis to create a healthy, caring and inclusive community.How do we deliver on our mission and vision – by delivering resources and support for those who need it most, and by living our values of being collaborative, compassionate, strategic, responsive, accountable, and inspiring.ABOUT YOU:As the Manager, Philanthropy – Legacy & Major Gifts, you have experience in major gift fundraising and planned/legacy giving. You have a broad understanding of donor cultivation, stewardship strategies, and planned giving vehicles such as bequests, endowments, gifts of insurance, and charitable remainder trusts. You have education and/or experience in fundraising, business administration, marketing, public relations, or communications.You bring at least five years of progressive fundraising experience, with demonstrated success in both major gift solicitation and planned giving. You have advanced relationship-building skills and the ability to engage donors, professional advisors, and senior volunteers with confidence, discretion, and empathy.ABOUT THIS ROLE:The Manager, Philanthropy – Legacy & Major Gifts drives the growth and stewardship of a blended portfolio of planned (legacy) gifts and major gifts. The Manager leads the identification, cultivation, solicitation, and stewardship of donors capable of making transformative gifts through bequests, gifts of insurance, endowments, and other planned giving vehicles, while also actively managing a select portfolio of major donors. The keys to success include meeting face-to-face with prospective donors along with prospecting and working from an existing portfolio of donors. The Manager partners closely with senior leadership, qualified advisors, external vendors, and internal teams to maximize philanthropic impact and position United Way BC as the charity of choice.DUTIES & RESPONSIBILITIES:Develops and implements a comprehensive planned giving program:Lead the identification, cultivation, solicitation, and stewardship of legacy giving prospects and donors across bequest, gift annuity, insurance, endowment, and other planned gift vehiclesDevelop and implement tailored, relationship-centered strategies for each legacy prospect within the portfolioSteward confirmed legacy donors to deepen engagement, recognize their commitment, and ensure fulfillment of their gift intentPartner with professional advisors (estate lawyers, financial planners, accountants)



to facilitate planned gift discussions and closuresMaintain current knowledge of planned giving vehicles, tax legislation, and best practices to provide informed guidance to donors and colleaguesDevelops and implements a comprehensive major giving programManage a focused portfolio of major gift donors and prospects, developing personalized cultivation and solicitation strategies for each relationshipConduct face-to-face visits with donors and prospects, independently and alongside senior staff or volunteers as appropriateDevelop and present compelling solicitation proposals aligned to donor interests and organizational prioritiesIdentify and qualify new major gift prospects through research, referrals, and portfolio analysisImplement blended gift strategies that integrate major and planned giving where appropriateDonor Stewardship & Relationship ManagementWorks across UWBC teams and with external vendors to design and implement donor recognition strategies, stewardship touchpoints, and engagement plans for all portfolio relationshipsMaintain accurate and timely records of all donor interactions, strategies, and pipeline activity in the relationship management systemWorks across UWBC teams and with external vendors to produce high-quality written materials including proposals, stewardship reports, and donor correspondenceAttend and represent United Way at external events to identify, cultivate, and steward relationshipsContribute to team operational planning, prospecting strategies, and portfolio reviewsDelivers reports to monitor the success of the Legacy Giving Program and existing KPIsAnalyze data to identify trends, challenges, and opportunities for growth, making recommendations for adjustments to strategies as neededShare planned giving expertise across the Resource Development team to build internal capacityStay informed on emerging trends in legacy giving by engaging with industry associations and thought leadersPerform other duties related to the qualifications and requirements of the roleWork across UWBC teams and with external vendors to execute direct marketing campaigns including lead generation and email donor journeysProduce reports, and support data analytics to monitor and evaluate the performance of email / various marketing campaignsQUALIFICATIONS & REQUIREMENTS:EducationPost-secondary degree (Bachelor’s); specialization infundraising, business administration, marketing, public relations, or communications preferredCFRE designation or planned giving certification (e.G., CAGP coursework) considered a strong assetA combination of relevant experience and education will be consideredExperienceMinimum five years of progressive fundraising experience, with demonstrated success in both major gift solicitation and planned givingProven track record of identifying, cultivating,



and closing major and planned gifts in partnership with donors and professional advisorsExperience managing a relationship-based donor portfolio with measurable revenue outcomesKnowledge of planned giving vehicles including bequests, Donor Advised Funds, life insurance, charitable remainder trusts, and endowmentsStrong analytical ability to identify gift potential and match donor interests to organizational prioritiesExcellent skills with Microsoft Office toolsExposure / experience working with direct marketing platforms, email fundraising tools, and CRM data analyticsExceptional communication and active listening skills; able to navigate sensitive financial and estate planning conversations with confidence and empathyAbility to craft compelling, donor-centric written proposals and gift illustrationsStrong organizational and planning skills; able to manage a complex portfolio while balancing simultaneous prioritiesSound judgment and discretion in handling confidential donor informationMature, relationship-driven presence with the stature and diplomacy to engage senior volunteers, donors, and professional advisorsProficiency with CRM or relationship management systemsComfortable working independently and collaboratively within a team environmentWORKING CONDITIONS:Hybrid with minimum 3 days in the officeSome evening and weekend hours required to attend donor meetings and eventsValid Class 5 driver’s license and access to a vehicle during working hours requiredMust be available to travel within the province for donor meetings; off‑site events; conferences; working group meetings,etc.This position is based in the Lower MainlandCandidates must live within 80 KMs (commuting distance) from our office as this position is currently a hybrid role and office attendance is required.CHARACTERISTICS:A genuine commitment to building healthy, caring, and inclusive communities, internally and externallyEmbodies United Way’s core values: collaborative, compassionate, strategic, responsive, accountable, and inspiringAbility to navigate ambiguity and operate with confidence in a complex, evolving environmentA strategic mindset balanced with a relationship‑first approach to philanthropyDrive to succeed as an individual contributor and as a valued team memberAt UWBC, we don’t just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, programs, donors, and the communities we live and work in. At UWBC, we encourage all applicants regardless of age, sex, gender identity, colour, religion, sexual orientation, or any other basis to apply.Don’t meet every single requirement? Studies have shown that women, people of colour and indigenous people are less likely to apply to roles unless they meet every qualification. At UWBC, we are dedicated to Justice, Equity, Diversity, and Inclusion, so if you are excited about this role, but your experience and qualifications are not perfectly aligned, we still encourage you to apply. You may be just the right candidate for this, or other roles.This is an exempt role. This position is at $91,970.00 annually.#J-18808-Ljbffr

📌 Philanthropy Manager - Legacy & Major Gifts - C$91,970 A Year (Winnipeg)
🏢 United Way BC
📍 Winnipeg