Planned Giving Prospect Research Officer (Winnipeg)

Planned Giving Prospect Research Officer (Winnipeg)

30 Oct
|
Archdiocese of Vancouver
|
Winnipeg

30 Oct

Archdiocese of Vancouver

Winnipeg

Apply data analysis and financial research as a full time Planned Giving Officer supporting donor engagement and stewardship strategies.Reporting to the Senior Director of Development and Strategic Partnerships, this officer researches prospective donors and planned giving opportunities. The work supports Institutional Advancement through database management, prospect analysis, and actionable recommendations. It also requires compliance with federal and institutional guidelines.Key Responsibilities:Research individuals, corporations, foundations, and other prospective donorsAnalyze financial capacity, interests, and giving historyDevelop prospect profiles, briefing materials,



and research reportsCreate dashboards and reports on pipeline and planned giving trendsTrack planned gift expectancies and document donor intentionsRequirements:Bachelor’s degree in business or related fieldMinimum three years of relevant prospect research experienceStrong data analysis, financial research, and database management skillsKnowledge of planned giving vehicles and estate planning conceptsExcellent communication, discretion, and confidentialityUse prospect research, planned giving knowledge, and data analysis to strengthen institutional donor engagement and stewardship efforts.#J-18808-Ljbffr

📌 Planned Giving Prospect Research Officer (Winnipeg)
🏢 Archdiocese of Vancouver
📍 Winnipeg

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