Legacy Giving Specialist

ABOUT US

Siloam Mission is a Christian-based non-profit service organization for Manitobans who have experienced homelessness and who struggle with mental health issues physical and cognitive disabilities addictions or trauma. Founded in 1987 the mission provides emergency shelter meals and clothing supportive housing and a variety of healing support and recovery services to help people transform their own lives and reach their full potential.

What matters to you

Being in a work culture that operates out of their core values of HEART (holistic equity altruism relationships and truth and reconciliation) - embracing diversity promoting equality and inclusion.

JOB SUMMARY

The Legacy Giving Specialist will identify cultivate solicit and steward legacy and planned giving donors with a strong emphasis on building long-term trust-based relationships with prospective bequest donors and other supporters considering future gifts. The Legacy Giving Specialist will communicate in a manner that reflects Siloams HEART values and resonates our passion for seeing lives changed through the continuum of services provided. As a key member of the Development team the primary objective of this position is to connect current lapsed and prospective supporters to the Mission Vision and Values of Siloam Mission through donor-centred legacy giving strategies.

KEY DUTIES & RESPONSIBILITIES

Legacy Giving and Donor Stewardship

• Develop and implement strategies to effectively identify cultivate solicit and steward legacy and planned giving prospects and donors
• Manage a portfolio of legacy and planned giving donors and prospects through tours meetings phone calls emails events and other correspondence
• Build trusted relationships with older adult donors family members and professional advisors with empathy discretion and respect
• Utilize and analyze data records metrics relevant software and research tools to identify and advance new and current legacy giving prospects
• Work collaboratively to develop compelling donor-centred proposals cases for support legacy materials and gift documentation that align with organizational needs
• Utilize and maintain a moves management system to track individual activity in all stages of the donor life cycle to ensure relationships are nurtured and advanced appropriately on an ongoing basis
• Ensure donor intent and the philanthropic wishes of legacy donors are respected and that recognition and stewardship strategies align with Siloam Missions policies procedures and ethical fundraising standards
• Collaborate with the broader Siloam Mission team to determine which programs and services are most likely to align with the priorities and philanthropic wishes of legacy donors and prospects
• Collaboratively ensure impact reporting fulfills commitments to supporters in a timely manner and according to funding agreements documented donor intent and Siloam Missions outlined Donor Recognition Journey
• Ensure donor records contact reports planned gift documentation and pipeline activity are current and accurate
• Be knowledgeable about Siloam Missions programs and services and be able to communicate this information effectively to existing and prospective supporters
• Encourage donors to seek independent legal and financial advice where appropriate and work respectfully with lawyers executors financial advisors and family members when gifts involve wills estates insurance securities or other complex arrangements
• Ensure all communications align with Siloams overall Mission Vision Values and Strategic Plan

Program Administration and Cross-Department Collaboration

• Lead the day-to-day activities of Siloam Missions legacy giving program and support annual goals pipeline development and stewardship plans;
• Research and identify prospective legacy donors using internal data relationship history and other research tools
• Develop maintain and advance cultivation solicitation and stewardship plans for top legacy giving donors and prospects
• Meet with and tour prospective legacy donors
• Plan and support legacy events recognition activities surveys mailings and related communications in collaboration with Development colleagues
• Ensure all documents templates and process materials for Siloams legacy giving portfolio are accurate and up to date
• Track and analyze the performance of legacy outreach surveys and related donor activity to inform strategy forecasting and continuous improvement
• Maintain up-to-date knowledge and practical understanding of estate giving planned giving practices and the applicable legal tax and ethical considerations in Manitoba and Canada
• Provide coordination to other Development team members on legacy-related activities as required
• Collaborate with Finance Communications Programs and Leadership to ensure donor commitments are documented understood and fulfilled appropriately.

EDUCATION & EXPERIENCE

• 3 years progressive fundraising experience; focus on donor/customer relations an asset
• Must have a valid 5F drivers license acceptable drivers abstract reliable vehicle and the ability to travel within city limits and occasionally to rural locations in southern Manitoba
• Clear Criminal Record Check with Vulnerable Sector Check and Clear Adult Abuse Registry Check required

KNOWLEDGE/SKILLS/BEHAVIORS

• Excellent interpersonal skills with the ability to build relationships with a wide variety of people
• Strong active listening skills and emotional intelligence
• Exceptional written and oral communication skills
• Team-oriented and collaborative positive approach with the ability to work independently
• Strong organizational and time management skills
• Superb attention to detail
• Ability to exercise good judgement and solve problems effectively
• Demonstrated discretion when working with highly sensitive and confidential material conversations and situations
• Working knowledge of databases; DonorPerfect experience is an asset
• Proficiency working with reports and tracking tools
• Intermediate skills in Microsoft Office programs (Word Outlook etc.)
• Experience working with older adults volunteers and/or professional advisors is an asset
• Familiarity with issues surrounding poverty and homelessness is an asset

RELATIONSHIP

• Works closely with the Development Manager Communications Manager and entire Development team;
• Works occasionally with other department heads Finance Program teams donors professional advisors external vendors and agency partners;

WORKING CONDITION

• Hours of work: Monday-Friday 8:00 a.m. - 4:30 p.m. with occasional weekends and evenings
• Office environment with regular on-site and off-site events and donor meetings
• 1-year term position with the possibility of extension

WORKPLACE SAFETY AND HEALTH

The incumbent contributes to making the organization safe for clients and staff and recognizes the importance of reporting unsafe situations and participating in follow-up reviews as a learning opportunity.

• Provides a safe environment by ensuring adherence to Workplace Safety and Health Regulations and Policies Infection Control Guidelines WHMIS and Safe Work Procedures
• Immediately investigates and recommends corrective action on any unsafe acts work conditions incidents near misses injuries or illnesses
• Demonstrates understanding of role and responsibilities in fire prevention and disaster preparedness and participates in safety and health training programs including the facilitys Fire Disaster and Evacuation Plan
• Supports an environment which avoids prevents and corrects all activities or actions which may result in an adverse outcome in the delivery of services. Community Member safety is a standing item for all individual and departmental meetings
• If applicable the use of proper PPE and respiratory equipment is provided by the manager of the department and must be worn as suggested