Fund Development Officer, Planned Giving
Fund Development Officer, Planned Giving
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Job Description
Internal/External Posting Notice
Title: Fund Development Officer Planned Giving
Department: Fund Development
Status: Full-time unionized
Location: Ottawa ON Canada
Immediate Supervisor: Director Fund Development
Salary: $67966 - $89439
Level: Band 2
Application Deadline: July 31 2025
Join Our Team & Discover Rewarding Opportunities
Oxfam Canada offers a generous compensation and benefits program but more than that we offer the opportunity to be a part of our global movement for change. If you advocate for gender equality are passionate about womens rights and share our values of Equality Empowerment Solidarity Inclusiveness Accountability and Courage we want you on our team!
SCOPE OF POSITION:
Under the direction of the Director Fund Development the Fund Development Officer Planned Giving (FDO PG) will implement a comprehensive national strategy for Oxfam Canadas planned/deferred giving program. The post plays an important role in contributing to the current and future financial viability of the organization by identifying cultivating and soliciting prospective donors and building and sustaining relationships with current donors. The FDO PG will significantly grow the number and size of bequests as well as other planned gifts. In carrying out their duties within a fully integrated fund development program the FDO PG will work collaboratively with both internal and external stakeholders across Canada.
The FDO PG is a true people person with great communication skills and empathy. They thrive on building relationships with donors meeting key performance indicators and coordinating the steps involved in the processing of bequests and other planned gifts.
This position is based in Ottawa and requires a minimum of one (1) day per week in the office.
MAJOR RESPONSIBILITIES:
(This is not an exhaustive list of the duties to be performed)
Donor Relationship Management
- Under the direction of the Director FD cultivate donor relationships and stewardship activities for over 200 existing confirmed legacy donors through various communication channels (phone email mail face-to-face).
- Complete personalized meaningful interactions with each donor by implementing well-organized engagement plans and bespoke touchpoints.
- Organize special events with current and prospective legacy donors encouraging donor stewardship through the Global Visionaries gift club.
- Act as point of contact with major donors when FDO Major Gifts is on short-term leave.
Portfolio Growth
- Under the direction of the Director FD develop and implement the planned giving strategy to promote growth of the portfolio and meet program goals and objectives.
- Working closely with the Marketing and Direct Response team coordinateand implement a comprehensive integrated plan for marketing planned giving including the design production and content of all planned giving resources and materials.
- Work with the FDO Direct Response and direct mail vendors on coordination of mailed legacy products.
- Work with the digital communications staff to ensure the website accurately reflects and promote the planned giving program and that e-giving is leveraged appropriately for planned giving.
- Ensure planned giving messaging is woven into the fabric of Oxfam Canadas communications.
- Identify and pursue planned giving prospects through various marketing strategies.
- Cultivate and secure confirmation from legacy leads via various communication methods (phone calls letters email face-to-face and online meetings) in a timely manner.
- Provide tax and estate planning information to prospective donors outlining the benefits of various planned/deferred giving options.
- Organize and help conduct training and information sessions for prospective donors professional financial and estate planners staff and other related constituencies across Canada.
- Maintain current knowledge about gift planning.
- Keep abreast of tax laws and other regulations related to charitable giving.
Estate Administration
- Coordinate the files for estates gifts of securities insurance and other planned/deferred gifts with the appropriate specialist(s).
- Maintain estate files and correspondence during probate of wills contact all estate executors liaise with legal counsel and report all legacy gifts income.
- Maintain accurate record-keeping and reporting of existing and potential legacy gifts.
- Establish and maintain positive relationships with estate advisors and allied professionals through events and one-on-one meetings.
- Maintain database information and both hard and digital copy files related to planned giving donors and potential donors while ensuring the confidentiality of this information.
Other
- Monitor and ensure the accuracy of program results.
- Prepare regular update reports of program results and performance to the Director.
- File expenses and invoices in a timely manner.
- Contribute to annual planning and reporting discussions for the Philanthropy Unit.
- Act as the first point of contact with Broker for all stock gifts for all gift types.
Other duties as assigned.
REQUIRED KNOWLEDGE EXPERIENCE & COMPETENCIES:
- University degree or post-secondary diploma or equivalent combination of education and experience in estate
or financial management. - Five (5) years of fundraising experience with a minimum of three (3) years of proven experience in a planned giving role in a charitable or non-governmental organization.
- CFRE and/or a background in the financial planning sector in an advisory capacity is a strong asset.
- Knowledge understanding and commitment to global justice social change womens rights and gender equality.
- Comprehensive knowledge of planned giving vehicles and demonstrated experience negotiating and securing planned gifts.
- Demonstrated experience conducting meetings with donors or clients and working directly with staff within and across departments using various communication methods including face-to-face telephone and electronic platforms such as Zoom.
- Possess superior customer service and public relations skills.
- Excellent written and spoken skills in English required; including the ability to effectively communicate complex issues in a concise and easily understood manner.
- Demonstrated ability to organize and prioritize work and manage multiple projects with high efficiency and accuracy.
- Proven capacity to work in a self-directed manner as well as demonstrated capacity to work collaboratively with staff and volunteers.
- High proficiency using computer applications including Microsoft Word Excel PowerPoint Box Teams and an understanding of CRMs such as SalesForce or Raisers Edge database.
- Ability to travel both nationally and internationally sometimes in difficult circumstances.
- Willingness to sign and abide by the Oxfam Code of Conduct and related policies.
- Demonstrated commitment to feminism anti-racism justice equity diversity and inclusion.
- As a national organization this role may be required to work non-traditional hours to meet the needs of donors volunteers and during times of disaster response and/ or appeals and will include travel across the country for face-to-face meetings.
In addition to competitive pay Oxfam Canada Offers:
- 35-hour work week and the ability to work flexible hours.
- 4 weeks of paid vacation per year prorated based on FTE equivalence plus paid office closure from December 27 to 31.
- Extensive health dental and wellness coverage for staff and their dependents.
- Paid sick days and additional time off for personal and care responsibilities.
- Pension plan contributions.
- Caring compassionate and supportive work environment that recognizes that work is one of the many responsibilities we have to prioritize in our lives.
- Regular opportunities for all staff across Canada to meet in person and virtually to learn connect and grow as a team!
** MUST be eligible to work in Canada **
We recognize that structural barriers shape experiences and job qualifications. If you dont see yourself reflected in every job requirement listed in the posting above we still encourage you to apply!
As an organization and as individuals we stand against all systems of oppression violence and hate. We stand for justice equity diversity inclusion (JEDI) and decolonization within our organization and society at large guided by our Anti-Racism and Anti-Oppression Principles (ARAO) our Feminist Principles and our six core values: Equality Empowerment Solidarity Inclusiveness Accountability and Courage. Our Strategic Framework 2021-2025 has a commitment to grow as a feminist diverse and inclusive organization. To that end we have created an Anti-Racism JEDI and Decolonization Strategy 2023-2025 with a vision to become a more just inclusive and equitable organization unbound by the oppressive systems of racism white supremacy patriarchy and the legacy of colonialism that have fueled global poverty and inequality.
We prioritize creating a compassionate inclusive workplace where everyone feels valued and connected. We are especially eager to hear from women and gender non-conforming individuals Indigenous peoples Black and racialized communities 2SLGBTQI individuals persons with disabilities immigrants to Canada and others from underrepresented groups.
If you require adaptive measures during any stage of the recruitment process please notify us at or . We are committed to providing accommodations to meet your needs. Oxfam Canada has an accommodation policy for persons with disabilities. The job posting is available in alternate formats.
Important Note: Offers of employment are conditional upon signing our code of conduct satisfactory references and any required screening checks. At Oxfam Canada we place a high priority on ensuring that only individuals who share and demonstrate our values join our team.
For additional career opportunities visit Please note that we do not offer internships or overseas volunteer placements.
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We thank all those who apply however only those selected for an interview will be contacted.
Required Experience:
Senior IC
Employment Type
Full-Time
