Senior Manager, Planned Giving
Senior Manager, Planned Giving
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Job Description
Summary
Organization:
Plan International Canada
Reports to:
Director Planned Giving
Location:
Toronto
Status:
Permanent full-time
Contact Level:
B
The Position
As an active collaborative key member on the Philanthropy team the Senior Manager of Planned Giving plays an integral role in ensuring the success of Plan Canadas fundraising activities in this high-growth portfolio. As a core driver in Plan International Canadas strategic plan the Philanthropy team is focused on high impact and transformational giving opportunities for donors and stakeholders to support children especially girls realize their full potential.
The Senior Manager Planned Giving is a philanthropy champion and advocate for strategic structured and blended giving bringing energy and an abundant mindset to one of the largest Planned Giving growth opportunities in Canada. With over 200000 donors and champions in Canada the Planned Giving program is one of the largest growth opportunities in the country over the next 5-10 years as we seek to enhance this program by 500% in the coming 5 years. Join us!
We are seeking a determined optimist who can bring a high growth vision and proven Planned Giving experience to continue the growth and evolving sophistication of our PG program. This opportunity allows for a structured philanthropy leader to support complex current and future gifts. Using a multi-pronged approach to Planned Giving the Senior Manager will build and maintain a portfolio of approx. 100 qualified donors and prospects with strategy KPI and relational expectations for in life and deferred commitments.
There is a collaborative relationship with colleagues on the major gifts mid-level and annual gifts teams.
What success looks like
- Leads strategies relationships and solicitations for an optimized portfolio of planned giving donors and prospects making current and deferred gifts through a variety of solicitation methods including face-to-face meetings.
- Manages a portfolio of 150 planned giving prospects and expectancies across Canada through a donor moves management cycle.
- Compassionately helps donors and prospects support Plan International Canada with strategic and high impact gift plans that celebrate legacy and vision to reduce the time until we are all equal.
- Models collaborates and executes on Philanthropy growth strategies with an integrated team to increase planned/blended giving and future flexible revenue in a fast-paced environment.
- In partnership with the Major Gifts and Donor Services teams creates meaningful engagement and stewardship opportunities including the development and execution of an updated Legacy Circle strategy.
- Meets and drives revenue and KPIs on a monthly quarterly and annual basis.
- Mentors Philanthropy and Mid-Tier teams on planned giving tactics and strategies to promote blended giving and the culture of philanthropy.
- Demonstrates strong Salesforce CRM utilization and assists in developing core SOPs and business rules for the growing program in partnership with Legal Finance and Programs.
- In partnership with our Donor Experience team enhance the engagement and stewardship program with integrated donor journeys.
As our ideal candidate you will have:
- A passion for planned giving and for engaging our loyal supporters about childrens rights gender equality and international development.
- Experience providing strategic input technical expertise and compassionate guidance to confirm future and current gifts with donors prospects and their giving partners (family business partners allied professional team); 5-8 years experience in a major and/or planned giving fundraising role within a national/global organization with experience in progressively larger and more complex giving.
- Familiarity with planned giving instruments and in-depth understanding of best-in-class techniques and strategies and has an interest in staying on top of evolving gift vehicles and industry trends.
- Knowledge and understanding of tax laws regulations and compliance issues that govern charitable giving in Canada and globally.
- Interest in high growth fundraising with an understanding and experience with data-based decision making KPI monitoring and integration of best practices
- Lead relationship management and solicitations for a portfolio of planned giving donors making current and deferred gifts through a variety of solicitation methods including face-to-face meetings
- Business acumen and the ability to influence others by fostering strong business and personal relationships
- A flexible and adaptable work style; open to collaboration with strong personalities and professionals; thrive in a fast-paced evolving work culture
- A passion for mission driven work and personal values aligned with those of Plan International Canadas organizational values
- Ability to travel across Canada particularly in the GTA is necessary
- Bilingual English and French skills are an asset but not necessary
How to Apply:
To express interest in this exciting opportunity submit your resume and cover letter to by Sept. 2 2025.
Plan International Canada is a hybrid workplace. You will work from the office and from home.
The salary range for this position is anticipated to be between $74000 and $92000. We comprehensively evaluate a variety of factors to determine fair compensation including experience specific job-related skills and relevant educational or professional training. Additionally we ensure that compensation is equitable across our team and aligns with current market trends. This role also qualifies for an extensive benefits package and generous paid time off.
Plan International Canada hires based on merit and is strongly committed to equity and diversity within its community and to providing an inclusive workplace. Plan International Canada especially welcomes applications from Indigenous persons persons with disabilities visible minorities women persons of all sexual orientations and genders and others with the skills and knowledge to productively engage with diverse communities.
If you have a disability that may affect your ability to perform in a role in which you are interested we will be happy to discuss with you what adjustments or arrangements we can make to accommodate your needs. If your disability is likely to affect you adversely within the application process itself please let us know (as soon as you feel comfortable to do so) by emailing so that we can consider any adjustments to the process that will allow you to be considered fairly for the role.
Consistent with our Safeguarding Children and Young People Policy the successful candidate must receive clearance by a police background check including the vulnerable sector screen.
Applicants must be eligible to work in Canada for the duration of the work term. Proof of eligibility will be required.
Required Experience:
Senior Manager
Employment Type
Full-Time
