Associate Director, Gift and Estate Planning

How youll make an impact:

Lead the strategy for our gift and estate planning program at Oakville Hospital Foundation while also supporting legacy giving efforts at the Milton and Georgetown hospital foundations.

Build relationships with current and prospective planned giving donors guiding them through the process of including the hospital in their estate plans whether through wills securities life insurance or other vehicles.

Manage estate administration working with executors lawyers and internal teams to ensure timely accurate and respectful handling of estate gifts.

Educate and empower staff and volunteers by championing greater literacy in gift planning concepts and ensuring planned giving is meaningfully integrated into broader fundraising strategies.

Partner with professional advisors (lawyers accountants financial planners) to deepen community relationships and promote legacy giving opportunities.

Collaborate with communications teams to develop and maintain relevant marketing materials that align with our brand and clearly convey the impact of legacy gifts.

Monitor and refine policies and procedures related to planned giving and estate administration to ensure compliance consistency and a seamless experience for legacy donors and their representatives.

Qualifications :

Who You Are and What You Bring

Youre a values-driven fundraising professional who understands the long-term impact of legacy giving and the sensitivity strategy and trust it requires.

You bring:

A deep understanding of planned giving vehicles estate law and donor motivations.

Excellent interpersonal and communication skills with the ability to translate complex concepts into accessible conversations.

Experience working with professional advisors and/or managing estate files.

Strong attention to detail ethics and discretion when handling sensitive donor and estate matters.

Emotional intelligence and empathy especially in legacy conversations.

A collaborative spirit and the ability to thrive in a mission-driven team environment.

Experience with Raisers Edge or a similar donor database.

A valid drivers license and access to reliable transportation for travel across Halton.

Additional Information :

Why OHF is a great place to work:

Were a small tight-knit team that shows up for each other with flexibility trust and a real sense of shared purpose. Heres what makes working here different:

Hybrid model with flexibility: Remote work is available with regular in-person presence across our hospital sites and the Halton region to support donor engagement and Foundation initiatives.

Support for growth: We invest in your development whether thats courses conferences or training opportunities.

Summer Fridays: Start the weekend early in July and August.

Room to try things: We value creativity experimentation and smart risk-taking. We embrace new tools digital platforms and generative AI to help us work smarter and more effectively.

Mission with impact: Every project you touch helps improve healthcare for real people in our community.

Please attach your current resume directly to this posting.

Hiring range: $102740-$115000

Application deadline: October 31st 2025

Halton Healthcare is an equal opportunity employer who is committed to integrating diversity equity and inclusion throughout our operations policies and culture. If you are passionate about what you do motivated by a job well done and as committed to excellence quality and patient satisfaction as we are wed like to hear from you. Please attach your current resume directly to this posting.

We thank all those who apply but only those individuals selected for further consideration will be contacted.

Halton Healthcare is committed to providing accommodations for applicants with disabilities.  In accordance with the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code Halton Healthcare will provide accommodations throughout the recruitment and selection process. If you require an accommodation we will work with you to meet your accommodation needs to ensure your equal participation.

The Ontario Public Hospitals Act mandates that hospitals establish health surveillance programs for all individuals working within the hospital. This regulation requires proof of immunity for certain diseases and as a result Halton Healthcare requires all new hires to receive pre-employment medical clearance by our Health Safety & Wellness team prior to their start date as a condition of employment.  This includes demonstrating compliance with Halton Healthcares Immunization Policies.

All new hires must be fully compliant with our Vaccination Policy as a condition of employment with Halton Healthcare.  Successful applicants will be required to provide proof of vaccination or proof of a documented medical exemption as part of the hiring process.

All personal information is collected under the authority of the Freedom of Information and Protection of Privacy Act.

Remote Work :

No

Employment Type :

Full-time