Director, Legacy Giving

Job Title:
Director Legacy Giving

Reports To:
Vice President Philanthropy Stefanie McPherson

Location and Work Model:
Humber River Health Foundation
1235 Wilson Avenue Toronto ON

Hybrid role. In office Tuesday to Thursday with flexibility for donor meetings events and internal collaboration.

Position Summary

Planned giving is a long term and meaningful way for donors to support compassionate patient care for generations. The Director Legacy Giving will lead expand and steward the Foundations planned giving program supporting donors considering gifts through wills insurance policies securities and other long term philanthropic vehicles.

This role requires a balance of relationship focused donor engagement technical understanding of planned gift structures and strong internal collaboration. The Director will ensure planned giving is embedded across donor pathways communications stewardship strategy and the broader fundraising framework.

In addition the Director will lead the Foundations Planned Giving Committee of ten members an advisory body consisting of professional advisors senior volunteers and staff stakeholders who contribute strategic insight sector awareness and donor pipeline strengthening.

Key Responsibilities

Program Strategy and Leadership

• Build and execute a multi year planned giving growth strategy including revenue forecasts pipeline development and annual performance targets.
  Develop policies procedures and donor pathways to strengthen planned giving activity and donor experience.
  Accountable for designing and implementing the end to end legacy donor experience from lead generation through stewardship.
  Ensure planned giving messaging and positioning align with Humber River Healths strategic priorities and donor impact narratives.
  Prepare regular planned giving reports dashboards and analytics for the Board and key stakeholders to support strategic decision making and performance tracking.

Leadership of the Planned Giving Committee

• Serve as the main staff lead and coordinator for the Foundations Planned Giving Committee including recruitment onboarding meeting agendas minutes and reporting.
  Engage committee members including legal advisors wealth planners senior volunteers internal leadership and community partners.
  Leverage the Committee as a strategic thought partner for program development stewardship approaches campaign alignment and professional advisor outreach.
  Oversee committee supported initiatives including donor outreach awareness campaigns estate planning education and prospect identification.

Donor Cultivation and Stewardship

• Manage a personal portfolio of donors and prospects guiding them through the planned giving process with discretion respect and thoughtful stewardship.
  Support families executors and representatives during gift conversations and estate processes.
  Ensure donor recognition and engagement reflect compassion and long term commitment.
  Plan and execute an annual cultivation and stewardship plan with legacy donors and prospects.

Cross Foundation Integration

• Collaborate with Major Gifts Annual Giving Donor Relations Communications and Events to integrate planned giving touchpoints into broader donor engagement and campaign activity including digital channels and social media.
  Work with Gift Processing Finance and legal counsel to ensure efficient and compliant estate and planned gift administration.
  Build internal literacy and comfort with planned giving conversations providing tools training and support to staff.
  Manage and integrate Raisers Edge processes for the planned giving portfolio ensuring accurate tracking reporting moves management and data integrity.

Professional Advisor and Community Relations

• Build strong relationships with professional advisors including estate lawyers wealth planners trust officers and accountants.
  Represent Humber River Health Foundation in professional planned giving networks learning events and sector associations.
  Develop education and outreach initiatives such as seminars donor guides and advisor briefings.

Estate Administration

• Oversee and support estate management including documentation review communication with executors and accurate processing of legacy gifts.
  Ensure CRA compliance documentation accuracy and full protection of donor intent.

Qualifications and Experience

• Eight to ten years of progressive donor facing fundraising experience including three to five years specifically in planned giving.
  Three or more years of estate administration experience.
  Demonstrated success closing planned gifts and stewarding long term donor relationships.
  Strong working knowledge of planned gift vehicles including wills RRSP and RRIF designations securities insurance policies and tax efficient giving structures.
  Previous committee leadership experience or comfort working with senior volunteers and advisory groups is an asset.
  Proficiency with donor CRM systems ideally Raisers Edge.
  CAGP education CFP CFRE or similar designation considered an asset.

Key Attributes

• Warm communicator who engages in thoughtful values based donor conversations.
  Collaborative leader who builds trust across internal teams and external partners.
  Approaches planned giving with empathy professionalism and respect.
  Strategic thinker comfortable with long cultivation cycles and multi year outcomes.
  Demonstrates an entrepreneurial mindset with strong vision innovation adaptability resourcefulness and ability to take initiative.

Additional Information

• Occasional evenings or weekends may be required for donor meetings and Foundation events.

Why Youll Love It Here

At Humber River Health Foundation we are more than just a team we are a community working together to transform healthcare. We care deeply about the people we serve and the people we work with. You will be part of a team that appreciates both a well-run office and a good laugh over lunch.

About Humber River Health Foundation

Lighting New Ways in Healthcare. Humber River Health stands apart. As North Americas most digital hospital our state-of-the-art facility is enabling our physicians and staff to deliver healthcare in new and innovative ways and is a model of efficiency for hospitals around the world. Everything we do is designed to enhance not only outcomes but also the experiences of our patients and their families.

Please refer to the Foundation and the Humber River Health website for additional information.