Philanthropy Advisor (VCF)

Our Story & Purpose:

Vancity Community Foundation was founded on the belief that if we work together we will have the resources we need to build a thriving community.

Everything we do is an investment in community. We believe that if all our assets are invested in building communities where cooperative principles and practices are flourishing and social justice and environmental sustainability are centered the world will be a better place and community well-being will be enhanced.

Our vision shared with Vancity is a transformed economy that protects the earth and guarantees equity for all.

• We implement cooperative principles and practices.
• We believe in social justice and financial inclusion.
• We actively work towards Truth Reconciliation and being an anti-racist organization.
• We are committed to environmental sustainability and climate justice.
• We are a Living Wage Employer.
• We value collaboration innovation integrity equity and community.

Your Role:

As a Philanthropy Advisor you will help grow and steward Vancity Community Foundations (VCF) donor community by applying communityâcentric fundraising practices. Youll build meaningful relationships with wealth management professionals and their clients with a focus on donor advised funds annual giving planned giving and legacy giving.

In this role you will serve as a trusted philanthropic guide - supporting donors as they bring their vision for positive change to life. Youll collaborate with wealth management professionals to align their clients values and financial goals with VCFs opportunities for impact. You will also lead VCFs legacy giving program and help midâlevel donors deepen their engagement as they move through the giving pipeline.

This opportunity is ideal for a relationshipâcentred fundraising or advisory professional who is inspired to put their relationshipâbuilding and charitable giving expertise to work to help communities thrive. Its a great fit for someone who enjoys collaborating with wealth advisors is motivated by supporting donors to maximize community impact and thrives in a dataâinformed donorâengagement environment.

This is a Full-time Permanent role based at our Vancity Community Foundations 312 Main office location and your Lower Mainland based home office. While this position provides a hybrid work arrangement you will be expected to be on-site or in community for meetings and events. This role will report directly to the Sr. Manager Development.

How Youll Make an Impact:

• Building and nurturing strong relationships with wealth management professionals to expand their engagement with VCF and increase referrals to donor advised funds and other giving opportunities
• Serving as the primary point of contact for wealth advisors whose clients have or may benefit from charitable giving
• Providing philanthropic advice and technical support on annual giving planned giving and beneficiary designations to help advisors and clients to optimize philanthropic giving and financial goals
• Developing and implementing engagement strategies including routine reporting on donor advised funds held by wealth clients to enhance member/client relationships and to deepen donor engagement
• Building shared understanding and enthusiasm for VCFs philanthropic opportunities across Vancity by creating clear engaging resources - including Insite content job aids presentations and website updates
• Leading and advancing VCFs legacy giving program including the development and implementation of bequest strategies and other legacy-focused initiatives that drive long-term engagement
• Harnessing the capacity of the CRM to track referrals and key relationships monitor donor engagement identify upgrade opportunities and support segmentation and stewardship
• Organizing and hosting events orientations and touchpoints that bring together wealth teams clients and prospective donors to share the impact and benefits of working with Vancity VCIM and VCF
• Optimizing participation in and impact of the Wealth Advisors Fund as part of the broader wealth advisor engagement strategy

What Youll Bring to the Team:

• Post-secondary education or an equivalent combination of education and experience in a relevant field such as fundraising business and financial services
• Experience in donor relations fundraising wealth management financial planning or a related client-facing advisory role where you have supported individuals or families with complex financial or giving decisions
• Demonstrated ability to build nurture and steward long-term relationships with wealth management professionals and/or donors clients or partners
• Knowledge of charitable giving vehicles and strategies (e.g. donor advised funds bequests planned gifts beneficiary designations impact investing) and comfort discussing them with advisors and donors in accessible language
• Proficiency using CRM or donor management systems to track referrals record interactions manage pipelines and support segmentation and reporting for strategic outreach
• Strong presentation and facilitation skills with experience developing and delivering engaging presentations orientations or events for professional audiences and/or donors
• Collaborative mindset with the ability to work effectively across functions (e.g. wealth management marketing development) to co-create and implement engagement strategies

Extra Skills That Set You Apart:

• Experience working within a community foundation public foundation or charitable organization with an emphasis on Donor Advised Funds or legacy giving
• Familiarity with the Canadian philanthropic landscape charitable regulations and trends in values-based and impact-focused giving
• Additional training or professional designations related to philanthropy fundraising financial planning or wealth advising

Youll Thrive Here If You Are:

• Relationship builder You genuinely enjoy cultivating trust-based long-term relationships with wealth advisors donors and internal partners and you follow through consistently on commitments.
• Strategic connector You naturally see connections between people opportunities and initiatives and you love bringing the right stakeholders together to deepen engagement and grow giving.
• Impact driven You are motivated by using philanthropy as a tool for community impact and are energized by helping donors align their values financial goals and giving strategies.
• Organized and proactive You are comfortable managing multiple relationships events and follow-ups at once using tools like CRM to stay on top of pipelines and next steps.
• Collaborative and curious You seek input from colleagues offer your best advice and are always looking for ways to improve processes stewardship and donor experience.

We value lived experience so if you are interested in this role we encourage you to apply even if you feel your skills dont perfectly align with those listed.

What Youll Earn:

This role offers a salary range of $71500 to $80460 per annum. The base pay offered may vary depending on factors such as relevant qualifications skills previous experience and internal equity. As part of our total rewards package employees may also be eligible for our annual incentive program subject to program eligibility requirements.

Why Youll Love Working Here:

A career at Vancity is more than just a job youre joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:

• Living Wage Employer: Were the largest private-sector Living Wage Employer in Canada and consistently ranked among Canadas Top Employers
• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs
• Generous Vacation: New employees start with 34 weeks of vacation per year with additional days earned over time
• Extra Stat Holidays: In addition to BCs 11 statutory holidays we offer 2 extra days plus care days for personal or family illness
• Immediate Health Coverage: Health and dental benefits begin on your hire date with three levels of coverage to choose from
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life recognizing that retirement looks different for everyone

Vancity Talent Programs:

Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous Black or Trans. With special permission from the BC Human Rights Commissioner this initiative provides access to career development opportunities prioritized job screening and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative in line with the BC Personal Information Protection Act (PIPA). For details please see our dedicated Talent Programs job posting.

At Vancity were committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent understand and respond to our community needs and deliver on our member experience.

We are also committed to an inclusive barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage) we encourage you to let us know by contacting our Talent Acquisition team at Were here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality so you can participate fully in the process.

Required Experience:

Unclear Seniority