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Philanthropy Manager, Legacy

  • Vancouver, BC, Canada

The hiring range for this position is between $91,100 and $101,800. · Full-time

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Job details

Pay
The hiring range for this position is between $91,100 and $101,800.
Job type
Full-time
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Posting language
English
Posted

Original job description

What we do

At BC Children’s Hospital Foundation (BCCHF), we’re on a quest to ensure every kid in the province receives the best health care imaginable. As a fundraising organization, we inspire communities and people to support BC Children’s Hospital, along with its world-class research institute, mental health facility and rehabilitation center.

Our work makes a profound difference. From helping get the boldest research ideas off the ground to supporting the most advanced equipment, together we are pushing the boundaries of what’s possible in children’s health care. This is no small task - which is why we’re looking for passionate people to join our team and help propel our work forward to power the possible.

What you’ll do

It’s an exciting time to join the Foundation team as our Legacy program continues to grow. Reporting to the Associate Director, Legacy, and working closely with the Director, Gift & Estate Planning, the Philanthropy Manager plays a central role in connecting with donors to inspire and support meaningful legacy gifts that reflect their values, life story, and vision for the future. This role is all about people and gift planning, engaging directly with donors, building relationships, and guiding them through thoughtful conversations to explore meaningful legacy options.

More specifically, you will:

  • Lead personalized donor conversations: Manage a portfolio of legacy donors and prospects, connecting one-to-one through in-person visits, phone, and email, primarily across British Columbia, to explore legacy giving options, inspire donors, and secure and confirm deferred gifts.
  • Manage complex donor relationships: Independently assess donor readiness, needs and circumstances to determine appropriate engagement strategies and legacy giving options, while recognizing when to involve internal colleagues or external professional advisors.
  • Steward and deepen relationships: Develop and deliver tailored stewardship strategies for current Legacy Circle members, ensuring each donor feels recognized, valued, and celebrated.
  • Strengthen and expand advisor relationships: Deepen connections with professional advisors, grow our network, and assist with local and regional engagement efforts to increase visibility and support for the legacy program through direct collaboration with influential advisors.
  • Maintain and enhance legacy resources: Work with the Associate Director, Legacy, to proactively identify enhancements to keep tools accurate, compelling, and accessible across digital and print platforms.
  • Integrate legacy into broader strategies: Collaborate with Foundation teams to embed legacy giving into broader fundraising and donor engagement strategies, including contributing to donor visit planning and proactively planning and partnering for internal legacy education initiatives to share knowledge across the organization.

What you bring

We understand that no single candidate will perfectly meet all the qualifications outlined for this job posting. The following highlights the qualifications we consider important.

As a Philanthropy Manager, you are passionate about building meaningful relationships with donors and professional advisors. You bring a proven track record of guiding prospective legacy donors through thoughtful conversations that lead to Legacy Circle membership and confirmed planned gifts.

You have a strong understanding of gift planning concepts, such as Wills, bequests, registered assets, and insurance, as well as a working awareness of more complex planning strategies, such as Trusts. You bring technical gift-planning knowledge, including a strong understanding of the legal and tax considerations related to estates and legacy giving. You can translate this knowledge into thoughtful conversations with donors, bringing confidence, curiosity, and a natural ease to building connections.

In addition, you bring:

  • A post-secondary diploma or degree in a relevant field (e.g., marketing, communications, business, political science, humanities).
  • Minimum five years of direct fundraising experience, with significant exposure to gift and legacy planning, or related professional advisor work.
  • The ability to independently manage and prioritize a portfolio of donors and prospects, exercising sound judgment in determining engagement strategies, next steps and appropriate gift-planning approaches.
  • Strong interpersonal and communication skills, with the discretion, empathy and confidence to build trust and navigate sensitive conversations about personal legacy and family circumstances.
  • Proficiency using Microsoft Office applications (Word, Excel, Outlook and PowerPoint) applied to the preparation of proposals, reports and presentations.
  • Strong knowledge and experience using databases; Raiser’s Edge NXT is an asset.
  • CFRE designation, and current or past CAGP membership are assets.
  • A class 5 driver’s license and/or access to reliable transportation.
  • A flexible schedule that allows for donor visits and tours, onsite meetings, and occasional after-hours events and meetings.
  • An affinity for our values – Think Big, Lead with Heart and Step Up

What you can expect

Ensuring that kids receive the best health care imaginable is no small task, therefore taking care of our team is a top priority. To help you power the possible and to support you in your health, well-being, and career growth, in additional to competitive compensation, we offer perks like a hybrid work environment (minimum of two days per week in office) and nine-day fortnight schedule, generous vacation, topnotch health and dental benefits, a defined benefit pension plan, and a commitment to professional development.

The hiring range for this position is between $91,100 and $101,800. At BCCHF, we are committed to ensuring that compensation is fair and equitable. Your placement in the salary range will be determined by your experience, relevant skills, and qualifications as they relate to this role.

Please note that all team members of BCCHF are required to complete vulnerable sector criminal record check as a condition of employment.

Join us

We exist to power the possible. And that permeates every action we take. As a team, we push ourselves to: think big in how we boldly envisioning the future; step up in how we are accountable to ourselves, each other and our shared cause; and lead with heart in how we listen and engage with others.

BCCHF invites and encourages all qualified individuals to apply. As an organization committed to fostering an inclusive workplace that reflects the diversity of the communities we serve and support. We welcome individuals whose lived experiences may further contribute to the rich diversification of skills, knowledge, and backgrounds at the Foundation.

If this feels like the right fit for you, we’d love to hear from you. Join us in helping make kids mighty. Apply online at https://www.bcchf.ca/join-our-team/. Applications will be accepted until the position is filled.

More about this job

Responsibilities

Manage a portfolio of legacy donors and prospects, guiding personalized conversations about planned gifts and securing and confirming deferred gifts. Steward Legacy Circle members, strengthen professional advisor relationships, maintain legacy resources, and collaborate across the Foundation to integrate legacy giving into fundraising and donor engagement strategies.

Requirements

Requires a relevant post-secondary diploma or degree and at least five years of direct fundraising experience with significant gift and legacy planning exposure, or related professional advisor experience. Candidates should have knowledge of gift planning, estate and tax considerations, strong donor relationship and communication skills, database experience, and the ability to manage a donor portfolio independently; CFRE, CAGP membership, and Raiser’s Edge NXT experience are assets.

Skills

  • Legacy Gift Planning
  • Donor Relationship Management
  • Fundraising
  • Planned Giving
  • Estate Planning
  • Donor Stewardship
  • Portfolio Management
  • Professional Advisor Engagement
  • Donor Prospecting
  • Communication
  • Interpersonal Skills
  • Judgment and Decision-Making
  • Microsoft Office
  • Fundraising Database Management
  • Raiser’s Edge NXT
  • Proposal and Report Preparation

Benefits

  • Hybrid Work Environment
  • Nine-Day Fortnight Schedule
  • Generous Vacation
  • Health Benefits
  • Dental Benefits
  • Defined Benefit Pension Plan
  • Professional Development

Visa sponsorship

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Categories

  • Management & Leadership
  • Sales
  • Healthcare

Keywords

  • Fundraising
  • Legacy Giving
  • Planned Gifts
  • Gift Planning
  • Estate Planning
  • Wills
  • Bequests
  • Registered Assets
  • Insurance
  • Trusts
  • Estate Law
  • Tax Considerations
  • Donor Relations
  • Donor Stewardship
  • Legacy Circle
  • Professional Advisors
  • Portfolio Management
  • Donor Engagement
  • Raiser’s Edge NXT
  • Microsoft Office
  • Word
  • Excel
  • Outlook
  • PowerPoint
  • CFRE
  • CAGP
  • Vulnerable Sector Criminal Record Check

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