Elevate legacy donor engagement at The Baycrest Foundation as the Planned Giving Manager specializing in estate administration. Collaborate to enhance community impact in aging and brain health.
This position, reporting to the Director of Planned Giving and Legal Affairs, centers on managing donor portfolios and driving the legacy campaign strategy. Your role encompasses educating staff and professional advisors on planned giving, while ensuring compliance during estate administration. Building strong relationships with donors and community partners will be vital for success.
Key Responsibilities:
• Steward a personal portfolio of legacy donors
• Create impactful planned giving communications
• Collaborate on campaign strategies with fundraisers
• Manage the lifecycle of estate gifts
• Prepare analytical reports for performance tracking
Requirements:
• Minimum 5 years in related fundraising roles
• Experience in estate administration practices
• Ability...