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Development Officer, Legacy & Planned Giving - Victoria Hospice Society

Victoria, BC

Job Description

The diagnosis of a serious or life-limiting illness has profound effects on a person, their family, and friends. For more than 40 years throughout the greater Victoria area, Victoria Hospice has been caring for the dying, and supporting those who love them.

We support patients and loved ones on their journeys through life-limiting illness and bereavement. 

Victoria Hospice Society’s mission is to enhance the quality of life for those facing advancing illness, death, and bereavement through skilled and compassionate care, education, research, and advocacy. Our desire is to provide exceptional end-of-life care for all.

Fundraising provides a substantial part of the organization’s budget, and planned giving is particularly important. The Development Officer, Legacy & Planned Giving, therefore plays an integral part of Victoria Hospice’s fundraising team, carrying out initiatives that support Victoria Hospice Society’s programs of care.  

The Development Officer, Legacy & Planned Giving (DO) will have sole responsibility for all donor relationships related to legacy and planned giving, leading with compassion and care to develop sincere and authentic connections to the organization. The DO manages the program, leads estate administration, markets the program broadly, and is a collaborative and supportive colleague.

Victoria Hospice donors are incredible, and most will have had or are going through a profound life experience. It follows that conversations about legacies and planning happen often and naturally. The Hospice has a strong legacy program on which to build, so this is a unique and compelling opportunity for a fundraising professional to:

  • Join a close-knit, caring, and supportive community of Hospice staff and volunteers
  • Leverage Victoria Hospice’s reputation and feelings of appreciation
  • Elevate an already strong planned gift program
  • As the in-house gift planning expert, have authority and autonomy over their program area
  • Support the Hospice’s planned capital campaign
  • Play a pivotal role in the community’s evolving Hospice needs

For more about Victoria Hospice, see https://victoriahospice.org.  Our 2020/21 Annual Report can be found here.

 

    Salary Range:
    $62,642 - $90,048

    Job Requirements

    The Development Officer, Legacy & Planned Giving (DO), is responsible for the development, implementation, and management of the planned giving program. The DO draws upon their high level of charitable gift planning expertise to motivate prospective donors and lead cultivation, solicitation, and stewardship. 

    They will manage a portfolio of individual donors and prospects, and the ongoing administration of estates. The DO plays an important role in Victoria Hospice’s donor communications, including newsletters and e-newsletters, and assists with major donor cultivation as required. 

    The Development Officer, Legacy & Planned Giving is an integral part of the development team and partners with other fundraising and communications colleagues on other initiatives as needed. Reporting to the Director of Fund Development, the DO participates at a high level in the annual planning and budgeting of fundraising activities each year.

    Specific Responsibilities:

    Legacy and Planned Giving

    • Build meaningful relationships with Victoria Hospice’s planned gift prospects and donors
    • Identify and cultivate planned giving prospects, providing opportunities to engage authentically with the organization
    • Support Hospice volunteers and staff in managing planned gift enquiries as the “first point of contact” with Hospice clients
    • Maintain all gift records, including tracking and reporting planned gifts in Raiser’s Edge database
    • Perform statistical analysis of data and records as required
    • Plan and implement stewardship of all legacy donors and Heritage Circle members in particular.
    • Provide regular progress reports to the Director of Fund Development
    • Strategically partner with the Director of Fund Development on blended (major & planned) gifts, or facilitate legacy donors as major gift prospects, and vice-versa
    • Maintain a high level of charitable gift planning expertise and trends, including tax aspects and new legislation, through ongoing professional development, networking, and independent research.

    Marketing and External Relations

    • Develop and implement an annual marketing plan that may include, but is not limited to:
      • Participation in relevant planned giving sector initiatives (i.e. Leave a Legacy Month; Make a Will Week, etc.)
      • Research and determine appropriate ads in 3rd party donor marketing publications (i.e. BC Planned Giving Guide; Canadian Donors Guide, etc.)
      • Presentations for prospective donors, professional financial and estate planners, and other constituencies
      • Work with Communications & Marketing, participating in the creation of donor newsletters, e-newsletters, and other print materials and communications
      • Solicit and write donor stories and articles for marketing purposes (i.e. for Transitions, Hospice Connections, Hospice Matters, social media, ad campaigns); deploy them as part of the plan and as opportunities arise
    • Identify and cultivate relationships with professional advisors, making them aware of, and keeping them up to date, on the services and programs at Victoria Hospice, as well as opportunities for funding by their clients
    • Plan, draft, and deliver an annual planned giving survey to Victoria Hospice planned giving prospects; analyze results and follow up on requests, commitments, and donor stories as appropriate
    • Identify and implement new legacy opportunities wherever possible.

    Organization & Estate Administration

    • Manage the ongoing administration of active estates through timely and effective communications with estate lawyers and executors, ensuring all estates are being properly administered by the executor/trustee in a timely, appropriate, efficient, and fiduciary manner
    • Participate in the annual strategic planning and budgeting processes
    • Record estate gifts and ensure that the Raiser’s Edge database is properly maintained with prospects, confirmed expectancies, and other planned giving donors
    • Deploy best practices in moves management with donors and allied professionals alike
    • As a key member of the staff, attend Victoria Hospice events as appropriate.

    How To Apply

    The Discovery Group, a leading recruitment consultancy specializing in the social profit sector, has been engaged to support Hospice’s recruitment efforts for this important role.

    Enquiries, expressions of interest, and confidential nominations are welcome. 

    To learn more or to apply, please contact Christoph Clodius, Vice President of The Discovery Group, at 604-836-1972, or christoph@thediscoverygroup.ca.

    All submissions should be received by January 28, 2022.

    Victoria Hospice offers a substantial and comprehensive compensation package, including generous holidays, extended medical and dental coverage, membership in the Municipal Pension Plan, and professional development support. The successful DO can expect a competitive salary between position $62,642 - $90,048 depending on experience.

    Applications are invited from all qualified individuals inclusive of disability, culture, ethnicity, race, gender identity and expression, nation of origin, age, or religion.

    This position is covered by the Provincial Health Officer’s mandatory COVID-19 vaccination order, so as part of our commitment to the health and safety of our community, we require all employees to be fully vaccinated against COVID-19.