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Senior Manager, Monthly and Intermediate Giving

The Heart and Stroke Foundation

Life. We don’t want you to miss it.TM

That’s why Heart & Stroke leads the fight against heart disease and stroke. Powered by donors and volunteers, we fund life-saving research and help Canadians lead healthier lives.

Heart & Stroke is a health charity active in communities across the country. We are sustained by the commitment and generosity of more than 30,000 volunteers and more than 1 million donors.

 

The opportunity

Acting as a visionary and role model, the Senior Manager, Monthly and Intermediate Giving is responsible for leading the development and implementation of strategies and campaigns to significantly grow mid-level and monthly donors.  The ideal person is a self-starter who is genuinely donor-centric, with a strong commitment to sharing our impact. Results-oriented with a strong focus on working with and through a team they are an excellent balance between creative and analytical. 

 

Key responsibilities

Strategy and Budgeting

  • Develop and lead successful and integrated programs that strategically grow the value and engagement of portfolio donors. 
  • Oversight of the development of monthly and mid-level multi-channel campaigns across the donor journey – including acquisition, repeat giving, retention, and stewardship
  • Develop and implement protocols for cultivation and stewardship opportunities including gift impact reporting, moves management, acknowledgements, communications, and other opportunities for donor engagement. 
  • Act as a collaborator in the development of plans for different donor segments including acquisition, annual giving, onboarding, mid-level, monthly, legacy and major gifts
  • Development of revenue and expense forecasts for donor campaigns, laddering up to the departmental targets
  • Budget creation and management including oversight of invoice tracking, payment and reconciliation
  • Create innovative programs and projects to thank and steward donors; ensure donors are acknowledged and recognized appropriately for their support. 

Campaign Planning & Execution

  • Manage the development and execution of the program’s annual marketing and communications plans for renewal, stewardship and reactivation;
  • Manage the day-to-day workflow of staff in developing and executing plans across all phases of campaign development and implementation;
  • Develop multi-channel journeys based on an in-depth knowledge of donor segments and applying messages at the individual level
  • Research and manage cross-Foundation opportunities with regard to package themes, content and incremental revenue generating opportunities
  • Oversight of internal production and external vendors to ensure flawless and cost-effective execution

Data and Analytics

  • In partnership with internal and external analytics partners monitor and report on the performance (revenue and expenses) of the campaigns and annual plan
  • Lead regular of reporting of donor performance and health  - ensures a strong mix of tactical and broader reference analysis and reporting
  • Lead the reporting of individual campaigns and tactics both for the short-term and the longer term impact on donor behaviour
  • In conjunction with analytics staff and vendors design and build tests that are statistically significant, measurable, and replicable
  • Using data-fueled insights continuously work to understand and adapt to changing donor needs and interplay of campaigns within a complex structure
  • Regular, consistent and clear briefing and coordination with Analytics staff
  • Research and disseminate learnings on competitive market trends in direct response fundraising;
  • With a deep understanding of donor data and databases work as an advocate to ensure data cleanliness and accessibility

Internal Stakeholder Relationships & Vendor Management

  • Build, manage and sustain the internal and external business relationships necessary to support the programs’ objectives;
  • Source and negotiate contracts with vendors
  • Regular vendor performance reviews
  • Works across the organization to keep informed of other Foundation programs and activities to identify opportunities for integration and revenue growth;
  • Regular reporting and updates to Director and peers

Talent Management

  • Lead talent development, ensuring high standards, competence and that staff is well supported in fulfilling their accountabilities, developing their skills and achieving their career potential. 
  • Providing clear direction on business goals and priorities; ensure optimal deployment of resources to achieve business goals.
  • Ensure that cohesive lateral relationships cross functionally are built and developed.
  • Establish performance plan and objectives and review on an ongoing basis; provide coaching and feedback as per the performance management process
  • As required, recruit skilled talent in support of current and future Foundation needs, following Foundation policies, interviewing methodology and assessment guidelines.
  • Familiarize and comply with all HSF policies while ensuring accurate administration of employee related information: absence records, vacation, title, etc.

 

Qualifications

Education

  • Bachelor’s degree in marketing, business or communications

Experience and Skills

  • Minimum 7-10 years of online and offline fundraising experience required preferably in the area(s) of monthly and/or mid-level giving
  • Experienced building complex customer journeys
  • Excellent People management experience, including managing remote staff
  • Solid experience and understanding of multichannel integrated marketing including mail, email and digital
  • Experience managing the creative development process
  • Very strong fundraising preferably in a national organization
  • Ability to build and maintain a high performing team
  • Understanding of customer segmentation and strategic planning based on ongoing data-based analytics
  • Knowledge of techniques required to grow a database or customer file
  • Strong editing, creative and/or copy skills
  • Proficiency in MS Office
  • Working knowledge of Salesforce or comparable email platform and BlackBaud CRM
  • Drive for results
  • Knowledge of google analytics
  • Comfortable with ambiguity
  • Excellent communications skills and proficiency with French language an asset
     
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