Senior Philanthropy Officer

Halifax, NS, Canada
Full Time
Mid Level
The opportunity
The Senior Philanthropy Officer, NL, NS and PEI works to achieve the highest priority funding needs of the Foundation while managing a portfolio of individual prospects, organizations, and family foundations.  Ideal for someone who is an accomplished fundraiser with a proven track record of successful asks at the $25,000 level, responsible for identification and solicitation of gifts as well as cultivation and stewardship.  The role will develop and execute the established strategies to increase revenue in the portfolio which contributes to the overall fundraising goals of the organization.

Responsibilities include developing and implementing comprehensive annual plans for identifying, qualifying, cultivating, soliciting and stewarding prospects and donors, developing and managing a portfolio of approximately 125 accounts, with a revenue goal of $400K per year. The role needs a seasoned networker comfortable bringing groups together to facilitate relationship building, connections and support asks.

Working from a home office, the ideal candidate will be based in the Halifax metro region.  The expectation for the role is that there will be significant activities focused on meeting with prospects and volunteers.  Occasional travel between Nova Scotia, PEI and Newfoundland is required as well as working occasional evenings and weekends.

How you will make an impact every day
Strategic planning of portfolio and prospect/ Donor management
  • Develop annual and multi-year plans for major gifts and family foundations
  • Lead and create personalized prospecting plans for assigned prospects/donors (100-125)
  • Work collaboratively on the research and identification of new prospects, as well on the process of prospect management and clearance
  • Proactively research, solicit staff/volunteer for referrals within their networks, enhance the existing pipeline and develop new relationships with potential major donors.
  • Actively manage an assigned portfolio with an expectation of 5+ face to face strategic contacts per month.
  • Utilize effective systems for tracking and cultivating donors, and prospective donors through CRM

Relationship Building, Gift Solicitation and Stewardship
  • Submit a minimum of 10 major gift proposals per year
  • Collaborate closely with internal teams to develop and deliver high quality, highly customized proposals and solicitations
  • Effectively and successfully integrate the Foundation’s mission, strategic plan, annual priorities and case for support with philanthropy in achieving organizational goals with prospects/supporters
  • Using networks, research staff and volunteer referrals enhance the existing pipeline of interested philanthropists and partners
  • Finalize gift terms and bring solicitations to closure with or independent of volunteer leadership, as appropriate.
  • Deliver prompt, personal and meaningful gift acknowledgment correspondence.
  • Ensure appropriate donor recognition, acknowledgement, and stewardship activities are implemented with the goal of repeat gifts

Delivery on Annual Revenue
  • Provide input into the development of the annual business plan and budget for the Atlantic Development Team and monthly review of progress against plan.
  • Create and monitor personal business plan and budget, and suggest modifications, when necessary, in order to meet personal targets.
  • Take an active role in learning about and keeping current with the Foundation’s priority funding opportunities

Who we need
Experience
  • 8-10 years direct major gifts/campaign experience
  • Demonstrated track record of independently closing individual major gifts of $25,000+
  • Experience working in a results-oriented institution with multiple internal and external stakeholders
  • Experience participating in an integrated moves management and prospect clearance process
Education
  • Post-Secondary
  • CFRE certification and involvement in a professional association is an asset 
Skills
  • Strong verbal, communication and writing skills, along with polished presentation skills
  • Strong understanding of charity sector and not-for-profit organizations.
  • Ability to work well with a diverse group of people and build strong relationships
  • Ability to effectively manage and prioritize multiple projects and deadlines simultaneously
  • Consistently demonstrates the highest standards of professionalism, confidentiality, integrity, and sensitivity
  • Demonstrated initiative and confidence in making first contact calls, to promote partnerships at every opportunity.
  • Able to seek out opportunities and anticipate challenges, and identify strategies for successful implementation.
  • Driver’s license and use of reliable vehicle required
What we offer
At Heart & Stroke, we make it a priority to foster a culture of caring by implementing practices and programs that foster respect, compassion, trust and attentiveness to our own and others’ health and well-being.
In addition to a competitive salary, we believe that time off is integral to the personal health and wellness of our employees. We offer a generous paid time-off package including vacation days, personal days, wellness days, and paid company-wide closure between December 25 and January 1. We also provide competitive health, medical, dental and vision benefits, life insurance, disability benefits, an employee assistance program (EAP) and a defined contribution pension plan with employer matching. Our employees also enjoy a flexible hybrid working model and reimbursement for mobile phones and home office setup, as well as opportunities for professional development.

Apply now
If you want to join the fight to beat heart disease and stroke, please apply by sending your resume by March 22, 2024. Applicants must be currently residing in Canada and legally entitled to work in Canada.
Only those candidates that qualify will be selected for an interview. At this time, all interviews are being conducted via phone and/or video call ― we look forward to “virtually” meeting you!
Accommodation
We are committed to fostering an inclusive, barrier-free and accessible environment. If you have been contacted for an interview and require accommodation to participate in the recruitment and selection process, please let us know and we will do our best to address your needs.
 
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