Overview
Legacy Giving Specialist Jobs in Winnipeg, Canada at Siloam Mission
ABOUT US
Siloam Mission is a Christian‑based non‑profit service organization for Manitobans who have experienced homelessness and who struggle with mental health issues, physical and cognitive disabilities, addictions, or trauma. Founded in 1987, the mission provides emergency shelter, meals and clothing, supportive housing, and a variety of healing, support and recovery services to help people transform their own lives and reach their full potential.
What matters to you?
Being in a work culture that operates out of their core values of HEART (holistic, equity, altruism, relationships, and truth and reconciliation) – embracing diversity, promoting equality and inclusion.
JOB SUMMARY
The Legacy Giving Specialist will identify, cultivate, solicit and steward legacy and planned giving donors, with a strong emphasis on building long‑term, trust‑based relationships with prospective bequest donors and other supporters considering future gifts. The Legacy Giving Specialist will communicate in a manner that reflects Siloam’s HEART values, and resonates our passion for seeing lives changed through the continuum of services provided.
As a key member of the Development team, the primary objective of this position is to connect current, lapsed, and prospective supporters to the Mission, Vision and Values of Siloam Mission through donor‑centred legacy giving strategies.
KEY DUTIES & RESPONSIBILITIES
Legacy Giving and Donor Stewardship
- Develop and implement strategies to effectively identify, cultivate, solicit and steward legacy and planned giving prospects and donors
- Manage a portfolio of legacy and planned giving donors and prospects through tours, meetings, phone calls, emails, events and other correspondence
- Build trusted relationships with older adult donors, family members and professional advisors with empathy, discretion and respect
- Utilise and analyze data, records, metrics, relevant software and research tools to identify and advance new and current legacy giving prospects
- Work collaboratively to develop compelling donor‑centred proposals, cases for support, legacy materials and gift documentation that align with organizational needs
- Utilise and maintain a moves management system to track individual activity in all stages of the donor life cycle to ensure relationships are nurtured and advanced appropriately on an ongoing basis
- Ensure donor intent and the philanthropic wishes of legacy donors are respected and that recognition and stewardship strategies align with Siloam Mission’s policies, procedures and ethical fundraising standards
- Collaborate with the broader Siloam Mission team to determine which programs and services are most likely to align with the priorities and philanthropic wishes of legacy donors and prospects
- Collaboratively ensure impact reporting fulfills commitments to supporters in a timely manner and according to funding agreements, documented donor intent and Siloam Mission’s outlined Donor Recognition Journey
- Ensure donor records, contact reports, planned gift documentation and pipeline activity are current and accurate
- Be knowledgeable about Siloam Mission’s programs, and services and be able to communicate this information effectively to existing and prospective supporters
- Encourage donors to seek independent legal and financial advice where appropriate and work respectfully with lawyers, executors, financial advisors and family members when gifts involve wills, estates, insurance, securities or other complex arrangements
- Ensure all communications align with Siloam’s overall Mission, Vision, Values and Strategic Plan
Program Administration and Cross‑Department Collaboration
- Lead the day‑to‑day activities of Siloam Mission’s legacy giving program and support annual goals, pipeline development and stewardship plans
- Research and identify prospective legacy donors using internal data, relationship history and other research tools
- Develop, maintain and advance cultivation, solicitation and stewardship plans for top legacy giving donors and prospects
- Meet with and tour prospective legacy donors
- Plan and support legacy events, recognition activities, surveys, mailings and related communications in…
Title: Legacy Giving Specialist
Company: Siloam Mission
Location: Winnipeg, Canada
Category:
