Planned Giving Manager

Planned Giving Manager

Is responsible for designing, implementing, managing and evaluating a comprehensive strategy, including stewardship, for the Festival’s planned giving program to support future priorities through realized and deferred gifts to the operating company and/or the Endowment Foundation. This position reports to the Senior Director of Advancement or designate and is part of the Advancement Department team.

Responsibilities:

• Design, implement and manage a comprehensive strategy in order to identify planned giving prospects, secure planned giving commitments and steward identified planned giving donors with the goal of increasing the number of legacy and major planned gifts and providing ongoing, meaningful stewardship to existing donors over their lifetimes.
• Develop an annual plan that includes accurate budget forecast for expenses and goal for confirmed expectancies.
• Identify, cultivate and solicit planned gifts, both annual and endowed, through a rated prospect list.
• Steward a large portfolio of current planned giving donors and deepen connections with the Festival through regular personal contact, communications and special events.
• Maintain a current and in-depth knowledge of planned giving vehicles, including bequests, life insurance, charitable remainder trusts, pension funds, gifts of securities, etc. and their applicability to individual donor situations with patrons in both Canada and the United States.
• Ensure that the Festival has the necessary systems, policies and procedures in place to operate the planned giving program within the regulatory framework of the Canada Revenue Agency and the Internal Revenue Code (U.S.).
• Create and implement strategies to enhance planned giving awareness among Festival patrons through development of communications materials and marketing strategies, including telefunding campaigns.
• Execute and manage the administrative duties of the position and, through the effective use of Tessitura, the Festival’s database, accurately track enquiries, monitor relationships, and record commitments and realized planned gifts.
• Conduct in-person meetings as required with planned giving prospects (cultivation/solicitation) and planned giving donors (stewardship).
• Be on site in Stratford during the performance season and be able to travel throughout Ontario (and other parts of Canada) and to the Festival’s major U.S. markets as required. Recognize that frequent evening and weekend work will be required throughout the Festival’s season.
• Participate with other members of the senior Advancement team in developing overall fundraising plans and campaign strategies and monitoring success to goals on an annual basis.
• Attend meetings of the Festival’s Advancement Committee and participate, as required, with updates on the planned giving program.
• Adhere to, implement and enforce the Stratford Festival Health & Safety Commitment and Procedures, and ensure that safe work practices and policies are supported and enforced within reporting structure.
• Perform other duties as assigned.

Qualifications:

• University degree or equivalent education and experience in a field related to business, communications or public relations.
• Minimum of five years’ experience in a senior fundraising and gift planning role, preferably in the performing arts industry.
• Experience working with both the Canada Revenue Agency and the Internal Revenue Code is desired.
• Excellent in-person, written and oral communications skills.

This full time position is located in Stratford, Ontario and will begin April 4, 2022.

Job Type: Full Time

Annual Salary: $67,876 - $84,852

The Festival is working diligently toward a safe and healthy workplace for everyone. We welcome applicants of every identity, and encourage applications from Indigenous, Black, People of Colour, Deaf, disabled and 2SLGBTQ+ folks. We are committed to accommodating people with disabilities throughout the recruitment process and beyond. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

As a condition of hire, all successful job candidates must be fully vaccinated against COVID-19 and provide proof of full vaccination at time of contracting. This condition is subject to the provisions of the Human Rights Code.

If you have the qualifications to fill this role and feel you could make a meaningful contribution to the Stratford Festival, please apply by submitting your resume and cover letter in a single PDF by 5:00pm on February 18, 2022 to:

Human Resources
Stratford Festival
E-mail: resumes@stratfordfestival.ca
Subject: Planned Giving Manager