Senior Planned Giving Officer

Job Description

The Senior Planned Giving Officer provides donors with opportunities to make a lasting impact on their faith community, express their gratitude, and their desire to serve future generations. Through charitable gift planning, this role supports individuals and families who wish to leave a meaningful legacy that will continue to strengthen parishes, schools, ministries, and the broader Catholic community for years to come.

Rooted in trust, compassion, and respectful stewardship, the Senior Planned Giving Officer helps create a donor experience that is personal, and mission-driven. By supporting donor relationships, legacy giving communications, stewardship activities, events, prospect research, and administrative coordination, this position helps donors connect their life stories and values with the enduring needs of the Church.

Responsibilities

Donor Relations and Stewardship

• Cultivate and steward relationships with planned giving prospects and donors;
• Coordinate donor communications, meetings, and follow-up activities.
• Administer and grow the Catholic Legacy Society.
• Maintain accurate donor records and gift intentions in Salesforce.
• Prepare donation reports, presentations, and stewardship materials.

Marketing and Communications

• Support the development and distribution of planned giving marketing and stewardship materials.
• Collaborate with the Communications team on website content, donor stories, and legacy giving campaigns.
• Coordinate outreach and communication initiatives to enhance donor engagement.

Event Planning and Community Engagement

• Plan and support seminars, workshops, appreciation events, and educational presentations;
• Deliver planned giving presentations to donors, parishes, clergy, and community groups.
• Coordinate event logistics, registrations, invitations, and post-event follow up.
• Represent the Archdiocese at donor, parish, and community events.

Prospect Research and Data Management

• Conduct donor and prospect research to identify planned giving opportunities;
• Prepare donor profiles and briefing materials for leadership and gift officers.
• Monitor and report on planned giving activity, performance, and donor engagement;
• Ensure the integrity, accuracy, and confidentiality of donor records and data.

Desired Skills and Experience

Experience, education and training:

• Three (3) to five (5) years of experience in fundraising, donor relations, customer service, nonprofit administration, or a related field is required;
• Experience using Salesforce or another customer relationship management (CRM) system is considered an asset;
• An education in Nonprofit Management, Business Administration, Communications, or a related field is preferred;
• Fundraising Certificate and / or CFRE Certification is preferred;
• An equivalent combination of education and experience may be considered.

Knowledge skills and abilities:

• Highly interpersonal with a notable ability to build trust, listen, consult, and align themselves with those that you work with and support;
• Strong ability to build positive and enduring relationships with donors, pastors, and parishes;
• Excellent communication skills both verbal and written;
• Highly organized and very detail oriented;
• Strong understanding of fundraising and donation processing;
• Proven high level of initiative, judgement, and discretion;
• Intricate knowledge of the Catholic church in Vancouver and the related fundraising initiatives;
• Excellent problem-solving skills with the ability to discern and pivot quickly;
• Ability to work independently, as well as collaboratively as part of a team;
• Working knowledge of the Microsoft Office suite.

Conditions of Employment

• Must be committed to the mission of the Church and to the principles of Gospel stewardship;
• Demonstrates a model of servant leadership in all his/her endeavours;
• Reliable access to a vehicle and valid BC Driver’s license;
• Ability to meet the Archdiocese of Vancouver’s Safe Environment policies;
• Must be compliant with all applicable personnel policies.

Working Environment

• This is a full-time position. Core office hours are 9:00 AM – 4:30 PM;
• Primarily in-office position with occasional travel for donor visits and events;
• Some evening and weekend work may be required for various fundraising events;
• Comprehensive group extended health and dental benefits and pension plan offered;
• Salary Range: $75,000 – $85,000 per annum.