Planned Giving Department Creation - ON-686

Project type: Innovation
Desired discipline(s): Business, Social Sciences & Humanities, Journalism / Media studies and communication, Public administration
Company: The Canadian Council of the Blind
Project Length: Longer than 1 year
Preferred start date: As soon as possible.
Language requirement: EnglishFrench
Location(s): Ottawa, ON, Canada; Canada; Canada
No. of positions: 2
Desired education level: CollegeUndergraduate/Bachelor
Open to applicants registered at an institution outside of Canada: No

About the company: 

The Canadian Council of the Blind (CCB) is a membership-based not-for-profit organization that brings together Canadians who are blind, deaf-blind, or living with vision loss through chapters within their own local communities to share common interests and social activities. 

CCB works to improve the quality of life for persons with vision loss through awareness, peer mentoring, socializing, sports, advocacy, health promotion, and illness prevention.

Describe the project.: 

The CCB would like to create a Planned Giving Department to address the sustainability of the organization and build for its future.

This project would entail researching other organizations' planned giving departments and creating a strategy for implementation within the CCB. This would include detailed budgets, strategy regarding cultivation and solicitation of planned and major giving prospects, write-ups of recommended policies, procedures, and standards of the department. 

Required expertise/skills: 

  • Demonstrated ability to interact comfortably, tactfully, and effectively with donors as well as internal and external stakeholders.
  • Experienced in handling sensitive and confidential situations directly. This includes the emotional intelligence and maturity to handle end-of-life stage conversations with sensitivity as well as a genuine desire to know the unique story behind each gift.
  • Experience in planned giving and/or major gift fundraising.
  • Thorough knowledge of estate planning, including wills and trusts, as well as general knowledge of income, estate, and gift tax laws.
  • Knowledge of donation and receipting processing and CRA regulations is an asset
  • High attention to detail and initiative.
  • Must possess the ability to think strategically, work independently and as a member of a team.
  • Excellent communication skills (both written and verbal) and well-developed interpersonal skills, in English/French is considered an asset.
  • Excellent organizational and administrative skills.
  • Excellent proficiency in Excel and Word.
  • Demonstrated commitment to exceptional customer service and a pleasant phone manner.
  • Ability and willingness to obtain vulnerable sector police reference check as a condition of employment.
  • Keen desire to learn and develop skills.