Legacy Specialist

Application deadline:
Alzheimer Society of Canada wordmark and identifier.

Alzheimer Society of Canada

The Alzheimer Society’s vision is a world without Alzheimer’s disease and other dementias. Our mission is to alleviate the personal and social consequences of Alzheimer’s disease and related dementias and to promote research.

Our Values

Collaboration Accountability Respect Excellence

The Alzheimer Society is an equal opportunity employer, and we are dedicated to building a workforce that reflects the diversity of our communities in which we live and serve. We are also committed to inclusive, barrier-free recruitment and selection processes in accordance with the Human Rights Code and AODA and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.


Legacy Specialist

Reporting to the Senior Director, Strategic Giving and Fund Development, the Specialist, Legacy collaborates on development strategies for a robust planned giving program. This includes managing the progression of legacy suspects, prospects, and expectancies. Responsibilities will also involve ensuring effective data capture, reporting processes, communication, recognition, and stewardship policies are established to support our donor portfolio. The Legacy Specialist plays a critical role in tracking and reporting on key performance indicators (KPIs) for the planned giving program.

What You’ll be Doing

Portfolio Growth

  • Implement planned giving strategies to drive portfolio growth, aligning with philanthropic goals
  • Work closely with the Philanthropy team to create and execute a comprehensive marketing plan for planned giving, including the design, production, and content of materials
  • Identify and engage planned giving prospects through diverse marketing approaches
  • Cultivate and secure commitments from legacy leads through various communication methods, such as phone calls, letters, emails, in-person meetings, and online interactions
  • Provide prospective donors with tax and estate planning information, highlighting the benefits of various planned and deferred giving options
  • Organize and participate in training and information sessions for potential donors, financial and estate planners, staff, and other stakeholders nationwide
  • Stay updated on gift planning trends and best practices

Estate Administration

  • Coordinate estate files, securities gifts, insurance, and other planned/deferred gifts in collaboration with specialists
  • Maintain estate files and correspondence throughout the probate process, liaising with estate executors and legal counsel, and reporting all legacy gift income
  • Ensure accurate record-keeping and reporting for existing and potential legacy gifts
  • Cultivate positive relationships with estate advisors and allied professionals through events and one-on-one meetings
  • Maintain confidential records and databases related to planned giving donors and potential donors, both in hard copy and digital formats

Your Qualifications and Education

  • University degree or post-secondary diploma, or an equivalent combination of education and experience in estate or financial management
  • Three (3) years of fundraising experience, with a minimum of two (2) years of proven experience in a planned giving role within a charitable or non-governmental organization
  • Excellent knowledge of donor-centered fundraising principles and portfolio management
  • Proven success in securing major and planned gifts
  • Ability to develop and nurture long-term professional relationships
  • Understanding of common gift planning types, including securities, registered funds, insurance, and gifts in kind for both current and deferred giving
  • Demonstrated empathy, compassion, tact, and sound judgment when handling private matters, including family dynamics, wealth, health concerns, and end-of-life considerations
  • Skilled in establishing positive relationships with donors' family members and advisors
  • Proficiency in MS Office and general computer skills
  • Working knowledge of relevant software applications, such as Raiser's Edge, with the ability to generate reports and queries
  • CFRE certification and/or a background in financial planning in an advisory capacity is considered an asset

If you have a passion for philanthropy and the qualifications listed above, we encourage you to apply for this rewarding opportunity. Join us in making a positive impact through planned giving and legacy support.

Commitment to Equitable Recruitment

The Alzheimer Society recognizes the value and dignity of each individual and ensures everyone has genuine, open, and unhindered access to employment opportunities, free from any barriers, systemic or otherwise. We are dedicated to building a diverse and inclusive work environment, where the rights of all individuals and groups are protected and all members feel safe, respected, empowered, and valued for their contributions. We are committed to inclusive, barrier-free recruitment and selection processes in accordance with the Human Rights Code and AODA.

Please submit your resume and cover letter to: https://www.linkedin.com/jobs/view/3814292710

Please include the ‘Job Title’ in the subject line.

We thank all who apply, but only those selected for an interview will be contacted.

Closing Date: February 21, 2024