Planned Giving Manager

World Renew

. Develop and nurture relationships with legacy giving society members, known as Joseph Stewards .

Posted 9/29/2026full-timeBurlington • CanadaMid-LevelSenior💰 CA$82,206 - CA$92,481 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in donor relationship management and legacy giving strategies, with a strong commitment to the Christian faith and community engagement. Proficient in utilizing CRM systems for donor tracking and communication while fostering connections with diverse stakeholders.

Highest-signal resume keywords

Donor Relationship BuildingLegacy Gift PlanningSalesforce ProficiencyFundraising ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Donor Relationship BuildingLegacy Gift PlanningFundraisingProspect Pipeline ManagementCultivation StrategiesEducational Content DevelopmentCRM System ManagementFinancial Goal SettingResearch and Identification of DonorsConfidentiality Maintenance

Soft Skills

Interpersonal SkillsClear Verbal CommunicationWritten CommunicationSelf-DirectedTeam Player

Tools & Technologies

SalesforceCRM Systems

Industry Keywords

Legacy GivingPlanned GivingChristian Community EngagementDiversity, Equity, InclusionReformed Faith Knowledge

About the role

Key responsibilities & impact

Develop and nurture relationships with legacy giving society members, known as Joseph Stewards
Strengthen engagement and increase planned giving support
Build and manage a prospect pipeline by identifying, qualifying, cultivating, and soliciting donors
Implement targeted cultivation strategies for legacy and planned gifts
Manage an assigned donor portfolio with consistent communication and stewardship
Foster connections with legacy giving society members in the United States
Segment donors according to interests and communication preferences
Provide tailored reports, newsletters, and ministry updates
Research, identify, and qualify donors for legacy and planned gift opportunities
Promote the Joseph Stewards program through campaigns, newsletters, donor stories, events, and webinars
Develop educational content including brochures, web pages, and FAQs
Collaborate with estate planning professionals, family members, attorneys, and other stakeholders
Support legal and financial aspects and processing of planned and estate gifts
Establish financial goals and strategic plans with the team and supervisor
Accurately record donor information in the CRM system
Perform other duties as assigned
No supervisory responsibility

Requirements

What you’ll need

Actively practicing Christian with participation in a local Christian community and strong commitment to Christ
Commitment to diversity, equity, inclusion, and belonging
Ability to articulate a biblical worldview and explain how World Renew embodies this in its mission
Knowledge of the Reformed faith and tradition recommended; working knowledge of the Christian Reformed Church is an asset
Self-directed with strong ability to prioritize in a multi-task environment
Proven experience in donor relationship building and securing legacy/planned gifts
Well-developed interpersonal skills and clear verbal and written communication
Proficiency in Salesforce or other Customer Relationship Management programs
Flexible and adaptable team player
Ability to maintain confidentiality of donor information
Bachelor’s degree in sales, marketing, communications, or another related field required
Minimum of 3 years of work experience in fundraising and/or gift planning preferred
Fluency in English with excellent written and verbal communication skills
Travel at least 20% of the time to engage with donors
Occasional meetings in the United States and Canada
Occasional travel outside North America may be required
Permanent work authorization required at time of hire
Successful candidate must complete a thorough background check

Benefits

Comp & perks

Hybrid work arrangement with 2 days in-office for Burlington-based employees
Remote options available in British Columbia and Alberta
Reasonable accommodation for individuals with disabilities
Significant computer-based work and virtual communication
Opportunities to engage with donors through travel and events
Thorough background check and safeguarding-focused recruitment process