Estate and Gift Planning Manager - #193445

Job Title: Estate & Gift Planning Manager (Montreal, QC)

Location: Montreal : Montreal, Quebec City, Ottawa (Detailed office location information can be found by visiting this link: https://cancer.ca/en/contact-us)

Work Model: Hybrid Work Model

Salary Band: 6 ($64,000 - $96,000 CAD)

HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA

The Canadian Cancer Society works tirelessly to save and improve lives. We raise funds to fuel the brightest minds in cancer research. We provide a compassionate support system for all those affected by all type of cancer, across Canada. Together with patients, supporters, donors and volunteers, we work to create a healthier future for everyone. Because to take on cancer, it takes all of us. It takes a society.

MAKING AN IMPACT

As Manager, Estate & Gift planning at Canadian Cancer Society, you will be:

• Managing a portfolio of donors to achieve revenue goals for the Estate and Gift Planning Department.
• Managing and maintaining Database.
• Collaborating with team and enhancing Organizational Engagement.
  
  

What You’ll Be Doing

Independently solicits, secures, manages, and oversees new and existing donor accounts to achieve revenue goals for the PG Department

• Build relationships and provide guidance on planned gifts to support future bequests and other giving options.
• Respond promptly to leads generated through pipeline development.
• Meet with donors and their advisors to develop giving strategies aligned with their philanthropic and financial goals.
• Steward current planned gift donors.
• Identify and leverage collaboration opportunities across the organization.
• Represent the Québec region with professionalism and passion within the Canadian Cancer Society and externally.
• Network with allied professionals in the field and attend relevant seminars.
• Fulfill other job-related responsibilities as assigned, while exemplifying CCS’s values: accountability, caring, integrity, respect, quality, responsiveness, and teamwork.
  
  

Database management and maintenance

• Ensure donor information, including contact details, giving history, and engagement records are accurately maintained in the CRM to support relationship management and reporting.
• Organize and segment donor data for targeted outreach, tailoring messaging to donor interests and giving patterns.
• Uphold CRM integrity by adhering to data collection and entry policies and procedures.
  
  

Team Collaboration and Organizational Engagement

• Collaborate with cross-functional teams to align planned giving data with overall fundraising efforts, ensuring consistency in messaging and donor engagement strategies.
• Actively contribute to the National Planned Giving Team, including program development initiatives.
• Attend Canadian Cancer Society events as required.
• Foster a high-performance culture that leverages the unique talents and strengths of each member while encouraging their growth and development.
• Champion CCS as a hero in the face of cancer.
• Contribute to our culture of diversity, inclusion, belonging and equity (DIBE) by ensuring that all staff feel represented, valued, and heard across all aspects of their identity, including gender, age, religion, ethnicity, nationality, race, and sexuality.
• Other duties as assigned
  
  

Qualifications

• Bachelor’s degree or equivalent in a relevant discipline is required.
• CFRE and/or MFP-A Designation is an asset
• Bilingualism (French/English) is required due to the organization’s nationwide operations and the need for effective communication across various regions.
• Minimum of 5 years of fundraising experience, including researching, soliciting, and closing planned gifts.
• Proven expertise in Estate and Gift Planning with a strong understanding of planned giving vehicles and their tax implications (e.g., bequests, annuities, trusts, securities, life insurance).
• Knowledge of charitable gift tax regulations, new legislation, and relevant revenue rulings.
• Strong judgment, discretion, and professionalism in handling sensitive issues.
• Excellent interpersonal, verbal, and written communication skills, with the ability to present, explain, and discuss complex information effectively.
• Active listening, empathy, integrity, and honesty in donor interactions.
• Strong execution skills with a donor-focused approach and work ethic.
• Collaborative mindset, fostering openness and productive dialogue.
• Innovative problem-solving skills with the ability to think creatively.
• Strong analytical ability to assess and prioritize key issues.
• Ability to proactively address opportunities with a strategic approach.
• Intermediate to expert knowledge of Salesforce.
• Willingness to travel within Quebec
• Others may apply
  
  

What You Can Expect From Us

CCS provides impactful opportunities to transform the lives of Canadians affected by cancer. We are devoted to creating an inclusive workplace that celebrates diverse experiences and skills, encouraging all qualified candidates to join us. Our inspiring culture is rooted in our core values and commitment to meaningful change:

COURAGEOUS UNITED CARING RIGOROUS

We offer a competitive salary, excellent benefits, including paid parental leave, family sick time, and health insurance—and a fulfilling work environment where your efforts make a meaningful impact daily.

COME AS YOU ARE

At CCS, we celebrate individuality and the strength of diversity. We are committed to fostering an inclusive and equitable workplace that empowers everyone. We encourage applications from all qualified candidates, including those from equity-deserving groups such as BIPOC, 2SLGBTQI+ communities, individuals with disabilities, veterans, and others who contribute to the richness of our organization. Together, we unite Canadians to shape the future of cancer care.

How To Apply

Qualified candidates are invited to submit their resume, cover letter and salary expectations.

We thank all candidates for their interest and advise that only those selected for an interview will be contacted.

Other Information

CCS is dedicated to employment equity and encourages applications from all qualified candidates . In accordance with the local provincial Accessibility Act, accommodation will be provided as requested throughout the recruitment process . We want to make the interview process a great experience for you!

Please note that in keeping with the mandate of CCS to model and promote healthy lifestyles , employees are not permitted to smoke in or about CCS premises or while carrying out CCS business.

Privacy Disclosure

We collect your personal information through forms, by phone or in person to evaluate your candidacy for the role(s) you have applied for, to contact you regarding your candidacy, and to generate recruitment-related reports. If selected for a position at CCS the information provided will be used for the purposes of pre-employment checks and added to your employee file. We may share your personal information with third parties, including recruitment consultants, within or outside your province or territory or outside Canada to carry out the purposes identified above, or as required by law. We may contact you by mail, email, phone or text. You can exercise your right to access your information or have it corrected, unsubscribe from communications or withdraw your consent by selecting these options within the ADP system, or by contacting [email protected] . For more information about our privacy practices, visit cancer.ca/privacy.

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