Planned Giving Coordinator

**Annual Salary Range:** Range $57,000 to $70,000.  Typical hiring range $60,000 to $67,000 **Employment Type:** Permanent, Full-Time **Location:** Hybrid (3 days in office per week) **Reporting Manager:** Director of Gift and Estate Planning/Blended Giving **Benefits:** Extended Health Benefits and eligibility to participate in the BC Municipal Pension Plan **Role Overview** The Planned Giving Coordinator plays an integral role in supporting the administration and growth of the Planned Giving program, ensuring a high standard of service, accuracy, and donor care. This role contributes to the effective management of estate gifts and donor records, while supporting the delivery of thoughtful stewardship, engagement, and recognition activities. Working closely with colleagues across the Foundation, the Coordinator helps ensure that planned giving donors feel valued and that their philanthropic intentions are honoured through strong operational practices and a commitment to excellence. **Key Responsibilities** * Coordinate the administration of estate gifts, including managing estate files, documentation, correspondence, and gift distributions. * Maintain accurate donor, estate, and recognition records within the donor database and related filing systems. * Prepare and process financial and administrative transactions, including expense reporting, reconciliations, and departmental documentation. * Support the preparation of regular reports, portfolio tracking, and revenue forecasting for the Planned Giving program. * Coordinate meetings, schedules, and administrative activities to support the effectiveness of the Planned Giving team. * Assist with donor cultivation, stewardship, and engagement initiatives, including events, communications, and recognition activities. * Support data management and quality assurance initiatives, including record maintenance, audits, and database cleanup projects. * Contribute to the development of operational procedures, reporting tools, dashboards, and other process improvement initiatives. * Provide project coordination and administrative support for strategic and special projects as assigned. * Participate in process improvement initiatives and perform additional related duties as required. **Qualifications & Experience** * Successful completion of a post-secondary education in a relevant field such as Business Administration, Communications, Nonprofit Management, or a related discipline, required. * A minimum 2–4 years of experience in an administrative, fundraising, or donor relations support role required, preferably within a nonprofit environment. * Experience supporting planned giving, major gifts, or gift administration, including familiarity with estate processes, considered an asset. * Experience supporting reporting, data management, and process improvement initiatives is an asset. * Proficiency with CRM/database systems (e.g., Raiser’s Edge, Salesforce) and Microsoft Office, required. ***As a n