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Legacy Giving Specialist

Siloam Missionabout 23 hours ago
Winnipeg, MB
CA$53,321 - CA$72,140/yearly
Senior Level

Top Benefits

Comprehensive health benefits
Comprehensive dental benefits
Pension plan

About the role

ABOUT US

Siloam Mission is a Christian-based non-profit service organization for Manitobans who have experienced homelessness and who struggle with mental health issues, physical and cognitive disabilities, addictions, or trauma. Founded in 1987, the mission provides emergency shelter, meals and clothing, supportive housing, and a variety of healing, support, and recovery services to help people transform their own lives and reach their full potential.

What matters to you?

Being in a work culture that operates out of their core values of HEART (holistic, equity, altruism, relationships, and truth and reconciliation) - embracing diversity, promoting equality and inclusion.

JOB SUMMARY

The Legacy Giving Specialist will identify, cultivate, solicit and steward legacy and planned giving donors, with a strong emphasis on building long-term, trust-based relationships with prospective bequest donors and other supporters considering future gifts. The Legacy Giving Specialist will communicate in a manner that reflects Siloam’s HEART values, and resonates our passion for seeing lives changed through the continuum of services provided. As a key member of the Development team, the primary objective of this position is to connect current, lapsed, and prospective supporters to the Mission, Vision and Values of Siloam Mission through donor-centred legacy giving strategies.

KEY DUTIES & RESPONSIBILITIES

Legacy Giving and Donor Stewardship

  • Develop and implement strategies to effectively identify, cultivate, solicit and steward legacy and planned giving prospects and donors
  • Manage a portfolio of legacy and planned giving donors and prospects through tours, meetings, phone calls, emails, events and other correspondence
  • Build trusted relationships with older adult donors, family members and professional advisors with empathy, discretion and respect
  • Utilize and analyze data, records, metrics, relevant software and research tools to identify and advance new and current legacy giving prospects
  • Work collaboratively to develop compelling donor-centred proposals, cases for support, legacy materials and gift documentation that align with organizational needs
  • Utilize and maintain a moves management system to track individual activity in all stages of the donor life cycle to ensure relationships are nurtured and advanced appropriately on an ongoing basis
  • Ensure donor intent and the philanthropic wishes of legacy donors are respected and that recognition and stewardship strategies align with Siloam Mission's policies, procedures and ethical fundraising standards
  • Collaborate with the broader Siloam Mission team to determine which programs and services are most likely to align with the priorities and philanthropic wishes of legacy donors and prospects
  • Collaboratively ensure impact reporting fulfills commitments to supporters in a timely manner and according to funding agreements, documented donor intent and Siloam Mission's outlined Donor Recognition Journey
  • Ensure donor records, contact reports, planned gift documentation and pipeline activity are current and accurate
  • Be knowledgeable about Siloam Mission’s programs, and services and be able to communicate this information effectively to existing and prospective supporters
  • Encourage donors to seek independent legal and financial advice where appropriate and work respectfully with lawyers, executors, financial advisors and family members when gifts involve wills, estates, insurance, securities or other complex arrangements
  • Ensure all communications align with Siloam's overall Mission, Vision, Values and Strategic Plan

Program Administration and Cross-Department Collaboration

  • Lead the day-to-day activities of Siloam Mission's legacy giving program and support annual goals, pipeline development and stewardship plans;
  • Research and identify prospective legacy donors using internal data, relationship history and other research tools
  • Develop, maintain and advance cultivation, solicitation and stewardship plans for top legacy giving donors and prospects
  • Meet with and tour prospective legacy donors
  • Plan and support legacy events, recognition activities, surveys, mailings and related communications in collaboration with Development colleagues
  • Ensure all documents, templates and process materials for Siloam's legacy giving portfolio are accurate and up to date
  • Track and analyze the performance of legacy outreach, surveys and related donor activity to inform strategy, forecasting and continuous improvement
  • Maintain up-to-date knowledge and practical understanding of estate giving, planned giving practices, and the applicable legal, tax and ethical considerations in Manitoba and Canada
  • Provide coordination to other Development team members on legacy-related activities as required
  • Collaborate with Finance, Communications, Programs, and Leadership to ensure donor commitments are documented, understood, and fulfilled appropriately.

EDUCATION & EXPERIENCE

  • 3 years’ progressive fundraising experience; focus on donor/customer relations an asset
  • Must have a valid 5F driver's license, acceptable drivers abstract, reliable vehicle and the ability to travel within city limits and occasionally to rural locations in southern Manitoba
  • Clear Criminal Record Check with Vulnerable Sector Check, and Clear Adult Abuse Registry Check required

KNOWLEDGE/SKILLS/BEHAVIORS

  • Excellent interpersonal skills with the ability to build relationships with a wide variety of people
  • Strong active listening skills and emotional intelligence
  • Exceptional written and oral communication skills
  • Team-oriented and collaborative, positive approach, with the ability to work independently
  • Strong organizational and time management skills
  • Superb attention to detail
  • Ability to exercise good judgement and solve problems effectively
  • Demonstrated discretion when working with highly sensitive and confidential material, conversations and situations
  • Working knowledge of databases; DonorPerfect experience is an asset
  • Proficiency working with reports and tracking tools
  • Intermediate skills in Microsoft Office programs, (Word, Outlook, etc.)
  • Experience working with older adults, volunteers and/or professional advisors is an asset
  • Familiarity with issues surrounding poverty and homelessness is an asset

RELATIONSHIP

  • Works closely with the Development Manager, Communications Manager and entire Development team;
  • Works occasionally with other department heads, Finance, Program teams, donors, professional advisors, external vendors and agency partners;

WORKING CONDITION

  • Hours of work: Monday-Friday, 8:00 a.m. - 4:30 p.m. with occasional weekends and evenings
  • Office environment with regular on-site and off-site events and donor meetings
  • 1-year term position with the possibility of extension

WORKPLACE SAFETY AND HEALTH

The incumbent contributes to making the organization safe for clients and staff and recognizes the importance of reporting unsafe situations and participating in follow-up reviews as a learning opportunity.

  • Provides a safe environment by ensuring adherence to Workplace Safety and Health Regulations and Policies, Infection Control Guidelines, WHMIS and Safe Work Procedures
  • Immediately investigates and recommends corrective action on any unsafe acts, work conditions, incidents, near misses, injuries or illnesses
  • Demonstrates understanding of role and responsibilities in fire prevention and disaster preparedness and participates in safety and health training programs including the facility’s Fire, Disaster and Evacuation Plan
  • Supports an environment which avoids, prevents and corrects all activities or actions which may result in an adverse outcome in the delivery of services. Community Member safety is a standing item for all individual and departmental meetings
  • If applicable the use of proper PPE and respiratory equipment is provided by the manager of the department and must be worn as suggested

CONDITIONS OF EMPLOYMENT

  • The successful candidate must maintain legal eligibility to work in Canada. If the successful candidate possesses a work permit, it is their responsibility to ensure the permit remains valid.
  • A Police Information Check satisfactory to the employer will be required from the successful candidate, at their expense. To obtain Police Information Check information please visit https://www.winnipeg.ca/police/services/online-record-checks.
  • The successful candidate must provide a satisfactory Adult Abuse Registry check. To obtain an Adult Abuse Registry application please visit: Province of Manitoba | Families | Adult and Child Abuse Registry (gov.mb.ca)

Siloam Mission Inc. promotes Employment Equity and is strongly committed to building a skilled and diverse workforce reflective of Canadian society. Therefore, we encourage candidates to voluntarily self-identify on their application if they are members of the underrepresented groups (women, Indigenous persons, a person with a disability, or a visible minority).

Salary: $53,321 - $72,140

Siloam Mission offers a competitive compensation package, including comprehensive health and dental benefits, a pension plan, paid time off, and additional wellness supports, as well as opportunities for professional growth and development. We follow a structured salary guide to ensure fair, equitable, and consistent compensation across our team, taking into account directly related experience and internal equity in all offers.

CLOSING DATE: 01 JUN 2026

Please include cover letter, resume, and three (3) work references for consideration.

Note: Applications will only be accepted if you apply on Siloam Missions Careers Page. We appreciate all that apply, however; only qualified candidates will be contacted for an interview.

About Siloam Mission

Non-profit Organizations