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Director, Gift & Estate Planning - Sunnybrook Foundation (Gift & Estate Planning)

Toronto, ON, CA Posted: 12/21/2022 4:08:36 PM

Director, Gift & Estate Planning Sunnybrook Foundation


Sunnybrook Foundation is seeking a collaborative builder and self-starter to serve as our Director, Gift & Estate Planning with responsibility for the development and execution of an integrated program strategy in partnership with colleagues across the Foundation and Hospital. Reporting to the Executive Director, Philanthropy, the Director will be accountable for the direction of the organization’s planned giving efforts resulting in a leading-edge fundraising practice including but not limited to donor communications, events, telemarketing, direct mail, surveys, physician strategy, management of a personal donor portfolio and the team responsible for executing the program activities.

As a senior leader in the organization, this individual will be a contributing architect of the Foundation’s expansion over the next decade and lead its teams to set strategic direction and develop annual business plans to realize the Foundation’s bold ambitions.

This is an opportunity to build upon a strong foundation while bringing innovation, best practices, consistency, and sustainability to all areas of the program. As the lead and advocate for the program, the Director will work closely with colleagues across the Foundation on approaches and opportunities that build awareness, create excitement, and inspire donor support. The Director will work with the Philanthropy team as a strategist and thinking partner, helping to incorporate and create a presence for planned giving as a part of ongoing donor discussions and cultivations. As well, the Director will collaborate with the Community Giving team and create opportunities for migration between programs.

As someone who subscribes to the ‘one team, one goal’ philosophy, the new incumbent will lead, direct, execute and achieve their personal and program team goals, balanced with the ability to hold colleagues accountable to deliverables and decisions with diplomacy and strong judgement.

This is an exciting time to join Sunnybrook Foundation as it invests in new resources, strategies, and structures that will enhance Foundation-Hospital collaboration and create opportunities for partnership and innovation in order to invent the future of health care. The Director will join a Foundation that has unparalleled momentum at a world-renowned healthcare centre where life-saving innovation happens when it matters most.

Sunnybrook Foundation works within a hybrid model; at this time staff are expected to be in the office a minimum of 2 days per week. Proof of COVID-19 vaccination is a requirement of all Sunnybrook Foundation


Strategy and Planning

  • Establish the Gift & Estate Planning program's strategic focus, objectives, and annual goals, including annual business planning and associated budgets. Ensure strategies are integrated and aligned with SBF’s vision, purpose, values, and long-term strategic directions
  • Work with Hospital stakeholders and Philanthropy Directors to understand programmatic content, strategic priorities and initiatives, and directly contribute to securing philanthropic support
  • Act as a key advisor in ensuring proper interpretation and implementation of Foundation and Hospital policies

Gift & Estate Planning Program Management

  • Develop and manage a portfolio of planned giving donors and prospects through the donor life cycle
  • Serve as a strategic partner to colleagues providing counsel and support on donor strategy. Regularly participate in donor cultivation, solicitation, and stewardship of prospects
  • In collaboration with the Philanthropy and Community Giving program areas, develop integrated strategies and approaches that drive planned giving capacity and results through education, training, and coaching
  • Work with hospital staff and physicians to identify grateful patients and build a prospective planned giving donor pipeline
  • In partnership with the Stewardship team, set the stewardship strategy for the Kilgour Society and accountable for its implementation and execution by the team
  • Provide oversight for estate administration ensuring best Provide guidance and direction on complex cases to the coordinator who manages the operations and file processing
  • Engage and support senior volunteers and ambassadors, leveraging relationships, advice, and support
  • Measure, monitor, and manage the overall performance of the program and direct reports against set performance targets
  • Build and maintain relationships with allied professionals

Team Leadership

  • Manage the human, financial and operational objectives of the Gift & Estate Planning team including:
    • Philanthropy Officer, Gift & Estate Planning
    • Coordinator, Gift & Estate Planning
  • Provide strategic direction to team and interdepartmental colleagues on targeted donor and prospect communications, recognition, and stewardship activities
  • Coach and motivate staff and volunteers to achieve program objectives and fundraising goals
  • Measure, monitor, and manage the overall performance of the program and direct reports against set performance targets
  • Adhere to and ensure compliance with Foundation processes, policies, systems and practices within the Gift & Estate Planning team


  • Progressive experience and a successful track record in a gift planning, major gift, or fundraising role in settings of significant complexity
  • Strong knowledge of gift and estate planning and exposure to and experience with major gift fundraising and donors
  • Experience integrating planned giving strategies across multiple revenue channels (i.e. major gifts, community giving, etc.)
  • Proven personal success in securing philanthropic contributions from individual donors
  • Ability to build and maintain successful relationships with a wide variety of internal and external stakeholders
  • Demonstrated commitment to collaborative leadership in a values-driven, mission-driven context
  • Demonstrated success in building donor engagement programs, protocols, policies, and processes to support the delivery of meaningful donor experiences
  • Experience guiding and motivating staff with the ability to develop and mentor individuals and teams toward fundraising success
  • Success in developing relationships, engaging and working with senior volunteers, physicians, and hospital administration (or equivalent) to advance the mission of the organization
  • Experience with prospect management best practices, data, and reporting, and a keen understanding of metrics and key performance indicators
  • Solid understanding of donor databases, ideally Raiser’s Edge
  • A strong understanding of donor stewardship and its importance in strengthening and deepening donor relationships
  • Ability to work independently with discretion relating to donor negotiations, policy administration and interpretation, and administrative responsibilities
  • Excellent oral and written communication skills with the ability to influence, inspire and engage key stakeholders internally and externally
  • Demonstrated knowledge of and interest in promoting a culture of diversity, equity, inclusion, and accessibility; previous experience and understanding of working with staff, volunteers, and donors from diverse cultural, socio-economic and ethnic backgrounds
  • Strong judgement with experience identifying and anticipating issues
  • Work comfortably in a highly collaborative environment; manage competing interests and maintain a positive, flexible and responsive attitude
  • Understand and successfully navigate the philanthropic industry, keeping abreast of best practices


KCI Search + Talent has been retained to conduct this search on behalf of Sunnybrook Foundation. For more information about this Foundation leadership opportunity, please contact Ellie Rusonik, Vice President, Search + Talent by email at SunnybrookGE@kcitalent.com

All inquiries and applications will be held in strict confidence. Interested candidates should send resume and letter of interest to the email address listed above by January 20, 2023.

Sunnybrook Foundation is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation for disability during any stage of the recruitment process, please indicate this in your cover letter.

Sunnybrook Foundation is strongly committed to inclusion and diversity within its community and welcomes all applicants including but not limited to: visible minorities, all religions and ethnicities, persons with disabilities, LGBTQ persons, and all others who may contribute to the further diversification of ideas.

Please be advised that in order to be eligible for employment at Sunnybrook, all new hires must have received the full series of a COVID-19 vaccine or combination of COVID-19 vaccines approved by Health Canada (e.g., two doses of a two-dose vaccine series, or one dose of a single-dose vaccine series); AND have received the final dose of the COVID-19 vaccine at least 14 days ago. Medical exemptions or any other kind of requested exemption based upon the Hospital’s obligations pursuant to the Ontario Human Rights Code will be considered on a case-by-case basis.