Thank you for your interest in participating in our work! Operation Eyesight is a community of support, and our work depends upon the energy, creativity and generosity of people like you.
Career Opportunities
The Planned Giving Officer is responsible for increasing revenue from planned giving by developing, implementing and evaluating strategies to acquire new donors and manage relationships with existing donors.
Reporting to the Director of Development, the Planned Giving Officer uses relationship management, administration, marketing, and problem-solving skills to enhance the planned giving program.
Key Accountabilities
In this role, some of your key responsibilities will include:
Develop and manage a portfolio of planned giving donors
- Manage relationships with individuals who have included Operation Eyesight in their estate plans
- Analyze donor information to determine and prioritize donors, and create stewardship plans for different segments of planned giving donors.
- Develop relationships through personal visits and other communication
- Monitor and evaluate donor engagement/cultivation, recognition and stewardship strategies and bring forward new engagement opportunities
Increase the number of planned giving donors
- Working with the Director of Development, Stewardship & Events Officer, and Marketing/Communications team, develop and implement planned giving marketing and acquisition strategies
- Develop and manage relationships with allied planned giving professionals
- Respond to indications of interest in planned giving from donors in a timely manner, provide technical information and follow up to acquire formal confirmation of the gift
- In consultation with other Fund Development staff, develop and implement tailored solicitation strategies and proposals for prospects/donors, including detailed gift proposals using bequests, life insurance, annuities, charitable remainder trusts and similar instruments
Increase efficiency in estate administration
- Develop and maintain an administration system using Salesforce to facilitate the moves management strategy and keep records of donor interactions and relationship history
- Identify opportunities for improving efficiency in administration
- Engage, train and support fund development staff as required
Plans and manages budgets
- With the Director of Development, develop budgets (revenue and expenses) and reforecast for the planned giving program as required
- Conduct analysis and report on quarterly targets
- Participate in annual departmental planning
- Identify trends in donor portfolio and trends in giving and respond appropriately
- Contribute to ongoing development of the Planned Gifts program and Philanthropy through analysis and creative problem solving
Other
- In consultation with the Director of Development, engage and liaise with professional advisors for support in resolving complex or contested estate files as necessary
- Maintain knowledge of the federal and provincial estate, trust and tax laws that impact planned giving
- This position may require additional responsibilities and duties as assigned by the Director of Development
Job-Related Skills
- Positive and results-driven, team oriented professional
- Self-motivated, detail-oriented and highly organized
- Strong data systems and analytical skill to drive fundraising results
- Innovative and inquisitive approaches to acquire, sustain, grow and steward donors
- Customer and solutions focused; thrives in a flexible environment, requiring some evenings and weekends
- Thrives in an international and multi-cultural environment and implements practices supportive of diversity
- Excellent written and verbal communications skills
- Exceptional interpersonal skills and proven ability in developing and maintaining strong relationships with individuals, corporate partners, volunteers and colleagues
- Proficient in Salesforce
Values
Operation Eyesight’s values:
- Equity
- Excellence
- Citizenship
- Innovation
- Compassion
Education/Training/Experience
- A university degree in a relevant area and/or a minimum of 3 to 5 years of direct experience with fundraising
- Demonstrated success managing and growing planned giving
- Experience working with databases, analytics and reports for donor segmentation and stewardship
- Excellent listening, collaboration, and fund development skills
- Committed to ethical fundraising practices and knowledge of CRA fundraising guidelines
- Membership in AFP/CAGP considered an asset
- CFRE designation considered an asset
- Salesforce experience considered an asset
- Experience with WillPower and Wilfora an asset
- Solid knowledge of Microsoft Office
- Ability to travel within Canada and US
- Valid Driver’s License
- Access to a vehicle
To apply:
Please send resume and cover letter to HR@operationeyesight.com
Reports to:
Manager, Donor Relations
Mentor:
Donor Relations Administrator
Position Summary
Reporting to the Manager, Donor Relations, the Donor Relations Assistant will work closely with the Donor Relations team on a variety of tasks and projects that will support the Operation Eyesight team’s fundraising efforts.
Duties and Responsibilities
- Work closely with the Donor Relations team to support the achievement of operational fundraising goals through exemplary administration skills;
- Provide excellent donor service by responding to phone and email inquiries;
- Make phone calls to donors to express gratitude on behalf of the organization, confirm and update their biographical information and communication preferences, etc.
- Assist with fundraising and stewardship events and activities surrounding Operation Eyesight’s 60th anniversary celebrations;
- Administratively support the Donor Relations team with filing, updating OE’s CRM, Salesforce, and ad hoc requests as needed;
- Assist with the mailout of Operation Eyesight’s Annual Report and other donor mailings as necessary;
- Assist with scheduling meetings and phone calls with donors;
- Assist with the preparation of certain fundraising communications materials such as landing pages, etc.
- Proactively phone monthly donors whose credit cards are near expiration;
- Make phone calls to donors as part of an upgrade campaign in honour of OE’s 60th anniversary;
- Log thank you calls made by volunteers and board members in Salesforce;
- Assist with a variety of data clean-up projects in Salesforce including, but not limited to:
- De-duplication of donor records;
- Researching and updating organizational donor contact information;
- o Uploading tax receipts and various files to donor records;
- Researching lapsed donors to ensure they are still contactable and their contact information is accurate;
- Working with the Donor Relations team to determine best filing system for sharing and archiving files in SharePoint
Job-Related Skills
- Excellent verbal and written communication skills
- Positive attitude and a strong customer service focus
- Strong organization and time management skills
- Ability to work independently and manage competing projects and priorities
- Ability to maintain high standards of confidentiality
- Intermediate proficiency with Microsoft Suite
- Knowledge of Salesforce CRM would be an asset
Job-Related Skills
- Excellent verbal and written communication skills
- Positive attitude and a strong customer service focus
- Strong organization and time management skills
- Ability to work independently and manage competing projects and priorities
- Ability to maintain high standards of confidentiality
- Intermediate proficiency with Microsoft Suite
- Knowledge of Salesforce CRM would be an asset
Desired Education/Training/Experience
- Currently enrolled in a post-secondary program
- Experience in fund development and/or customer service considered an asset
Values
Operation Eyesight’s values:
- Equity
- Innovation
- Citizenship
- Compassion
- Excellence
How to Apply
Submit your cover letter and resume to HR@operationeyesight.com
Sorry, we do not have any open positions right now. Please check back later.
Volunteer Opportunities
The Operation Eyesight Canada Board of Directors is currently seeking new volunteer board directors. Operation Eyesight is a Calgary-based international development organization working to eliminate avoidable blindness in South Asia and sub-Saharan Africa. Our volunteer board of directors is responsible for the strategic direction and oversight of the organization, and for maintaining key relationships with groups and individuals that affect Operation Eyesight’s ability to fulfil our vision and mission.
If you a) have experience in not-for-profit and/or the international development sector OR as a senior executive in the private sector, and b) share Operation Eyesight’s values of equity, innovation, global citizenship, compassion and excellence, please contact us. We would like to discuss this opportunity with you.
Directors are elected for a two-year term. The board meets via Zoom/Teams eight times per year for approximately two hours. In addition, we host two in-person meetings per year in Calgary, typically over a Friday afternoon and Saturday morning. Directors also participate on at least one sub-committee each. We strive to foster a culture of diversity and inclusiveness, on the board and throughout the organization.
We are looking to attract two new directors. Priority consideration will be given to those who have one or more of the following:
- Previous government relations experience working for an NGO or the Government of Canada
- Experience as a volunteer or as a professional in fund development – major gifts and grants
- Current or previous experience working as a senior executive in the private sector
- Experience in the not-for-profit sector as a director or member of the management team
Current residence in Eastern Canada – Ontario, Quebec or the Maritimes – is a strong asset.
To apply, please send your cover letter and resume to hr@operationeyesight.com. Your application will be forwarded to the Chair, Governance & Nominations Committee.