Executive Director, Gift Planning – ABUNDANCE CANADA

Executive Director, Gift Planning – ABUNDANCE CANADA THE OPPORTUNITY The Executive Director, Gift Planning will play a key role in setting the direction for the Gift Planning team focused on achieving ambitious goals, leading a team of professionals, and actively engaging with donors, potential donors, and professional advisors. As a skilled relationship builder, gift-planning strategist and strong communicator, the Executive Director will develop and execute strategies that grow the network of professional advisors and potential donors, promoting Abundance Canada’s strategic and flexible approach to charitable giving. Reporting to the CEO, the Executive Director will step into this pivotal executive position joining the core leadership team and will bring strong strategic and leadership skills. As an action-oriented, results-driven professional, the Executive Director will lead and inspire a team of nine Gift Planning Consultants across the country to excel in their roles. Abundance Canada is seeking an individual with proven experience developing gift-planning strategies and executing complex giving strategies. The Executive Director will be a leader in the field of gift planning and be able to apply their creativity, entrepreneurial spirit and strong understanding of the charitable sector and related legislation in this role to help donors across the country make a difference through their charitable giving. The role can be performed from any Abundance Canada office (Calgary, Abbotsford, Winnipeg and Waterloo) or remotely. Additionally, this position will require some travel to meet with donors, potential donors, and professional advisors; to visit regional offices; and to attend Board, leadership team, staff and Gift Planning team meetings. QUALIFICATIONS AND COMPETENCIES A minimum of seven years of progressive and proven leadership, management, and charitable gift planning experience, preferably within an organization that offers Donor Advised Funds in the not-for-profit or wealth management and financial services sectors. Senior-level experience successfully building and leading a team, coaching, and motivating others to excel in their roles. Extensive demonstrated knowledge and experience in the technical aspects of charitable gift planning, gift planning instruments and related tax laws and a solid understanding of the Canadian philanthropic landscape. Demonstrated experience building trusting relationships with a variety of audiences. Strong national connections with key groups including accountants, wealth advisors, and professional associations connected with the sector. Proven skills and knowledge in charitable gift planning and key client relationships. Superior verbal and written communication abilities, and exceptional listening skills. Preference will be given to strong candidates with financial designations. Attributes & Qualities Strategic Thinking and Action : Creatively think outside the box while effectively operating within set organizational operating parameters. Leadership and Management : Effectively lead, manage, and mentor a team of professional Gift Planning Consultants. Results : As a “rainmaker”, create and close on opportunities, deliver targeted results, and help bring the organization to the “next level”. Team Participation : Positive and inspiring as a team contributor with a charitable outlook. Professionalism, Diplomacy and Discretion : Operate in a position and environment that requires the utmost in professionalism, meeting commitments, discretion and respect for privacy and confidentiality. Charitable Gift Planning : Knowledge and experience in gift planning, management of publicly traded shares, bonds, mutual funds, private company shares, life insurance, and other financial instruments; and a clear understanding of related Canadian tax implications. Networking : Create productive and trusted relationships with professional advisors who represent existing and potential clients. Communication : Engaged and engaging communicator who understands the importance of strategic listening and asking questions to fully understand needs and identify/create opportunities. Effectively communicate (verbally and in writing) highly technical information, to large and small groups, and individuals. Technical : High proficiency in working with spreadsheets and data; AI as appropriate; Office 365 Business suite and related software. Organization : The Executive Director is the custodian of critical institutional knowledge and is effective (personally and with her/his team) in creating and maintaining required records. FOR MORE INFORMATION KCI Search + Talent has been retained to conduct this search on behalf of Abundance Canada. For more information about this opportunity, please contact Sylvie Battisti, Senior Vice President, KCI Search + Talent & Jill Anderson, Senior Search Consultant by email at [email protected] Interested candidates should send their resume and a letter of interest to the email address listed above by June 17, 2024. Please note that candidate submissions will be reviewed as they arrive, so early inquiry and submission is encouraged. All inquiries and applications will be held in strict confidence. The hiring salary range for this position is $150,000 to $185,000 and Abundance Canada offers a competitive benefits package. Abundance Canada is an equal opportunity employer and encourages applications from all qualified applicants and especially welcomes applications from racialized persons, women, Indigenous/Aboriginal People of North America, persons with disabilities, LGBTQ2S+ persons, and other underrepresented groups. Accommodations are available on request for candidates taking part in all stages of the selection process. If you require any accommodations, please notify the Search Consultant. #J-18808-Ljbffr