Gift Planning Consultant

Abundance Canada | Abbotsford, BC

Posted Date 7/09/2020
Description

Location: Abbotsford, British Columbia

Abundance Canada:

Established in 1974, Abundance Canada envisions a world where everyone lives generously - because generosity changes everything! 

Abundance Canada is one of the largest faith-based, donor-advised foundations in Canada helping generous people achieve their charitable goals. 

 

The Position: 

As part of an interdependent office team, you work with individuals developing and implementing a customized Generosity Plan™ to achieve their charitable goals. 

 

Responsibilities: 

  • Identify and engage with individuals who want to be generous with their financial resources 
  • Strategically interact with these individuals to educate, inform and move them to action using Abundance Canada's gift planning services 
  • Develop and implement Generosity Plans that are customized to achieve the charitable goals of these individuals 
  • Steward relationships with existing donors 
    • Review and update their Generosity Plans 
    • Request introductions to people who would benefit from a customized Generosity Plan 
    • Encourage them to tell their generosity story via Abundance Canada 
  • Develop relationships with professional advisors (wealth advisors, accountants and lawyers) and other key leaders and influencers to expand Abundance Canada's reach with people who would benefit from a Generosity Plan 

 

Skills, Attributes & Experience: 

  • 5+ years of experience strategically developing, maintaining and enhancing client-based customer service relationships - ideally in gift planning, fundraising, sales, business development or consulting 
  • Excellent interpersonal skills including effective networking and listening skills 
  • Demonstrated ability to think, plan and act strategically 
  • Strong business acumen and problem-solving skills 
  • Knowledge of gift planning options, and strategies and an aptitude for financial matters 
  • Superb communicator; verbal, written, and public presentations 
  • Commitment to ongoing professional development 
  • Ability to travel within Canada 

 

Submit your cover letter and resume via email to:  

Rick Braun-Janzen - Director of Gift Planning

rbjanzen@abundance.ca 

 

This posting will remain open until the position has been filled. 

We thank all applicants for applying. Only candidates selected for an interview will be contacted. 

Ministry Focus
Stewardship
Employment Status
Full time

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