SDO, Philanthropy

Position Title:    Senior Development Officer, Philanthropy

Reports To: Manager, Philanthropy 

Status:    Full Time

Work Location: Hybrid - 1 day per week in the office at 2085 Hurontario Street with occasional work at hospital sites – Mississauga, Credit Valley Hospital and Queensway Health Centre sites. 

ABOUT US

At Trillium Health Partners Foundation (THPF), we envision a future where health care transcends expectations and every member of the community has access to the care they need, when they need it the most. 

Our vision is bold: build a new kind of health care for a healthier community. 

We are the driving force behind Trillium Health Partners. Our team is raising money for the hospital so that millions of patients in the West GTA and surrounding communities have access to the care they need. Trillium Health Partners is comprised of Credit Valley Hospital, Mississauga Hospital and Queensway Health Centre and is one of the largest community-based, academically affiliated acute care facilities in Canada serving one of the fastest growing populations in the country. Trillium Health Partners is a teaching hospital affiliated with the University of Toronto and home to the Institute for Better Health, the hospital’s research, and innovation engine. It is also the regional specialist for over 14 programs such as cardiac, cancer, stroke, neurology, mental health and so much more. Our doctors and nurses partner with your local hospital to offer highly complex care.

Our 50+ member team is comprised of exceptional talent, with diverse backgrounds and expertise dedicated to raising the crucial funds needed to address the highest priority needs of our hospital. 

We operate with respect, collaboration and a drive for excellence and have already made a massive impact! Our fundraising milestones include securing the largest donation ever made to a hospital in Canada by Peter Gilgan and the Peter Gilgan Foundation of $105 million to help build the future home of The Peter Gilgan Mississauga Hospital. We also secured the largest corporate match by Orlando Corporation of $75 million to support development of the new hospital, mental health and research and innovation. 

While we love setting records, we are hungry for more and need your help getting there.

Join us to help revolutionize the future of health care in the West GTA.

 

THE ROLE

With a high level of energy and enthusiasm to contribute to what we want to build, the Senior Development Officer (SDO), will be self-motivated and driven to succeed. Passionately excited by our mission to inspire investment in a new kind of healthcare for a healthier community, the successful candidate will possess a deep commitment to build donor centric relationships with sensitivity and professionalism. 

The SDO will focus on leading the Planned Giving portfolio, connecting with individuals (donors, prospects, professional advisors, and colleagues) to identify, cultivate, solicit and steward current and future gifts through estate planning and other financial vehicles.  The SDO will be responsible for collaborating with the annual and marketing teams to project manage and develop the annual Planned Giving program. They will work directly with the Manager to implement solicitation strategies in the Planned Giving space and also manage a Major Gifts (MG) pipeline throughout all stages consisting of 30-23 MG prospects. 

The ideal candidate will have fundraising experience and have proven success in closing planned gifts and/or major gifts in a hospital environment.    

The SDO will be part of a high performing and successful philanthropy team that works collaboratively with colleagues and hospital partners to inspire investment in a new kind of healthcare for a healthier community. 

RESPONSIBILITIES

Gift Planning:

Lead the planned giving portfolio; which includes:

• Being the subject expert of Planned Giving for the philanthropy team and organizational wide 
• Maintain and grow a robust Planned Giving prospect pipeline by proactively identifying new prospects through data analysis, donor engagement, and collaboration with other fundraising teams.
• Create and implement mass marketing opportunities to highlight Planned Giving donors and awareness of the different Planned Giving gift vehicles 
• Collaborate with the direct marketing team on identifying opportunities to market PG within the annual program
• Working closely with the finance team lead to track expected PG gifts, and steward family members and executors 
• Cultivate, solicit and steward a portfolio of individual PG prospects 
• Actively identify opportunities to promote PG through all other foundation giving programs 
• Respond promptly and thoughtfully to planned giving inquiries and information requests.
• Support the design and implementation of new donor cultivation and stewardship journeys.
• Assist in planning & executing legacy donor events, including workback schedules, logistics, and follow-up.
• Draft and review written materials such as proposals, briefing notes, and legacy-related communications.

Program Administration:

• Work closely with the finance team to support estate follow-up and gift disbursement processes, ensuring accurate documentation and efficient coordination of the operational aspects of planned giving administration. Contribute to the development of internal and external legacy presentations.
• Track and analyze pipeline metrics to monitor progress, forecast future revenue, and inform strategic decision-making for the long-term growth of the Planned Giving program.
• Assist with estate administration tasks as required.
• Provide backup support for logistics related to the Impact Report and other legacy communications.
• Support vendor and partnership coordination, including contracts, invoicing, and alignment with program goals.
• Fulfill legacy welcome kits and respond to information package requests.
•  Maintain accurate records of donor interactions and activities in Raiser’s Edge.
• Assist with regular reporting and program updates.
• Participate in team meetings, contribute ideas, and collaborate on shared goals.
• Uphold donor ethics and adhere to internal policies and best practices

Major Gifts:

• Lead a portfolio of MG donors ($25,000 - $250,000) through all stages of the donor cycle
• Prepare related briefing notes and call reports, individualized solicitation proposals, presentations and other correspondence. 
• Ensure major gift pledges, renewals and other gift transactions are processed effectively and efficiently. 
• Actively promote a culture of philanthropy within the hospital of giving and grateful patient referral. 
• Maintain accurate records; capture all relevant donor related activities in Raiser’s Edge in accordance with management policies and procedures.

Leadership:

• Act as a champion and role model in support of the Foundation’s mission. 
• Serve as one of our team’s practice leaders in the field of Planned Giving and Major Gifts by embodying best practices and monitoring external trends to ensure that the Foundation benefits from current knowledge, resources, and tools and functionality in support of the mission. 
• Work collaboratively with other Foundation departments and model behaviour that encourages a mutually supportive team environment. 
• In the spirit of the work that we do as a Foundation, engage as a volunteer supporting events and other activities conducted by the Foundation as appropriate. 
• Lead by example to build excitement and accountability with team members to emulate similar behaviour.

QUALIFICATIONS/COMPETENCIES

• Relevant fundraising experience at the $20K-$100K gift levels
• Relevant experience working within the Planned Giving portfolio 
• Previous experience in healthcare philanthropy, or related areas 
• Demonstrated ability to set and achieve ambitious fundraising goals
• Exhibits a high level of maturity and aptitude for working in a fast-paced environment; demonstrates ability to work autonomously, competently handles multiple tasks, sets priorities and meets deadlines.
• Ability to understand the needs and interests of individual donors, corporations and other funding organizations in order to develop mutually beneficial relationships with the Hospital and Foundation.
• Interest in all aspects of health and a dedication to promoting Trillium Health Partners’ fundraising priorities by helping to create excellent working relationships with medical staff, senior administrative leaders, volunteers and other Foundation staff.
• Excellent written and oral communication skills.
• Strong interpersonal and networking skills with donors, volunteers, and the THP team.
• Personal presentation and approach to ensure the highest level of professional representation of the Foundation at all times.

TECHNICAL SKILLS 

• Donor/Client database experience – Raiser’s Edge 
• Strong proficiency in Microsoft Office – PowerPoint, Excel, and Word 

EXPERIENCE AND EDUCATION 

• University or college degree in a related discipline
• Certified Fund-Raising Executive (CFRE) designation, or willingness to work toward is considered an asset.

WORK ENVIRONMENT 

• Flexibility to work remotely with 1 day per week in office
• Willingness to work flexible hours. Some after-hours work will be required. 
• Work will take place across the multiple sites of Trillium Health Partners and Trillium Health Partners Foundation. 
• Valid driver’s license and access to a reliable vehicle required. 

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005 and the Ontario Human Rights Code Trillium Health Partners Foundation will provide accommodations throughout the recruitment and selection process to applicants with disabilities.  If selected to participate in the recruitment and selection process, please inform Human Resources of the nature of any accommodation(s) that you may require in respect of any materials or processes used to ensure your equal participation.

We thank all those who apply but only those selected for further consideration will be contacted.