Senior Planned Giving Officer, Department of Development, Office of Advancement - Queen's University

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Are you interested in taking part in an exciting challenge, to build relationships and move people to support Queen’s University?

As a senior fundraising professional reporting to the Associate Director, Gift Planning, with accountability to the Department of Development, the Senior Gift Planning Officer is responsible for identifying, evaluating, cultivating, soliciting, and stewarding a diverse portfolio of donor relationships, with specific focus on formulating and implementing strategies to maximize planned gift fundraising activities.

This position requires the incumbent to regularly travel and work evenings and weekends and is subject to the Averaging and Travel Time Credit provisions of the USW Local 2010 Collective Agreement.

As the Senior Planned Giving Officer you will:

  • Nurtures and develops sustainable long-term relationships that will result in the highest level of philanthropic support for university initiatives.
  • Identifies, evaluates, cultivates and canvasses appropriate prospective donors (including individuals, corporations and foundations) with a primary focus on securing planned gift commitments; many of these donors may be new prospects to Queen’s, thereby requiring a great deal of creativity and time in cultivation.  Stewards current planned gift donors and helps with outreach projects, such as events.
  • Serves as a part of the Gift Planning team who provides liaison between the Office of Advancement, donors, volunteers and other university project administrators to maximize private funding for top university priorities.
  • Motivates, organizes and gains commitment from a broad range of influential volunteers and senior university administrators who will assist in securing both current and deferred philanthropic commitments.
  • Develops strategies, executes the plan and negotiates as required to meet personal, team and Advancement objectives. Develops a multi-year plan of goals with precise deadlines to maximize private funding for university priorities.
  • Meets with the Associate and Executive Directors of Gift Planning on a regular basis to review progress against goals and prospect strategy development. Meets with Office of Advancement staff to review objectives and to collaborate on alternatives/solutions for planned and/or major gifts.
  • Develops and maintains an in-depth knowledge of faculty/university activities, priorities and needs in both teaching and research. Applies this knowledge in matching the interests and needs of prospective donors with the strategic needs of the university.
  • Analyzes data, tracks activity and prepares reports, including up-to-date prospect pipeline and active proposal evaluations required to formulate, execute, evaluate and benchmark strategic and priority driven implementation plans.
  • Communicates regularly with other staff members in the Office of Advancement to coordinate the solicitation of prospective donors and to stay abreast of any relevant developments and/or legislation that may assist in maximizing philanthropic revenue.
  • Acts as part of the team responsible for the management and administration of Estates and is required to act as a liaison between the Office of Advancement, donors, volunteers and professional advisors.
  • Undertakes other duties as assigned in support of the unit and/or department.

The Senior Planned Giving Officer also calls for:

  • Undergraduate university degree (degree from Queen’s considered an asset).
  • Minimum five years of relevant, successful experience in a non-profit fundraising office or comparable client focused environment, preferably in a university setting.
  • Demonstrated experience and understanding of the components of an effective fundraising operation including major and principal giving, campaign fundraising, annual giving, or a related venture with three years of experience in planned giving.
  • Demonstrated success in the identification, evaluation, cultivation, stewardship and face-to-face solicitation of gifts.
  • Experience in program analysis, tracking and reporting results.
  • Proven skill in recruiting, supervising and motivating diverse volunteers to achieve shared priorities.
  • Knowledge of the Canadian philanthropic environment and supporting legislation; understanding of philanthropic trends in the higher education sector. Experience in financial planning or law considered an asset.
  • Working towards or possess a professional fundraising certification considered an asset.
  • Valid G-Class driver’s license and passport with no travel restrictions considered an asset.
  • Consideration will be given to an equivalent combination of post-secondary education and practical experience in a relevant field.

To apply or for additional details on this continuing appointment, please visit Career Q, on our Human Resources website at:

by 11:59, January 28, 2019, quoting competition J1118-0773. The University thanks all who express an interest in this position and advises that only those selected for interviews will be contacted.


The University invites applications from all qualified individuals. Queen’s is committed to employment equity and diversity in the workplace and welcomes applications from women, visible minorities, Aboriginal people, persons with disabilities, and LGBTQ persons The University will provide support in its recruitment processes to applicants with disabilities, including accommodation that takes into account an applicant's accessibility needs. If you require accommodation during the interview process, please contact Carla Ferreira Rodrigues, at or 613-533-6771.

One of Canada’s leading universities, Queen’s has a long-standing reputation for academic excellence, research and a diverse and vibrant learning environment. With its strong tradition of public service, the University has helped to shape Canadian values and policies, educating notable political and cultural figures.

Queen’s University is located in the heart of the community in historic Kingston, midpoint between Montreal and Toronto, and the nation’s capital.