The Arthritis Society

The Arthritis Society

Arthritis is painful, devastating and affects more Canadians than any other chronic health condition. As many as 6 million Canadians live with arthritis (that’s 1 in 5 adults, plus 3 of every 1,000 children). Without bold and sustained action, the number of Canadians with arthritis will rise to nine million by 2040. Arthritis is denying 1,500,000 Quebecers a normal life. 

Salary Range:$80 000 - $90 000

City:Montréal

Job description:

THE OPPORTUNITY

The Arthritis Society is seeking a seasoned fundraising professional as the Manager, Major and Planned Giving.

Reporting to the Vice President, Quebec, and working as part of the broader nationwide revenue development team, the Manager, Major and Planned Giving is accountable for securing and maintaining major and planned giving revenue in Quebec, to support the mission of the Arthritis Society.

This important role will build a robust, qualified donor pipeline and establish and maintain long-term relationships with a portfolio of current and potential corporate, family foundations and individual donors. The new Manager will be the lead relationship builder with 100+ major giving donors/prospects in Quebec, including identification, prospect research, cultivation, solicitation, and stewardship of major gift donors. With accountability for building and managing the Quebec planned giving program, the new incumbent is also responsible for estates, planned gifts, individuals, and other stakeholders, managing a pipeline of identified planned giving prospects, soliciting prospects regularly with a goal to move them from interested to confirmed planned giving donors, and building relationships with a network of planned giving professionals for advisory purposes.

WHAT WE DO AND WHY JOIN US

The Arthritis Society is on a mission to fight the fire of arthritis with the fire of research, innovation, advocacy and information and support. That’s because arthritis robs six million Canadians of their mobility, mental and physical well-being, and in some cases, their livelihood. 

An essential member of the Arthritis Society’s development team, the Manager will help to implement and deliver our five year strategic revenue goals across Quebec.

A career at the Arthritis Society is more than just a job. It’s an opportunity to use your talents to push back against the devastation of arthritis. Fighting the fire of arthritis gives meaning to our work, incites collective action and drives us to excellence in all we do. Our bold and ambitious strategic plan, Accelerating Impact, is propelling our work to create transformational change. We are a diverse, innovative, agile and performance-driven culture. Our people are essential to our efforts, and we will empower you to be successful in your role. The Arthritis Society is honoured to be a 2019-2021 Canada’s Most Admired™ Corporate Cultures winner, and proud to be accredited under Imagine Canada’s Standards Program.

Some highlights of what we offer:

  • Performance Rewards: Pay for performance incentive program.
  • Health & Wellness: Extended healthcare benefits (including dental, vision, prescription drugs & disability coverage), choice of healthcare spending account and/or healthy living account, EAP & discounted fitness membership.
  • Time-Away Programs: Vacation (at least 3 weeks), personal days, holiday closure & summer hours.
  • Retirement Planning: DCPP whereby you contribute 4% of earnings and we match this with 5%.

Our Quebec regional office is located at 5160 Decarie Boulevard and this role offers flexibility to work from home according to a hybrid model. This position entails some travel in the region and occasionally to the national office in Toronto.

ABOUT THE ARTHRITIS SOCIETY

Arthritis is painful, devastating and affects more Canadians than any other chronic health condition. As many as 6 million Canadians live with arthritis (that’s 1 in 5 adults, plus 3 of every 1,000 children). Without bold and sustained action, the number of Canadians with arthritis will rise to nine million by 2040. Arthritis is denying 1,500,000 Quebecers a normal life. 

Arthritis comes in many forms. It can lead to significant, often irreparable, damage to a person’s joints, skin, organs and other areas of the body. Pain, fatigue, loss of function, disability, and even death can result. There is no cure.

The damage is real. The impact is vast. The challenges are serious. And half measures are not enough. Tackling arthritis requires dedication and a coordinated, strategic effort.

Fueled by donors and volunteers, the Arthritis Society is Canada’s preeminent national health charity working to raise awareness, support people with arthritis, advocate for public policies as a critical patient voice, and fund vital research to create a world where people are free from the devastating effects that arthritis has on lives. 

We are an energizing and diverse corporate culture, constantly learning, rigorously measuring our work, and building on our achievements to reach more people nationwide.

OUR VISION

We will extinguish arthritis.

 OUR MISSION

To fight the fire of arthritis with research, advocacy, innovation, information and support.

FY22 ~ KEY FUNDRAISING PRIORITY AREAS, QUEBEC

 Aside from the $25 million campaign nationwide, the Arthritis Society is currently seeking major gift support from individuals, corporations and foundations for the following priority projects in Quebec:  

Aide entrAide

Arthritis Connections (Aide entrAide in Quebec) connects people living with arthritis and provides them with opportunities to engage and to learn from each other by breaking down the isolation that sometimes comes with the disease. Thematic Aide entrAide workshops provide a virtual space for people living with arthritis to come together, learn about their disease and build relationships. Aide entrAide is a community of peers where people can share their experience and have open and honest discussions about their lives with arthritis within a supportive environment.

Arthritis Talks

Arthritis Talks is the Arthritis Society’s signature webinar series which brings current, evidence-based information straight from the experts. Covering a range of topics related to lifestyle, medications, surgery and various types of arthritis – you’ll feel more empowered and able to tackle the challenges that come with arthritis after watching a live webinar or viewing a recording.

Summer Camp Campaign

For the 4500 young people in Quebec living with arthritis, pain, physiotherapy, constant medication and isolation caused by their disease represent a major part of their everyday life, including during summer holidays. In order to help these kids create positive and unforgettable summer memories, the Arthritis Society – Québec Division, in collaboration with its invaluable partners, offers them the chance to participate in the Kids on the Move Camp, run specifically for children living with rheumatic diseases.

The environment, activities, medical care and all other aspects of the camp are adapted to these kids’ specific needs. Everything is designed to allow them to live out the experience of the summer camp at its best – to flourish, to gain self-confidence and, finally, to share their experience with other children facing the same challenges.

 Signature Event – Gala in 2023

The gradual lifting of pandemic restrictions and relatively high vaccination rates in Quebec and across Canada in 2022 will allow in-person events to return in 2023, including the Arthritis Society’s first signature Gala event in Quebec.

Research

A large proportion of the Arthritis Society’s national research budget is awarded each year to Quebec researchers. Aside from funding diverse medical and scientific research projects, the Arthritis Society also provides financial support to four Arthritis Research Centers (ARC) of Quebec, dedicated to arthritis research, treatment of sufferers and teaching. Each unit has its own research field and is in a university hospital: University Hospital Centre in Montreal, McGill University Health Centre, Centre Hospitalier Universitaire de Sherbrooke and the University Hospital of Quebec.

ADDITIONAL INFORMATION

2020-2021 Annual Report

Our Strategy

25 x 25 Innovation Fund

About Arthritis

Leadership Team

Board of Directors

National Fundraising Council

Arthritis Society Partners

News Releases

2021 Financial Statements

 KEY AREAS OF ACCOUNTABILITY:

Major Gift, Corporate & Family Foundations (50%)

  • With keen focus on major gift donors, corporate and family foundations, build strong, robust, values-based relationships with a pool of current and identified donors/prospects in Quebec (+ nationwide, as needed) to meet organizational, departmental and individual targets.
  • Work closely with Vice President and full revenue development team to manage a pipeline of Quebec based donor prospects, as part of a nationwide “prospect coordination & progress” system.
  • Research and identify current and potential major gift, corporate & family foundation prospects (Quebec, national + some in the regions) to identify giving potential, alignments and targeted approaches for support.
  • Manage assigned donor pool to ensure all donors receive appropriate stewardship and recognition to ensure continued engagement.
  • Build and maintain the major gift, corporate & family foundation donor pipeline (100+ Quebec donors), including database tracking, ensuring that all contacts with donor and prospective donors are tracked and recorded accordingly in the Raiser’s Edge database.
  • Manage the preparation of letters of intent, applications and/or proposal overviews, full proposals, presentations, stewardship reports, needed to fulfill the complete donor cycle of their pipeline.
  • Track, monitor, and achieve key goals, metrics and deliverables, as set by the Vice President.
  • Where appropriate, enlist the strategic support of fundraising volunteers to assist with asks and donor engagement.

Planned Giving & Quebec Estate Administration (40%)

  • Set the Quebec annual planned giving plan and budget, with final approval from the Vice President and Director, Planned Giving.
  • Manage and implement the Arthritis Society’s planned giving program in Quebec, including current donor cultivation and stewardship, as well as generating significant new opportunities for planned giving (and other revenue programs as appropriate) by leveraging both the Arthritis Society’s existing donor database, bi-annual planned giving survey, planned giving scoring as well as the other existing planned giving lead generation activities.
  • Build and manage a pipeline of 200+ planned giving prospects, actively soliciting these prospects to confirm a minimum of 10-20 new planned giving commitments and or confirmations annually.
  • Work closely with Quebec, and nationwide major gifts team to maintain relationships with established and new planned giving donors and prospects including visits, announcements, invitations and information exchanges.
  • Maintain, enhance and develop these relationships for mid, major and/or planned gifts, with a clear focus on planned gifts.
  • Oversee the tracking of matured planned gifts annually to make projections on expected revenue generation, e.g., annual revenue goals, average bequest size, trends for ‘surprise’ bequests, etc.
  • Aligned with the full Planned Giving team, input, manage and maintain documentation/data related to planned giving donor meetings and requests within Raisers Edge.
  • Update and maintain current and accurate planned giving donor information in Raiser’s Edge database, and regularly reconcile the monthly planned giving tracking report, ensuring all planned giving information for Quebec is accurate.
  • Independently review documentation received for Quebec bequest and estate gifts and administer files with executors/lawyers/planned giving experts, paying close attention to legal requirements, regulations, family laws, etc.
  • Prepare legal releases for Quebec estate gifts to execute under seal for signature by the Arthritis Society’s signatory officer(s), during various stages of estate administration.
  • Act as liaison with internal and external stakeholders, including timely telephone support and inquiries from lawyers, executors, trust officers, next-of-kin, and liaison with bequest administrators at other charitable organizations.
  • Administer estates, charitable gift annuities, charitable remainder trusts, gifts of securities, life insurance policies, and endowments in an accurate and timely fashion, ensuring the best interests of the organization are met.
  • Understand and leverage the Arthritis Society’s suite of planned giving tools and products to help achieve annual and five (5)-year revenue goals.
  • Monitor results to determine effectiveness of strategies and to maximize their use.
  • Work with appropriate staff nationwide for planned giving gift administration.

Stewardship (10%)

  • In response to major and planned gifts received, coordinate and facilitate prompt and immediate gift acknowledgment and receipting.
  • Main staff lead in Quebec to manage, monitor and administer all stock gift donations, working closely with our stockbroker and/or donors’ stockbrokers as needed to sell every gift of shares within our Policy.
  • Coordinate stewardship, cultivation and solicitation mailings and custom packages as needed or mandated by the donor.
  • Assist in creating impact pieces used in securing, renewing and upgrading relationships with donors and potential donors.
  • Work with the Manager, Donor Stewardship & Engagement to ensure a centralized stewardship and recognition program throughout Quebec to support and promote relationship building and long-term relationships through program logistics and recognition systems.
  • Work closely with donor and data services to ensure that all donations from active and prospective donors are accurately entered in Raiser’s Edge, acknowledged and/or quickly routed to the appropriate staff solicitor for timely recognition and follow-up.

 CORE COMPETENCIES AND SKILLS:

Integrity

  • Show personal accountability and deliver on commitments.
  • Take immediate steps to raise ethical issues.
  • Take actions and make decisions based on what is best for the Arthritis Society, or people with arthritis. 
  • Exhibit professionalism.

Passionate Commitment

  • Demonstrate a deep and thorough interest in and understanding of the Arthritis Society and its mission.
  • Promote the organization and its work.
  • Take initiative and seek out and/or willingly accept new challenges, responsibilities and assignments.

Bold Innovation

  • Experiment and take managed risks.
  • Seek challenging opportunities and new approaches.
  • Continually re-evaluate work and performance with a view to improvement.
  • Value and encourage innovation, creativity and non-traditional ideas from others.
  • Demonstrate flexibility and adaptability, with openness to different views and approaches.

Spirited Teamwork

  • Work to develop and foster collaborative relationships.
  • Actively listen to and solicit diverse points of view.
  • Treat others with dignity and respect; engage in healthy respectful disagreement on topics / issues.
  • Work to actively resolve conflicts, demonstrating healthy and effective problem solving and conflict management skills.
  • Create partnerships that strengthen the organization’s role and reputation.

Courageous Leadership

  • Show leadership, regardless of position.
  • Take responsibility for the highest quality and timeliness of work.
  • Work constructively to resolve issues and solve problems.
  • Model our values.
  • Demonstrate confidence in the future.
  • Take initiative and seek out or willingly accept new challenges, responsibilities and assignments.

 SCOPE AND ACCOUNTABILITY (SUPERVISORY, FINANCIAL):

  • Accountable to achieve assigned revenue development goals. 
  • Budget accountability, as determined by the Vice President.  

 QUALIFICATIONS AND EXPERIENCE

  • Five (5) years of progressive revenue development experience, gained from a similar fundraising environment, working directly and successfully with donors to build giving capacity.
  • Post-secondary education in fundraising, business or a related field, or equivalent combination of experience and training.
  • Outstanding relationship-building skills, with demonstrated ability to deliver a high level of customer service to donors, volunteers and other contacts throughout the relationship cycle including cultivation, solicitation and stewardship.
  • Demonstrated ability to manage multiple priorities.
  • Ability to use discretion, judgment and tact in handling highly sensitive, confidential information related to donor information.
  • Driven, energetic, self-motivated and results-oriented fundraiser, with a passion for philanthropy.
  • Strong interpersonal skills, with the ability to work in a collaborative style with local and nationwide colleagues and stakeholders, both in-person and remotely.
  • Exceptional written, oral and presentation skills. Bilingual (English and French) language skills essential.
  • Strong level of comfort and experience with donor databases (Raiser’s Edge experience preferred) and Microsoft Office.
  • AFP and CAGP membership in good standing an asset.

 OTHER REQUIREMENTS:

  • Must have access to a vehicle, valid driver’s license, insurance and able to travel within Quebec.
  • Role located in Montreal.
  • Requirement to be flexible and work additional hours to support business needs, where necessary or undertake other duties as assigned.

FOR MORE INFORMATION

KCI Search + Talent has been retained to conduct this search on behalf of the Arthritis Society. For more information about this opportunity, please contact Mona Ip, Senior Search Consultant, KCI Search + Talent by email at ArthritisSociety@kcitalent.com     

 All inquiries and applications will be held in strict confidence. Interested candidates should send resume and letter of interest to the email address listed above by June 9, 2022.

To view the full Executive Brief, please visit:  www.kcitalent.com

In furtherance of its mission and strategic priorities, the Arthritis Society commits to promoting inclusion, diversity, equity and access (IDEA) through its information and support, advocacy, programming, internal policies, and governance structures. In selecting individuals and furthering the goals of our IDEA work, the Arthritis Society will aim to ensure that our people reflect the knowledge, experience, skills and diversity (including but not limited to diversity of gender, race, and geographical location) of the communities we live in and serve.

Please note that the hiring salary range for this position is from $80,000-$90,000 based on experience.