The Financial Planning Foundation (FP Foundation) is a charitable organization dedicated to the development and dissemination of research into financial planning in Canada. The Development Manager will direct the day-to-day activities of the Foundation. They will act as the first point of contact for all donors, partners, research grantees, and volunteers, and will be responsible for implementation of the key business objectives to meet the FP Foundation’s mission to fund, develop and promote research into financial planning practices in Canada.
Acquisition of New Donors and Financial Partners (35%)
-Raise awareness of the FP Foundation through the maintenance and enhancement of a number of FP Foundation properties including the website, social media, participation in events, and partnerships with like-minded organizations.
-Target and acquire individual supporters through acquisition activities using both traditional methods (email, direct mail), as well as social media.
-Working with the Executive Director, develop and launch research partnerships with a variety of industry organizations based on research that is in line with the Foundation’s research priorities.
Identify, recruit, train, and motivate volunteers in all aspects of fundraising, including participation in major gifts.
-Act as the staff liaison to the Fundraising Committee; responsible for the organization and administrative functions required to support the Committee.
Supporter Development Activity (20%)
-Appropriately thank and steward existing FP Foundation donors through e-newsletters, appropriate tax receipting policies and processes, phone calls, and follow ups when required.
Identify additional opportunities for donors to continue to support the organization, through other channels (consider workplace giving, corporate support Founders Club membership).
-Ensure appropriate stewardship activities are in place and initiated for Founders Club Members, including thank you gifts, monthly processing, and bi-annual touch points.
-With support from the Executive Director, execute a legacy giving strategy to current FP Foundation donors and prospective donors outlining the financial and charitable benefits of legacy support.
Research Development and Support (25%)
-Oversee and manage Foundation sponsored research projects, including relationships with institutions, research grantees, educators, and research firms.
-Monitor the progress of all Foundation funded and/or supported research programs including the facilitation of funding transfers, ensuring key milestones have been met (as agreed to in the research granting agreements).
-Acts as the staff liaison to the Research Committee; responsible for the organization and administrative functions required to support the Committee.
Investigates other research funding and participation opportunities that are in line with the strategic objectives of the Foundation.
-Responsible for ensuring that any relevant research updates are highlighted in donor communications, social media updates, FPSC communications (when required), and other relevant communications streams that will serve to educate key stakeholders.
Administration and Operations (15%)
-Responsible for managing the Foundation’s administrative functions including financial management and reporting, tax-receipting and administrative systems.
-Monitors the financial reporting activities of the Foundation to ensure that the financial information and records are accurate and current.
-Design and implement policies, procedures, and reports to ensure that donor database is maintained in a manner that allows it to be used to its full potential.
-Provides assistance, research, analysis and advice on financial and administrative matters to the Executive Director and the FP Foundation Board of Directors.
-Ensure the effective development, management and monitoring of the Foundation’s annual budget.
Other duties As Assigned (5%)
The successful candidate will have a Bachelor's degree in Business, Marketing, Fundraising, or a related field and a minimum of 5 years managerial experience in a charitable organization, with knowledge of trends, best practices, and success metrics in donor communications and activation. Excellent customer service and verbal and written communication skills in a variety of mediums including social media are required. Knowledge of French, financial planning, research are assets. Experience managing donor database is essential.
-Strong relationship building and intrapersonal skills; with the ability to communicate with donors, prospective donors, volunteers and partners effectively.
-Strong writing skills are imperative, along with the ability to write for various audiences and mediums.
-Ability to effectively manage competing priorities.
-Excellent analytical skills for assessing priorities and problem solving under pressure of competing resources and demands.
-Ability to manage a donor database, run queries, and make recommendations based on trends and forecasts is essential.
-Excellent project management skills, balancing high level strategic objectives with operational requirements, and effective execution.
Interested candidates should forward their resume with a covering letter and salary expectations to:
Stefanie Linton, Executive Director
Financial Planning Foundation
902 – 375 University Avenue
Toronto, ON M5G2J5
We thank all candidates for their application; only those selected for an interview will be contacted.