Reporting to the President and CEO, the Development Officer Planned Giving is responsible for ensuring the success of the Niagara Health Foundation’s Planned Giving Program.The Development Officer Planned Giving is also responsible for advancing the mission of Niagara Health Foundation by developing and disseminating Planned Giving materials and fostering strong relationships with financial advisors, friends and donors. By managing a portfolio of prospects, the Development Officer Planned Giving will invite donors to include a gift to Niagara Health Foundation in their will, celebrate donors who have confirmed an estate gift and steward bequests.

Roles and Responsibilities

Specific Responsibilities

• Manages portfolio of planned giving prospects through the donor cycle utilizing principles of relationshipmanagement, and personally conducts a pre-determined number of one-on-one visits with prospects on a yearly basis to secure expectancies;
• Ass...