Planned Giving Associate

McGill University

Montreal, Quebec, Canada
Hourly: $31.19 - $38.65; benefits: health, dental,...
Fully remote
Strong client-service orientation
Excellent verbal and written communication skills
High proficiency in crm and spreadsheet tools
This role supports the Bequests and Planned Gifts unit to maximize philanthropic support through bequests and other planned gifts

Job Summary

  • This role supports the Bequests and Planned Gifts unit to maximize philanthropic support through bequests and other planned gifts.
  • The position involves stewarding donors, managing the McGill 1821 Society and Macdonald Legacy Society, and administering estate gifts.
  • Candidates must be authorized to work in Canada and willing to work in Quebec at the Montreal campus.

Matching Summary

This role supports the Bequests and Planned Gifts unit to maximize philanthropic support through bequests and other planned gifts.

Salary

Hourly: $31.19 - $38.65; Benefits: Health, Dental, Life Insurance, Pension plan up to 10%; Perks: Tuition waiver, remote work options

Skills & Requirements

Must-have

  • Strong client-service orientation
  • Excellent verbal and written communication skills
  • High proficiency in CRM and spreadsheet tools
  • Ability to manage confidential legal financial records
  • Bilingual English and French spoken and written

Nice-to-have

  • Knowledge of planned giving concepts and vehicles
  • Exposure to estate settlement processes
  • Experience collaborating with external professional advisors
  • Understanding of McGill University advancement priorities

Key Requirements

  • DEC III education level
  • 3 years related experience
  • Authorization to work in Canada
  • Willingness to work in Quebec
  • English language proficiency Level 4

Work Rights

Must be authorized to work in Canada

Tailored Resume

Cover Letter