Advancement Officer, Gift & Estate Planning

Who We Are

Simon Fraser University is a leading research university, advancing an inclusive and sustainable future. Our purpose – the essence of SFU – is to create and connect knowledge, learning and community for deeper understanding and meaningful impact. We are committed to fostering excellence, innovation, belonging and community in all that we do.

Advancement and Alumni Engagement (AAE) is committed to working with donors and alumni to advance new ideas that are furthering our communities - like addressing environmental concerns and providing life-long value for students - and encourage investment in programs that are transforming the landscape for teaching and learning.

About the Role

The Advancement Officer is responsible for cultivating and managing relationships of donors who are considering planned gifts for Simon Fraser University through their estates. Through personal contact with prospective donors, the Advancement Officer qualifies donors by determining their affinity, capacity, and interest in legacy giving. The Advancement Officer liaises and coordinates multi-channel marketing initiatives including list development and segmentation, Gift and Estate Planning (GEP) survey development, donor follow up and assignment and ensures data integrity of the GEP portfolio. The Advancement Officer maintains stewardship of the confirmed planned gift, SFU FutureFund, donor portfolio and is responsible for building and formalizing a network of Allied Professionals in the database to advance community engagement. As a member of the Advancement team, the Advancement Officer collaborates and coaches Advancement faculty fundraisers and other units to facilitate and generate philanthropic support through planned giving.

Qualifications

Bachelor's degree in Business Administration, with completion of the Canadian Association of Gift Planners (CAGP) Gift Planning course, and three years fundraising experience with an understanding of planned giving, or an equivalent combination of education, training, and experience.

• Good knowledge of all aspects of planned giving.
• Excellent solicitation and philanthropic relationship building skills.
• Excellent organizational, problem solving, strategic planning and analytical reasoning skills.
• Excellent interpersonal, communication skills (oral, written, and presentation).
• Ability to engage a broad range of prospective legacy donors through direct contact.

What We Offer

At SFU, our goal is to ensure our people are valued and supported by promoting a healthy work-life balance, professional growth and development, as well as a safe and respectful workplace. We offer temporary employees who belong in the Administrative & Professional Staff Association (APSA) :

Additional Information

The assignment end date is March 31, 2027.

Please include your cover letter and resume in one attachment.

SFU is an equity employer and strongly encourages applications from all qualified individuals including women, Indigenous Peoples, visible minorities, people of all sexual orientations and gender identities, persons with disabilities, and others who may contribute to the further diversification of the university.

We are committed to ensuring that the application and interview process is accessible to all applicants. If you require any assistance or accommodations, please contact pei_reception@sfu.ca.

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