Gift And Estate Planning Coordinator
University of British Columbia
Support UBC donor relationships through gift and estate planning coordination, fundraising research, and stewardship in a collaborative university setting.As Development Coordinator, you will support UBC’s Gift and Estate Planning unit and frontline fundraising team. The work spans donor identification, cultivation, stewardship, tracking, reporting, and research across the donor cycle. You will help deliver programs that build lifelong relationships with donors, alumni, and students.Key Responsibilities:
Coordinate development program implementation and new unit initiativesResearch prospects and draft fundraising proposals for senior managementWrite donor solicitation materials and correspondenceEnsure donor recognition, acknowledgement, stewardship, and gift processingDevelop analytical reports, processes, and fundraising practicesRequirements:
Undergraduate degree in a relevant disciplineMinimum one year of related experience or equivalent educationExcellent verbal and written communication skillsStrong organizational, analytical, interpersonal, and computer skillsAbility to interact effectively with staff, managers, and donorsBring careful coordination, donor communication, and fundraising research to UBC’s Gift and Estate Planning team.
#J-18808-Ljbffr
Coordinate development program implementation and new unit initiativesResearch prospects and draft fundraising proposals for senior managementWrite donor solicitation materials and correspondenceEnsure donor recognition, acknowledgement, stewardship, and gift processingDevelop analytical reports, processes, and fundraising practicesRequirements:
Undergraduate degree in a relevant disciplineMinimum one year of related experience or equivalent educationExcellent verbal and written communication skillsStrong organizational, analytical, interpersonal, and computer skillsAbility to interact effectively with staff, managers, and donorsBring careful coordination, donor communication, and fundraising research to UBC’s Gift and Estate Planning team.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Gift And Estate Planning Coordinator in Winnipeg, MB vacancy
- Job Title Development Coordinator, Gift & Estate PlanningJob Category M&P - AAPSJob Profile AAPS Salaried - Development & Alumni Engagement... ...Group Staff - Non UnionDepartment Gift & Estate Planning 3 | Development | Development & Alumni EngagementCompensation...SuggestedFlexible hours
$130k - $180k per year
...multi-generational life insurance planning. For more than 25 years, we... ...and preserving wealth and estates in a tax-efficient manner.... ...in-person sales meetings and plan management meetings with clients... ...systematically by creating the plan, coordinating needs, charting logistics,...SuggestedHome office- ...Description: The Director, Advanced Planning (DAP) is accountable for providing advanced tax and estate planning solution advice to high... ...arrangements, charitable gifting, wills and trusts, and the dynamics... ...This role includes an incentive plan and total compensation that could...SuggestedWork at officeFlexible hours
- ...(HNW) clients with holistic discovery and planning towards customized wealth advice and solutions... ...as part of the client’s overall financial plan. Offer insurance solutions utilizing... ...offices Promote and offer full suite of Estate Planning products, services and banking capabilities...SuggestedMinimum wageLocal areaWork from home
- ...protect, and transition wealth through sophisticated insurance and estate planning solutions. By leveraging leading insurance products and... ...wealth transfer strategies for HNW and UHNW clients, ensuring plans are aligned with complex tax, estate, and wealth preservation objectives...SuggestedLong term contractWork from home
- ...worth clients as part of their comprehensive financial plans. You will offer sophisticated insurance strategies through... ...client bases. The role emphasizes driving insurance sales, coordinating with carriers, and promoting estate planning services while ensuring #J-18808-Ljbffr
- A career as a Senior Planning Advisor in the Corporate Real Estate Department at National Bank means leading the support, prioritization and coordination of real estate projects for the Montreal Campus... ...capacity with business needs. Plan and deliver real estate projects in...Long term contractWork at officeRelocationFlexible hours
$3610.06 per week
...Function:Acquire fee, easement or other real estate rights and interestsfrom land owners,... ...aselected representatives). Review and interpret plans, drawings andsurveys, explain real estate... ...to external customerneeds and issues. Coordinate the involvement of appropriate internal...Temporary work- Lead advanced tax and estate planning advice at Sun Life, supporting financial advisors and high net worth Clients through a hybrid work model. Apply personal and corporate taxation expertise while influencing wealth and insurance solutions.As Director, Advanced Planning, you...
- Step into a leadership role at Worldsource as the National Director, specializing in Tax, Estate, and Insurance Planning. This position is vital for delivering expert consultation on advanced planning strategies across Canada. As a thought leader, your role will encompass...
- RBC Family Office Services in Montréal invites a seasoned tax, estate and financial planning professional to join the FAST team. You will advise RBC Wealth Management clients on complex tax and estate strategies for high-net-worth individuals and business owners. Requires CPA...Work at office
- Apply advanced tax expertise to life insurance planning as Westward’s customer-facing Director, supported by a home-office structure and... ...accountants, lawyers, and professional advisory teams. You will address estate preservation, business succession, wealth protection, risk...Work at officeHome office
- Bring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This full-time position offers a 37.5-hour workweek.As a Financial Advisory Consultant, you will provide specialized guidance across...Full timeWork at office
$110.5k - $143k per year
...Job FunctionHydro One's real estate portfolio is essential to powering... ..., Real Estate Strategy & Planning serves as a key strategic leader... ...developing long-term capital plans, overseeing portfolio financials... ...or revenue generation. Coordinate communication with managers from...Long term contractContract work- Hydro One Inc. is seeking a Senior Manager, Real Estate Strategy & Planning to lead long-term capital planning, portfolio analytics... ...real estate portfolio. You will develop divisional plans, establish KPIs, and coordinate with corporate finance to ensure alignment with overall...Long term contract
- Technology Planning and Coordination SpecialistRequisition ID: 277665 Join a purpose driven winning team, committed to results, in an inclusive... ...for the management of technology deliverables within a Real Estate project and/or Workplace Transformation. You’ll also have accountability...Manual laborWork at officeRelocationFlexible hours
- Coordinate real estate rights in Markham for Hydro One, applying valuation knowledge and interpreting agreements, plans, drawings, and surveys. This temporary assignment lasts 12 months.As a... ...valuation, documentation, and stakeholder coordination expertise to support Hydro One...Temporary work
- A leading regional law firm in Alberta is seeking a talented associate for its Estate Solutions Group in Edmonton. This role involves providing comprehensive legal services in estate planning, dispute resolution, and litigation. Candidates must have a JD or LLB, a minimum of...
- National Bank in Montreal seeks a Senior Planning Advisor to lead the occupancy strategy for the Montreal Campus, spanning 5-6 sites. You will optimize space utilization, coordinate real estate projects with corporate and business sectors, and analyze occupancy data to guide...Long term contract
- Lead strategic planning and political analysis for the City of Edmonton in a hybrid Strategic Coordinator position supporting branch leadership. Shape complex initiatives, governance materials, and operational priorities across the organization.Reporting to the Branch Manager...Long term contract
- Coordinate healthcare equipment planning in Vancouver using multidisciplinary design review, construction coordination, and detailed equipment management skills. This role supports full project lifecycle delivery.Designed for construction coordinators with healthcare project...For contractors
- ...Saskatchewan or Manitoba for a Regional AVP Tax, Retirement and Estate Planning. If you have a professional accounting or legal designation... ...surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans...Long term contractTemporary workLocal areaRemote workFlexible hours
- BMO Trust Company in Toronto leads a national Will and Power of Attorney program, providing expert governance, standard templates, and best practices across Canada. The role partners with Legal, Compliance, and Risk to ensure fiduciary obligations and regulatory adherence. As...
$99k - $110k per year
Position Title: Director, Major Gifts Location: Toronto - Hybrid 3 days/week in office Reports to : Chief Development Officer... ...major donor engagement opportunitiesCultivate impactful event plans and follow-up engagement opportunitiesResearch event attendees in...Long term contractFull timeCasual workInternshipWork at officeImmediate startMonday to fridayAfternoon shift3 days per week$15k per year
...ResponsibilitiesReporting to the Director, Major Gifts, below are some key... ...in Development’s overall planning and implementation processes... ...and other team objectives. Plan, prepare and brief Banff... ...information, please contact the Privacy Coordinator at ****@*****.***, 107...Full timeFor contractorsInternshipWork at officeRemote work- ...Job Type: Full-time | Part-time | Commission-based Experience Level: New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly...Full timePart timeLocal areaShift work
- ...Royal LePage is committed to helping you launch your real estate career by providing the industry-leading training, lead generation and technology you need to accelerate your growth. With a culture built on community and collaboration, Royal LePage attracts professionals who...Full timeInternshipLocal area
$75k - $127.5k per year
...POSITION SUMMARY Reporting to the Director, Development, the Major Gifts Officer is a relationship management professional responsible for... ....Utilize prospect management tools to maintain portfolio plans, activity targets and progress toward fundraising goals.Monitor prospect...Long term contract- ...Director, Corporate and Foundation Relations to manage a major gifts portfolio and drive private and public sector support for... ...involves leading donor engagement, developing complex fundraising plans, and coordinating with faculty and development units to secure gifts of $50,000...
- Lead major-gift fundraising for Stella's Place in Toronto, combining donor stewardship and strategic relationship-building within a hybrid... ...complex financial giftsStrong donor relations, writing, planning, and analytical skillsExperience managing direct-report relationshipsBring...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Gift And Estate Planning Coordinator. Be the first to apply!

