Gift Processing & Legacy Assistant

Gift Processing & Legacy Assistant (Permanent, Full-time)

Looking for a place to learn, grow, and build a strong foundation for a future in philanthropy? At The Foundation of Guelph General Hospital, we believe that great healthcare starts with a strong community and that every donor interaction is an opportunity to make a difference. We’re looking for a detail-oriented team member to support donor relations and help ensure an exceptional donor experience at every stage of the giving journey.

As the Gift Processing & Legacy Assistant , you will play a key role in supporting the Foundation’s fundraising and stewardship activities through accurate gift processing, donor data management, and administration of the planned giving program and estate gifts. Reporting to the Finance Manager, this role helps deliver an exceptional donor experience while maintaining compliance with Foundation policies, Canada Revenue Agency and other regulatory requirements.

The Role

We offer

· Competitive compensation package; hiring range for this role is $47,000 - $53,000

· Comprehensive benefits, including group benefits plan and defined benefit pension, generous time-off, personal days, early closures on summer long weekends, a parental leave top-up and a Sabbatical Program

· Opportunity for hybrid work, such as one to two days remote working following an initial orientation period

· A collaborative and purpose-driven culture

Expected Outcomes

Accurate and Timely Donation Processing

o Process donations received through mail, online platforms, events, third-party sources, gifts-in-kind, and other fundraising activities

o Process tribute and memorial gifts, recurring gifts, gifts of securities, and other complex donations

o Ensure that donations are allocated to the correct funds, that amounts entered are accurate, and that CRA rules are followed when issuing tax receipts

o Monitor recurring donations and proactively address declined payments or expired credit cards

o Assist with generating receipts, reconciling donation reports and identifying discrepancies as required

Donor Experience and Data Management

o Support data integrity initiatives and ongoing database maintenance to ensure that constituent records are maintained accurately in the CRM (Raiser's Edge)

o Respond to inquiries related to donations, tax receipts, donor records, and ensure the delivery of meaningful donor acknowledgements and impact reporting

o Record and maintain donor communication preferences, recognition, and confidentiality requests

o Produce reports and donor lists as requested to support fundraising, stewardship, and financial activities

Planned Giving and Estate Administration

o Assist with the administration of estate gifts, bequests, life insurance proceeds, and other planned gifts

o Maintain records related to planned giving expectancies, estates, and legacy donors

o Coordinate documentation and correspondence with lawyers, executors, financial institutions, and family members

o Track planned gift commitments to ensure timely follow-up and ensure donor intentions are documented and fulfilled accurately

o Assist with donor recognition and stewardship activities related to legacy donors

Operations Support

o Provide administrative support for fundraising, stewardship, planned giving, and community engagement activities

o Assist with Foundation events and fundraising activities as required

o Participate in process improvement efforts to enhance efficiency, accuracy, and donor service

Competencies

· Attention to detail – accurate gift processing, record keeping, and data entry

· Organized – ability to manage multiple priorities, deadlines, and donor requests

· Customer service – attention to donor needs and providing timely, professional support

· Communication – written and verbal communication with donors, professional advisors, community members, and internal stakeholders

· Personable – friendly, approachable, is easy to get along with

· Analytical thinking – ability to identify opportunities for process improvement

· Problem-solving - effectively achieve the set goals by overcoming obstacles that may arise

· Dependable – track record of good attendance, responsibility and reliability.

Must-haves

· Post-secondary diploma or degree, or an equivalent combination of training, and 1 – 3+ years experience in office administration, data entry, fundraising, accounting, or a related field

· Passion for transforming healthcare through giving

· Accurate and efficient in data entry and administrative skills

· Strong communication skills

· Proven track record of advanced computer skills in Microsoft 360 Office and quick to learn new software

· Experience with CRM systems (e.g., Raiser's Edge) and donor data management

· Demonstrated commitment to advancing equity, diversity and inclusion

· Ability to work occasionally on weekends and evenings and commute to the locations outside of FGGH office to attend events that will take place during this time.

Nice-to-haves

· Understanding of fundraising principles and philanthropic motivations

· Knowledge of charitable sector regulations and/or aptitude to learn

About The Foundation of Guelph General Hospital

The Foundation of Guelph General Hospital exists to transform healthcare through giving. Donors make it possible for the Hospital to purchase 100% of the equipment used in patient care – from life-saving technology to everyday tools that support safety and quality. Together, we’re creating a healthier future for our community.

Learn more about us:

Growth

As our organization continues to grow, the Gift Processing & Legacy Assistant, will help advance our mission, strengthen donor relationships, and support our philanthropic efforts to help fund exceptional healthcare in our community. Not everyone fits neatly into a box, so we value the new perspectives and skills that divergent experience brings. If you have transferrable skills from other areas and feel you can make a meaningful contribution to our work, please apply.

How to Apply

Please send a cover letter and resume to ***email_hidden*** with the subject line: Gift Processing & Legacy Assistant .

Apply by Wednesday, July 8, 2026. Applications will be reviewed on a rolling basis – don’t delay. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Interview Process

· Phone interviews may be scheduled as applications are received

· Virtual interviews: on a rolling basis, week of July 13

· Final in-personal interviews (including a brief assignment): tentatively week of July 13 and week of July 20

· Target start date: August 17, 2026

Our Commitments to Equity and Inclusion

The Foundation of Guelph General Hospital is dedicated to creating an inclusive and diverse work environment that values every individual's unique perspective, background, and abilities. We welcome applications from candidates from different backgrounds, expertise, personalities, talents, and ideas. We treat everyone with kindness and care for one another, making people feel welcome and free to be themselves. As we strive to create an accessible, safe and welcoming space for all, we are committed to providing reasonable accommodation for individuals with disabilities during recruitment.