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Planned Giving Associate
Shawnigan Lake School, Shawnigan Lake, CA_BC
 Planned Giving AssociateShawnigan Lake School is a leading independent co-educational boarding school for ages 12-18 (grades 8-12) on Canada’s beautiful west coast. Our world-class facilities situated on a stunning 270-acre campus include ten boarding houses, a theatre, film lab, an observatory, salmon hatchery, rowing crew house on the lake, dance studio, state of the art Learning Commons and Library, recording studio, and robotics lab. Our diverse, inter-disciplinary and innovative programming helps shape the next generation of global leaders. We offer a competitive compensation package and a nurturing, family-friendly workplace. This position offers a salary range of $72,000 to $84,000 per annum and a comprehensive benefits package. Actual salary offered will be commensurate with education, experience and internal parity.  Shawnigan Lake School is committed to safeguarding and promoting the welfare of children and young people and expects all staff (and volunteers) to share this commitment. Candidates will be required to undergo child protection screening appropriate to the post, including checks with previous employers and a vulnerable sector criminal record check.  JOB DESCRIPTION PLANNED GIVING ASSOCIATE Reporting directly to the Executive Director, Advancement & Community Engagement, the Planned Giving Associate is responsible for helping to ensure the success of Shawnigan Lake School’s fundraising and development program.The Planned Giving Associate will be responsible for advancing the mission of Shawnigan Lake School by fostering strong relationships with friends, and donors, and will generate philanthropic support from individuals, corporations, and foundations by managing a portfolio of key legacy donors and prospects.ROLES AND RESPONSIBILITIES General Manages a portfolio of planned giving prospects through the donor cycle utilizing principles of relationship management and personally conducts a predetermined number of one-on-one visits with prospects on a yearly basis to secure donors and funds; Assists in the development and implementation of cultivation, solicitation and stewardship strategies for planned giving prospects in adherence with “best call strategies”. This involves personally soliciting prospects for planned gifts (both outright and deferred), as well as providing the strategy and support for others on the Advancement team to solicit prospects to maximize the opportunities for fundraising success; Works in collaboration with the Advancement team to set goals and develop plans; Works with the Advancement team to prepare and update planned giving materials including brochures, websites, and forms; Moves top prospects through the donor cycle by managing them in coordination with the school's leadership team and selected volunteers. This involves preparation of strategies and briefing notes for calls and completion of call follow-up; Works closely with other areas of Advancement to develop donor relations plans and to maximize major and leadership planned gift opportunities; Develops and executes strategic plans for engaging planned giving donors and prospects through visits, calls and events to achieve the highest level of support from all donors through confirmed estate gifts and current or deferred complex types of gifts; Provides a timely, thoughtful and professional response to all planned giving inquiries received by phone, direct mail, emails, and surveys. Develops follow-up plans, implements relationship management strategies and timetables for both planned gift prospects and donors; Assists in other duties as required in furthering the goals of the Advancement team.   Community Relationships Ensures that all donors in the portfolio are recognized according to the school’s donor recognition vehicles.   Administration, and Technology Ensures timely and accurate maintenance of all gifts, solicitations and donor information in Raiser’s Edge database including tracking and fulfillment of pledges, donor recognition activities, and receipting and timely acknowledgement.      REQUIREMENTS University degree or College diploma in business or equivalent planned giving experience; Minimum 5 years of extensive relationship building experience in a fundraising environment; Experience in building a planned giving program; Excellent communication and relationship building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders; Excellent writing, research, communications, and presentation skills; Strong knowledge of Raiser’s Edge fundraising database; Strategic thinker, attention to detail, and strong program management skills; Personal qualities of integrity, credibility, and dedication to the mission of Shawnigan Lake School; Member of CFRE and/or CAGP considered an asset.  NEXT STEPS To apply, please send a resume and cover letter specifically expressing your interest in working at Shawnigan, to the attention of Mike Wolfe, Executive Director, Advancement & Community Engagement via email at [email protected]. We ask you to please provide references at the shortlist stage of the recruitment process. Shawnigan Lake School is an equal opportunity employer committed to establishing an inclusive, equitable, and accessible environment for all. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, gender identity or expression, marital status or any other basis protected by applicable law. We express our appreciation to all applicants for their interest in this position, however only candidates selected for an interview will be contacted.  Position closes when filled.
Foundation Coordinator, Full-time, Clinton Public Hospital Foundation
Huron Perth Healthcare Alliance, Clinton, ON
CLINTON PUBLIC HOSPITAL FOUNDATIONPosition Title: Foundation Coordinator, Full-time, five days per weekThe Foundation Coordinator position plays a vital role in the success of the Clinton Public Hospital Foundation. The Foundation raises money to purchase equipment and updates for the Clinton Public Hospital that the government does not fund. Over the last two years, the Foundation donated 1.47M for hospital updates and equipment through fundraising events and the generosity of donors.Overall Responsibilities:• Administrative/data entry/bookkeeping• Banking and reconciliation• Preparing monthly financial statements• Special Event Planning• Donor Relations and Fund DevelopmentJob RequirementsEducation• Completion of a relevant College or University program and or a combination of education (minimum Grade 12) and several years’ experience in a related discipline.Experience/QualificationsExperience in the field of professional fundraising or equivalent in public relations and communications field working with the general public and shall have:• Excellent interpersonal and communication skills• Experience in public speaking and ability to manage complex situations• Exceptional attention to detail and accuracy• Excellent time management and multi-tasking skills, problem-solving, and decision making• Strong ability to research, analyze, organize, manage, and evaluate plans and take action, assessing long-range impact and outcomes• Strong financial understanding and bookkeeping experience• Motivated self-starter who can build successful working relationships with a variety of stakeholders• Ability to work well with minimal supervision• Proficiency in Microsoft Office products, accounting/fundraising software, Quick Books• Competence in website management and Social Media experience is considered an assetWorking Conditions• The office is in the hospital. Time may be split between the office and your home• Flexible working hours, including weekends/evenings when required for special events• Must have a valid driver’s licenseWages:The hourly wage is dependent on qualifications and experience. The minimum starting wage is $25.00 per hour. Group benefits are available plus pension benefits.If you have the qualifications and are passionate about making a difference in healthcare for the Central Huron community, please send your resume and cover letter by email or mail. For more specific details, please call Board Chair, Darren Stevenson, at 519-525-2112.Clinton Public Hospital Foundation98 Shipley StreetClinton, ON N0M 1L0
Global Engagement Mobility Program Coordinator
Douglas College, New Westminster, BC
Position DetailsPosition Information Position Title Global Engagement Mobility Program Coordinator Posting Number 02175SA Location New Westminster Campus Grade or Pay Level S - Pay Level 15 Salary Range $58,606 per annum (with wage increments to a max of $65,718 per annum), which includes a special allowance of $2,000 per annum. Salary and wage increments are in accordance with the Collective Agreement. Position Type Support Staff - Regular Posting Type Internal/External Regular/Temporary Regular Employment Type Full-Time Posting Category Staff Start Date 06/10/2024 End Date Day of the Week Mondays to Fridays Shift N/A Work Arrangements This regular full-time (35 hours per week) position is available starting June 10, 2024. Regular hours of work are Monday to Friday, 9:00 am - 5:00 pm. Shift days and times may change depending on the Department's need. Occasional evening and/or weekend work may be required. The position is located at the New Westminster campus; however, successful candidate must be available for occasional work at the New Westminster campus. Douglas College is committed to supporting a healthy work/life balance for employees. A modified/flexible schedule and/or hybrid work from home arrangement may be considered, subject to the terms of the College's Work From Home Policy. What Douglas Offers DO what you love. Be good at it. That's how Douglas College defines a great career. It's a philosophy that resonates through our classrooms, our offices and our boardrooms. It inspires our students and drives us to make Douglas College one of BC's Top Employers. We love what we do. And we're looking for passionate, motivated people to join us in making one of Canada's best colleges even better. The Role The Global Engagement Mobility Project Coordinators oversee a portfolio of international projects and mobility programs including international study abroad, reciprocal exchange programs, short-term inbound study projects, faculty/staff mobility, and other international partnerships and projects in order to progress the strategic internationalization goals of Douglas College. Coordinators work as a team sharing leadership and support roles across projects and partnership collaborations. This position requires working closely with faculty, students, administrators, representatives from our global partner universities and colleges around the world, and external stakeholders, such as College and Institutes Canada to ensure the successful development, promotion and implementation of all international mobility programs and projects.To develop a culture of global engagement at Douglas College; including a focus on internationalization of curriculum, intercultural experiences and competencies, sustainability goals, and global citizenship, coordinators organize and deliver a number of Global Engagement events on campus and online for students and employees; such as the international student awards and scholarships, cultural events, and educational event promoting global citizenship and competencies. Global Engagement events and programs often involve student assistants and volunteers whom the Coordinators mentor and supervise while helping them develop their work-related and leadership competencies. The incumbent provides exceptional client-centered service on a consistent basis to all stakeholder groups both internally and externally.Responsibilities1. Mobility Program Development and Operationsa. Works in partnership with academic leaders (Deans, Chairs and Coordinators) in developing international mobility and study abroad programs aligned with strategic goals by providing student demand assessments, partner institution needs assessment, industry trend analysis and researching logistics. Forecasts pro-forma budgets for study abroad or partnership proposals and projects and externally funded contracts. Provides input and ideas for changes to the existing programs in collaboration with faculty.b. Develops, manages, and shares international relationships and partnership agreements through internal communication channels and direct contact with faculty members related to international mobility programs opportunities for faculty consideration.c. Takes a lead role in the implementation of international mobility programs, projects and joint programs. Works with off-shore institutions and organizations to coordinate logistics. Works with faculty and service departments at Douglas College to ensure smooth operation and adherence to College policy.d. Uses project management software, global engagement management software and organizational skills to manage the day-to-day logistics of applications, registrations, travel arrangements, emergency information, medical and travel-related documentation, marketing and promotion and due dates. Maintains a documentation log of activities. Is responsible for budget control of the activities and managing deliverables on schedule.e. Supports faculty and administrator international mobility or project grant submissions by coordinating proposal writing and submissions to external funders; liaises with funders to ensure project requirements are met; plans and organizes project activities involving internal and external participants using project management software and organizational skills.f. Coordinates in-coming international student programs such as exchanges and customized programs; ensures appropriate documentation; liaises with overseas partner institutions and receiving faculties at Douglas College; makes reception and settlement arrangements as required; advises on application and registration procedures; assists students upon arrival with accommodation, orientation, cultural adjustment, facilitates off site cultural activities and workshops; and serves as the primary point of contact during their entire study period at DC.g. Makes independent decisions with respect to emerging problems with students and faculty in all study abroad programs; seeks guidance from supervisor when needed on novel or complex decisions; makes referrals to appropriate and relevant resources internally and externally and follows up.h. Advertises, Interviews, hires, trains, schedules, supervises and evaluates multiple student assistants each semester involved with global engagement events and working as program ambassadors or guides to inbound international student programming.i. Evaluates and reports on international mobility activities, prepares final expenditure reports, and plans and coordinates follow-up special events with participants.2. Study Abroad and Mobility Advisinga. Serves as the primary campus advisor for student and faculty international mobility opportunities. Meets with students to assess appropriate study abroad opportunities with regard to academic, personal, professional, and financial goals for their mobility programs. Provides guidance to students and faculty on Douglas College administrative policies and procedures related to study-abroad programs.b. Works with the Enrollment Services to facilitate credit transfer for students as applicable. Makes recommendations on credit transfer process, and liaises with International Student Advising Specialists to prepare documents related to articulation requests for exchange credit when needed.c. Advises incoming students from international partner institutions on application and registration procedures at DC; serves as the primary liaison between these students and DC academic departments; assists students upon arrival with housing logistics, orientation, cultural adjustment, facilitates course selection, and registration and serves as their primary advisor during their entire study period at DC.3. Training and Developmenta. Develops and maintains an online pre-departure training program for faculty and students engaged in international mobility programs, including information related to travel, culture, preparation, and safety/emergency procedures.b. Develops and delivers orientations and cultural workshops/field trips for inbound international student specialty programs throughout the year.c. Prepares and delivers post-program evaluations with participants to review the programs and make changes to strengthen the experience for future international mobility program participants.d. Documents operational procedures for marketing and managing global engagement projects and partnerships, updates procedures as needed, researches new best practices in the field and sector, and makes suggestions for improvement.4. Partnerships and Collaboration Developmenta. Maintains regular communication about students and programs with internal and external mobility program partners, such as international university partners, domestic university partners co-marketing study abroad programs, and government and non-profit agencies.b. Initiates new communications with potential international mobility partners by arranging meetings at conferences, international events, online and following up with Global Engagement promotional material and agreement development in order to meet strategic internationalization goals.c. Prepares draft agreements for external partnerships and collaborative activities to ensure sufficient breadth of partner locations and subject area interests.d. Provides reports and recommendations on operations of collaborative or joint international programs and makes procedure and policy recommendations based on thorough review.e. Manages and maintains a database of mobility partnership agreements to ensure they are up-to-date; track reciprocal exchanges to identify imbalances; make recommendations and work with partner organizations to correct imbalances; and proactively engages partners prior to agreement expiry.5. Promotion and Outreacha. Provides input to, and executes the annual marketing plan for all study abroad (inbound and outbound) programs. With the Marketing and Communications Office ( MCO ) support, oversees the content, design, publication and posting of mobility programs promotional materials.b. Maintains communications on a pre-determined schedule with faculty related to study abroad & exchange opportunities using email, workshops, DC Connect and in-person communications in order to sustain interest in global engagement and share opportunities for faculty involvement in projects or programs.c. Organizes faculty specific information events and public awareness events to promote study abroad, exchange and Douglas International priorities.d. Writes, develops and manages elements of the Global Engagement and DC Connect websites and social media accounts in-line with the GE/ MCO annual communications plan.e. Works with mobility coordinators at other post-secondary institutions to create joint activities & promotions for study abroad that involves transferable credits and is mutually beneficial to both institutions.f. Schedules and hosts campus visits for representatives from affiliated organizations and partners to promote dual degrees, degree completion, exchange and work-integrated learning opportunities.g. Responds to external requests for information about Global Engagement related activities.6. Global Engagement and Citizenship On-Campus Initiativesa. Leads and contributes to global engagement and citizenship awareness events on campus and off campus including: developing program/event content; marketing and promotions; student assistant supervision and mentoring; implementation of the event; and review and recommendations future events.b. Promotes global citizenship, competencies and mobility in support of strategic goals by updating the Douglas College Global Engagement section of the public website and forwarding key event promotional information to college-wide communication partners such as the Douglas College Student Union, Student Affairs and Services, and MCO .c. Utilizes student global citizenship, competency and mobility awareness and promotion events to engage students in the possibility of study abroad using proven acquisition and retention strategies and tools, such as, promotions, contests, and CRM software where available and appropriate.d. Responsible for organizing the International Program Awards/Scholarships process and ceremony including: organizing application process, then advertising awards to faculty, students, and staff; collecting and analyzing applications and supporting documents; sitting on the scholarship adjudication committee to review applications for final approval; working with the Douglas College Foundation and Alumni Relations and Financial Aid and Awards Office to administer awards.7. Continuous Improvement and Networkinga. Engages in ongoing training provided by Douglas College on service areas, technologies, and policies.b. Engages in ongoing professional development related to international mobility and partnerships.c. Stays current on mobility programming offered to students and faculty offered by peer institutions in BC.d. Represent Douglas International as a contributing member to cross-functional teams and learning communities of practice within Douglas College related to global engagement.e. Participates as an active member in regional, provincial and national associations such as Canadian Bureau for International Education Study Abroad Professional Learning Community, and the British Columbia International Education Association.8. Other duties as required, such as:a. Trains, supervises, assigns work and evaluates student assistant and monitors for Global Engagement.b. Responds to emergent problems using independent judgement.c. Provides orientation and training on global engagement initiatives employees outside of Douglas College International. Performs other duties in DCI or College-wide as required. To Be Successful in this Role You Will Need •Successful completion of a bachelor degree in a related discipline from a recognized post-secondary institution in a related discipline, and a minimum of 3 years related work experience, or a combination of credentials and experience considered equivalent. •Ability to maintain effective working relationships with administrators, faculty, staff and students. •Proven customer service, administrative and organization abilities. •Excellent Chinese (Mandarin) language proficiency in writing, speaking, and listening as well as in depth cultural knowledge of Mandarin speaking countries in the Asian Pacific region. •Excellent project management skills. •Excellent interpersonal and cross-cultural communication skills including written and verbal fluency in the English language. •Experience giving engaging presentations and lead webinars speaking to small and large groups in formal and informal settings, and be flexible in adapting speaking and presentation styles to people of various backgrounds and cultures. •Working knowledge of social medial platforms such as Twitter, Instagram, Face Book, etc. •Ability to identify risk (financial, personal, reputational) related to a proposed activities. •Ability to work with international partners from different cultures and language backgrounds in different time-zones using video-conferencing and email. •Ability to travel and conduct oneself professionally in different cultures, when requested. Out-of-country travel requires a valid Canadian passport. Ability to obtain legal documentation to work/enter Greater China and Asian Pacific region. •Experience marketing events and programs to target audiences such as students or faculty members. •Experience working post-secondary environments. •Experience with planning and coordinating meetings and events. •Demonstrated ability to: •exercise initiative within a team and promote a positive work environment •function effectively when professionalism, confidentiality and sensitivity are required •work independently under minimum supervision to meet deadlines and to establish priorities •apply and work within relevant policies and procedures •coordinate events with multiple stakeholders in person and online •gather, organize, and report on feedback on a program or event •manage project budgets •communicate persuasively, diplomatically and tactfully verbally and in writing •collaborate and seek help when faced with complex or challenging situations •nurture and develop student leadership potential and work-related competencies •critically analyze, reason, problem solve and exercise sound judgment •ensure accuracy of information and enter data accurately •effectively use time management to prioritize tasks for self and groups •effectively lead and support project-based work using planning tools •create and deliver engaging presentations for large groups •effectively engage with large groups of people in workshop or educational formats •work as a team or independently, with a minimum of supervision •organize and manage digital workspaces for working groups and committees •maintain high levels of customer service while under task, time or interpersonal pressure •advocate on behalf of others •retain, organize, and communicate a vast range of information •create and maintain a professional network •International experience and second language skills are assets. •A working knowledge of database management is an asset. •Knowledge of adult educational design principles is an asset. •Knowledge of learning management systems such as Blackboard is an asset. •Technical skills: MS Word, Excel, PowerPoint, Outlook, MS Teams, MS Planer, Zoom, all at an intermediate or higher level Link to Full Position Profile Equity Statement Douglas College is committed to fostering a diverse, inclusive and equitable learning and working environment. In support of this journey, we welcome all people to apply, including people from groups that are experiencing inequity, including, but not limited, to Indigenous Peoples, racialized or persons of colour, persons with mental or physical disabilities, persons who identify as women, and/or persons of marginalized sexual orientations, gender identities and expressions, and persons of all faith identities, age, marital status, and parental status. Needs a Criminal Records Check No Posting Detail Information Open Date 04/24/2024 Close Date 05/01/2024 Open Until Filled No Special Instructions to Applicant Interested applicants must submit their application and all required documents online on the Douglas College Career Site www.douglascollegecareers.ca. Qualified internal applicants shall be given first consideration in filling the position. All internal applications must be received by May 1, 2024. Please ensure your resume clearly explains how you meet the required knowledge, skills and abilities of the position for which you are applying. All candidates selected for interview will need to bring original certificates and diplomas of educational credentials noted on their resume. Quick Link for Direct Access to Posting https://www.douglascollegecareers.ca/postings/12220
Wealth Coordinator, Wealth Management
BDO Canada, Kelowna, BC
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.Your OpportunityResponsibilities: Assist the Wealth Advisor with daily administrative needs; Assist Wealth Advisor to prepare meeting packages for clients; Assist with coordinating the financial planning process, along with gathering the required information; Follow up on daily client requests in a timely manner; Coordinate the account opening process for new and current clients; Responsible for client data integrity and system updates;Responsible for ensuring client packages, materials, and meetings are prepared/scheduled;Other Financial Planning tasks including, but not limited to; RRSP, RESP and TFSA account tracking, research assignments, prepare report packages, other duties as assigned; How do we define success for your role? You demonstrate BDO's core values through all aspect of your work: Integrity, Respect and Collaboration You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality work You identify, recommend, and are focused on effective service delivery to your clients You share in an inclusive and engaging work environment that develops, retains & attracts talent You actively participate in the adoption of digital tools and strategies to drive an innovative workplace You grow your expertise through learning and professional development. Self-motivatedYour experience and education 2+ years’ experience in the wealth/financial planning industry is preferred (in a banking, insurance, investment related workplace) Degree/Diploma in a relevant field You have completed or are working toward your CFP designation is considered an asset You possess an inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements You display strong problem solving, analytical, and communication skills. Proficiency with the Microsoft Office Suite You have the ability to work well independently with minimal supervisionStrong attention to detailStrong administration and organization skillsPay Range: $49,000 -$75,000/annumWhy BDO?Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2024. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Chief Inclusion and Diversity Officer, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our careers page. Our Wealth Management practice is looking for a Wealth Coordinator to join the team and own the following responsibilities: