Manager, Estate & Gift Planning

Position Title:

Manager, Estate & Gift Planning

Reports to:

Director of Development
Direct Reports:
None
Position Type:
Full-time, Continuing
Position Status:
Vacancy
Posting Date:
January 2, 2026
Closing Date:
January 30, 2026
Salary: $80,000 to $88,000 annually (target hiring salary range)
Workplace

Location:

St. Joseph’s Healthcare Foundation 224 James Street South, Hamilton, ON L8P 3A9
Hybrid Work Model – 3 days on site required

We’re dedicated to raising funds to support the highest priority needs of St. Joseph’s Healthcare Hamilton – an academic health sciences centre committed to exceptional patient care, innovative health research and the education of healthcare professionals. St. Joseph’s Healthcare Foundation is accredited through Imagine Canada’s Standards Program for its excellence in fundraising, financial accountability and transparency, governance, volunteer involvement and staff management.

We work with grateful patients, individuals, corporations and foundations, healthcare professionals and research teams ’s to raise funds to help the Hospital purchase essential equipment, pursue novel health research, renovate patient care areas, and support the future of healthcare. We’re also big believers in creating a culture that supports a healthy work-life balance, encourages collaboration and teamwork, and fosters personal and professional growth.

St. Joseph’s Healthcare Foundation Hamilton is looking for a Manager, Estate & Gift Planning to join our team of dedicated, caring and mission-focused professionals.

Core Function:
Reporting to the Director of Development, the Manager, Estate & Gift Planning is responsible for leading and implementing a comprehensive planned giving strategy to maximize long-term support for St. Joseph’s Healthcare Foundation to advance the future of healthcare.

• Industry-benchmarked salary administration policy and an annual merit-based pay structure*
• Comprehensive benefits package, including extended personal and family health and dental plan coverage, parental leave top-up, access to an annual healthcare spending account, and enrolment in the Hospital’s defined benefit pension plan (HOOPP)
• Flexible work arrangements including hybrid work (3 days in office, 2 days from home)
• Paid vacation starting at 3 weeks and your birthday off
• Early Friday office closure for the months of July and August
• Access to the St. Joseph’s Healthcare Hamilton Wellness, Employee Discount, and Employee and Family Assistance Programs
• Commitment to Professional Development including an annual budget for each employee
• Discounted on-site parking

* Subject to annual budget approval by the Foundation’s Board of Directors

• Building relationships with current and prospective planned giving donors through personal contact, correspondence, and reporting to demonstrate impact of planned gifts
• Ensuring timely and strategic follow-up with donors and their representatives
• Managing a portfolio of ~150 donors, including prospective and existing planned giving donors and mid- and major-level donors for solicitation to achieve annual fundraising goals
• Leading promotion of future gifts by informing donors about strategic estate planning and leveraging gift vehicles, including insurance, registered funds and other assets
• Supporting stewardship and recognition for planned giving donors
• Collaborating with the Communications team on gift planning promotional materials, including website content, brochure development and sharing stories of planned giving donors through Foundation publications and on-line platforms
• Educating Foundation staff on planned giving vehicles and how to promote legacy giving with prospective and existing donors; including keeping abreast of legislation pertaining to planned gifts and trends relating to the field of planned giving
• Maintaining accurate and regular recording on Raiser’s Edge and reporting of realized estate gifts and expectancies to update Foundation leadership, including the Board of Directors
• Engaging strategically with professional advisors (lawyers, accountants, financial planners) to keep St. Joe’s top-of-mind and…