Director, Philanthropy – Ontario

Position Profile

TABLE OF CONTENTS

The Opportunity ..................................................................................................................................... 2

About Heart & Stroke ............................................................................................................................. 2

Additional Information ............................................................................................................................ 3

The Ideal Candidate .............................................................................................................................. 4

Key Duties & Responsibilities ................................................................................................................ 4

Qualifications & Competencies .............................................................................................................. 6

Biography: Avril Goffredo ....................................................................................................................... 7

Biography: Aleksandar Zakonovic .......................................................................................................... 7

Biography: Chris Tambakis .................................................................................................................... 7

Organizational Chart – Ontario .............................................................................................................. 8

Heart & Stroke Values and Behaviours .................................................................................................. 9

Research Breakthroughs over the Decades ......................................................................................... 10

FOR MORE INFORMATION

KCI (Ketchum Canada Inc.) has been retained to conduct this search on behalf of Heart & Stroke. For

more information about this leadership opportunity, please contact Ellie Rusonik, Senior Search

Consultant at Heart&Stroke@kcitalent.com.

All inquiries and applications will be held in strict confidence.

To apply, please send resume and letter of interest to the email address above by February 4, 2019.

Candidates from diverse groups are encouraged to apply. We are committed to fostering an inclusive,

barrier-free and accessible environment. If you have been contacted for an interview and require an

accommodation due to disability to participate in the recruitment and selection process, please advise

and we will work with you to meet your needs.

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Director, Philanthropy – Ontario

THE OPPORTUNITY

Heart & Stroke is seeking an exceptional major gifts fundraiser to be our inaugural Director, Philanthropy for Ontario and to drive major gift fundraising in the province. This is an exciting time to join Heart & Stroke. The Director will provide leadership and management of major gift fundraising by identifying, developing, and leveraging new opportunities and strategically building on the success of current initiatives and our strong culture of community support. The Director will manage a portfolio of individual prospects, organizations, and family foundations at various stages of the donor cycle and, with the support of a small team, will oversee fund development functions related to major gifts across the province. Reporting to the Vice President, Development, Ontario, and as a senior member of the provincial Development Team, this role provides an opportunity to significantly contribute to the growth of fundraising in Ontario and engage collaboratively with colleagues across the organization to develop and grow annual and longer term strategies and programs.

ABOUT HEART & STROKE

Life. We don’t want you to miss it.™ That’s why Heart & Stroke leads the fight against heart disease and stroke. Powered by the commitment and generosity of more than 100,000 volunteers and more than 1.4 million donors, we fund life-saving research and help Canadians lead healthier lives. Heart & Stroke is a health charity active in communities across the country. For more than 60 years, Heart & Stroke has been dedicated to fighting heart disease and stroke. Our work has saved thousands of lives and improved the lives of millions of others. Our progress is real. The death rate from heart disease and stroke has declined more than 75% over the past six decades. Envisioning this kind of progress was what drove a visionary group of Canadians, including researchers and physicians, to establish the beginnings of Heart & Stroke in 1952.

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Heart & Stroke’s health promotion and advocacy programs across the country are saving lives every day. Working together with employees, volunteers, donors, and world-class researchers, Heart and Stroke is Canada’s most widely recognized and trusted authority on cardiovascular and cerebral vascular health. Heart & Stroke and the dedicated researchers and clinicians we support have been generating life-saving knowledge and expertise that has completely revolutionized the treatment and prevention of heart disease and stroke. In 2017 we invested nearly $32 million in life-saving research, and $38 million in advocacy and health promotion initiatives. These highlights show what those investments achieved:

Funding medical breakthroughs – Heart & Stroke supported more than 800 researchers in medical institutes, universities, hospitals and communities across Canada in 2017.

Preventing disease – Heart & Stroke worked to empower Canadians of all ages to learn about and establish healthy lifestyle choices. Our goal is to reduce key risk factors for heart disease and stroke, including high blood pressure, obesity, unhealthy diet, lack of physical activity and smoking.

Saving lives – Heart & Stroke worked to enable faster, better cardiac emergency and stroke response and treatment.

Promoting recovery – Heart & Stroke contributed to increasing quality of life by enhancing supports for an estimated 1.6 million Canadians and their families who are living with the effects of heart disease and stroke.

There’s so much more to do.

ADDITIONAL INFORMATION

Website: http://www.heartandstroke.ca/

What we do: http://www.heartandstroke.ca/what-we-do

Impact: http://www.heartandstroke.ca/what-we-do/our-impact

Report to Donors: https://www.heartandstroke.ca/what-we-do/our-impact/report-to-donors

How your $1 is spent: http://www.heartandstroke.ca/what-we-do/finances

Research: http://www.heartandstroke.ca/what-we-do/research

Heart information: http://www.heartandstroke.ca/heart

Stroke information: http://www.heartandstroke.ca/stroke

Financial statements: http://www.heartandstroke.ca/what-we-do/finances

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THE IDEAL CANDIDATE

The Director, Philanthropy – Ontario will be a savvy major gift professional and consummate relationship builder who balances planning and strategy development with their keen desire to get out the door. The successful candidate will have a mastery of the mechanics of fund development and a proven track record of supporting others’ fundraising and closing their own gifts at the 5 and 6 figure level. Critical to this position are superior communication and relationship management skills with donors and a genuine interest for interacting with people. A driven and nimble change manager, the new incumbent will thrive in ambiguity and will be a forward thinking, motivated, and inventive leader who fosters a culture of philanthropy and shares this passion with others. Resourceful and creative, the ideal candidate will seek and seize opportunities to develop new and existing possibilities for major gift support and partnerships. The Director will focus on engaging donors in Heart & Stroke programs and will thoughtfully mesh donor opportunities with the priorities of our organization. With expertise engaging senior volunteers and community leaders in major gift prospect identification, cultivation, solicitation and stewardship, the ideal candidate will effectively work with and through others. Comfortable in a complex, matrixed organization, the Director will work with the Ontario team and others across the organization with a high degree of collaboration, influence, and persuasion. With integrity and an authentic commitment to our mandate, the Director will embrace and be inspired by our values to Champion Health, Practice Humility, Embrace Change, Drive Impact, Learn and Grow, and Be Heartfelt.

KEY DUTIES & RESPONSIBILITIES

Fundraising and Strategic Planning

Develop the annual and multi-year plan for Ontario’s major gifts goals and objectives.

In alignment with the Development team’s strategic plan, deliver on annual targets and achieve philanthropic goals in excess of $2M, and contribute to the success of the organization’s legacy program.

Manage a portfolio of approximately 100 prospects in various stages of identification, cultivation, solicitation and stewardship with a goal of spending approximately 80% of time facilitating face to face relationship building efforts and an expectation of 8+ strategic donor contacts/month.

Actively participate in the development and maintenance of robust donor pipelines.

Provide leadership and major gift expertise, mentoring direct reports, peers and senior level volunteers.

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Contribute to the development of annual provincial Major Gift financial budgets, reviewing financial results and projections on a regular basis to mitigate challenges and optimize opportunities.

Promote and build a culture of philanthropy and the Development function in Ontario as a key Foundation priority.

Relationship Management

Using research, staff/volunteer referrals and networks, enhance the existing pipeline and develop new relationships with potential major donors in Ontario.

Collaborate closely with Marketing and Mission teams to deliver high quality, highly customized opportunities for proposals and solicitations.

Collaborate closely with Team Central to develop and deliver high quality, highly customized proposals, solicitations, and stewardship materials.

Oversee and personally cultivate, solicit, recognize and steward relationships for key stakeholders, working in partnership with Provincial CEO, Provincial VP, Fund Development Committee members and Provincial Advisory Board.

Deepen relationships with existing supporters for excellent stewardship and engagement.

Lead stewardship and communication planning with tailored and meaningful plans for top donors and prospects.

Collaborate actively with the Mission team to ensure appropriate representation of staff, scientists, clinicians, etc. at donor meetings and/or events.

Operations, Central Database Recording & Moves Management

Participate in an integrated moves management program and prospect clearance process.

Ensure the seamless collection and coordination of information for prospective donor advancement purposes including ensuring that all outcomes from prospect, supporter and volunteer contact are recorded in the database within 48 hours.

Take an active role in learning about and keeping up-to-date with the Foundation’s priority funding opportunities, with particular alignment with nation-wide priorities and interests.

Comply with all policies and practices at H&S, including compliance with Code of Professional Conduct.

Team Leadership

Recruit, develop and provide regular coaching and performance management to a small team of fundraisers to effectively support philanthropic goals.

Ensure the Philanthropy team is appropriately versed in Heart & Stroke strategic research and programs. Provide subject matter expertise, mentoring and advice as appropriate.

Volunteer Management

Lead the efforts to meaningfully engage the Honourary Board members.

Provide regular briefings, coaching and advice to the Fund Development Committee, Provincial Advisory Board, as required, on the progress of the Philanthropy team’s goals for the campaign.

Genuinely engage with senior level volunteers to create enthusiasm for exercising their influence in their own constituencies.

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QUALIFICATIONS & COMPETENCIES

Progressive experience in fundraising in a large, multi-level and/or complex health related organization.

Has a track record of working closely with a President, Vice-President, and/or senior level executive leaders and volunteers.

Exceptional networking ability, demonstrated tact, diplomacy and creative problem solving capabilities.

Demonstrated major gift, partnership development and/or campaign experience and driving the acquisition of gifts at the 5 and 6-figure level.

Experience in successfully recruiting, training, mentoring and managing a team of fundraising professionals.

Proven ability to cultivate meaningful relationships with individual donors and foundation partners.

Experience participating in an integrated central fundraising program and prospect clearance process.

Ability to work at the detailed level with a high degree of accuracy and quality.

Superb written and verbal communication skills – volunteer briefings, proposal and letter writing.

Strong analytical skills and ability to work within a CRM database.

Appreciation and understanding of AFP Code of Ethics, Policies and Procedures.

University degree and CFRE designation and/or involvement in a professional association are considered assets.

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BIOGRAPHY

Avril Goffredo

Chief Executive Officer, Ontario & Nunuvut Avril Goffredo joined Heart & Stroke 25 years ago, directly out of the University of Guelph where she graduated with a bachelor of science in human biology. Avril's introduction to Heart & Stroke was as a school programs coordinator, where she was responsible for the Jump Rope for Heart program in Hamilton-area schools. Avril's responsibilities have grown over her years with the foundation in roles that include regional manager, marketing manager and director, and community and corporate partnerships. In 2013 she assumed leadership of the Community Engagement team for Canada where she was responsible for $60 million in gross revenues and provided leadership to a team of 300 employees and more than 100,000 volunteers across the country. In June 2017, Avril took on the role of CEO, Ontario providing leadership to the Mission and Fundraising teams in the province.

Aleksandar Zakonovic

Vice-President, Philanthropy – Ontario

Aleksandar has worked in the world of fundraising and development for twenty years. He spent more than eight years in various roles at the United Way of Greater Toronto before he moved to the university sector where he held fundraising leadership roles with the Schulich School of Business at the York University, the Rotman School of Management at the University of Toronto and Ryerson University. At Heart & Stroke as the Vice President, Philanthropy for Ontario, Aleksandar oversees a team of dedicated professionals who are tasked with maintaining existing and initiating new lifelong relationships with individual and corporate supporters.

Chris Tambakis

Chair Chris Tambakis joined Heart & Stroke’s Ontario Provincial Board in February 2013. Mr. Tambakis is the Chief Executive Officer, North America, Adgar Investments & Development. Adgar is an active, long term real estate investor, owner, developer and manager with holdings in North America, Israel and Europe. With a strong knowledge, passion and over 30 years of experience in the real estate industry, Chris leads his team with a collaborative, supportive and clear focused manner. As CEO, he is responsible for establishing and implementing all aspects of the company’s strategy, vision and continued expansion. Mr. Tambakis is a graduate of the Richard Ivey School of Business. He is an active and passionate community volunteer with charities and organizations in the arts, education, community and healthcare.

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ORGANIZATIONAL CHART – DEVELOPMENT ONTARIO

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VALUES & BEHAVIOURS

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RESEARCH BREAKTHROUGHS OVER THE DECADES