The anglican diocese of montreal

Financial Development Consultant


Based in Montreal and reporting to the Executive Archdeacon, your role as Financial Development
Consultant will be to develop and implement stewardship activities in the Diocese, both in parishes and at
the Synod level. This position will be a two year trial to assess results.

 Key Goals
· Mobilize support for a broad spectrum of financial development activities that include: parish-based
and Diocese-wide stewardship Education Programs; annual giving through the Bishop’s Action
Appeal, annual golf tournament, annual Bishop’s Dinner, etc.
· Plan for $250,000 in financial development per year in each of 3 years for the work of the Diocese
· Assist interested parishes to increase their current givings by 30% over 3 years.
· Work closely with Stewardship Council, Youth Ministry Consultant and Congregational Development
Consultant.

 Expected outcomes at the end of 12 months:
· Produce a roster of qualified donors and pledges amounting to $250,000.
· Ensure the preparation of written financial development plans in the selected parishes and regions in
the diocese.
· Support 2-3 congregations per year in their financial campaigns.
· Hold 4 workshops per year on financial development.

 Key Responsibilities/Accountabilities and Tasks

Development of Stewardship Awareness and Initiatives
Advise and work with concerned groups and individuals (e.g. The Stewardship Council, MAP steering
team, Financial Committee, Youth Ministry Advisory team) on major gift cultivation, solicitation and
fulfillment, major ministry campaigns, public relations, special events and Planned/Legacy Giving.
· Teach parishes how to develop finances. Develop related educational resources.
· Train lay leaders and clergy on stewardship and fundraising issues in congregations by ensuring that
all parishes are on PAR; train parish representatives to provide information about.
· Ongoing support of planned giving.
· Proactively seek out stewardship partnership opportunities at Diocesan, Provincial, Anglican Church
of Canada, international, worldwide, and ecumenical levels.
· Is staff support for Stewardship Council.
Financial Development
· Provide parishes with expertise to increase the capacity of local financial development efforts (e.g.
planned giving)
· Engage in prospect identification, research and qualification; provide guidance in solicitation for major
gifts.
· Provide support for major events such as the annual Bishop’s Dinner, annual golf tournament, Annual
Bishop’s Action Appeal and other similar events.
· Develop, implement and provide leadership support for other annual diocesan financial campaigns,
draft direct-mail solicitation, and solicit major gifts.
· Research appropriate philanthropic organizations and write fundraising and grant proposals.

Governance and Reporting
· Monitor, evaluate and report on the results of stewardship and financial development programs.
· Participate in preparation of the annual stewardship budget and work alongside the Finance Manager
to ensure compliance with diocesan policies, government legislation and that appropriate accounting
practices are established and observed.
· Participate in the Diocesan leadership activities and serve as a resource to the Bishop, Executive
Archdeacon, the Stewardship Council, Diocesan Council, the Finance Standing Committee, Loans
Committee, G.U.M. and Synod.
· Supervise financial development volunteers.
 Required Skills and Competencies:
Education
· Related post-secondary education Confidentiality – The incumbent must exercise the discretion and
integrity in the handling of restricted information. He/She must, as well, have the ability to maintain
confidentiality.
· Complies with all Safe Church requirements for a High Risk position.

Experience
· Experience in community and faith-based advancement, either professionally or personally.
· 5-7 years successful record in a similar post, or 10+ years in a related post in a similar environment.
· Must have experience and previous proven track record in fund raising in the non-profit sector.
· Experience in networking development of contacts in the business sector and community.
· Experience and credibility in communicating fund raising plans to internal/external audiences.

Competencies and skills
· Shares expertise with others.
· Supports individual and team development.
· Technical Skills - Extensive computer skills – MS Office, Raiser’s edge.
· Demonstrates the ability to build new donor contacts, deepen current donor relationships and to forge
new ones.
· Able to create powerful, compelling written and oral communications for fundraising.
· Skilled in leading and managing major, high-profile events.
· Knowledge of French, an asset.

If this sounds like you, please forward your resume and cover letter in one document
to sophieb@montreal.anglican.ca no later than Sunday, February 9, 2014, indicating  Financial
Development Consultant in the subject line.
We will review resumes as they arrive and schedule interviews when appropriate. The Anglican Diocese
of Montreal thanks all applicants for their interest and advises that only those selected for an interview will be contacted.

Job-posting-Financial-Development-Consultant