Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Areas of Expertise
Timeline
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STEVE PRICE

Toronto

Summary

I am a results-driven, detail oriented Planned Giving professional with 15 years of experience in the fundraising field. Since 2010, I have been solely responsible for every aspect of Effect Hope’s Planned Giving program. I have a passion for supporting those who require health care in all its forms.

Overview

18
18
years of professional experience

Work History

Mainframe Circuit Board Quality Control Specialist

Celestica Inc. (IBM subsidiary)

Actor, Security / Janitorial Staff Member

Stratford Festival (Canada)

Mainframe Circuit Board Inspector

Celestica Inc. (IBM subsidiary)

Sketch and episodic comedy script writer, story editor

Television Writer

Sales and Excise Tax Interpretations Officer

Revenue Canada

Foundations Officer

Effect Hope (The Leprosy Mission Canada)
01.2017 - 01.2025
  • Managed 30 foundations of various sizes with total annual revenue of $300,000

Senior Manager, Planned Giving

Effect Hope (The Leprosy Mission Canada)
01.2010 - 01.2025
  • Responsible for the overall management of Effect Hope’s Planned Giving program. This involved:
  • Managing 75 open estate files. There were 48 open estates files when I assumed this role
  • Ensuring that all estate administration data is recorded accurately and, in a timely manner, in Raiser’s Edge, designated spreadsheets and hardcopy files
  • Communicating with lawyers, financial planners, and estate trustees to ensure timely and accurate processing of their requests such as the completion of releases and other estate documentation
  • Following up with solicitors and estate trustees to establish the status of the distribution process
  • Reporting to the CEO on the estate portfolio including the administration status of each estate and projected timelines for completion
  • Maintaining all estate files to audit standards
  • Balancing monthly bequest revenue with general ledger
  • Identifying Planned Giving prospects by overseeing marketing campaigns designed to encourage donors to consider including Effect Hope in their Wills
  • Stewarding 50 - 55 Planned Giving prospects with a goal of securing a bequest in their Wills
  • Managing 144 donors who have committed to including Effect Hope in their Wills
  • Responding quickly and accurately to Planned Giving queries from donors, lawyers, estate trustees and financial planners

Special Annual Event Fundraiser

Effect Hope (The Leprosy Mission Canada)
01.2010 - 01.2019
  • Starting in 2010, I ran a marathon each year to raise money for a specific project that our organization was funding. In that time, this initiative raised over $140,000.

Major Gift Planner

Effect Hope (The Leprosy Mission Canada)
01.2009 - 01.2011
  • Responsible for developing and maintaining relationships with 350 major donors through regular contact via phone calls, meetings, and mailings. I surpassed my revenue targets in this area each year and never lost a donor due to a lack of attention or complaint.

Donor Centred Pilot Project Coordinator

Effect Hope (The Leprosy Mission Canada)
01.2007 - 01.2009
  • The Leprosy Mission Canada wanted to test the effectiveness of the donor centred approach championed by Penelope Burke. This study selected 1,000 of our donors and separated them into test and control groups. The control group received the donor treatment that the organization was using at the time, and I worked with the test group providing a more donor centred approach which involved:
  • Making thank you calls within 24 hours of receiving a donation
  • Ensuring that thank you letters and receipts were mailed within 48 hours
  • Regularly mailing specialized newsletters which contained reports on how the donors’ gifts were changing lives
  • After 4 weeks of receiving their gift, the donor was sent a proposal for a specific project

Education

Bachelor of Applied Science Degree -

University of Guelph

Master of Divinity Degree - undefined

Tyndale College and Seminary

Skills

  • Laboratory testing
  • Quality training
  • Internal audits
  • Quality metrics

Hobbies and Interests

Running, weight training, reading, and watching The Young and the Restless

Areas of Expertise

  • Excellent written and verbal communication skills
  • Proficient in the use of Raiser’s Edge, Word and Excel
  • Strong attention to details and deadlines
  • Developing and strengthening relationships with donors

Timeline

Foundations Officer

Effect Hope (The Leprosy Mission Canada)
01.2017 - 01.2025

Senior Manager, Planned Giving

Effect Hope (The Leprosy Mission Canada)
01.2010 - 01.2025

Special Annual Event Fundraiser

Effect Hope (The Leprosy Mission Canada)
01.2010 - 01.2019

Major Gift Planner

Effect Hope (The Leprosy Mission Canada)
01.2009 - 01.2011

Donor Centred Pilot Project Coordinator

Effect Hope (The Leprosy Mission Canada)
01.2007 - 01.2009

Mainframe Circuit Board Quality Control Specialist

Celestica Inc. (IBM subsidiary)

Actor, Security / Janitorial Staff Member

Stratford Festival (Canada)

Mainframe Circuit Board Inspector

Celestica Inc. (IBM subsidiary)

Sketch and episodic comedy script writer, story editor

Television Writer

Sales and Excise Tax Interpretations Officer

Revenue Canada

Master of Divinity Degree - undefined

Tyndale College and Seminary

Bachelor of Applied Science Degree -

University of Guelph
STEVE PRICE