Janine Kuzma BA, CFRE, MFA-P

Provide strategic leadership for the Gift and Estate Planning program across Oakville, Georgetown, and Milton Hospital Foundations as part of Halton Healthcare Cultivate and steward relationships with donors and professional advisors to secure complex and transformational planned gifts Develop and implement integrated gift and estate planning strategies that support multiple hospital sites and community priorities Collaborate with Major Gifts, Annual Giving, Finance, and Marketing teams to align planned giving with overall fundraising and campaign goals Strengthen governance, forecasting, and reporting of future estate revenue across all foundations Champion donor-centred, and compliant gift practices, ensuring donor intent, privacy, and regulatory standards are upheld

As a Senior Manager, Gift Planning, I am responsible for developing and implementing strategies to increase revenue from planned giving, including educating, promoting, and motivating prospects to make a legacy gift. I work collaboratively with marketing, the Advisory Council, Advisor Council Network, and consultants. My key responsibilities are: 1. Educating, promoting, and motivating prospects to make a legacy gift by identifying and targeting potential donors. 2. Building relationships with prospects, legacy donors, and Advisors through one-on-one visits/meetings, events, and communicating about new achievements and projects at the hospital. 3. Developing Legacy giving materials that effectively communicate the benefits to donors and their families and the future impact on the hospital. 4. Increasing revenue from legacy and blended gifts by developing, implementing, and evaluating strategies, including successfully upgrading legacy donors to a higher gift 1M+ 5. Working with consultants, including PGrowth, on Legacy giving Case for Support and policies. 6. Working with the Advisory Council to develop strategies, tools and identify new opportunities to support the Legacy giving program. 7. Growing Advisor Council Network, including motivating them, inviting them to exciting events with renowned speakers from their profession, as well as providing them with the latest information about St. Joe's, and connecting them to the hospital, including via hospital tours. 8. Fostering a culture of Legacy philanthropy within the community, including churches, ethnic organizations, Credit Unions, etc., by partnering and organizing interesting seminars. 9. Creating an individual stewardship plan and conducting prospect research and rating. 10. Following up with lawyers 11. Estate administration

As a Manager, Planned Giving & Estates I am responsible for developing and implementing strategies to increase revenue from planned giving, including educating, promoting, and motivating prospects to make a legacy gift. I work collaboratively with marketing, the Advisory Council, Advisor Council Network, and consultants. My key responsibilities are: 1. Educating, promoting, and motivating prospects to make a legacy gift by identifying and targeting potential donors. 2. Building relationships with prospects, legacy donors, and Advisors through one-on-one visits/meetings, events, and communicating about new achievements and projects at the hospital. 3. Developing Legacy giving materials that effectively communicate the benefits to donors and their families and the future impact on the hospital. 4. Increasing revenue from legacy and blended gifts by developing, implementing, and evaluating strategies, including successfully upgrading legacy donors to a higher gift 1M+ 5. Working with consultants, including PGrowth, on Legacy giving Case for Support and policies. 6. Working with the Advisory Council to develop strategies, tools and identify new opportunities to support the Legacy giving program. 7. Growing Advisor Council Network, including motivating them, inviting them to exciting events with renowned speakers from their profession, as well as providing them with the latest information about St. Joe's, and connecting them to the hospital, including via hospital tours. 8. Fostering a culture of Legacy philanthropy within the community, including churches, ethnic organizations, Credit Unions, etc., by partnering and organizing interesting and targeted seminars and events. 9. Maintaining a solid commitment to stewardship to ensure donors and advisors feel valued, appreciated, and recognized by creating an individual stewardship plan and conducting prospect research.

During my tenure at the Ukrainian Canadian Congress as a National Fund Development Manager, I successfully built and grew the fundraising department from the ground up. I developed, implemented, and managed fundraising programs, campaigns, models, and policies. As a manager, I am involved and participate in every aspect of fundraising, including; developing and monitoring programs with a successful track record, developing budgets and campaigns including annual, monthly, and planned giving campaigns, securing sponsors for events, writing ask letters, SM posts, communications, building and strengthening relations with donors, stockholders and public, preparing financial reports, and in-depth prospect research, stewardship and soliciting major donors, as well as coordinating and managing events and coaching and mentoring volunteers. In short, I am responsible for accomplishing all the fundraising goals while working closely with the Executive Director, the President, and all members of the governing board. I also respond to issues raised by donors and stakeholders to bring them closer to the organization and prepare and conduct fundraising webinars for our branches.

Managing and promoting the relationship between UTS and Alumni. Arranging networking events, services, providing content and carrying out editorial duties for alumni blogs and publications

Entrusted to create detailed and relevant prospect research profiles, write template solicitation letters for the UTS Annual Fund, create a concept for buckslip as well as to develop, oversee and manage a fundraising program as part of the “Building the Future” campaign to raise 60 million dollars. Participating at the UTS office of advancement strategic and operational planning retreat.

In charge of research in addition to acting as the assistant office administrator. Part of my role included making arrangements for board meetings, congresses, organizing registration of participants and preparing newsletters with the purpose of fundraising.

Organizing trips in Canada and USA for senior citizens as well as serving as a tour guide