Description:

The Director of Planned Giving is responsible for seeking out opportunities and developing and implementing initiatives to identify, cultivate, solicit and steward prospects to ensure a strong base of ongoing financial support. The Director plays a significant role in the largest growth in philanthropic support in the Foundations history. The Director is entrusted with the responsibility of recognition and stewardship of individual donors including planned, major and principal givers. Specific duties and responsibilities include: Develops and implements an annual plan for planned giving operations. Participates in the strategy setting of key prospects with the campaign, principal, major, planned and physician volunteer leadership as required. Provides strategic information and guidance to assist in developing goals, plans, and procedures. Leads and manages the planned giving effort including budgeting, program direction, supervision and evaluation of assigned staff. Works with the Senior Director of Development/Campaign Director, and other development staff, to reach annual goals in a team-oriented manner. Organizes or participates in other initiatives to promote the organization and philanthropy. Provides effective training, support and leadership to Board and Campaign volunteers and leaders to meet annual and long-term financial goals. Actively seeks out opportunities to be involved in within the community; acts as an ambassador for philanthropy including education on planned giving and the new hospital project ideally at upscale retirement communities. Maintains and enhances the credibility of the organizations roles. Develops strategies and approaches to generate ever-higher levels of giving. Forges relationships with donors and sows the seeds for annual donors to perpetuate their giving through planned gifts. Ensures that all major and planned giving donors receive appropriate, consistent recognitions and an accounting of the impact that their gift has made on community needs annually. Prospects for future support by (a) making personal calls on donors and their financial advisors year round and (b) data mining of donors and new suspects to ensure a growing base of support. Writes and develops promotional materials (both hard copy and electronic) such as brochures and reports to promote the organization both internally and externally. Acts as a goodwill ambassador when required. Prepares and delivers speeches and presentations to service organizations, business groups and boards. Produces two (2) high quality events for members of 1919 Society and other key constituents. Develops innovative recognition opportunities, materials and events for continuity and donor stewardship, as it relates to planned giving. Remain at the cutting edge in knowledge of and marketing of gift vehicles. Performs other related duties as assigned Qualification and Experience The candidate should have a Bachelors degree as minimum. Should have an advanced degree in law or business preferred. Member of a State Bar highly desirable. Certified financial planning designation a plus. Must possess 5-10 years of combined leadership and major gift fund-raising experience. Extensive experience working with volunteers required. Proven fund-raising, leadership and consensus building skills required. Proven negotiation and mediation skills required. Campaign experience is preferred.

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Attorney/Trusts  and  Estates 

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