Director, Estate and Gift Planning

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Develop, oversee, and execute a thorough planned giving program to secure deferred contributions, including bequests, trusts, and annuities.

• Build, nurture, and maintain relationships with planned giving prospects, donors, as well as estate and financial planning professionals.

• Engage personally, via phone, and virtually with prospects, donors, and professional advisors to provide information on the planned giving program and the American Cancer Society’s initiatives.

• Expand and manage a portfolio of qualified, active prospects through identification, cultivation, solicitation, execution, and stewardship.

• Achieve annual objectives for personal visits, planned gift proposals presented, and new planned gift commitments finalized.

• Utilize Salesforce to monitor, qualify, and report on prospect, donor, and advisor interactions and progression through moves management stages.

• Collaborate with philanthropy and other colleagues to enhance blended gift proposals and cultivate additional planned giving prospects.

• Stay updated on estate and gifting strategies, relevant tax legislation, and trends in charitable giving.

• Maintain familiarity with the Society’s work in cancer research, patient support, prevention, detection, and treatment.

• Exhibit collaborative behavior that aligns with the Society’s cultural beliefs and values.

⛳️ Requirements

• Bachelor’s Degree or equivalent experience.

• Over 3 years of experience in nonprofit fundraising, or related experience in nonprofit networking and relationship building.

• Planned Giving experience is preferred.

• CAP or CFRE certification is desirable.

• Valid driver’s license and reliable vehicle required.

• Consistent access to a reliable internet connection.

• Familiarity with planned giving software such as Crescendo/Salesforce is preferred.

• Strong judgment and ability to maintain confidentiality.

• Exceptional organizational skills with the capability to manage multiple projects concurrently.

• Excellent verbal and written communication abilities.

• Computer proficiency is essential.

• Strong customer relationship management and customer-centric solution skills.

• Strategic planning skills and the ability to translate future possibilities into actionable strategies.

• Willingness to embrace new opportunities and challenging situations with urgency and enthusiasm.

• Consistent achievement of results even in challenging circumstances.

• Comfort in relating to diverse groups of individuals.

• Ability to build both formal and informal relationship networks inside and outside the organization.

• Persuasive skills to garner support and commitment.

• Resilience when faced with setbacks and challenges.

• Willingness to travel three or more days a week within the designated territory.

🏝️ Benefits

• Generous paid time off policy.

• Medical benefits.

• Dental benefits.

• Retirement benefits.

• Wellness programs.

• Professional development programs to enhance staff skills.