Director, Estate and Gift Planning

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

📋 Description

• Design, oversee, and execute a comprehensive initiative to secure deferred contributions such as bequests, trusts, and annuities.

• Develop, nurture, and maintain relationships with planned giving prospects and donors.

• Establish connections with estate and financial planning professionals to secure and retain planned contributions.

• Engage personally, via phone, and through virtual meetings with prospects, donors, and professional advisors.

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

• Achieve annual goals for personal visits, planned gift proposals, and new planned gift commitments.

• Utilize Salesforce to monitor, qualify, and report on prospect, donor, and advisor contacts and progress.

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

• Remain informed about estate and gifting strategies, relevant tax regulations, and trends in charitable giving.

• Maintain an understanding of the American Cancer Society's lifesaving efforts.

• Exemplify collaborative behavior that aligns with the Society's cultural beliefs and values.

⛳️ Requirements

• Bachelor's Degree and/or equivalent experience.

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

• Preference for experience in Planned Giving.

• CAP or CFRE certification/license is preferred.

• A valid driver's license is required.

• Access to a reliable vehicle.

• Consistent internet connectivity.

• Experience with planned giving software (Crescendo/Salesforce) is preferred.

• Strong judgment and the ability to maintain confidentiality.

• Exceptional organizational skills and the capacity to manage multiple projects simultaneously.

• Excellent verbal and written communication abilities.

• Proficiency in computer skills.

• Availability for three or more travel 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.