Director, Estate and Gift Planning

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

📋 Description

• Develop, oversee, and execute a comprehensive initiative aimed at securing deferred gifts, including bequests, trusts, and annuities.

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

• Engage with prospects, donors, and professional advisors through in-person meetings, phone calls, and virtual platforms.

• Expand and manage a portfolio of qualified, active prospects by identifying, cultivating, soliciting, executing, and stewarding them.

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

• Utilize Salesforce to monitor, qualify, and report on contacts and progress regarding prospects, donors, and advisors.

• Collaborate with philanthropy and other team members to enhance blended gift proposals and cultivate further planned giving prospects.

• Keep abreast of estate and gifting methodologies, relevant tax regulations, and trends in charitable giving.

• Maintain in-depth knowledge of the American Cancer Society's research, patient support, prevention, detection, and treatment initiatives.

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

⛳️ Requirements

• A minimum of a Bachelor's Degree or equivalent experience.

• At least 3 years of experience in nonprofit fundraising or a comparable background in nonprofit networking and relationship building.

• Experience in Planned Giving is preferred.

• CAP or CFRE certifications/licenses are desirable.

• A valid driver's license is required.

• Access to a reliable vehicle.

• A dependable internet connection is necessary.

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

• Strong judgment and the capacity to uphold confidentiality.

• Exceptional organizational skills and the ability to manage multiple projects at once.

• Outstanding oral and written communication abilities.

• Proficiency in computer skills.

• 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 designed to enhance staff skills.