DIRECTOR OF GIFT PLANNING
POSITION SUMMARYReporting to the President and CEO, the Director of Gift Planning is responsible for the overall management of the Planned Giving program including: bequest administration, relationship building with professional advisors, development and implementation of a comprehensive plan to identify, cultivate, solicit, recognize and steward legacy (and current) gift donors. This position is also responsible for interacting with all functional areas of the organization, including Donor Relations, Gift Processing, Volunteer Engagement, Marketing, Digital, and Print Communications. The Director of Gift Planning is accountable for developing estate and gift planning priorities and plans, metrics and innovative initiatives to increase the pipeline.
- Provides expert advice and guidance to the Foundation in all facets of gift planning and estate management.
- Manages the tracking and administration of estates, life insurance, and other planned gifts, including coordinating the issuing of receipts to planned giving donors and corresponding with executors, family members, lawyers, accountants and other professionals involved in estate administration.
- Work closely with professional advisors and other charity beneficiaries on estates in litigation, including members of the Planned Giving Advisory committee in their professional capacities.
- Maintains a database of professional advisors; builds relationships and maintains ongoing contact with the advisors. Keeps current on tax aspects of charitable gifts and informed about new legislation and revenue rulings affecting such gifts.
- Liaises with the Chair of the Planned Giving Committee, coordinates committee meetings, prepares meeting agendas and relevant meeting information; provides support to committee members.
- Participates in professional development opportunities to maintain current knowledge and practice.
Marketing and Stewardship
- Collaborates with Board members and staff to cultivate prospective legacy donors.
- Manages, coaches and empowers other fundraisers to share legacy giving information with their donors to increase the prospect pipeline.
- Develops and implements a comprehensive plan for marketing planned gifts. Identifies and qualifies planned giving prospects by analyzing the donor database and identifying patterns of giving.
- Manages and maintains the planned giving recognition and stewardship plan: develops relationships with current and potential donors through in-person meetings, phone calls and email correspondence, preparing and delivering individually tailored donor stewardship reports, and developing new and creative ways of recognizing planned giving supporters.
- Develops plans for, and oversees the planning and management of estate planning seminars (minimum of 4/year), the annual Professional Advisors’ Breakfast, the Annual Holiday Tea and Strawberry Tea and other related special events.
- Develops and updates marketing materials including the Planned Giving brochure, Legacy newsletter and contributing articles to the Pulse newsletter and Well into the Future magazine.
- Assists with the development of strategies to ensure data is captured, managed and used effectively to maximize the value of all Gift Planning activities.
- Develops and manages the planned giving budget.
- Provides timely and relevant information to the President and CEO to keep them apprised of the quality of the status of Gift Planning activity at the Foundation.
- Actively contributes to policy development related to the Gift Planning program.
- Represents the Foundation in professional associations such as CAGP and AFP.
- Other duties as assigned.
- 5+ years of senior leadership/management experience in non-profit fundraising and/or business environment.
- Demonstrated knowledge and experience of Planned Giving vehicles including bequests, charitable remainder trusts, life insurance, gifts of securities, etc.
- Astute when dealing with allied professional advisors to facilitate bequests, insurance and gifts of securities and to work with advisors with estates involved in litigation.
- Excellent interpersonal written and verbal communication skills.
- A proven track record in the effective development and implementation of best practice program delivery.
- A team player and team builder.
- A strong donor orientation and work ethic exercised with diplomacy and confidentiality.
- Attention to detail, accuracy and proficiency in Microsoft Office is required.
- Proficiency in Raisers’ Edge is an asset.
- Knowledge of the North Shore and the healthcare field considered an asset.