Director of Planned Giving

Company: Association of Fundraising Professionals
Location: Chicago
Posted on: February 18, 2025

Job Description:

GENERAL SUMMARYThe Director of Planned Giving is a dynamic, experienced professional who designs, directs, executes and evaluates Anti-Cruelty's Rose Fay Thomas Legacy Society program. In addition to carrying a personal portfolio, they develop and implement a multi-year strategic marketing plan to maximize income by securing a range of planned gifts. They provide technical expertise in estate planning to prospective and current donors and to their advisors regarding the tax and charitable aspects of planned giving.ESSENTIAL JOB FUNCTIONS

• Uphold the PETS Work Culture Agreement through Praise, Engagement, Trust, and Support.
• Design, implement and manage a robust planned giving program including the cultivation and stewardship of the portfolio of Rose Fay Thomas Legacy Society members.
• Engage in strategic, direct donor contact to provide technical expertise in estate planning to prospective and current donors and to their advisors regarding the tax and charitable aspects of planned giving.
• Provide expertise in the construction and evaluation of complex gift agreements, delivery and recognition benefits for gifts both outright and planned gifts.
• Collaborate with the Mission Advancement team in the creation of marketing collateral, digital and online outreach, and other communication efforts; advise Vice President of Mission Advancement, President, CFO and other officers on planned giving opportunities, key strategies, direction and methods.
• Ensure effective and efficient gift administration, regular management reports, and database maintenance.
• Oversee fundraising strategy for estates with executor/trustee discretion; collaborate with estate and trust administration to ensure stewardship and recognition for select estates and to support the estate administration process as needed.
• Manage a portfolio of planned giving donors and prospects and assume responsibility for personal revenue and activity metrics.
• Collaborate with fundraising and finance staff as needed to ensure compliance with all state insurance filings, gift annuity reserve requirements and Gift Acceptance Policy.
• Maintain knowledge base in legislation and regulations affecting charitable giving.
• In collaboration with the Finance team, support charitable gift annuity activities.
• Set goals for meeting with donors and acquiring new members for the Rose Fay Thomas Legacy Society.
• Develop opportunities for gifts of stock, real estate property, gift annuities and other assets.
• Conduct program analysis of both Planned Giving pipeline revenue potential and realized revenue to identify trends and leverage opportunities to maximize revenue.
• Develop and cultivate relationships with the professional advisor community including attorneys, wealth advisors and accountants to support cultivation of Rose Fay Thomas membership acquisitions and activities.
• Additional duties as assigned.ADDITIONAL RESPONSIBILITIES
• Drive to locations in Chicago region to meet with donors.
• Support the Mission Advancement team during signature events.
• Must be available to work nights and weekends when necessary.KNOWLEDGE, SKILLS AND ABILITIES
• Proven ability to solicit and close planned and outright gifts.
• Team player with the Mission Advancement department.
• Strong analytical skills to drive strategic development of the department.
• An entrepreneurial spirit, and a demonstrated ability to organize time, handle multiple priorities and deadlines, be self-motivated and collaborate across departments.
• Experience in working with high net worth individuals and demonstrated success in personal cultivation, solicitation, stewardship, and closing of planned gifts.
• Bequest administration is a key responsibility of the position in collaboration with the Anti-Cruelty Finance team, and provide hands-on administration of estate bequests including the receipt, documentation, and all follow-up correspondence required.
• Sophisticated word processing skills. Knowledge of and experience with Microsoft Office (Word, Excel, Access) applications preferred.
• Excellent proofreading and editorial skills.EDUCATION REQUIREMENTSBachelor's degree in Business, Marketing, Public Relations or related field. Law degree or Financial Planning Certificate preferred.EXPERIENCE REQUIREMENTS
• Minimum of 5-10 years in planned giving vehicles, current trends in philanthropy, and estate and financial planning for individuals, including tax implications of charitable giving.
• Previous supervisory experience preferred.
• Priority will be given to candidates with Planned Giving certifications and members of the Association of Fundraising Professionals and Association of Charitable Gift Planners.
• Note: A comparable combination of education, experience or training that would provide the level of knowledge, skills and ability required may qualify individuals.PHYSICAL REQUIREMENTS
• Ability to work in an open-office environment.
• Ability to work at a computer for long periods of time.
• Ability to work around companion animals.ADDITIONAL REQUIREMENTSAvailable to work an extended schedule, including weekends, early mornings, evenings and holidays according to demands of the role and tasks.The job description is a guide to the essential functions of the job, not an all-inclusive list of responsibilities, qualifications, physical demands, and work environment conditions. Job descriptions are reviewed and revised to meet the changing needs of the organization at the sole discretion of management.Anti-Cruelty is an equal opportunity employer.
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Keywords: Association of Fundraising Professionals, Chicago , Director of Planned Giving, Accounting, Auditing , Chicago, Illinois