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Years of Experience
Date Last Verified
ProfileDirector Gift Planning, Foundation – Administration Duties: Reporting to the vice president of development, provides overall guidance and strategic direction for the Foundation’s gift planning program. Responsibilities include identification, cultivation, solicitation, and stewardship of prospective and existing gift planning donors; oversight of gift planning marketing; and administration and stewardship of life income gifts, bequest expectancies, realized bequests, certain gifts-in-kind, real estate gifts, and other complex assets in conjunction with the Foundation’s leadership team and finance, legal and real estate departments.
Qualification and Experience
Qualifications: Master’s or JD Degree is required. 5 years of experience required. Knowledge of estate planning, including wills, trusts, charitable gift annuities, retained life estates and estate and gift tax laws. The position requires experience using planned giving or fundraising software, preferably PG Calc’s Planned Giving Manager and Raiser’s Edge. Ability to provide leadership, mutual respect and work effectively in diverse groups. Ability to work independently, research and analysis and project management. Demonstrated track record of success in leading, mentoring, and inspiring staff to achieve goals and fostering an attitude of staff responsiveness. Demonstrated proficiency in written and verbal communication, including the ability to make compelling presentations. Ability and willingness to work outside normal business hours, including some evenings and weekends.