Job Details

Director Gift Planning, Foundation - Administration

Company name

Organization Type


Job Type


Years of Experience

Min 5 yrs required


Coral Gables, FL

Date Last Verified

Oct 17,2017

Posted on

Apr 26,2017
Practice Area
Trusts and Estates >> Trusts and Estates
Apply for this job
Your Email:
Upload Resume:

232 hits


Director 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.

Additional info


Company info

Apply Now

Similar Jobs:

Trust Counsel The candidate will be responsible for providing guidance to designated Trust Administrators on a daily basis. Reviewing openings and closings of trust-related accounts. Referring questions to outside counsel as nece...
International Associate Wealth Strategist The candidate will work closely with Wealth Strategists, Private Wealth Advisors (PWAs), Financial Advisors (FAs) and management. Will assists Wealth Strategists in client engagements, th...
Staff Attorney The candidate defends the company against lawsuits for Personal Injury Protection and Physical Damage claims brought against the company; manage a large case load comprised of PIP and PD lawsuits; respond to Compla...