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Attorney in Inverness, IL

Little City Foundation Nov 20,2019 Location Inverness IL
This job is expired...

In-House

Attorney

Profile

Senior Relationship Manager Legacy Planning The candidate will creates the overarching Planned Giving strategy and plan, and responsible for its execution and the measurement of outcomes. Will qualify a caseload of donors and personas from a larger group of donors, families, and prospects of the organization. Will create individual goals for each person and persona on his or her caseload based on the donor’s history of giving and the organization’s knowledge of their potential. Will create a 12-24 month strategic plan for each donor or persona that will serve as a foundational communication and marketing plan for each person on the caseload. Working with the Planned Giving Advisory Council, maximize opportunities for Little City to be the charity of choice for legacy gifts. Working with the Director of Marketing & Communications, create a planned giving marketing and awareness program, including materials, outreach, mailings, seminars, recognition events and the like. Will faithfully and on a timely basis demonstrate excellent decision making and problem-solving skills while executing plans so individuals on the caseload are including Little City in their estate plans. Will partner with program and the communications department to secure appropriate project information, including budgets, required to do necessary analysis and recommendations of offers, proposals and asks that will be used with persons on the caseload to secure gifts. Will develop strong working relationships with Adult and Children’s services, ChildBridge Center for Education, Rec Center, Center for the Arts, Horticulture Center and other internal programs to aid in developing proposals and asks. Will develop strong working relationships with external corporations and professional associations. Will create monthly reports as required by management that accurately reflects caseload activity and overall planned giving performance. Will perform other major donor activities as may be required. Will be responsible for reporting to the Board of Directors and the Leadership Team as needed, on the status of caseload, strategic plan and gifts received or pledged. Will be responsible for managing the annual budget for his/her major gifts department. Maintains annual American Heart Association certification in First Aid and CPR, if required for the position. Successfully completes Little City Foundation required training, re-training, and any additional training as required by Little City Foundation policies and practices, or as assigned by his or her immediate supervisor.

Qualification and Experience

The candidate should have a Bachelor’s Degree. An advanced degree (MA, MBA, and/or JD) and/or professional certified designation in planned giving also required. 10+ years of experience in fundraising with successful cultivating and soliciting experience. Direct donor contact and relationship management is a must. Must have successful experience in managing donor stewardship and facility to develop and maintain a strong presence in the philanthropic community. Must have the social skills and proclivity to apply effectively to engage community residents, community leaders, as well as active and prospective donors. Excellent written, oral and interpersonal skills; with experience writing proposals or grants is preferred. Knowledge of planned giving vehicles is essential and strong knowledge of tax, financial and estate planning issues required. Should have the ability to qualify donors from the larger pool of organizational donors that meet the major gift criteria; to create reasonable financial goals for each donor which is based on their giving and their potential; to create a personal contact and ask plan, that takes into account the individual donor’s interest, motivations, giving patterns and ask preferences, for each donor on his or her caseload in a timely and cost-effective manner; to retain and upgrade donors; to secure project and organization information and create and write effective offers, proposals and asks. Ability to secure information that can be sent back to donors to report on how their money was used; to create timely reports that reflect caseload performance; to manage people, process, deadlines and budget while adhering to the policies and procedures of the organization; Ability to get along with peers, subordinates and management and maintain a positive and constructive attitude while solving problems; Ability to be a team player and protect the mission, goals and values of the organization.

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