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Years of Experience
ProfileAssociate Director of Gift Planning The candidate will be responsible for managing a portfolio of Foundation constituents. Will assist the Director of Gift Planning in stewarding existing professional advisers in the Herbert J. Mueller Society, cultivating new relationships with professional advisers (attorneys, accountants and financial advisers), overseeing a portfolio of donors and prospects made up of Legacy Society members, business leaders, entrepreneurs and corporate clients, and maintaining strong relationships with Foundation staff and regional community leaders.
Qualification and Experience
A Bachelorâ€™s degree in closely related field such as finance, accounting, marketing or law required; graduate degree such as a J.D. with estate planning experience or certification (CPA, CFP) strongly preferred. should have 5 years of experience in positions that involved: 1) estate or financial planning, 2) charitable fund development, 3) cultivation of professional advisers, donors or institutional advancement, 4) corporate philanthropy, or 5) philanthropic advising required. Experience in the cultivation and securing of major and planned gifts preferred. Demonstrated knowledge and skills in planned giving, estate planning, tax laws, professional advising and charitable giving is required. Demonstrated ability to develop strong and credible relationships with donors / clients. Knowledge of laws, regulations and processes related to charitable giving and non-profit operations
preferred. Must be able to work independently and share the GMF story with individuals, estate planning attorneys, investment professionals and CPAs. Should have excellent written, verbal and interpersonal communication skills; ability to present effectively to small and large audiences.
Greater Milwaukee Foundation
1020 North Broadway
Milwaukee, WI 53202