Managing Director, Gift Planning (Legacy Giving)
About the role
The Breast Cancer Research Foundation seeks a strategic, entrepreneurial, and experienced Managing Director, Gift Planning (Legacy Giving) to lead and grow the Foundation's legacy giving program.
Reporting to the Chief Philanthropy Officer, the Managing Director will be responsible for developing and executing a comprehensive planned giving strategy that inspires transformational philanthropy through bequests, beneficiary designations, blended gifts, and other charitable planning vehicles.
The Managing Director will help donors align their philanthropic goals with BCRF's mission while growing a robust pipeline of future support. The Managing Director will manage a portfolio of donors and prospects, oversee marketing and stewardship initiatives, partner closely with colleagues across the Development & Events team, and help shape the long-term vision and infrastructure for a growing program.
Responsibilities
- Develop and implement a multi-year strategic plan to grow BCRF's planned giving program with a focus on increasing legacy commitments and stewardship of existing donors.
- Manage and achieve annual goals and performance metrics, regularly evaluating program effectiveness and identifying opportunities for growth.
- Identify opportunities to integrate planned giving across the donor lifecycle, including Annual Giving, Major Gifts, Principal Gifts, and Events.
- Partner with Major Gifts colleagues to incorporate gift planning strategies into donor conversations and fundraising plans.
- Maintain expertise in planned giving trends, charitable tax law developments, and best practices in philanthropy and estate planning.
- Serve as BCRF's internal subject matter expert on charitable gift planning and wealth transfer philanthropy.
- Represent BCRF externally with donors, advisors, professional organizations, and industry partners.
Requirements
- You are a strategic, relationship-driven fundraising professional with deep gift planning expertise and a passion for helping donors create meaningful philanthropic legacies.
- You are proactive, collaborative, and entrepreneurial, with the ability to build trusted relationships with donors, professional advisors, and colleagues while driving results.
- You exercise sound judgment, handle confidential matters with discretion, and thrive in a fast-paced, mission-driven environment.
- Most importantly, you are excited by the opportunity to help build and grow a best-in-class Gift Planning program that advances BCRF's mission.
Qualifications and Experience
- Bachelor's degree required.
- 10+ years of progressively responsible experience in planned giving and/or charitable gift planning.
- Demonstrated success securing planned gifts and building a pipeline of documented future commitments.
- Experience working within a large, multi-year fundraising campaign a plus.
- Deep knowledge of charitable gift planning techniques, estate planning concepts, wealth transfer strategies, and tax implications of charitable giving.
- Demonstrated ability to partner effectively with attorneys, financial advisors, accountants, trustees, and executors in developing and closing charitable gifts.
- Experience building, scaling, or revitalizing a planned giving program required.
- Strong understanding of estate administration and gift acceptance practices.
- Exceptional relationship-building, communication, and presentation skills.
- Demonstrated strategic thinking combined with strong execution and project management skills.
- Experience supervising staff and building high-performing teams preferred.
- Familiarity with fundraising databases; Raiser's Edge NXT experience preferred.