Senior Director of Gift and Estate Planning

Responsibilities

• Serves as a senior member of the Gift and Estate Planning team, providing expertise in deferred and complex gift matters.
• Participates in the creation and implementation of marketing strategies, with internal and external partners and vendors.
• Identifies, cultivates, and solicits current and prospective donors.
• Manages a personal portfolio of major and principal gift prospects.
• Plans, coordinates, and implements planned giving strategies with donors and development officers to structure lifetime, blended and deferred gift arrangements.
• Provides technical expertise, guidance and supervision to system staff on estate planning options.
• Collaborates with finance, legal and advancement teams to enhance gift planning operations and support fundraising efforts.
• Maintains current knowledge of gift planning methods.

Qualifications

• An earned baccalaureate degree from an accredited college or university or equivalent years of relevant experience.
• 5-7 years of professional fundraising or related experience.
• Demonstrated ability to interact with the public in a wide variety of settings.
• Deep knowledge of gift planning arrangements and industry best practices.
• Demonstrated ability to develop strong relationships with all constituencies including donors, senior leaders, direct reports, employees, volunteers, board members, and community and business leaders.
• Documented history of success in facilitating, closing and securing deferred gifts.
• Demonstrated advanced writing skills that produce clear, accurate, and detailed communications.

Skills

Subject matter expert for internal staff.

Promotes positive donor relations and stewardship.

Benefits

N/A

Pay

N/A

Schedule

N/A