Director, Estate and Gift Planning
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Job Description
Planned Giving Director securing bequests, trusts, and annuities for the American Cancer Society. Managing donor relationships, estate advisors, and planned gift portfolios in Chicago.
Responsibilities:
- Develop, manage, and implement a comprehensive program to secure deferred gifts such as bequests, trusts, and annuities
- Build, cultivate, and steward relationships with planned giving prospects and donors
- Build relationships with estate and financial planning professionals to secure and retain planned gifts
- Meet personally, by phone, and virtually with prospects, donors, and professional advisors
- Grow and manage a portfolio of qualified, active prospects through identification, cultivation, solicitation, execution, and stewardship
- Meet annual targets for personal visits, planned gift proposals, and new planned gift commitments
- Use Salesforce to track, qualify, and report prospect, donor, and advisor contacts and progression
- Collaborate with philanthropy and other colleagues to expand blended gift proposals and cultivate planned giving prospects
- Stay current on estate and gifting techniques, applicable tax laws, and charitable giving trends
- Maintain knowledge of the American Cancer Society's lifesaving work
- Model collaborative behavior consistent with the Society's cultural beliefs and values
Requirements:
- Bachelor's Degree and/or equivalent experience
- 3+ years' experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building
- Planned Giving experience preferred
- CAP or CFRE certificate/license listed
- Valid driver's license
- Reliable vehicle
- Reliable internet connection
- Experience with planned giving software (Crescendo/Salesforce) preferred
- Strong judgment and ability to maintain confidentiality
- Impeccable organizational skills and ability to handle multiple projects simultaneously
- Excellent oral and written communication skills
- Computer proficiency
- Three or more travel days a week required within designated territory
Benefits:
- Generous paid time off policy
- Medical benefits
- Dental benefits
- Retirement benefits
- Wellness programs
- Professional development programs to enhance staff skills
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