Planned Giving Director
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Job Description
Planned Giving Director managing a portfolio of prospects and raising planned gifts for Prison Fellowship. Focus on securing commitments and providing educational resources to donors.
Responsibilities:
- Raise current and future support for Prison Fellowship through planned gifts
- Manage a portfolio of planned giving prospects and donors, using a moves management process of identification, qualification, cultivation, solicitation, and stewardship
- Serve as a technical resource to donors, advisors, and Prison Fellowship staff in the assigned region with regard to planned giving opportunities
- Execute identification, cultivation, and solicitation strategies to secure planned giving commitments from donors in assigned region
- Provide information and education to donors on both current and deferred giving opportunities
Requirements:
- 5-10 years of experience in fundraising, financial services, or estate planning; planned giving experience preferred
- Bachelor's degree or equivalent combination of coursework and experience; JD, CPA, or CFP preferred
- Knowledge of planned giving fundamentals and vehicles, gift design concepts, donor psychology, relationship management, stewardship best practices, gift acceptance principle, prospect development concepts, and estate settlement processes
- Consultative, donor-centered communication, major gift integration, closing blended gift experience
- Strong writing, presentation, strategic planning, and project management skills
- Ability to build trust with donors and maintain confidentiality
- CRM proficiency, Microsoft 365, video conferencing, and fundraising reporting
Benefits:
- health, dental, vision, life, and disability insurance
- retirement account funding
- flexible spending accounts
- paid maternity and parental leave benefits
- paid leave starting at 39 days (14 holidays, 15 vacation days, 10 sick days)
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