Director, Estate and Gift Planning
Apply Now Job ID 94570565760 Location Miami, Florida Position Type Full time
At the American Cancer Society, we're working to end cancer as we know it, for everyone. Our employees and 1.3 million volunteers are raising the bar every single day. We are a culture comprised of diverse backgrounds and experience, to better serve our communities.
The people who work at the American Cancer Society focus their diverse talents on our lifesaving mission. It is a calling. And the people who answer it are fulfilled.
A Planned Giving Director is responsible for developing, managing, and implementing a comprehensive program of work to secure deferred gifts such as bequests, trusts, and annuities. This strategic role involves extensive donor relationship management, collaboration with legal/financial advisors, and ensuring long-term financial support for the American Cancer Society’s mission.
The Director, Planned Giving is a part of a team who raises 24% of the organization’s revenue and is the number one revenue source. The director builds, cultivates, and stewards relationships with planned giving prospects and donors as well as estate and financial planning professionals to secure and retain planned gifts that support the life-saving work of the organization.
Candidate must live within the territory.
ESSENTIALFUNCTIONS:
Meet personally (in-person {60%+}, via phone, and at times virtually) with prospects, donors, and professional advisors to share information and materials about the American Cancer Society, Inc.'s (Society's) planned giving program as well asthelife-saving program of work.
Grow and manage a portfolio of qualified, active prospects through various stages ofthemovesmanagementprocess(identification, cultivation, solicitation,execution,and stewardship).
Attain annual targets for:personal visits with prospects, donors, and/or financial advisors; planned gift proposals delivered; and new planned gift commitments closedin support of the Society's mission(First three bulletsmentionedabove60%).
Utilize Salesforce to track, qualify and report prospect, donor and advisor contacts and progression through stages ofthemovesmanagementprocess(25%).
Actively collaborate withphilanthropy(and other) colleagues toleverageopportunities to expand blended gift proposals and cultivateadditionalplanned giving prospects(5%).
Remain current on various estate and gifting techniques/vehicles, applicable taxlaws, and charitable giving trends(5%).
Remain knowledgeable aboutthe Society'slife-saving work in the areas of cancer research, patient support,preventioninformation/education, and detection and treatment(2.5%).
Modelbehavior thatencourages collaboration with Society colleagues throughout the organization and is also consistent with the cultural beliefs and values of the Society(2.5%).
EXPERIENCE/QUALIFICATIONS:
Minimum Degree Required:Bachelor's Degreeand/or equivalent experience
Preferred Degree:Bachelor's Degree
Certificate(s) or License(s): CAP, CFRE
Years of experience:3+ years' experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building.PlannedGivingexperience preferred.
Driver’s License Requirement(s): Must have a valid driver’s license anda reliablevehicle.
Reliable internet connection.
KNOWLEDGE, SKILLS, AND ABILITY:
Experience with planned giving software(Crescendo/Salesforce)is preferred.
Candidatemustexhibitstrong judgment and the ability tomaintainconfidentiality.
Impeccable organizational skills and ability to handle multiple projects simultaneously.
Excellent oral and written communication skills as well as computerproficiency.
CustomerCentricity-Builds strong customer relationships and delivers customer-centric solutions.
Strategic Mindset– Thinks ahead tofuture possibilities andtranslatesthem into breakthrough strategies.
Action Oriented-Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
ResultsDriven-Consistentlyachieves results, even under tough circumstances.
InterpersonalSavvy-Relates openly and comfortably with diverse groups of people.
Networking-Effectively builds formal and informal relationship networks inside and outside the organization.
Persuasive-Usescompelling arguments to gain the support and commitment of others.
Resiliency-Rebounds from setbacks and adversity when facinginconvenient situations.
TRAVEL REQUIREMENTS:
Three or moretraveldays a weekarerequiredwithindesignatedterritory.
PHYSICALREQUIREMENTS:
Sitting in a car/airplane while traveling, some days for 2+ hours.
Sitting in meetings.
Walking to and from car/airplane to meetings.
Walking through airports.
Standing while networking.
Carryitems to and from car to table at conferences.
The starting rate is $90,000 to $95,000. The final candidate's relevant experience/skills will be considered before an offer is extended. Actual starting pay will vary based on non-discriminatory factors including, but not limited to, geographic location, experience, skills, specialty, and education.
ACS provides staff a generous paid time off policy; medical, dental, retirement benefits, wellness programs, and professional development programs to enhance staff skills. Further details on our benefits can be found on our careers site at: jobs.cancer.org/benefits. We are a proud equal opportunity employer.
Equal Opportunity Employer.
See our commitment to a policy of Equal Employment Opportunity to continually ensure equal opportunity to our employees and to our applicants.