American Diabetes Association: Planned Giving Officer
American Diabetes Association
Planned Giving Officer
Management Recruiters - Mid Hudson Valley is an executive search firm focused solely in serving the nonprofit sector. We have a national practice and the large majority of our placements are executive leadership and senior fundraising professionals.
Our client is the American Diabetes Association (ADA – www.diabetes.org). ADA’s mission is to prevent and cure diabetes and to improve the lives of all people affected by diabetes. They lead the fight against the deadly consequences of diabetes and fight for those affected by diabetes. They fund research to prevent, cure and manage diabetes and deliver services to hundreds of communities. ADA provides objective and credible information and give voice to those denied their rights because of diabetes. The moving force behind the work of the Association is a network of more than one million volunteers, a membership of more than 441,000 people with diabetes, their families and caregivers, a professional society of nearly 16,500 health care professionals, as well as more than 800 staff members.
ADA has retained us to recruit and place an experienced, skilled Planned Giving Officer with them.Position Overview:
Reporting to the Vice President, Development, the Planned Giving Officer is responsible for strategically managing, cultivating and soliciting a defined portfolio of planned giving prospects and donors. As an energetic, creative and persuasive front line member of the Planned Giving Team, the Planned Giving Officer is expected to proactively participate in activities that specifically promote the engagement of new planned giving prospects in order to expand the pipeline. Through phone calls, written correspondence and personal appointments the Planned Giving Officer will be expected to meet specific annual goals and objectives. Performance against goals and objectives will be measured by visible real time dashboards. Donor database utilization is crucial for capturing and tracking of activity.Key Responsibilities:
- Strategically manages a regional portfolio of planned giving donor prospects, including cultivation, stewardship and solicitation touches through phone calls, written correspondence and personal appointments.
- Personally follow up on newly identified prospects/leads generated through various marketing channels including PG newsletter, Direct Response, calls to ADA Center for Information and professional magazine ads.
- Participates in activities that increase identification of new prospects to add to pipeline.
- Closes a specific number of planned gifts each year to meet specific annual goals and objectives.
- Collaborates with personnel in local offices to cultivate and solicit local donors.
- Collaborates with personnel in local offices to host planned giving seminars.
- Utilizes donor database to capture and track all donor interactions in donor management system.
- Continually deepens knowledge of planned giving and overall donor stewardship and engagement.
- Travels both locally and overnight within an assigned region.
- Bachelor’s degree in a related field.
- A minimum of 8 years of nonprofit experience, with a strong track record in planned and major gift solicitation.
- General knowledge of estate planning, including wills, trusts and estate and gift tax laws.
- Demonstrated ability to meet defined annual goals for closed gifts.
- Demonstrated ability to focus on excellent customer service. Requires a self-motivated person with the utmost integrity and professionalism.
- Demonstrated excellent writing, editing, and verbal communications skills.
- Ability to relate to older individuals.
- Ability to organize, set priorities and handle multiple competing tasks simultaneously.
- Willingness to continue building knowledge of planned gifts, including tax law changes related to charitable giving.
- Demonstrated ability to develop and maintain positive and productive relationships with donors, volunteers, and staff.
- Demonstrated strong planning skills, including the ability to anticipate tasks, set priorities, meet deadlines and function smoothly under strict deadlines and shifting priorities.
- Ability to travel extensively both local and overnight.
- Ability to work some weekday evenings and weekends as required.
- High-level computer literacy skills, including the Microsoft Word and Excel.
This is a full-time salaried position based in ADA’s Arlington, VA National Headquarters. ADA offers a very competitive salary, as well as a comprehensive benefits package.
If you are interested in this excellent career opportunity, please email your resume and cover letter (Word documents, please) to:
Owner & Manager
Management Recruiters - Mid Hudson Valley
Email - firstname.lastname@example.org
Phone - 845-227-3161
Children’s National Health System: Senior Director Planned Giving
Children’s National Health System
Senior Director Planned Giving
Reporting to the Associate Vice President, Annual Giving, Special Events and Planned Giving, the Senior Director of Planned Giving assumes the leadership role to design, articulate and implement the strategy and management of the Gift Planning and Blended Gifts program of Children’s Hospital Foundation. The Director will manage fundraising and support staff, developing goals and responsibilities that support the implemented strategy. Working in close collaboration with members of the Annual and Major Gift teams, Foundation Leadership, Hospital staff and volunteers, the Director will have primary responsibility for training, fundraising and marketing initiatives for the program with a focus on growing the newly established Blended Gifts program. As such, the Director and his/her staff will work closely with gift officers to identify opportunities and create proposals to maximize gifts from their prospects. The Director will also have responsibility for managing gift administration for realized bequests and other legacy gifts. The Director maintains a personal portfolio of prospects and is responsible for the cultivation of these prospects from identification to closing and stewardship. The position leads a team with the expectation to raise $3-5 million per year in unrestricted planned gifts and establish and grow a blended gift program in partnership with Major Gifts Team raising $5 million in 2 years.
- Bachelor’s Degree.
- 10 Years.
- Outstanding verbal and written skills to effectively communicate with donors, volunteers, institutional leaders, faculty and staff.
- Poise, initiative, energy and professional confidence is necessary.
- A high level of professionalism, compassion, creativity and integrity coupled with an ability to earn the confidence of a wide range of internal and external constituents.
- Demonstrated success building and leading volunteer and professional staff teams.
- Skilled in the development and use of performance data and fundraising analytics as it relates to planned giving.
- Look across departments for opportunities to make the organization more effective.
- Recognize and share innovation and improvement.
- Represent the department in organization-wide innovation and improvement efforts.
- Monitor and grow the department’s capacity for change.
- Develop and manage a program for the identification, cultivation, solicitation and stewardship of existing and prospective individual planned and blended giving donors.
- Create and manage new strategies to grow blended giving support and partnership with major giving.
- Manage a program of effective stewardship and ongoing communication with planned giving donors and prospects, particularly including the Foundation legacy group, the Guardian Society.
- Lead the Planned Giving team in executing the strategy for increased fundraising; implement and manage performance metrics.
- Provide a high level of service to internal and external constituent groups including prospects, donors, professional advisors, board members, volunteers and Children's National leadership.
- Lead the Planned giving team in working with Foundation gift officers in Annual and Major Gifts to maximize gifts from their portfolios through use of planned giving options in solicitations.
- Lead training of Major and Annual Gift officers in methods of identifying planned giving prospects.
- Working with Finance and Legal Departments, administer and track realized and potential bequest income, estates in probate, and other planned gifts benefiting Children's National.
- Manage a portfolio of individual planned giving prospects and participate personally in their solicitation.
- Conduct at least 100 personal visits and/or significant contacts with planned giving prospects and donors.
Organizational Accountabilities (Staff)
Cost Management/Financial Responsibility
Primary Location: Maryland-Silver Spring
Work Locations: Roeder Road 801 Roeder Road Suite 500 Silver Spring 20910
Organization: Childrens Hospital Foundation
Regular / Temporary: R (Regular)
Position Status: FT - Full-Time
Work Schedule: 40 hour work week
Job Posting: May 16, 2019, 2:35:04 PM
For consideration, please visit: Senior Director Planned Giving
Children’s National Health System is an equal opportunity employer that evaluates qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender, identity, or other characteristics protected by law.
Marine Corps Scholarship Foundation: Director of Development, Florida
Marine Corps Scholarship Foundation
Director of Development, Florida
Title: Director of Development, Florida
Date: May 2019
Supervisor: Senior Director of Development
FLSA Classification: Exempt
In a crowded military charity landscape, the Marine Corps Scholarship Foundation stands apart from its competitors as the Nation’s oldest and largest provider of need-based scholarships to military children.
Since 1962, the Scholarship Foundation has never turned away a qualified student. Like the Marine Corps, we are committed to leaving no Marine child behind. In our 56 years, we have awarded over 40,000 scholarships valued at more than $120,000,000.
The Scholarship Foundation is in search of a dedicated, revenue-generating performer with a passion for our military and education to join our team as a Director of Development, to focus on our Florida and West Coast regions. The Director will be responsible for major gifts and planned gifts fundraising efforts in Florida and assist the fundraising efforts on the West Coast. The ideal candidate will integrate planned giving into the broader major giving efforts and will collaborate on efforts to identify, cultivate, solicit, record, and steward gifts from prospects whose support can be maximized through gift planning strategies. This position will be based at the office in Alexandria, VA. It reports directly to the Senior Director of Development and works closely with the Chief Development Officer, Regional Directors of Development and CEO, who are based in our Alexandria, VA office and throughout the country.
- Revenue- Conduct 24 successful strategic solicitations and secure at least $1 million in major gift and planned gifts ($50,000+) contributions annually with appropriate quarterly benchmarks established for geographic region and related activities.
- Investor Relations-Maintain and establish relationships with current and new investors by making a minimum 12-16 visits per month. Possess a demonstrated ability to build relationships with donors and prospects that lead to major gifts and planned gifts. Possess the knowledge and capabilities to effectively communicate the benefits of planned giving opportunities and blended gift strategies to our investors.
- Project Management- Maintain a portfolio of approximately 150 active prospects in major gifts pipeline. Utilize Raiser’s Edge CRM database to prioritize asks, which will feed into a weekly gift table and calendar report to the Senior Director of Development.
- New and Existing Growth- Cultivate and increase our major gifts donor base in the Florida and the West Coast Region through networking, face-to-face meetings, and substantive phone conversations.
- Collaboration with Events- Work with internal events staff, external event consultants, and event committee chairs to garner major gift prospects and maintain current investor involvement.
- Performance Metrics- Utilize Raiser’s Edge to manage, track, and report on all activities related to identification, qualification, cultivation, solicitation; and prospect meetings, gifts, pledges.
- Proposals and Agreements- Utilize prescribed proposals and agreements to confirm and close gifts and pledges. Documents presented to investors must be approved by the Senior Director of Development and other leadership as needed.
- Organizational Representation- Adhere to the Marine Corps Scholarship Foundation core values and commitments.
- Team Meetings- Participate in all development team phone-calls/Web-Ex presentations (at least bi-weekly) and in-person team gatherings in Virginia (at least four times/year).
- Bachelor’s degree required
- Must possess at least 4+ years of experience in non-profit development or the equivalent outside face-to-face sales experience with proven revenue results
- Ability to communicate and establish a positive rapport with key C-level executives, experienced philanthropists, charitable foundations, corporations, and senior-level individuals
- Ability to travel 50-60% of time
- Demonstrated ability to be an effective communicator; can work independently and embrace collaboration, teamwork, and flexible thinking
- Experience with Raiser’s Edge and/or customer tracking database
- Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Experience in and exposure to the Marine Corps/military service, and a demonstrated passion for serving Marine Corps families strongly preferred
The Scholarship Foundation offers a competitive salary, bonus, and a comprehensive benefits package including: health insurance, paid time off, paid holidays, an attractive 403(b) plan, education reimbursement and more. Please visit https://www.mcsf.org/ for more information about the organization. If you would like to apply for the position, please send your resume and salary requirements to: email@example.com.
Catholic Relief Services: Planned Giving Specialist – Life Income Gifts
Catholic Relief Services
Planned Giving Specialist – Life Income Gifts
Job Title: Planned Giving Specialist – Life Income Gifts
Position Status: Regular
Internal Title: Specialist I
Department/Location: Charitable Giving – Planned Giving – Baltimore, MD
Reports To: Planned Giving Operations Officer
Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. CRS works to save, protect, and transform lives in need in more than 100 countries, without regard to race, religion or nationality. CRS' relief and development work is accomplished through programs of emergency response, HIV, health, agriculture, education, microfinance and peacebuilding.
Working under the supervision of the Planned Giving Operations Officer, the Planned Giving Specialist is part of the Planned Giving Team. Responsibilities include the maintenance and enhancement of a comprehensive program for Life Income Gifts including Charitable Gift Annuities and Pooled Income Fund Gifts. This position also works with Bequest Estate Administration in a limited capacity with regards to Irrevocable Trusts and Beneficiary Designations and may process other basic bequests as assigned.
- Oversight and management of CRS Life Income Gifts including responding to phone and letter inquiries concerning CRS Charitable Gift Annuities or Pooled Income Funds, prepare CGA illustrations, and prepare CGA agreements.
- Work closely with M&T Bank, financial planners, and attorneys to bring gifts to closure.
- Implement Stewardship acknowledgment opportunities for Life Income Gift Donors to include phone calls, written correspondence, and Donor visits as scheduled with supervisor.
- Maintain all related records in ClearView and GiftWrap software (coordinated with M&T Investment Group).
- Process Beneficiary Designation Bequests received by CRS including the completion of all necessary forms and communication.
- As assigned, manage Irrevocable Trust assets including necessary communications with trusts, and updating status and value of irrevocable trusts on a quarterly basis.
- As assigned, process estate bequests including monitoring the will through probate, proactively follow up with estate attorneys/executors to ensure timeliness and accuracy of distributions, and prepare acknowledgment letters.
- Works collaboratively with other PG Specialist to ensure timeliness in processing of all distributions.
- Complete approved accrual process as needed.
- Ensure all PG policies and procedures are followed, and compliance is clearly documented.
- Identify, recommend and implement business process improvements associated with Planned Giving.
- Provide cross-training to other Charitable Giving staff on all aspects of Life Income gifts.
- Cross-train with other Planned Giving staff in order to respond to donor inquiries and provide backup for the administration of such gifts.
- Stay current regarding CRS programming, news, and world events.
- Other tasks as assigned by supervisor.
- Ensure accurate and complete tracking and reporting of insurance policies.
These are rooted in the mission, values, and guiding principles of CRS and used by each staff member to fulfill his or her responsibilities and achieve the desired results.
Continuous Improvement & Innovation
Accountability & Stewardship
Supervisory Responsibilities: N/A
Internal: All Charitable Giving Units including Major Gifts, Donor Services, Analytics Unit, Annual Giving; Office of Legal Counsel; Finance
External: CRS donors and their personal representatives, attorneys and financial advisors, M&T Bank, other PG vendors and consultants.
- BA or BS minimum requirement.
- 3-5 years related experience as an account representative, fundraiser, accountant or similar field a plus.
- Excellent written, verbal and interpersonal communication skills, including ability to communicate effectively and empathetically. Ability to explain sophisticated planned gifts in a clear and easily understood manner to PG donors.
- Strong analytical and research skills.
- Familiarity with processing legal documents and forms, particularly estate-related documents a plus.
- Maturity, ability to handle multiple tasks simultaneously in a deadline-oriented environment.
- Computer literacy (MS Office: Word, Outlook, Excel); knowledge of fundraising databases a plus.
- Strong time management skills, a structured and detailed oriented individual who is able to work under tight deadlines.
- Requires minimal supervision. Takes initiative and asks pertinent questions, yet knows when to involve others. Good problem-solving skills.
- Ability to work well with others including co-workers, supervisors and various units within Charitable Giving.
- Positive and energetic attitude, enjoys and works well in a collegial, team-oriented, sharing environment, yet self-motivated with personal initiative for expanding the planned giving portfolio.
- Friendly and outgoing manner, flexible and attentive approach, and open to many options to reach agreed upon goals.
- Understands of basic fundraising concepts and donor psychology.
- Project a positive donor service attitude in all aspects of duties internally and externally.
- Willing to acquire a working knowledge of various planned gift vehicles.
Physical Requirements/Environment: Based in Headquarters; normal conditions akin to an office environment.
Foreign Language Required: N/A.
Major Responsibilities of Position: Legal, Gift Administration, Finance and Donor Stewardship.
All interested applicants must be authorized to work in the U.S. at the time of application.
Disclaimer: This job description is not an exhaustive list of the skill, effort, duties, and responsibilities associated with the position.
CRS’ talent acquisition procedures reflect our commitment to protecting children and vulnerable adults from abuse and exploitation.
EOE/M/F/D/V CRS is an Equal Opportunity Employer.
The Seminar Network: Director, Gift Planning
The Seminar Network
Director, Gift Planning
The Seminar Network is looking for a driven, knowledgeable fundraising professional to join the team as a Director, Gift Planning. This role works to develop a cultivation and solicitation strategy for current and prospective planned giving partners. They will work closely with major gifts officers to facilitate appropriate planned giving discussions with current and potential major donors. They will also work to ensure that all planned giving donors are appropriately stewarded and that donor intent is followed and articulated clearly.
Your Responsibilities Include:
- Develop a cultivation and solicitation strategy for all planned giving prospects in partnership with major gifts officers to facilitate appropriate planned giving discussions with current and potential major donors.
- Participate in or direct solicitation strategies for qualified planned giving prospects. This includes collaborating with leaders and other development officers to develop donor-centered proposals.
- Deploy knowledge of current trends in the fundraising industry including technical aspects of estate planning principles and all forms of outright and deferred charitable gifts including charitable remainder trusts, gift annuities, retained life estates, charitable lead trusts, and bequests.
- Tracks and reports on progress, including contacts, leads, and closed gifts.
- Communicate regularly with senior leadership and the development team on long-term focus strategies.
Knowledge and Skills You Bring to the Organization:
- 5+ years’ experience in a fundraising, sales, or other relationship cultivation environment.
- Demonstrated success securing planned gift commitments.
- Knowledge of current trends in the fundraising industry, particularly in Gift Planning, including knowledge of technical aspects of estate planning principles and all forms of outright and deferred charitable gifts including charitable remainder trusts, gift annuities, retained life estates, charitable lead trusts, and bequests.
- Ability to prioritize, and advanced skills in strategic planning and coordination with great attention to detail and follow-through.
- Exceptional interpersonal skills, and high degree of discretion and confidentiality.
- Ability to travel up to 50%.
- Demonstrated evidence of leadership ability or entrepreneurial behavior.
- Humility, integrity, passion, motivation, and a self-starter attitude.
Standout Candidates May Also Bring:
- Past experience in major gift fundraising (working with high value donor dollars) and a familiarity with concepts of Moves Management or other sales experience. A demonstrated record of success in a career such as law, consulting, accounting, or financial planning may be substituted for fundraising/sales experience.
We work with: Nonprofit leaders at over 100 community-based groups. Over 700 of the country’s most effective business leaders and philanthropists. Over 1,000 professors at 350 universities. Tens of thousands of K-12 teachers. And millions of grassroots activists in 35 states. We’ve united to move toward a society where people succeed by helping others, so that everyone has the opportunity to realize their extraordinary potential.
Working at The Seminar Network is different from many other organizations. We have a relentless commitment to a culture based on a business philosophy called Market Based Management® (MBM®). Informed by the principles that allow a free and open society to flourish, MBM® prepares individuals to innovate, improve, and transform while fostering a healthy, growing organization that creates long-term value for its clients and supporters and fulfillment for its employees.
We believe that diversity in experiences, perspectives, knowledge and ideas fuels creativity, broadens knowledge, and helps drive success. That’s why we’re proud to be an equal opportunity employer and strive to treat all employees with honesty, dignity and sensitivity. We welcome all qualified applicants regardless of race, color, national origin, ethnicity, religion, sex, pregnancy, sexual orientation, gender, gender expression or identity, age, disability, veteran status, marital status or any other legally protected class.
How to Apply: