The George Washington University: Director, Planned Giving
The George Washington University
Director, Planned Giving
The George Washington University Development and Alumni Relations (DAR) Division is seeking a Director of Planned Giving.
DAR is responsible for leading the university’s alumni and fundraising efforts and seeks to promote a culture of philanthropy throughout the university community, including alumni, students, parents, faculty, staff, corporations and foundations, patients and other friends. Our goal is to advance GW’s mission of excellence in education, research, scholarship, and patient care.
This senior position is a front-line fundraiser and senior advisor to selected school- and unit-based development teams within GW. This position secures outright, planned, and blended principal and major gifts to the university, including gifts through trusts, wills, retirement plans, and similar complex giving vehicles that require specialized financial planning and knowledge of estate, gift, and income tax laws. This position is typically centrally located with enterprise-wide scope.
Additional Duties Include:
- Carries portfolio of 100+ planned giving prospects and has significant personal attainment goal ($1M+) in line with portfolio
- Serves as planned giving liaison to two or more GW schools or units
- Assists in providing regular training to Development staff on planned giving, tax laws, and other regulations pertaining to charitable giving
- Ensures planned giving proposals are accurate and complete for personal portfolio and liaison school gift officers.
- Ensures planned giving prospect strategies are accurate and complete for personal portfolio.
- Responsible for planned giving continuing education to keep track of latest tax laws and trends re charitable giving and estate and gift tax law.
- Reporting to the Executive Director, Planned Giving, this Director position will also interact with the AVP, Planned Giving.
- Must be able to travel as needed, approximately 25% of the time or 1 week per month, including overnight travel.
- Must be available for evening and weekend work related to major GW alumni and donor events.
- Performs other related duties as assigned. The omission of specific duties does not preclude the supervisor from assigning duties that are logically related to the position.
Qualified candidates will hold a Bachelor’s degree in an appropriate area of specialization plus 6 years of relevant professional experience, or, a Master’s degree in a relevant area of study plus 4 years of relevant experience. Degree must be conferred by the start date of the position. Degree requirements may be substituted with an equivalent combination of education, training and experience.
To apply, please visit the GW jobs website: https://www.gwu.jobs/postings/71933
For any questions, please contact the hiring manager:
Executive Director, Planned Giving
Phone: (202) 994-8144
Salvation Army: Director of Advancement
Director of Advancement
The Salvation Army is seeking an experienced Director of Advancement professional to implement and conduct a Leadership Gifts fundraising strategy/program to significantly increase the impact of major gift fundraising for the National Capital Area Command.
The Salvation Army, the world’s largest charitable organization that is “doing the most good,” operates in communities across the United States. We are committed to meeting human needs wherever we can by providing food distribution, disaster relief, rehabilitation centers, anti-human trafficking efforts, housing for homeless, children’s programs and many other programs.
The Director of Advancement position will be responsible for raising funds through major outright and deferred gifts generated from individuals for the National Capital Area Command of the National Capital and Virginia Division; developing and nurturing a Donor Portfolio; maintaining accurate and timely donor records; entering reports in the CRM; supervising the assignment and successful implementation of donors to all Area Command Donor Portfolios, and is responsible for the ongoing management of these Donor Portfolios. The position will also establish and maintain effective donor relationships and communication; serve as liaison to Area Command and Advisory Organization members as well as other Development staff at the Divisional and Area Command level in order to achieve development goals. Incumbent could live in Arlington, Virginia or anywhere in the National Capital area. Travel within this area is required for the position.
We are looking for candidates with a proven track record of success and the following skills and experience:
- 8 years’ major gift, development, and gift planning fundraising experience.
- 5+ years prior success closing major and deferred gifts.
- Proven history of establishing and maintaining strong long-term donor relationships.
- Demonstrated major gifts experience working in the Washington, DC metro area preferred.
- Excellent oral, written, presentation skills.
- Bachelor’s degree from an accredited college or university.
- Affinity for the mission of The Salvation Army.
The Salvation Army recognizes that peace of mind is important to employees and their families. Because of this, we offer a competitive salary, cell phone, work from home office set up including a lap top computer, reimbursed travel expenses, full health coverage, retirement, professional development, and paid time off!
For consideration, please send a resume, cover letter, and salary requirements to: email@example.com.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Candidates should recognize that The Salvation Army is a Church and agree that they will do nothing as an employee of The Salvation Army to undermine its religious mission.
National Society Daughters of the American Revolution: Fundraising/Development Administration, Team Leader
National Society Daughters of the American Revolution
This is an exciting opportunity for a motivated Development Professional who is looking to formalize and grow administrative operations to support an expanding fundraising program with a highly respected organization.
The National Society Daughters of the American Revolution, a non-profit women’s membership organization, has a full-time opportunity in the Development Office for a Team Leader. As the organization moves to expand its fundraising footprint in the areas of major gifts and digital campaigns, the successful candidate will be responsible for identifying new opportunities, implementing high level donor relations services while focusing on advanced support of the efforts of the development team.
Working closely with the Director and departmental management team, the Team Leader will identify the needs and priorities of the office to ensure that performance standards are aligned with the strategic plan, maintain effective operation of the development database; produce campaign reporting and ensure data quality; coach and mentor the administrative team and direct their daily work activities, as well as ensure that all services and operations are delivered in a customer friendly, timely and cost effective manner.
Job Responsibilities Include:
- Develops and defines procedures consistent with PCI compliant practices.
- Organizes efficient office operations and procedures, prepares payroll timesheets, controls and monitors correspondence, reviews and approves supply requisitions, assign and monitor administrative functions.
- Assists with the preparation for senior management meetings, reports and briefings, manages calendar, phones and email correspondence.
- Compiles fundraising reports using donor database query and report systems.
- Coordinates and completes donor research on selected donor candidates.
- Oversees the coordination of the matching gift program, including implementation and documentation.
- Coordinates all work to create an efficient donor acknowledgement and fulfillment program.
- Thorough knowledge of basic fundraising principles.
- Five years of office administration and development experience.
- Minimum three years supervisory/managerial experience required.
- Experience working with clients/member services or providing high-level customer service experience required.
- Bachelor’s degree in business, non-profit management, communication, public relations, or related field of study is required.
- Knowledge of PCI compliant procedures and the ability to implement them.
- Skilled in conducting research, analyzing, and evaluating records, correspondence and other documentation required to accomplish goals.
- Excellent oral, written, and interpersonal communication skills essential, ability to draft/prepare grammatically correct correspondence.
- Must be accurate, detail oriented, and able to utilize proofreading skills.
For more information about the mission and activities of the DAR, please visit our website at https://www.dar.org/.
In order to be considered, please submit your COVER LETTER, which should include your salary requirements, and RESUME to:
Attn: Human Resources
1776 D Street N.W.
Washington, D.C. 20006-5303
Fax: (202) 737-5702
The Nature Conservancy: Real Estate Gift Manager
The Nature Conservancy
Real Estate Gift Manager
The Nature Conservancy is the leading conservation organization working to make a positive impact around the world in more than 60 countries, all 50 United States, and your neighborhood. Founded in 1951, the mission of The Nature Conservancy is to conserve the lands and waters on which all life depends. One of our core values is our commitment to diversity; therefore, we are committed to a globally diverse and culturally competent workforce. Visit www.nature.org/aboutus to learn more.
Want to help save the planet? Join one of the most successful and sophisticated gift planning programs in the country as a Real Estate Gift Manager on our Development team. The Real Estate Gift Manager contributes to a comprehensive program to secure significant financial resources from individuals primarily through gifts of real estate. These generous outright gifts of real estate and real estate funded life income gifts enable us to continue the critical work to conserve lands and waters around the world for future generations. Annually, we raise approximately $200 million in deferred and complex gifts, including charitable gift annuities, charitable remainder trusts, gifts of real estate and donor advised funds. This opportunity is ideal for someone who is highly motivated, enjoys working with diverse constituencies and is interested in joining the world’s leading conservation organization.
TNC is seeking an energetic and dedicated professional to serve as the Real Estate Gift Manager on our development team. This position works closely with fundraising staff and will be directly responsible for managing and implementing a comprehensive program to raise funds through gifts of real estate. Our ideal candidate will work well in a fast-paced environment, have experience in negotiating and closing real estate gifts or transactions and demonstrated skills building and maintaining long-term relationships with constituents such as major donors, clients and professional advisors. The Real Estate Gift Manager will have exceptional attention to detail and have a donor-centric approach, strong interest in working with donors and an interest in learning about our organization’s conservation priorities and gift planning.
The ideal candidate will have a background and track record that includes:
- Bachelor’s degree and 8 years related experience or an equivalent combination.
- Experience building and maintaining long-term relationships with constituents such as major donors, clients and professional advisors.
- Experience in negotiating and closing real estate gifts or transactions of $100,000 or more.
- Experience in managing and tracking multiple prospects, donors or clients.
- Experience working with diverse cross-functional teams.
- Experience using communication and presentation skills, and experience working with high net worth individuals.
- Ability to determine an individual’s interests, capacity and potential for helping the Conservancy meet its goals, and act appropriately to tie those interests with the Conservancy’s work.
- Ability to educate and inform prospective and existing donors about appropriate giving vehicles.
- Proven ability to negotiate high profile or sensitive agreements.
- Multi-lingual skills and multi-cultural or cross cultural experiences are appreciated.
- Demonstrated experience using listening, diplomacy, and tact to build strong relationships and motivate prospects, donors or clients.
Since its founding in 1951, The Nature Conservancy has protected more than 119 million acres of land and 5,000 miles of rivers worldwide. With the support of more than one million members, the Conservancy addresses the most pressing threats to our natural world. Through important and strategic partnerships, we are expanding the impact of our work, finding creative ways to fund that bigger vision and build long-term relationships with communities, government agencies and commercial businesses to conserve natural resources at a new scale.
Preferred location for this position is at our headquarters in Arlington, VA. We offer a competitive salary with great benefits. For a complete position description and to apply, visit http://www.nature.org/careers and search for job ID # 48166. Submit your cover letter and resume by 11:59pm EST on November 29, 2019.
Deadline to apply is 11:59 PM EST on November 29, 2019.
The Nature Conservancy is an Equal Opportunity Employer
Our commitment to diversity includes the recognition that our conservation mission is best advanced by the leadership and contributions of people of all genders, diverse backgrounds, beliefs and culture. Recruiting and mentoring staff to create an inclusive organization that reflects our global character is a priority, and we encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military, protected veteran status or other status protected by law.
Catholic University of America: Associate Director, Planned Giving
Catholic University of America
Associate Director, Planned Giving
The Associate Director of Planned Giving will work together with the Director of Planned giving in the planning and execution of fundraising initiatives to help grow the planned giving donor base in support of the mission of the university. This position will identify, cultivate, solicit, and close planned and major gifts from prospective donors. It will also promote strategies for blended gift concepts as they arise in conjunction with prospective donors, major gift officers, and university leadership.
University benefits provisions, CUA Benefits 2019.
Build, grow, and manage a portfolio of planned and major gift prospects based on new and past donors at the $100,000+ level. Development (in conjunction with the director of planned giving) of an annual work plan with goals for number of prospects, number of planned gifts, and number of prospect visits sufficient to meet established fundraising targets. Develop prospect strategies, cultivate and solicit prospects through personal visits and written communication; exceeding an annual goal of at least 50 face-to-face unique donor visits. Write proposals, solicitation letters, acknowledgments, and other development materials for prospects and donors. Knowledgeable and capable of articulating and writing about the value of various planned giving vehicles with prospects/donors -- as well as with other members of the advancement team. Provide assistance to prospective donors and/or major gift officers seeking advice, counsel, and planned giving materials. Run, analyze, and explain concepts of various planned giving illustrations (using PG Calc software) to help provide the best application of planned gift donor strategies for advancement colleagues, academic partners, and prospective donors. Plan and coordinate all planned giving events and mailings including: planned giving advisory group meetings, and spring and fall cultivation events. Write cover stories for quarterly planned giving newsletter and email blast solicitations. Manage survey responses and track data provided by Stelter on email blast activity.
Direct and manage planned giving website: work closely with director to keep fresh and attractive, incorporate meaningful donor testimonials and videos. Ability to train others on the development team on how to use the site in order to benefit their visits/calls. Assist with management of incoming estates: meet filing deadlines, make follow up calls to attorneys/executors, maintain up-to-date spreadsheet reflecting current status of estate and next steps. Responsible for managing all in-kind donations relating to estates or potential planned giving donors. Provide materials for donor, work with campus recipients, coordinate completion of IRS (Form 8283) by donor and CFO of Finance.Qualifications:
A Bachelor’s Degree is required. A minimum of at least 7 years of professional development and/or estate planning experience, with 3 of those years reflecting successful solicitation and closure of major and planned gifts. Experience with blended major and planned gift concepts is preferred. Knowledge of financial planning is a plus. The associate director of planned giving must be a highly energetic professional with a track record of building relationships and closing gifts above $100,000. The successful candidate will possess the ability to work in an environment that puts a strong emphasis on metrics, blended major and planned gift concepts, and the capability to work independently and as part of a team.
Must have excellent oral, writing, proof-reading and editing skills. Experience in promoting donor relations and stewardship. Ability to prioritize work and be a self-starter; manage and analyze projects; determine priorities and maintain a high degree of professionalism and confidentiality. Complete proficiency in Microsoft Office, including Word, Excel, PowerPoint and Google Docs. Familiarity with Raiser's Edge (alumni and donor database software), PGCalc (or other planned giving software) will be viewed as advantageous.
Candidates meeting the above requirements, who also have the ability and willingness to travel, work occasional evenings and weekend hours, are encouraged to apply. Possession of a current and valid U.S. driver’s license appropriate to the type of university vehicle and an acceptable Motor Vehicle Driving Record (MVR) as stipulated in the Vehicle Guidelines and Procedures Manual administered through the office of Environmental Health and Safety. Annual clearance of MVR check through the Office of Environmental Health and Safety.
The ability to drive a vehicle (campus or non-campus) on behalf of university business. Ability to work independently, under deadlines, without close supervision, self-directed in the initiation, coordination and completion of tasks, acute attention to detail. Excellent relationship building and volunteer engagement skills, ability to work effectively with internal and external constituencies, including individuals of significant influence and affluence.
How to Apply:
For consideration, please visit: https://staff-cua.icims.com/jobs/6580/associate-director%2c-planned-giving/job
Doorways For Women and Families: Development Director
Doorways for Women and Families
Doorways is excited to find our next mission-inspired, driven, and skilled fundraising leader with demonstrated ability to secure principal and major donor commitments, manage a team of high-performing staff and board volunteers, and continuously evolve our major donor program.
Our Mission and Values
Doorways for Women and Families (Doorways) is an Arlington-based nonprofit agency helping individuals and families create pathways out of homelessness, domestic violence, and sexual assault leading to safe, stable, and empowered lives. At Doorways, we embrace Empathy, Integrity, Inclusivity, Collaboration, Empowerment, and Respect. These values are the foundation to our approach.
There is no single cause of family or youth homelessness, and no single way that interpersonal violence affects people. While most of our clients are impacted by all of these traumas, Doorways’ services are available to all who are impacted by these hardships to ensure people have the right help to move forward. Knowing that the traumas of these life experiences often impact many aspects of family functioning, our services reach broadly and comprehensively to best support adults, youth, and children as they build on their unique strengths to create a brighter future.
Toward actualizing the agency’s mission and strategic goals, the Development Director leads all aspects of development, including fundraising from individuals, foundations, corporations, and special events, resulting in fiscal stability. Reporting and serving as a thought partner to the President and CEO, the Director maximizes opportunities to meet organizational goals through development and fundraising. Additionally, the Development Director serves as a key member of the Executive and Senior Leadership Teams to partner closely with program leaders across the agency to ensure resources are available to meet the growing needs of Doorways’ clients. The Development Director owns primary responsibility for all private fundraising and upholding agency goals for diversified revenue that ensures mission success. Annually, we strive for no less than 50% of our growing $5.6m budget to derive from private resources so that our response can remain accessible, nimble and innovative for all who need our services. The Director creates and implements a data-driven strategic development plan, monitoring progress and making adjustments as needed to meet and exceed annual and long-term goals. The Director leads ongoing enhancement of all development department operations to increase revenue year over year.
To reach these goals, the Director manages a small team of development professionals to secure major gifts, renewals, and increased investments over time. Directly managing a portfolio of high-level donors, from prospects to longstanding supporters, the Director secures major and principal gifts to make a transformative impact in our community. Supervising the development team and the Communications and Outreach Director, the Director oversees multiple campaigns throughout the year, including direct-mail appeals and digital campaigns, ensuring timely production and distribution of quality cultivation and stewardship materials. The Director serves as a liaison to Doorways’ Board of Directors and its Development Committee and represents the agency and our clients’ needs to the community, regularly attending and speaking at events and conducting meetings with stakeholders. The position is full-time and requires flexibility to accommodate donors’ schedules and special events, including evening and weekend hours.
- Bachelor’s degree required; Master’s degree and/or relevant professional certificates (e.g. CFRE) highly preferred
- Minimum 7 years of progressively responsible experience in professional fundraising and donor management, including at least 3 years of supervisory experience
- Proven track record of raising major and principal gifts from a variety of sources and fostering relationships with key stakeholders
- A skilled manager able to strategically lead and professionally develop a fundraising team
- Excellent interpersonal and communication skills, including grant writing, storytelling, reporting, and the ability to speak persuasively before individuals, public groups, staff, and volunteers
- Organized, detail-oriented project manager able to meet deadlines in a dynamic, collaborative, high-growth environment
- Knowledge of current fundraising research and experience developing policies and procedures to build and sustain development programs based in best practices and demonstrating the highest standards
- Computer literacy and expertise in Blackbaud’s Raiser’s Edge, and Financial Edge
- Working knowledge of GAAP (generally accepted accounting principles) and ethical fundraising principals such as the Donor’s Bill of Rights)
- Experience conducting prospect research and utilizing target analytics to prioritize cultivation and personalize stewardship and solicitation
- Valid driver’s license and the use of a car to enable regular local travel to meet donors and attend events
Salary commensurate with experience. Doorways offers a positive work environment, a committed and passionate team, competitive salaries, and excellent benefits, including health/dental/vision, life, LTD, 403 (b), EAP, etc.
How to Apply
Submit resume and cover letter at https://doorways.bamboohr.com/jobs
Doorways for Women and Families is an Equal Opportunity Employer
People of color, women, LGBTQ candidates, and people of diverse backgrounds are strongly encouraged to apply. Doorways is committed to a diverse workplace and to supporting our staff with ongoing career development opportunities.