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.
Apply here: The Seminar Network.
James Madison University Office of Development: Assistant Director of Planned Giving
James Madison University Office of Development
Assistant Director of Planned Giving
The Office of Development at James Madison University, a department within the Division of University Advancement, is accepting applications for an Assistant Director of Planned Giving. The Assistant Director will work collaboratively with the members of the Development Office, and within the University community to advance JMU’s Planned Giving Program. The primary outcome expected of the Planned Giving Program is the continuous growth in closed gifts and gift expectancies supporting fundraising goals established in consultation with the Assistant Vice President for Development and the Vice President for University Advancement, with key performance measures being the growth of the Madison Founders Society and the growth of the university’s planned gift expectancy pool.
Duties and Responsibilities:
- Assist the Director in the implementation of a comprehensive program to educate alumni and friends about the opportunities offered by bequests and other deferred gift techniques; facilitate their making use of these opportunities to achieve their personal and philanthropic goals; and ensure the highest level of stewardship once these commitments are made.
- Manage a rated portfolio of 100+ individuals who have the fiscal capacity to make deferred or current gifts of $25,000 or more. Management in this instance is defined as creating enduring relationships with and providing optimal service for each donor or prospect as that individual’s circumstances require, e.g. cultivation, stewardship or solicitation.
- Travel extensively representing the University and the Office of Planned Giving cultivating and securing planned gifts and stewarding donors.
- Assist the Director in providing philanthropic gift counsel and technical assistance to staff, administration, faculty and volunteer leadership; and serve as a resource to donors and their financial advisors on matters pertaining to the planning and administration of charitable gifts and matters/issues associated with trusts, estates and financial planning.
- Further the attainment of established goals for the Office of Planned Giving and University Advancement by developing and maintaining positive working relationships with University faculty, staff, students, administrators, and professional staff and appropriate off-campus constituencies.
- Develop and deliver reports to provide accurate and timely information relating to key performance measures.
- Attend University events on and off campus including evenings and weekends.
- Reach individual goals as set by the Director including major and deferred gift commitments of $25,000 or more.
- Other duties as assigned.
- Bachelor’s degree required; master’s degree preferred.
- Minimum of five years successful experience in higher education fund raising and major gift solicitation, or a comparable degree of experience in a related field requiring the same skill set. Demonstrated ability to create positive relationships and close major gifts is essential.
- In depth understanding of various planned giving vehicles and their complexities and the ability to identify donor needs and explain relevant vehicles.
- Experience-based ability to recognize high potential giving opportunities; and the knowledge of the giving techniques and strategies required to maximize that potential.
- Experience in the development and implementation, evaluation of fundraising programs, or programs requiring the same skill set.
- Must possess the organizational, verbal and written skills required to communicate effectively and persuasively to donors/prospective donors and their professional advisors.
- Excellent listening and interpersonal skills, and the ability to build relationships with donors and prospective donors that will be equally meaningful to the donor and university.
- Ability to work collaboratively with key members of the university’s internal and external audiences.
- Commitment to ongoing professional development.
- Freedom and willingness to travel extensively and work flexible hours, including some evenings and weekends.
To apply, please go to https://joblink.jmu.edu/postings/5082 or visit https://joblink.jmu.edu/ and reference posting number F1288. This is a full-time position with a comprehensive, fully-funded benefits package and the salary is commensurate with experience.
James Madison University is an equal opportunity employer committed to creating and supporting a diverse and inclusive work and educational community that is free of all forms of discrimination. This institution does not tolerate discrimination or harassment on the basis of age, color, disability, gender identity or expression, genetic information, national origin, parental status, political affiliation, race, religion, sex, sexual orientation or veteran status.
Catholic Relief Services: Planned Giving Operations Officer
Catholic Relief Services
Planned Giving Operations Officer
Position Status: Regular
Job Title: Planned Giving Officer II
Department/Location: Charitable Giving – Planned Giving
Reports To: Director of Planned Giving
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.
This position is responsible for providing staff supervision and content management in Planned Gifts. Responsibilities include the maintenance and enhancement of a comprehensive planned giving fundraising program; further developing and managing an existing multi-channel marketing strategy; identifying and cultivating new and existing donors; and expanding an existing stewardship strategy. The incumbent will manage the day-to-day operations of targeted Planned Giving fundraising efforts (mail, e-mail campaigns, newsletters etc.), in addition to overseeing planned giving programs meant to cultivate those relationships into loyal, long-term donors.
Working in coordination with the Director of Planned Giving, the Planned Giving Manager will assist the Director of Planned Giving with ongoing management of the unit, including direct supervision of two PG Specialists, and one PG Coordinator.
- Develop and implement PG marketing and stewardship strategies.
- Supervise two PG specialists and one PG coordinator.
- Ensure compliance with all PG operating procedures, particularly as it concerns the accuracy and integrity of data entered in the ClearView donor database.
- Develop and implement monitoring and reporting systems for PG activities.
- In the absence of the Director, represent Planning Giving in management meetings.
- Provide training to Charitable Giving staff on Planned Gifts policies and procedures.
- Cross-train with other PG staff on donor stewardship best practices, planned gifts (bequests, annuities, IRAs, etc.) 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.
Marketing and Stewardship:
- Leads the marketing and stewardship efforts to ensure regular, personal contact with PG donors for all planned gifts. This includes cultivation and solicitation for bequests, gift annuities, and in-kind gifts (securities, IRA rollover gifts, real estate, etc.) via mail and email solicitations, Good Steward newsletter, telephone calls, written and e-mail correspondence, and donor surveys.
- Provide quality content, review and oversight, including writing and editorial support, for all PG marketing and stewardship materials.
- Update existing planned giving marketing, stewardship and informational materials (Wills Kit, brochures, etc.); develop new materials as needed. Ensure PG website is updated promptly with relevant PG news and information.
- Support the launch and expansion of the Professional Advisor Network, including implementation of mail program to advisors, development of awareness materials, and maintenance of professional advisor website.
- Research and develop new marketing/fundraising strategies and channels for attracting and retaining planned giving donors, including campaigns to identify bequest expectancies. Develop bequest marketing and stewardship programs adapted to the Baby Boomer generation.
- Regularly monitor, evaluate and report on marketing efforts, and adjust content and processes as needed for continuous improvement.
- Work with Annual Giving to ensure effective and efficient coordination and integration with PG marketing and stewardship activities.
- Supervision of Bequest Specialist and oversight of estate administration processes as per Standard Operating Procedures. Review and approval of accruals, financial coding, reports, and status updates to ensure timely and accurate administration of estate gifts.
- Review and update estate-related procedures as needed.
- Supervision of Charitable Gift Annuity Specialist and oversight of CGA processes as per Standard Operating Procedures. Review and approval of annuity contracts, check coding.
- Quality control and reconciliation of annuity software including ClearView and GiftWrap to ensure that annuity information is accurate.
- Review and update annuity-related procedures as needed.
- Work closely with the PG Director and Development Officer to implement PG Prospect Management policies and procedures.
- Liaise and partner with the Analytics Unit on PG Prospect Management issues.
Key Working Relationships:
- Internal: All Charitable Giving Units including Leadership Giving, Donor Services, Individual Giving; Marketing & Communications, especially the Web Unit; Domestic Finance; Mission & Mobilization.
- External: Donors, Vendors, and Consultants.
Agency-wide Competencies (for all CRS Staff):
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 and Innovation
Accountability and Stewardship
Knowledge, skills and abilities:
- Strong time management skills, a structured and detailed oriented individual who can work under tight deadlines.
- Ability to speak, write and present information clearly and empathetically.
- Requires minimal supervision, with strong decision-making and negotiating skills.
- Understands of basic fundraising concepts and donor/consumer psychology.
- Conceptual thinker, manage multiple projects and able to work within deadlines.
- Positive 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.
- Willing to acquire thorough working knowledge of tax and gift implications of various planned gift vehicles (can be acquired in position). The incumbent will stay abreast of professional trends and issues affecting this set of responsibilities, demonstrating continuous learning in the field.
- BA or BS minimum requirement.
- 3-5 years related work experience in fundraising; prior experience with direct mail programs a plus.
- Work experience in planned giving or similar field a plus.
- Excellent written, verbal and interpersonal communication skills.
- Strong command of fundraising databases, and associated analytical and research skills.
- Proficiency in MS Office Suite of products, required.
- Experience in constituency management fields involving marketing, client services and print production schedules.
- Experience implementing and developing donor stewardship programs, a plus.
- Maturity, ability to handle multiple tasks simultaneously in a deadline-oriented environment.
- Project a positive donor service attitude in all aspects of duties internally and externally.
Physical Requirements/Environment: Based in Headquarters; normal conditions akin to an office environment.
Foreign Language Required: N/A.
Major Responsibilities of Postion: Fundraising.
Note: 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
How to Apply:
For consideration, please visit: Catholic Relief Services Careers
Smithsonian Institution’s National Museum of the American Indian: Advancement Program Specialist (Individual and Gift-Planning Officer)
Smithsonian Institution’s National Museum of the American Indian
Advancement Program Specialist (Individual and Gift-Planning Officer)
The Smithsonian Institution's National Museum of the American Indian (NMAI) seeks an experienced and dynamic gift-planning officer. This is an exceptional opportunity for an energetic professional with strong frontline fundraising skills to play an important role in building private support for public programs, exhibitions, educational and outreach activities, research, and endowment needs of the Museum. The incumbent will assist the advancement office at NMAI with prospect identification, cultivation, solicitation and stewardship activities. The incumbent is responsible for building and managing a portfolio of prospects and donors focused on individuals with high capacity and planned giving potential. He or she will work creatively to match donor interest with unit priorities, develop funding proposals and negotiate complex gifts.
The successful candidate will possess strong leadership and communications skills, and a track record in building relationships with individual donors. Progressive fundraising experience, experience with diverse constituents, and ability to close major gifts should be demonstrated in your application. This position requires knowledge of and experience with the complexities of gift planning (i.e. financial planning, estate planning, tax laws, wills, trusts, etc.) Candidates must have strong organizational and communication skills, and the initiative and ability to work independently. Experience in complex higher education or a large cultural organization is preferred. The position is based in Washington, DC and reports to the Assistant Director for Advancement. Extensive travel (approximately 25% of the time) is required.
Established in 1989, through an Act of Congress, the Smithsonian’s National Museum of the American Indian works for equity and social justice for Native peoples of the Western Hemisphere through education, inspiration and empowerment. The National Museum of the American Indian is comprised of two premier centers for exhibitions and public programs— a museum in Washington, D.C., on the National Mall, and a second museum in Manhattan in New York City. The museum also has a collections, research and conservation facility, the Cultural Resources Center, which is located in Suitland, Maryland.
The NMAI has a strategic plan for 2017 -2022 that guides the funding priorities. The plan maps how the NMAI will enhance its outreach, exhibitions, and education offerings with the objective of changing what Americans know about Native American history and culture. New exhibitions, a national education initiative, and building a national Native American Veterans memorial are key projects in need of fundraising support.
How to Apply:
The Smithsonian Institution offers a competitive salary and a comprehensive package of benefits. This is not a Federal Position, but has similar requirements and benefits. This is a 30+ month grant-funded term position. If the program and incumbent are successful, the term position may be converted to permanent status. Interested candidates should submit their resumes and a cover letter, including title of the position for which they are applying, to email@example.com by March 13, 2019.
The Smithsonian Institution is an equal opportunity, affirmative action employer.