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Job Opportunities

 

(Added 6/9/2017)

Yale University
Director of Development for Science Strategy

(Added 6/9/2017)

ByalaSearch LLC is pleased to announce that our firm has been retained by Yale University to identify candidates for the position of Director of Development for Science Strategy.

ABOUT YALE UNIVERSITY:
Since its founding in 1701, Yale has been dedicated to expanding and sharing knowledge, inspiring innovation, and preserving cultural and scientific information for future generations. Yale is committed to improving the world today and for future generations through outstanding research and scholarship, education, preservation, and practice. We carry out this mission through the free exchange of ideas in an ethical, interdependent, and diverse community of faculty, staff, students, and alumni. Yale’s reach is both local and international. It partners with its hometown of New Haven, Connecticut to strengthen the city’s community and economy.

For decades, Yale has been at the heart of scientific advances that have driven global health and prosperity. Science at Yale is a university-wide endeavor, ranging from our outstanding School of Nursing — the first professional nursing school in the world — to our world-leading Faculty of Arts & Sciences and to Yale Medical School, where researchers and physicians break new ground every day in the treatment of cancer, neurological disorders, and cardiovascular disease. We are home to leading thinkers in fields from genetics to quantum computing and from biomedical engineering to nanoscience. In short, Yale is prepared, as few institutions are, to advance basic knowledge and to apply it to today’s greatest challenges.

Yale is poised to embark on an ambitious capital campaign to raise support for the Sciences, which will encompass a transformation of Yale’s Science Hill, a centralized campus promoting research and teaching. Our continued investment will ensure that Yale will remain at the forefront of science and technology.

PRIMARY FUNCTION:
Yale University is seeking a talented and collaborative fundraising professional to lead development efforts for the Sciences. This position will work closely with other senior development officers and scientific leadership to advance funding efforts for all of Yale’s science programs.

Reporting to the Associate Vice President for Development, the Director of Development for Science Strategy is responsible for developing and implementing fundraising strategies to create awareness, interest, and engagement for a range of prospects in support of university priorities and academic initiatives in STEM fields at Yale.

The Director of Development for Science Strategy will lead and coordinate efforts in fundraising planning and generating support for STEM. She/he will identify areas of funding opportunity and play a leading role in the planning and implementation of an effective cultivation, solicitation and stewardship program. The Director will be responsible for working with relevant STEM leadership, faculty and staff to enhance communication and awareness of development goals. As appropriate, she/he will engage high-wealth individuals, corporations and foundations and work with faculty to augment development efforts with the donor community. The Director also serves as the primary STEM content resource to fundraising units.

POSITION DESCRIPTION:
Specific Responsibilities of the Director of Development for Science Strategy:

  • Act as primary strategist to increase capacity to raise money in the Sciences at Yale.
  • Work across academic, development and institutional disciplines to identify university science priorities and funding opportunities and facilitate building of faculty and development teams to staff these cases.
  • Create and advance fundraising strategies, solicitations and stewardship plans for a university-wide portfolio of principal and major gift prospects.
  • Strategize on principal and major gift-focused cultivation, stewardship events, dinners, and visits.
  • Cultivate, solicit and steward individuals, corporations and foundations with connections to STEM fields.
  • Within this Director’s portfolio, institute policies to grow the portfolio of Yale University prospects and donors for the Sciences, especially for non-traditional donors such as friends.
  • Maintain advanced knowledge and understanding of development approaches and best practices in fundraising to effectively engage with donors.
  • Effectively represent Yale University and its scientific activities through verbal and written communication.
  • Manage a limited portfolio of principal and major gift prospects.
  • Complete additional duties as required.

IDEAL SKILLS & EXPERIENCE:

  • Bachelor’s degree required. Advanced degree preferred.
  • Minimum 8 years related experience in development, preferably in higher education or non-profit setting.
  • Comfort in working in a fast-paced matrixed organization with multiple stakeholders.
  • Comfort in translating and relaying scientific content to a variety of key audiences.
  • Entrepreneurial and independent while at the same time, deeply collaborative.
  • Excellent written and verbal communication skills, organizational skills and attention to detail.
  • Demonstrated ability to manage competing demands and changing pace of priorities; comfortable dealing with all levels of University staff.
  • Knowledge of Raiser’s Edge or other similar donor databases.

CRITICAL COMPETENCIES FOR SUCCESS:

  • Ability to craft short and long term cultivation strategies tailored to donors at the 8 figure level and above; identify new and existing donors and activate comprehensive development strategies to achieve goals.
  • Credible and successful with faculty, demonstrating an understanding of content as well as their needs and concerns while leveraging them as spokespeople for institutional programs; match faculty to donors achieving productive long term relationships.
  • Track record of working across an institution in a collaborative manner, maximizing potential gifts from donors.
  • Ability to think at a high level about institutional priorities and integrate donor needs into these priorities; ability to build internal institutional collaborations across disciplines.

OTHER CHARACTERISTICS:
A collaborative work style is essential to the Director of Development for Science Strategy at Yale University. The successful candidate will demonstrate flexibility in adapting to shifting institutional priorities and must possess the maturity, poise, and sophistication to understand and manage complex relationships with faculty, development colleagues and high net worth individuals.

The candidate should thrive in a high performing environment. The successful candidate will be comfortable in this fast-paced setting and have the intellectual curiosity and personal motivation to achieve the goals of the Sciences at Yale University. She/he will have a demonstrated ability to bring team spirit, enthusiasm and integrity to the role to motivate and achieve results. The placement will have the interpersonal skills that promote collaboration and cooperation among the diverse constituents supporting the President’s vision for the Sciences at Yale.

Kindly send nominations or expressions of interest to:
Lisa Byala
Principal, ByalaSearch LLC 
yaledods@byalasearch.com
T: 212-547-9536
www.byalasearch.com

(Added 06/05/2017)

Friends Committee on National Legislation
Major Gifts Officer

(Added 06/05/2017)

Washington, DC

The Friends Committee on National Legislation (FCNL) is seeking a full-time Major Gifts Officer to join our effective Development Team in support of our well-respected lobby for peace and social justice. The Major Gifts Officer will identify and cultivate major gift prospects, soliciting both annual and planned gifts, traveling to roughly one third of the country visiting current and potential FCNL supporters. The person in this position will report to the Director of Major Gifts, and work closely with the Associate Executive Secretary for Development (Director of Development) and Executive Secretary (CEO).

The Organization
Headquartered in Washington, DC, FCNL brings spiritual and ethical values, based on Quaker faith and practice, into debates on national policy. Founded in 1943, FCNL lobbies and educates members of Congress and the Administration to advance social and economic justice, peace, and good government. Our work reflects the world that we seek:

  • A world free of war and the threat of war
  • A society with equity and justice for all
  • A community where every person’s potential may be fulfilled
  • An earth restored

The FCNL Education Fund is the companion 501(c)(3) organization to FCNL, which is a 501(c)(4) lobbying organization. Governed by a General Committee of 187 people that meets annually, FCNL employs a staff of 45. FCNL and the FCNL Ed Fund have an annual operating budget of $6.4 million. For additional information, please visit our website at www.fcnl.org.

FCNL offices are located on Capitol Hill, directly across from the Hart Senate Office Building. We take joy in having a multitude of voices and talents working together to strengthen our impact in the world. FCNL is a values-driven advocacy organization where the employees exemplify commitment to the mission. In keeping with our Quaker testimony of equality, we strive to work as an organization that welcomes, values, and respects the perspectives of every individual.

The Position
The Major Gift Officer will join an existing major gifts team of two and a development team of eight, soliciting gifts to the Annual Fund of $1,000+, but also working with donors who can make transformative unrestricted and restricted gifts at the $20,000+ level. In FY 2016, FCNL’s total voluntary contributions totaled $5 million. FCNL is concluding a $15 million capital campaign and is focused on growing our pool of major donors, building on the success of the campaign. The focus of the position is outreach to donors, with the Major Gift Officer making an average of 12-15 face-to-face visits per month, and carrying a total portfolio of approximately 150 individuals.

The Major Gift Officer will replace someone who is retiring after 16 years in the position. We are seeking a candidate who is eager to learn and commit to a mission-driven advocacy organization. We are willing to invest in the training and support that will help the successful candidate thrive as a major gifts fundraiser.

In the current political climate in the U.S., we are seeing new donors come to our organization through their activism because of FCNL’s values-driven approach to lobbying. We need someone with skills and experience in relating to diverse constituencies to help FCNL expand beyond our traditional audience.

FCNL is a community where supporters in our network profoundly care about FCNL staff, each other, and the work of the organization. The MGO will need to be able to thrive in this highly relational environment.

We are looking for candidates who are willing to make a minimum of 3-5 year commitment to this position. Continuation beyond five years is highly desirable, as FCNL seeks to develop donor relationships that are strong and long-standing in nature and understands that long-term staff tenures contribute to long-term fundraising success.

Key Responsibilities

  • Develop and implement major donor strategies in collaboration with other development team members and organizational leadership;
  • Manage relationships with a portfolio of major donors, leading all aspects of the giving cycle from prospect identification through stewardship;
  • Plan travel throughout approximately one third of the country;
  • Maintain donor records using Raiser’s Edge;
  • Assist in development of appropriate materials for major gifts development, in coordination with other FCNL staff teams.

Experience and Attributes
Required

  • Two to four years’ experience securing major gifts;
  • Willingness to travel up to 40% of the time;
  • Attention to detail in managing donor records and relationships; i.e., timely filing of trip reports and thank you notes;
  • Ability to work with diverse constituencies;
  • Excellent work management skills: ability to organize, determine priorities, and follow through promptly;
  • Ability to effectively interpret FCNL programs and impact to individuals, groups and in writing; exceptional listening abilities;
  • Professional and courteous presence on the phone and in person; ease in initiating contacts with other individuals and groups;
  • Understanding of and commitment to the policies and programs of FCNL; appreciation for the values and beliefs of the Religious Society of Friends;
  • A college degree or equivalent experience.

Preferred

  • Experience soliciting planned gifts;
  • Proven ability to work effectively with volunteers in fundraising; and
  • Facility in applying software data base systems to major donor fundraising.

Compensation

Salary
Full-time position (1.0 FTE) exempt. Salary is commensurate with experience and relative to other similarly sized non-profits in the Washington, DC market.

Benefits
Generous retirement plan (10% employer contribution), vacation (14 days accrued per year), health insurance, paid holidays (12 per year), sick leave (10 days accrued per year), personal leave (3 per year), maternity/paternity leave, transportation benefits, and disability insurance.

Work Week
The Major Gifts Officer’s schedule is never routine, and the work week is highly variable within a 37.5 hour average work week. There is a heavy travel expectation, with some evening and weekend work required. Some compensatory time may balance evening and weekend work and travel.

How to Apply
Submit a cover letter and resume containing educational background and prior work experience to jobs@fcnl.org.

Applications will be considered on a rolling basis as received. We would like to have the position filled by July 14, 2017.

FCNL seeks to create a diverse workplace. We are actively soliciting applicants from different ethnic, racial and religious backgrounds.

(Added 5/18/2017)

Capital Caring
Director of Planned Giving and Major Gifts - DC Metro Area

(Added 5/18/2017)

Make the most of every moment — it's the heart of our philosophy and mission at Capital Caring, a leader in hospice and palliative care in the DC metro region. We live our mission of improving the care of people facing life-limiting illness every day and are seeking a Director of Planned Giving and Major Gifts dedicated, to join us!

Position Summary: The Director will lead Capital Caring's planned giving and major gifts fundraising efforts. The Director will identify, cultivate, solicit and steward planned giving donors to increase individual gifts to programs as well as assist in growing the overall donor base. The Director will develop and execute long and short-term strategies to secure both planned and major gifts from individuals in support of Capital Caring's mission and strategic plan. The Director will serve as a resource to gift officers, Directors and other Resource Development staff. The Director will collaborate with colleagues to enhance the pool of planned and major donor prospects and assist development professionals with regard to planned giving arrangements, technical information and gift planning strategies.

Are ready to make the most of your meaningful career? APPLY TODAY by clicking on this link.
Additional contact information:
Katie Sturt, Sr. Recruiter/Team Lead
ksturt@capitalcaring.org
703-351-2825

(Added 5/12/2017)

Georgetown University
Senior Development Associate, Gift Planning

(Added 5/12/2017)

The Senior Development Associate provides high-level administrative and programmatic support for the Office of Gift Planning, working closely with department and other frontline staff. S/he provides general administrative and development support for the team, including monitoring budgets, maintaining department metrics and revenue tracking, processing gifts, entering contact reports and prospect strategies, reviewing weekly gift reports, updating donor information, and providing full-spectrum administrative support for the department. Reporting to the Senior Director of Gift Planning, the Senior Development Associate has duties that include but are not limited to:

Planned Gift Management

  • Assist directors with preparation of planned gift proposals, gift illustrations, bequest language and gift agreements
  • Perform gift processing tasks, including entering and tracking gift solicitations, proposals, Gift Agreements/Statements of Intent, and completing gift transmittal forms
  • Assist with coordinating transfer of assets for both cash and non-cash gifts
  • Work with Gift Accounting to accurately process gifts, including establishing records for planned gifts and  creating required documents, Gambit screens, forms and files
  • Prepare acknowledgment letters to donors upon completion of gifts, providing deduction factors, distribution dates and tax information
  • Coordinate with Stewardship to ensure appropriate gift acknowledgments
  • Maintain department metrics and gift tracking documents
  • Engage in research and prospecting, including data mining, to assist in identifying new prospects for department gift officers
  • Coordinate entry of contact reports, prospect strategies, substantive actions, and contact information updates in PRM
  • Enter planned gift information, attribute maintenance, and prospect management strategies into Gambit/PRM
  • Run fundraising reports as requested.

Administration

  • Manage department's daily operations to ensure timely and efficient response, reporting and accountability to internal and external constituencies
  • Ensure university guidelines are implemented and observed by the department
  • Develop and maintain office operations and systems and maintain department files
  • Order department office supplies
  • Research and prepare correspondence, reports, and budgetary requests
  • Schedule regular department, probate and marketing meetings
  • Prepare and distribute meeting materials and minutes
  • Interact with University Counsel and Finance, as necessary, to control document flow
  • Assist with department mailings
  • Answer inquiries and check voicemail for department phone line and email account
  • Assist with scheduling for department recruiting efforts
  • Advise Senior Director of any department problems or concerns

Gifts of Securities Program Management

  • Coordinate daily communication re: stock gifts, physical delivery of stock certificates and manual retrieval of mutual fund shares
  • Maintain program spreadsheets, including stock gift tracking documents
  • Log incoming stock and mutual fund gifts, confirm receipt of shares with gift officers, and send daily email confirming sale of shares
  • Assist with gift-related issues, such as lifting of restrictions on stock gifts, identifying unknown donors, resolving valuation issues and determining gift designations
  • Serve as point of contact for phone, fax and email inquiries about gifts of securities with donors, brokers and financial advisors

Budget, ProCard Reconciliations, Expense Reimbursements and Travel

  • Complete and submit ProCard expense reconciliations and cash reimbursements for department, and track status of all reimbursements
  • Ensure department expenses submitted for approval are accurate, allowable and complete
  • Coordinate travel for team and assist in preparing materials for donor visit trips as requested
  • Track and review gift officer travel budgets and expenditures
  • Monitor department budget expenditures
  • Ensure department POs are correctly setup and invoices paid in a timely manner

Office Representation

  • Represent department effectively and professionally when interacting with Advancement staff, donors, prospects, University administrators, and vendors
  • Support department at alumni/constituent events
  • Ensure courteous, accurate and timely responses to internal and external constituencies
  • Assist with department initiatives and other duties as assigned

Requirements

  • Bachelor's degree required; knowledge of planned giving highly desirable
  • At least 1-3 years of work experience, preferably in a development/fundraising environment
  • Ability to handle multiple tasks and priorities simultaneously and to meet all deadlines consistently
  • Strong organization skills, highly detail-oriented and accuracy, and ability to work well independently and in a team environment
  • Ability to exercise good professional judgment and ethical behavior in handling confidential material with sensitivity and discretion
  • Highly developed interpersonal, written and oral communications skills
  • Proficiency in word processing, database, and spreadsheet computer applications, specifically Microsoft Office (Word, Excel, and PowerPoint)
  • Experience with planned giving software preferred

To apply for this position, visit careers.georgetown.edu and search for position JR01433. Please note that in order to be considered an applicant for any position at Georgetown University you must submit a cover letter and resume.

EEO Statement:
Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex, disability status, protected veteran status, or any other characteristic protected by law.

(Added 05/10/2017)

Georgetown University
Associate Director of Marketing, Gift Planning

(Added 05/10/2017)

Located in a historic neighborhood in the nation's capital, Georgetown offers rigorous academic programs, a global perspective, exciting ways to take advantage of Washington, D.C., and a commitment to social justice. Our community is a tight knit group of remarkable individuals interested in intellectual inquiry and making a difference in the world.

The Associate Director of Marketing for Gift Planning is responsible for developing, executing and analyzing the marketing and stewardship strategies for all Office of Gift Planning initiatives intended to increase Legacy Society membership and meet department fundraising goals across Georgetown University. Reporting directly to the Senior Director of Gift Planning, the Associate Director has duties that include but are not limited to:

  • Design, manage and analyze all direct mail marketing projects in an integrated and coordinated fashion to generate activity from new and existing planned gift donors
  • Coordinate mail and online strategies to identify and cultivate prospective donors and provide appropriate follow-up
  • Plan and coordinate Gift Planning seminars and events
  • Welcome and provide stewardship for Legacy Society members
  • Manage and update department website and intranet
  • Coordinate department brochures, giveaways and other written materials
  • Work closely with Stewardship, Communications and Reunion programs; external vendors; and other Advancement colleagues to craft strategy, messaging and segmentation to leverage and increase giving
  • Perform analysis of marketing performance and serve as a liaison to both internal and external clients/vendors

Requirements

  • Bachelor’s degree
  • 3 to 5 years of previous marketing and/or project management experience
  • Ability to handle multiple tasks and priorities simultaneously and consistently meet deadlines
  • Well-organized, highly detail-oriented and accurate
  • Ability to work independently and within a team environment
  • Possess strong editing, proofreading, and verbal and written communication skills
  • Good professional judgment and ethical behavior in handling confidential material with sensitivity and discretion
  • Proficiency in word processing, database, and spreadsheet computer applications, specifically Microsoft Office (Word, Excel, and PowerPoint)

Preferred qualifications

  • Development and/or legal experience
  • Knowledge of gift planning vehicles
  • Experience with planned giving software

To apply for this position, visit careers.georgetown.edu and search for position JR01422. Please note that in order to be considered an applicant for any position at Georgetown University you must submit a cover letter and resume.

EEO Statement:
Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex, disability status, protected veteran status, or any other characteristic protected by law.

(Added 05/10/2017)

Georgetown University
Senior Associate Director of Gift Planning and Estate Administration

(Added 05/10/2017)

The Senior Associate Director of Gift Planning and Estate Administration has primary responsibility for the collection, conservation, administration and allocation of realized testamentary gifts to the University - including gifts by will or trust, retirement funds, TOD/POD accounts, gifts of securities, life insurance, and life income gifts. S/he works directly with executors, trustees, and other fiduciary/financial custodians, as well as University Counsel and Finance to receive the full value of planned gifts in a timely and efficient manner and ensure against mismanagement and waste. Reporting to the Senior Director of Gift Planning, the Senior Associate has duties that include but are not limited to:

  • Collect, conserve, administer and allocate realized testamentary gifts to the University, including gifts by will or trust, retirement funds, POD accounts, and life insurance
  • Work directly with executors, trustees, other fiduciary/financial custodians, and internal University partners on a daily basis to receive the full value of estate gifts in a timely and efficient manner and ensure against mismanagement and waste
  • Ensure proper processing of estate gifts, including coordinating with Gift Accounting and other University departments to properly allocate revenue and inform the creation of worktags and funds
  • Monitor and ensure proper counting of realized estate gifts for fundraising and campaign reporting
  • Interpret and execute on routine language in wills and trusts, letters of direction, gift agreements, and beneficiary designations
  • Track and monitor open estates and testamentary distributions with the goal of providing timely, accurate and transparent information to colleagues, leadership and other stakeholders
  • Maintain meticulous recordkeeping of all correspondence, receipts, account statements, closing statements, tax forms, and probate court filings related to estate administration
  • Provide regular reporting for all probate and estate administration giving
  • Oversee management of the Life Income Program, including the setup process for new gifts with internal departments and outside vendors; severance and distribution of terminated life income gifts, including seeking recovery of payments when appropriate and instructing allocation of remainder distributions; and tax reporting for life income gifts, ensuring tax documents are properly filed and shared with donors/beneficiaries in a timely manner
  • Support life income gift administration, gift annuity and trust registration and annual filings, and reporting to donors and beneficiaries
  • Manage department relationship with TIAA Kaspick and other vendors
  • Oversee life insurance gift program, including managing existing life insurance gifts to ensure premium payments are made on time; requesting annual premium payments from donors and processing requests with Accounts Payable to issue payments to insurance companies; and managing the collection and proper allocation of funds from insurance gifts
  • Track and maintain program reporting for gifts of securities, including vendor and internal documents; track incoming stock and mutual fund gifts; confirm receipt of shares with gift officers; and send daily email confirming sale of shares
  • Manage relationship with financial vendors
  • Serve as main point of contact for phone and email inquiries about gifts of securities with donors, brokers and financial advisors
  • Manage gift agreement request process for department
  • Track Gift Acceptance Committee progress for planned gifts, including gifts-in-kind and gifts of property
  • Represents department effectively and professionally when interacting with Advancement staff, donors, prospects, University administrators, and vendors
  • Support department at alumni/constituent events as needed
  • Ensure courteous, accurate and timely responses to internal and external constituencies
  • Assist with department initiatives and performs other duties as assigned

Requirements

  • Bachelor's degree; J.D. or other advanced degree preferred
  • 3 or more years of professional experience in nonprofit estate administration, estate settlement, or estate or trust administration
  • Working knowledge of the legal, tax and procedural aspects of estate planning, estate administration, probate, fiduciary duties, estate and trust tax preparation, and accounting required
  • Ability to interact professionally and effectively with corporate and individual fiduciaries as well as accountants, financial custodians, surviving family members, and key internal partners within the University
  • Strong verbal and writing skills, high attention to detail and follow-through, and excellent organizational and project management skills
  • Ability to manage confidential information with discretion and tact
  • Ability to work collegially and collaboratively in a team setting
  • Exceptional work ethic and track record of personal initiative
  • Outstanding interpersonal and communications skills
  • Demonstrated skill and knowledge of — or ability to learn quickly — the internal workings of the University, as well as the technology tools available to the Office of Advancement, including internal databases and Microsoft Office programs

To apply for this position, visit careers.georgetown.edu and search for position JR00811. Please note that in order to be considered an applicant for any position at Georgetown University you must submit a cover letter and resume.

EEO Statement:
Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex, disability status, protected veteran status, or any other characteristic protected by law.

(Added 5/1/2017)

Children's Hospital Foundation
Senior Associate Director of Gift Planning

(Added 5/1/2017)

As the nation's children's hospital, the mission of Children's National Medical Center is to excel in Care, Advocacy, Research and Education.  We accomplish this through:

  • Providing a quality health care experience for our patients and families. 
  • Improving health outcomes for children regionally, nationally, and internationally.
  • Leading the creation of innovative solutions to pediatric health challenges.

Reporting to the Director of Planned Giving, the Senior Associate Director will assist in the development and execution of the strategy of the gift planning program of the Foundation. Working closely with members of the Annual and Major Gift teams, Foundation Leadership, Hospital staff and volunteers, the Senior Associate Director is responsible for identification and development of prospective planned giving donors.  The Senior Associate Director   works closely with gift officers to identify opportunities to help donors optimize their philanthropy through planned giving options. This position has responsibility for marketing and outreach programs to increase the planned giving pipeline, including cultivation and stewardship events. The Senior Associate Director maintains a portfolio of planned giving prospects and donors and is responsible for the cultivation of these prospects from identification to closing and stewardship.

Responsibilities include:

  • Manage a portfolio of planned giving prospects and donors, including developing and executing strategies for cultivation, solicitation and stewardship
  • Raise $2-3 million annually in documented countable gifts and conduct at least 120 visits per year
  • Assist donors and their advisers in meeting philanthropic objectives, providing planned gift illustrations and proposals.
  • Maintain expertise with planned giving vehicles as well as philanthropic, estate and tax planning knowledge
  • Develop and execute marketing strategies to identify gift planning prospects

Qualifications:

  • Bachelor's degree required; Master's degree preferred
  • 8 or more years of progressively responsible professional experience in gift planning, development, or related areas
  • Strong relationship building and interpersonal skills with the ability to communicate effectively with donors, volunteers, institutional leaders, faculty and staff
  • Demonstrated track record in soliciting and closing planned gifts
  • Thorough knowledge of gift planning vehicles, non-cash gifts and tax considerations related to gift and estate planning
  • High degree of professionalism, compassion, and discretion coupled with an ability to earn the confidence of a wide range of internal and external constituencies
  • Proficiency in Raiser's Edge or another donor database system
  • Experience with Crescendo, PG Calc, or other planned giving software

To apply for this position:
https://childrensnational.org/careers-and-training/opportunities/all-opportunities and search for "Planned Giving"

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