Director, Estate and Gift Planning

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $105k - $115k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

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American Cancer Society

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1913

🏥 Healthcare

💼 Consulting

🍽️ Food & Beverage

Healthcare • Consulting • Food & Beverage

American Cancer Society is a leading cancer-fighting organization dedicated to improving the lives of people with cancer and their families through advocacy, research, and patient support. Founded in 1913 by volunteers, it remains committed to its mission of ending cancer as we know it, for everyone. The organization impacts over 55 million lives annually by offering diverse career opportunities in various disciplines and maintaining a strong focus on diversity, equity, and inclusion. Through programs like Hope Lodge and a 24/7 cancer helpline, American Cancer Society provides crucial support and information to those affected by cancer. It is also known for its public policy advocacy through the Cancer Action Network, making significant strides in cancer prevention, detection, treatment, and survival.

📋 Description

• Develop, manage, and implement a comprehensive program to secure deferred gifts such as bequests, trusts, and annuities • Build, cultivate, and steward relationships with planned giving prospects, donors, and estate and financial planning professionals • Meet personally, by phone, and virtually with prospects, donors, and professional advisors • Grow and manage a portfolio of qualified, active prospects through identification, cultivation, solicitation, execution, and stewardship • Attain annual targets for personal visits, planned gift proposals, and new planned gift commitments • Utilize Salesforce to track, qualify, and report prospect, donor, and advisor contacts and progression • Collaborate with philanthropy and other colleagues to expand blended gift proposals and cultivate additional planned giving prospects • Stay current on estate and gifting techniques, applicable tax laws, and charitable giving trends • Remain knowledgeable about the American Cancer Society's cancer research, patient support, prevention, detection, and treatment work • Model collaborative behavior consistent with the Society's cultural beliefs and values

🎯 Requirements

• Minimum Bachelor's Degree and/or equivalent experience • 3+ years' experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building • Planned Giving experience preferred • CAP or CFRE certificates/licenses • Valid driver's license • Reliable vehicle • Reliable internet connection • Experience with planned giving software (Crescendo/Salesforce) preferred • Strong judgment and ability to maintain confidentiality • Impeccable organizational skills and ability to handle multiple projects simultaneously • Excellent oral and written communication skills • Computer proficiency • Three or more travel days a week within designated territory

🏖️ Benefits

• Generous paid time off policy • Medical benefits • Dental benefits • Retirement benefits • Wellness programs • Professional development programs to enhance staff skills