Director of Planned Giving

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $85k - $125k / year

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 0%

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Pheasants Forever and Quail Forever

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1982

🤝 Non-profit

📚 Education

🌍 Social Impact

💰 $73.9M Grant - Pheasants Forever on 2024-10

Non-profit • Education • Social Impact

Pheasants Forever and Quail Forever is a U. S. -based nonprofit organization focused on conserving pheasants, quail, and other upland wildlife. It pursues habitat improvement and restoration, expands public access, provides education and outreach (including Habitat University), supports local chapters and volunteer events, and engages in conservation advocacy and fundraising through memberships, events, and partnerships.

📋 Description

• Help design, launch, and manage a comprehensive planned giving program covering bequests, charitable gift annuities, charitable remainder and lead trusts, retirement plan and life insurance beneficiary designations, and gifts of real estate or other complex assets • Build and manage a personal portfolio of planned giving prospects and donors • Conduct regular in-person, phone, and virtual visits to identify interests and solicit legacy gifts • Partner with development officers and regional staff to integrate planned giving conversations into broader donor cultivation strategies • Develop marketing materials, direct mail and digital campaigns, and educational seminars promoting planned giving opportunities • Serve as a subject-matter expert on gift planning vehicles and tax implications • Work with donors' attorneys, financial advisors, and estate planners as appropriate • Maintain accurate donor records, gift documentation, and relationship-management activity in the CRM/database • Produce regular pipeline and revenue reports for leadership • Collaborate with leadership on administration, acceptance, and stewardship of complex and deferred gifts, including gift agreements and estate settlements • Steward existing legacy society members through recognition events, personalized communications, and ongoing relationship management • Represent Pheasants Forever and Quail Forever at national conventions, banquets, and regional events • Stay current on tax law, estate planning trends, and gift-planning best practices, sharing relevant updates with the development team and donors

🎯 Requirements

• Strong passion for Pheasants Forever and Quail Forever’s mission • Bachelor's degree or equivalent professional experience • Minimum of 5 years of professional fundraising experience, with at least 2 years focused specifically on planned/gift planning • Demonstrated track record of soliciting and closing planned gifts (bequests, trusts, annuities, or similar vehicles) • Working knowledge of estate planning concepts, charitable gift vehicles, and relevant tax law as it pertains to charitable giving • Proficiency with donor database/CRM systems and Microsoft Office • Willingness and ability to travel • Gift planning vehicle structuring and donor education • CRM/database management and gift reporting • Relationship-management and pipeline tracking • Working knowledge of nonprofit gift acceptance policies • Exceptional relationship-building and listening skills • Strong written and verbal communication and public speaking • High degree of discretion, integrity, and donor confidentiality • Self-directed, organized, and able to manage a complex, long-cycle portfolio • Collaborative team player who partners well across departments • Legally authorized to work in the United States • Must answer whether employer sponsorship will be required

🏖️ Benefits

• Competitive salary • Exceptional benefit package • Benefits (specific benefits not itemized in the posting)

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