Director Planned Giving

4 weeks ago

Farmington, United States The Jackson Laboratory Full time

The Planned Giving Director is a key member of the advancement team responsible for successfully growing the planned giving program and legacy society along with management of a prospect portfolio and strategy development of a communications and marketing plan. The Director is responsible for securing meaningful legacy gifts through a deep understanding of donor-aligned planned giving vehicles. This position will work in close partnership with members of the advancement team.

This role is remote with travel as needed.

Key Responsibilities & Essential Functions
- Develop and implement a strategic plan for the planned giving program, setting goals and objectives in alignment with overall fundraising priorities. Build and execute strategy for a multi-touch marketing program promoting planned giving opportunities and engaging prospects.
- Cultivate and steward relationships with donors, prospects, and professional advisors, serving as the primary point of contact for planned giving inquiries and opportunities.
- Engage and qualify prospects through personalized cultivation and solicitation strategies. Collaboration with development officers on planned giving and blended gift strategies.
- Develop strategy for events and other engagement opportunities to promote planned giving and engage donors and prospects in meaningful conversations about estate gifts.
- Monitor and evaluate the effectiveness of the program, analyzing metrics and trends to inform strategic decision-making and continuous improvement.
- Stay informed about trends and best practices in planned giving, participating in professional development opportunities as appropriate.
- Manage a portfolio (80-100) of planned giving prospects and donors, providing personalized engagement and guidance.
- Serve as a resource to donors, professional advisors, and colleagues on matters related to planned giving, including estate planning, tax laws, and blended gift structures.
- Work cross functionally, both internally and externally to cultivate relationships regarding planned giving opportunities.

Knowledge, Skills, and Abilities
- Bachelor's degree in a related field (e.g., nonprofit management, fundraising, business administration) required; advanced degree preferred.
- Minimum of 6 years of experience in planned giving, estate planning, or related fields, in a nonprofit setting preferred.
- Strong leadership and strategic planning skills, with the ability to develop and execute a long-term vision for planned giving growth and sustainability.
- Excellent interpersonal and communication skills, with the ability to engage and inspire donors, colleagues, and stakeholders.
- Highly organized with strong attention to detail and the ability to manage multiple priorities and deadlines effectively.
- Demonstrated track record of successfully securing planned gifts and meeting fundraising goals.
- Expert technical knowledge of applicable laws, rules, regulations and policies.
- Excellent written and oral communication, negotiation, organizational, analytical and fundraising skills, including the ability to accurately interpret financial information and manage data. Ability to convey complicated concepts clearly and succinctly.
- Experience with Raiser’s Edge and PG Calc software is highly desirable.

Pay Range: $111,488 - $186,656 based on total years of related experience

**About JAX**:
The Jackson Laboratory is an independent, nonprofit biomedical research institution with a National Cancer Institute-designated Cancer Center and nearly 3,000 employees in locations across the United States (Maine, Connecticut, California), Japan and China. Its mission is to discover precise genomic solutions for disease and empower the global biomedical community in the shared quest to improve human health.

**EEO Statement**:

- The Jackson Laboratory provides equal employment opportunities to all employees and applicants for employment in all job classifications without regard to race, color, religion, age, mental disability, physical disability, medical condition, gender, sexual orientation, genetic information, ancestry, marital status, national origin, veteran status, and other classifications protected by applicable state and local non-discrimination laws._

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