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Estate & Planned Gift Advisor, Kalamazoo Community Foundation

2 months ago

Kalamazoo, United States ABFE Full time

Estate & Planned Gift Advisor, Kalamazoo Community Foundation

About KZCF: KZCF, established in 1925, has the vision of Kalamazoo County being the most equitable place to live, with the mission to mobilize people, resources, and expertise and to advance racial, social, and economic justice. Core Values: Center Anti-Racism and Equity Advance Racial Justice Nurture Healing and Love Cultivate Transformative Relationships Serve the Greater Good Learn and Grow Position Summary : The Estate & Planned Gift Advisor is responsible for growing the breadth and quality of KZCF’s planned giving program including the number of donors, profile in the community, and excellence in planned giving stewardship. In addition to serving as a key front-line relationship manager with prospects and donors, this position will ensure that within KZCF planned giving is understood, integrated across the organization, and celebrated. The Estate & Planned Gift Advisor will oversee the stewardship of existing planned giving donors while simultaneously expanding the planned giving pipeline. This position will work closely with the Director of Development and the Senior Philanthropic Services Advisor. Essential Functions & Responsibilities : Business Development & Relationship Management Recommend planned giving strategies to grow planned gift commitments. Identify, connect with, and cultivate planned giving prospects, including existing fund holders, individual donors, and others to create opportunities for new planned giving discussions. Leverage key leadership team members, including the CEOregularly for planned giving cultivation and solicitations. Develop and maintain relationships with professional advisors as key referral sources and partners for planned giving and other opportunities. Follow up on every lead promptly. Speak to community groups and professional advisors to drive referral business to KZCF. Establish and maintain strong relationships with existing planned gift donors, providing personalized stewardship to ensure ongoing donor engagement and commitment. Meet with donors to create, review, and update current charitable plans ensuring they properly reflect donor wishes & legacy goals. Educate and inform prospects and donors on legal, accounting, and investment issues related to charitable giving vehicles. Integrate planned giving initiatives with overall fundraising goals. Monitor and analyze performance metrics, adjusting strategies as needed to ensure success. In coordination with Finance & Philanthropic Services & Development (PSD) team, ensure appropriate documentation that donors wishes are maintained and best practices in record keeping implemented. Advise the Strategy & Communications team on communications vehicles to educate prospects, current donors, and professional advisors about KZCF planned giving options, including website content, marketing collateral, direct mail, and advertising.Plan, track and report on activities with prospects. Manage processes and procedures to integrate planned givinginto the asset development efforts of the team, including but not limited to data tracking, dashboards, information sharing, and cross-selling. Other Duties Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Diversity, Inclusion, Equity, and Anti-Racism: Apply an equitable and anti-racist analysis to all functions to achieve organizational goals. Embrace, support, and integrate Community Foundation philosophies related to diversity, inclusiveness, and anti-racism with a willingness to acknowledge and address other forms of bias. Ability to confront personal, individual, and internal systemic bias regarding race, age, gender, gender- identity, sexual orientation, ability, etc., which will require sharing and discussing personal identities related to the work environment. Ability to work and navigate emotionally taxing conversations related to power, privilege, racism, and oppression on a regular basis. Must have strong emotional intelligence and resiliency skills to lead and/or actively participate in advancing our work relative to racial, social, and economic justice. Professionalism : Support the mission, vision, and strategic goals, to serve both internal and external customers. Follow and support Community Foundation policies and procedures. Evaluate own performance and assume responsibility for professional development. Embrace philosophy of one actively engaged in lifelong learning. Demonstrate and models Process documentation for clarity and consistency. Maintain current knowledge of all changes affecting area of work. Conduct self in a professional manner and follows and support the core values, commitments, and behaviors. Maintain appropriate professional appearance and confidentiality. Actively represents KZCF at community-based meetings and events which may require evening and weekend engagement throughout the year. Actively participate in meetings, committees, and volunteer opportunities within the organization Apply an anti-racism analysis and engage with others in support of learning ways to advance collective DEI (Diversity, Equity, and Inclusion) understanding and skills. Participate as a team member utilizing a collaborative style to achieve mutual goals. Provide proactive, creative cross-functional thinking and ideas to enhance services. Demonstrate ability to work effectively with others. Knowledge, Skills & Abilities : Required : Bachelor's degree or an equivalent combination of training and relevant experience. Knowledge of and comfort with technical aspects of major and planned gift fundraising. 5+ years of experience in fundraising, with a focus on planned giving. Experience working in Customer Relationship Management software. Proven success in developing and executing comprehensive planned giving strategies. Strong relationship-building skills and experience stewarding high-level donors. Demonstrated ability to effectively interact, communicate, and collaborate with people from all cultural backgrounds. Must have the ability, judgement, poise, and personal capabilities to build and maintain trust. Deep personal commitment to addressing racism with an orientation toward the Kalamazoo community. Ability to work both independently, as a team member, and with a broad range of constituencies. Ability to prioritize multiple projects and work under pressure. Preferred: Certified Fund-Raising Executive (CFRE) or Chartered Advisor of Philanthropy (CAP) Preferred. Additional Eligibility Qualifications The Kalamazoo Community Foundation shall not discriminate on the basisrace, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include hiring and termination of staff, selecting volunteers, selecting vendors, and providing services. ABFE's job board reaches thousands of qualified professionals everyday. Find the candidate you've been looking for from our professional network.

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