Director of Planned Giving/Trust Services

2 weeks ago

Tennessee, United States CareerBuilder Full time

Position Description

Adventist Media Center - It Is Written

Position Title:

Planned Giving & Trust Services Director

Internal Title:

Department Director

Job Classification:

Exempt - Regular Full Time

Accountable to : Manager/Treasurer

Position Summary:

The Planned Giving & Trust Services Director is responsible for overseeing the planned giving functions for It Is Written, including direction and development of the Planned Giving & Trust Services (PGTS) Department, oversight of planned giving instruments/gifts, and manages planned giving donor relations.

It is crucial that this position supports the mission and values of It Is Written by exemplifying the values and beliefs of the Seventh-day Adventist Church in all interactions.

Authority & Accountability:

Authority as delegated by and accountable to the It Is Written President and Manager/Treasurer in accordance with It Is Writtens policies and objectives.

Essential Position Functions:

Perform overall supervision of and coordination of the PGTS Department:

Supervise and manage the department staff.

Ensure adherence to PGTS policies and procedures.

Oversee compliance with state and federal laws regarding planned giving and trust instruments

Monitor department functions to ensure completeness, accuracy, and protect donor confidentiality.

Establish annual goals, provide regular performance reviews and appropriate recognition, and support ongoing professional development opportunities.

Direct and coordinate the processes and procedures required to create new planned giving and trust instruments.

Manage planned giving maturity processing and financial reporting.

Maintain a functional and proactive planned giving donor database.

Routinely review individual estate plans with trustors and coordinates with estate planning attorneys to accomplish any needed or requested changes to the plans.

Responsible for the promotional activities of PGTS services to prospective clients.

Develop and maintain positive relationships with donors through ongoing communication.

Oversee the work product for PGTS contracted vendors.

Manage and coordinate the work product of the It Is Written Gift Acceptance/Trust Administration Committee.

Collaborate with Development Department on donor relations and fundraising initiatives.

Participate in fostering a culture of philanthropy by promoting planned giving throughout the organization.

Supervise preparedness for the three-year trust audits by the General Conference Auditing Services.

Represent It Is Written in the local community and be an active member of local organizations.

Represent It Is Written at occasional conferences, events, and meetings, as needed.

Fulfill other responsibilities and duties as assigned

Position Specifications

Qualifications, Scope, and The complexity of Duties:

Education

High school diploma, or equivalent, is required.

A bachelors degree in business, law, public relations, or related field is preferred.
North Amerincan Division of Seventh-day Adventist Planned Giving and Trust Services Certification is required.

Experience:

Minimum five (5) years experience in planned giving and trust services officer in a non-profit organization, or equivalent experience.

Experience leading team members both on-site and remotely is preferred.

Membership and Mission:

Embrace the mission and values of It Is Written and be a member in good standing of the Seventh-day Adventist Church.

Skills, scope, and complexity of duties:

Possess expert technical knowledge of applicable laws, rules, regulations, and policies regarding planned giving and trust service concepts, principles, procedures, and techniques.

Demonstrate solid leadership skills to coordinate, plan, and execute the position functions.

Ability to exercise direction, independent judgment, make decisions, and assume responsibility.

Possess the skills to work with and motivate staff and exhibit comfort building relationships with, and collaborating with, staff remotely.

Exhibit excellent organizational skills and follow through on tasks and goals.

Ability to oversee and manage large and complex projects to completion and manage details while seeing the big picture.

Display a positive attitude, show concern for people and community, demonstrate presence, self-confidence, common sense, and good listening ability.

Exhibit excellent personal relationship skills.

Demonstrate servant leadership and exemplify a collaborative, decisive, motivating, and engaging communication style.

Possess extreme tact and discretion, attention to detail, and a commitment to excellence.

Commitment to pursue training on a regular basis to stay updated with the most recent trends and best practices in the industry.

Able to exhibit Christ-like behavior in daily tasks, collaborative projects, and under stress.

Interpersonal Relationships:

At It Is Written:

President

Manager / Treasurer

Department Directors

Field Trust Officers

Office staff

Outside It Is Written:

It Is Written customers, donors, vendors, guests, and volunteers

Western Adventist Foundation (WAF) staff

Adventist Media Ministries (AMM) Support Services

Working Conditions

:

Occasional moderate to high stress due to meeting critical deadlines.

General working conditions of an office and in the fieldmust maintain continuous operation, availability, and efficiency of the office.

Physical requirements: requires standing, walking, time at a desk, reaching, climbing, and lifting (maximum of 50 lbs.)

Travel flexibility to conferences, donor visits, and It Is Written events (e.g. ASI, GYC, Partnership weekends, camp meetings) and associated travel hazards.

Specific Requirements:

38 regular hours per week,

Will require periodic variable hours and weekend work.

No special clothing or safety gear required.

Business casual attire required.

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