Senior Director of Planned Giving
2 weeks ago
POSITION RESPONSIBILITIES:
- Develop a comprehensive Planned Giving marketing, cultivation, and education campaign to launch the College of Medicines newly established Albert Einstein Legacy Society to all key constituencies;
- Manage a small, targeted portfolio of donors who have indicated an interest in making a deferred or planned gift through trusts, charitable annuities, life insurance, wills, and bequests;
- Implement strategies to identify, research, cultivate and solicit qualified prospects for planned gifts;
- Respond to donor inquiries with appropriate information on bequests, life income gifts and other gift planning vehicles;
- Collaborate with the major gifts team to integrate planned giving goals and objectives in all fundraising activities;
- Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients and provide material for their use, exchange up-to-date information on current best practices, request help in obtaining referrals and discuss donor interests; and
- Provide in-service training to professional and support staff on planned giving best practices.
- Bachelors degree required; graduate degree in business, finance or related field and/or JD preferred;
- 10+ years of progressively responsible professional experience in development and/or fundraising through planned gifts;
- Knowledge of estate planning, including wills, trusts and estate and gift tax laws, deferred giving vehicles and tax laws related to charitable giving;
- Excellent communication and interpersonal skills, including demonstrated ability to cultivate and solicit high net worth individuals and their advisors;
- Comfortable working in a fast-paced, flexible, collegial, goal-oriented and entrepreneurial environment; and
- Ability to travel as needed.
Minimum Salary Range:
USD $171,000.00/Yr.
Maximum Salary Range:
USD $199,500.00/Yr.
About Us:
Albert Einstein College of Medicine seeks a dynamic and experienced development professional to take its burgeoning planned giving program for our alumni, donors, and friends to its next level of growth and achievement. The Senior Director will report to the Vice President of Development, Einstein, and be accountable to the Assistant Vice President of Development, Montefiore Development, on the cultivation, solicitation, and stewardship of planned gifts for Montefiore. The incumbent will be responsible for planning and implementing a comprehensive Planned Giving outreach/marketing, and education program for all Einstein and Montefiore Medicine constituencies, as well work collaboratively with the frontline, events and alumni teams to identify, cultivate and solicit donors and prospects for deferred gifts through estates, trusts and various other financial vehicles. The Senior Director of Planned Giving will supervise one planned giving officer and be an integral member of our growing team of fundraising professionals. The incumbent will serve as a content expert - coaching colleagues, faculty and volunteers on how to cultivate and solicit these types of gifts.
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