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Director of Planned Giving and Estate Development

2 months ago

Norwalk, Connecticut, United States American Cancer Society Full time
About the Role

The American Cancer Society is seeking a highly skilled and experienced professional to join our team as a Director of Planned Giving and Estate Development. This is a full-time remote opportunity that can be based in Connecticut, Rhode Island, or the Boston area.

Key Responsibilities
  • Build and maintain relationships with planned giving prospects and donors, as well as estate and financial planning professionals, to secure and retain planned gifts that support the Society's life-saving mission.
  • Grow and manage a portfolio of qualified, active prospects through various stages of moves management (identification, cultivation, solicitation, and stewardship).
  • Meet annual targets for personal visits with prospects, donors, and/or financial advisors; planned gift proposals delivered; and new planned gift commitments closed in support of the Society's mission.
  • Utilize Salesforce to track, qualify, and report prospect, donor, and advisor contacts and progression through stages of moves management.
  • Collaborate with major gift and other colleagues to leverage opportunities to expand blended gift proposals and cultivate additional planned giving prospects.
  • Stay current on various estate and gifting techniques/vehicles, applicable tax law, and charitable giving trends.
  • Remain knowledgeable about the Society's life-saving work in the areas of cancer research, patient support, prevention information/education, and detection and treatment.
  • Model behavior that encourages collaboration with Society colleagues throughout the organization and is consistent with the cultural beliefs and values of the Society.
Requirements
  • Bachelor's degree and 3+ years' experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building.
  • Planned giving and/or major gift experience preferred.
  • Experience with planned giving software is preferred.
Competencies/Skills
  • Customer focus - Builds strong customer relationships and delivering customer-centric solutions.
  • Strategic mindset - Sees ahead to future possibilities and translates them into breakthrough strategies.
  • Action oriented - Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
  • Drives results - Consistently achieves results, even under tough circumstances.
  • Interpersonal savvy - Relates openly and comfortably with diverse groups of people.
  • Builds networks - Effectively builds formal and informal relationship networks inside and outside the organization.
  • Persuades - Uses compelling arguments to gain the support and commitment of others.
  • Being resilient - Rebounds from setbacks and adversity when facing difficult situations.
Other Skills
  • Candidate must exhibit strong judgment and the ability to maintain confidentiality.
  • Impeccable organizational skills and ability to manage multiple projects simultaneously.
  • Excellent oral and written communication skills as well as computer proficiency.
Special Mental or Physical Demands
  • Travel is required.