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Director of Planned Giving
2 months ago
Join The Conservation Fund as we seek a highly skilled and experienced Director of Planned Giving to lead our strategic giving program. This is an exciting opportunity to make a meaningful impact in the field of conservation and philanthropy.
About the RoleThe Director of Planned Giving will be responsible for creating and executing a comprehensive planned giving program that identifies, qualifies, cultivates, and stewards planned giving prospects. This role will work closely with the Vice President, Strategic Giving, and the entire Strategic Giving team to build relationships with donors and prospects, develop stewardship plans, and ensure that processes and relationship management techniques guide the work of the gift planning fundraising team.
Key Responsibilities- Identify, qualify, cultivate, solicit, and steward a portfolio of national donors and prospects for planned philanthropic gifts.
- Build relationships with donors and prospects through personal visits, video calls, written content, and events.
- Serve as the primary point of contact for The Conservation Fund's planned giving opportunities.
- Create, manage, and track The Conservation Fund's planned giving program.
- Solicit bequest designations and charitable gift annuities to support The Conservation Fund's philanthropic objectives.
- Develop stewardship plans that demonstrate targeted engagement of planned giving donors.
- Develop a strong understanding of The Conservation Fund's project and program work to keep planned giving prospects and donors up to date.
- Work with the Director of Operations and Vice President to define and implement short- and long-range planned giving fundraising objectives of the organization.
- Proven track record of developing relationships with financial institutions, legal firms, and estate planning professionals.
- Ensure that processes, relationship management techniques, and data-informed decision-making guide the work of the gift planning fundraising team in donor pipeline development, according to industry best practices.
- Educate other team members on planned giving and provide gift planning guidance, counsel, and resources to leadership and fundraising staff across the organization with an emphasis on increasing deferred gift and complex outright planned gifts.
- Draft communication materials in coordination with team members for marketing and e-communication content.
- Maintain knowledge of tax, investment, and legal aspects of planned giving in concert with the Legal team and outside counsel.
- Record and update all relationship data pertaining to the portfolio in Raiser's Edge.
- Minimum of 8 years of fundraising/development experience with donors giving at $100,000 and above level.
- Experience building fundraising programs, maintaining long-term relationships with major individual donors.
- Experience with current and evolving trends in gift planning and advanced gift planning concepts.
- Self-starter with demonstrated ability to work well independently and as part of a team.
- Organized, detail-oriented, possessing a builder's mentality and strong work ethic.
- Well-developed written and oral communication skills, including translating complicated project information into compelling and captivating stories.
- Passion and interest in the mission of The Conservation Fund.
- Experience working with an environmental conservation organization preferred.
- Ability and willingness to travel.
The Conservation Fund offers a highly competitive package of benefits, including employer contributions for health care, paid holidays, vacation and personal/sick leave, retirement plan, and more. The salary range for this position is $125,000-$140,000, and the position is eligible for opportunities to earn performance-based bonus compensation.
The Conservation Fund is an Equal Opportunity Employer that fully and actively supports equal access for all people regardless of Race, Color, Religion, Gender, Age, National Origin, Veteran Status, Disability, Genetic Information or Testing, Family and Medical Leave status, Sexual Orientation and Gender Identity or Expression. The Fund prohibits retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint, or otherwise oppose discrimination.
