Director of Planned Giving

2 weeks ago


Chicago, Illinois, United States Addison Group Full time
Job Title: Director of Planned Giving

At Addison Group, we are seeking a highly skilled and experienced Director of Planned Giving to join our team. This is a unique opportunity to make a meaningful impact in the non-profit sector.

Job Summary:

The Director of Planned Giving will play a critical role in developing and implementing a comprehensive planned giving program. This includes cultivating relationships with donors and professional advisors, offering estate planning expertise, and overseeing a portfolio of donors and prospective contributors.

Key Responsibilities:

  • Develop and implement a strategic planned giving program to ensure the continued financial support of our organization's mission.
  • Cultivate relationships with high-net-worth individuals and professional advisors to secure major and planned gifts.
  • Oversee a portfolio of donors and prospective contributors, focusing on planned giving and legacy commitments.
  • Collaborate with the finance and development teams to ensure seamless administration of gifts and compliance with regulations.
  • Create and manage marketing and outreach materials to promote planned giving opportunities.
  • Provide personalized donor stewardship and ensure recognition of contributions.
  • Support the development team during key fundraising events and initiatives.
  • Track and report on program performance and pipeline revenue.

Qualifications:

  • 5-10 years of experience in planned giving or related development roles.
  • Strong knowledge of estate and financial planning, including charitable giving tax implications.
  • Proven track record of successfully securing major and planned gifts.
  • Excellent relationship-building skills, especially with high-net-worth individuals.
  • Familiarity with Blackbaud Raiser's Edge or similar CRM systems.
  • Bachelor's degree preferred, with relevant certifications or memberships in philanthropic organizations (e.g., AFP, CGP) a plus.
  • Strong communication, organization, and analytical skills.

What We Offer:

  • Generous compensation package, including paid parking and public transportation passes.
  • 4 weeks of paid time off and a comprehensive benefits package.
  • Hybrid work environment with a balance of in-office and remote work.
  • Opportunities for professional development and networking within the non-profit sector.
  • A strong team culture that values collaboration, innovation, and compassion.


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