Director

• Meet personally with prospects, donors, and professional advisors to share information and materials about the Society’s planned giving program as well as our life-saving program of work
• Grow and manage a portfolio of qualified, active prospects through various stages of moves management (identification, cultivation, solicitation, and stewardship)
• Attain 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
• Actively collaborate with major gift (and other) colleagues to leverage opportunities to expand blended gift proposals and cultivate additional planned giving prospects
• Remain 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 also consistent with the cultural beliefs and values of the Society

Director, Estate and Gift Planning

Job Level

About the role

Requirements

Applicant Tracking System Keywords

Hard skills

Soft skills