Reporting to the Senior Director of Planned Giving and working closely with agency staff, the Associate Director, Planned Giving will be responsible for increasing planned gift solicitations and growing Save the Children’s planned giving society, The Eglantyne Jebb Society. This position draws upon fundraising experience to motivate prospective donors and lead cultivation, solicitation and stewardship of planned giving donors.
Relationship building/cultivation with planned giving prospects (60%)
- Identify, cultivate (letters, phone calls and face-to-face visits), and solicit planned giving prospects to secure legacy commitments.
- Build and maintain a significant base of planned giving support.
- Extensive local, regional, and national travel- up to 60% domestic travel.
- Plan and execute donor events. Make ongoing assessments of their impact; recalibrate accordingly.
Planned Giving Subject Matter Expert (30%)
- Serve as a liaison with external and internal legal offices and financial institutions relating to planned giving.
- Cultivate relationships with lawyers, accountants, trust officers, life underwriters, financial planners and other professionals to make them aware of, and keep them up to date on, the services and programs at the agency and opportunities for funding by their clients.
- Become informed and inform the agency staff about the tax aspects of charitable gifts and keep informed about new legislation and revenue rulings affecting such gifts.
Other duties (10%)
- Provide regular progress reports to the Senior Director of Planned Giving.
- Perform other duties as assigned.
- Minimum 5-7 years' relevant experience in the field of front-line fundraising.
- Demonstrated ability to successfully plan, organization and manage donor relationships.
- Ability to work effectively with a variety of internal and external contact partners including staff, volunteers, and donors.
- Ability to work effectively in a team, must be a team player with sound judgment and the ability to handle matters of a sensitive and confidential nature;
- Hands-on experience with data entry. Experience working with a donor database management system is an asset;
- Strong administrative, organizational and time management skills;
- Ability and willingness to travel domestically and work flexible hours evening and weekends as required.
- Exceptional listener with ability to understand the needs and motivations of others, find common ground and synthesize information into compelling narratives.
- Valid driver’s license
- Passion and commitment to Save the Children’s mission and values