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Director, Estate & Gift Planning

This job is no longer available

Louisville, KY, USALouisvilleKYUSA
Full-time

The Director, Estate and Gift Planning is a part of a team responsible for over 15% of the organization’s revenue, second only to our well-known “Relay for Life” and other special events.  The Director, Estate and Gift Planning builds relationships with planned giving prospects and donors in addition to estate and financial planning professionals.  

Areas of Responsibility: 
  • Document $750,000 to $1,300,000 in new gifts Net Present Value;
  • Meet personally with prospects, donors and professional advisors (220 face-to-face scheduled contacts annually) to discuss the American Cancer Society, Inc.’s cancer control, research, patient services programs and planned giving services;
  • Submit minimum of 24 proposals of $10,000+ within a fiscal year in support of the American Cancer Society mission;
  • Manage a portfolio of qualified, active prospects through various stages of moves management;
  • Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspect of charitable giving;
  • Build relationships with the planned giving prospects and donors, and with estate and financial planning professionals;
  • Provide prospects, donors and professional advisors with information and materials about the American Cancer Society, Inc.’s local and national cancer control services, support groups and research programs;
  • Coordinate suggestions for planned giving vehicles with the prospects and their advisors in order to meet their estate/financial planning goals and those of the ACS;
  • Develop a Planned Giving Implementation Plan;
  • And maintain a general knowledge of American Cancer Society Inc.’s local and national cancer control services, support groups and research programs;
  • Coordinates with all ACS departments;
  • Coordinates with Divisions, Donors, advisors and gift officers as needed;
Educational Background: 
Bachelor’s degree
Skills/Experience: 
  • 3+ years experience in major and/or planned giving fundraising, or equivalent experience as an attorney, CPA, CFP, etc.  
  • Advanced planned giving and/or tax training are preferred.

Demonstrates the following Major Gifts/Planned Giving Competencies:

  • Customer focus, Strategic mindset, Action oriented, Drives results, Interpersonal savvy, Builds networks, Persuades, Being resilient.

Other Skills:

  • Experience with planned giving software is preferred.
  • Excellent telephone skills.
  • Excellent interpersonal, oral, and written communication skills, including telephone etiquette.
  • Impeccable organizational skills; able to handle multiple projects
Compensation/Benefits: 

We are committed to providing staff with fulfilling opportunities to learn, grow and make an impact in their local communities. We offer staff a generous paid time off policy; medical, dental and retirement benefits, and professional development programs to enhance staff skills.

Organization Info

American Cancer Society

Overview
Headquarters: 
Atlanta, GA, United States
Annual Budget : 
More than $500M
Founded: 
1913
About Us
Mission: 

Together with our millions of supporters, the American Cancer Society (ACS) saves lives and creates a world with less cancer and more birthdays by helping people stay well, helping people get well, by finding cures, and by fighting back.

The American Cancer Society is a nationwide, community-based voluntary health organization dedicated to eliminating cancer as a major health problem.

You can connect with us through LinkedIn groups: American Cancer Society Supporter, American Cancer Society Relay For Life, or American Cancer Society Making Strides Against Breast Cancer.

Listing Stats

Post Date: 
May 10 2019
Active Until: 
Jun 10 2019
Hiring Organization: 
American Cancer Society
industry: 
Nonprofit