The Alzheimer’s Association National Office is looking for a dynamic, experienced professional to cultivate, solicit and steward planned gifts from individuals and families. We seek a candidate based in a major metropolitan market, preferably in the Eastern United States. The ideal candidate will have experience and success in cultivating and securing a variety of planned gifts including gifts of complexity and gifts from high net-worth individuals and families. The ideal candidate will also have experience in qualifying and cultivating planned giving prospect leads from a national direct marketing and planned giving marketing program.
Areas of Responsibility:
- Proactively and strategically manages an assigned planned giving portfolio and assigned planned giving prospects.
- Qualifies, cultivates, solicits and stewards planned gifts through personalized contact including phone calls, correspondence and personal visits with assigned donors according to moves management protocols.
- Responds to planned gift leads moved to you for follow-up.
- Using assigned planned giving software, prepare gift illustrations and proposals for charitable gift annuities and other planned giving opportunities, prepare written materials such as visit strategies/briefings, correspondence, solicitation/proposal and pledge documents.
- Collaborates with major gift donor advisors to provide planned giving expertise in support of planned giving opportunities from major gift prospects and donors.
- Collaborates with chapter staff as assigned to qualify, cultivate and steward planned gifts.
- Assists in delivering Founders Society benefits and stewardship as assigned.
- Participates in donor events as assigned.
- Assists in implementation of a national planned giving program within assigned area.
- Contributes to the assessment and enhancement of the national planned giving program.
- Assists with creating and managing planned giving budget for assigned area.
- Integrate fully onto the team - adding strategic value to the existing planned giving efforts. Help to lead a deeper and more expanded planned giving program in assigned markets.
- Maintain strong and accurate records of activities, as directed by team protocol using the national database.
- Monitor, evaluate, and report on progress and outcomes against agreed upon goals.
- Adhere to professionalism and fundraising best practices as demonstrated by moves management industry standards and donor-centered methodology.
- Handle other planned giving responsibilities as needed.
Educational Background:
Bachelor’s degree required. CFRE or advanced degree a plus.
Skills/Experience:
- 3-5 years minimum required experience in planned giving fundraising, 5-7 years preferred.
- Demonstrated success in personal cultivation, solicitation, stewardship and closing of planned gifts at all levels of value and complexity.
- Expertise in planned giving vehicles, current trends in philanthropy and estate and financial planning for individuals including tax implications of charitable giving.
- Experience with planned giving software such as Crescendo or PG Calc is preferred
- Excellent, persuasive, and diplomatic communicator - in person, over the phone, and in writing - with the ability to prepare proposals, briefing materials, reports, and correspondence.
- Strong problem solving and negotiating skills. Highly creative/innovative with abilities to persuade and motivate others.
- Strong organizational skills with ability to analyze data and information to drive strategic development of portfolio - includes the evidenced ability to research donor database and historic giving for planned giving potential.
- Self-starter, ability to work independently on complex donor strategies.
- Superior interpersonal skills, including ability to listen, observe and interact well with diverse individuals and groups.
- Results-oriented with ability to focus on and meet deadlines and goals.
- Exceptional organizational skills and the ability to prioritize multiple tasks.
- Team leader and team player with ability to work collaboratively with chapter and national staff and volunteers.
- High integrity and professionalism, respecting the confidential nature of donor information and the Alzheimer’s Association’s business practices.
- Must be available for evening and weekend work as required, and able to travel as needed, up to 50% of the time, including overnight travel.
Job Function:
Organization Info
Listing Stats
Post Date:
Nov 21 2019
Active Until:
Dec 21 2019
Hiring Organization:
Alzheimer's Association
industry:
Nonprofit