DAV is currently searching for a highly motivated and experienced individual to join our team as a Associate National Personal Philanthropy Director.
DAV offers a very competitive benefit package that includes a very generous paid time off (PTO) plan, paid federal holidays, medical and dental insurance, paternal leave, 401(k) matching, and tuition reimbursement.
The Associate National Personal Philanthropy Director performs a key role on the Personal Philanthropy Programs team in ensuring DAV’s gift-planning program goals are achieved by developing and executing gift-planning strategies. This position is a frontline fundraising position, responsible for managing gift planning relationships with current and prospective gift planning donors. The Associate National Personal Philanthropy Director will collaborate with the National Personal Philanthropy Programs Director to maintain a robust gift planning marketing program and set annual gift planning goals. This position will also collaborate with Regional Philanthropy Directors to provide gift planning expertise and qualified leads for new planned gift society members, steward and recognize current Guardian Society members, and work with staff and legal counsel to help DAV accept complex assets and bequests.
- Identify, cultivate, solicit and steward new planned gifts to DAV; including timely follow-up on planned gift marketing leads.
- Steward a portfolio of Guardian Society members to ensure they feel appreciated and recognized, as well as connected to DAV’s mission.
- Develop and oversee the execution of marketing plans and strategies that optimize the engagement and acquisition of new gift planning donors.
- Using appropriate tools, such as PGCalc, develop gift and financial models for donors and prospects.
- Work collaboratively with Regional Directors to identify, cultivate and solicit planned gifts, and to support overall program goals.
- Work collaboratively with Communication staff to tell stories of impact of gift plans and incorporate planned giving into opportunities for donor engagement.
- Assist in developing the gift-planning program’s annual plan, goals, and budget in collaboration with the National Personal Philanthropy Director.
- Ensure that all planned gifts; both realized and expected, are tracked and reported appropriately based on annual goals.
- Update the constituent relationship management database to capture all activity and ensure the data integrity of all planned gifts.
- Serve as the primary point person for gift acceptance, including working with donors and banks for securities transfer, coordinating with legal counsel for complex assets, and working with planned giving vendors to maximize their offerings.
- Manage and ensure the Gift Planning Specialist and Coordinator are fully equipped to successfully perform their responsibilities at a high level and can achieve the desired short and long-term goals for the gift-planning program.
- Work with Personal Philanthropy Program staff to develop gift planning as a critical component of a strategic plan and serve as a partner to other staff in planned giving conversations.
- Participate in speaking engagements and gift planning seminars.
- Required: Bachelor’s degree in a related field and/or at least 5 years of experience in fundraising and/or donor service. Master’s and/or a professional credential preferred
- Strong management and organizational skills
- Ability to communicate clearly and concisely
- At least 3 years of experience in planned giving, gift planning, and or trust/estate administration
- Marketing and creative experience
- Experience with complex asset donations, including trusts, estates, and real property
- Knowledge and understanding of charitable sector tax incentives and gift vehicles
- Strong customer service orientation and excellent interpersonal and relational skills
- Ability to build relationships with people of diverse backgrounds, perspectives and cultures