Director, Estate and Gift Planning

Job title: Director, Estate and Gift Planning
Organization: American Cancer Society
Location: Cincinnati, Ohio

Job Description

This is a permanently remote position in Cincinnati, Ohio.

MAJOR RESPONSIBILITIES

  • The Director of Estate and Gift Planning is expected to meet defined performance standards. This includes engaging with prospects, donors, and professional advisors through in-person meetings (200 personal visits per year), phone calls, and occasional virtual conversations. The Director will share information and materials about the American Cancer Society’s planned giving program and our life-saving mission. Additional annual goals include conducting 42 solicitations of $10,000 or more and securing 24 planned gift commitments.
  • Grow and manage a portfolio of qualified, active prospects through various stages of moves management (identification, cultivation, solicitation, execution 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.

​FORMAL KNOWLEDGE:

  • Bachelor’s degree and 3+ years’ experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building.
  • Planned Giving experience preferred.

COMPETENCIES/SKILLS:

  • Customer focus – Builds strong customer relationships and delivering customer-centric solutions.
  • Strategic mindset – Sees ahead to future possibilities and translates them into breakthrough strategies.
  • Action oriented – Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
  • Drives results – Consistently achieves results, even under tough circumstances.
  • Interpersonal savvy – Relates openly and comfortably with diverse groups of people.
  • Builds networks – Effectively builds formal and informal relationship networks inside and outside the organization.
  • Persuades – Uses compelling arguments to gain the support and commitment of others.
  • Being resilient – Rebounds from setbacks and adversity when facing difficult situations.​

OTHER SKILLS:

  • Experience with planned giving software is preferred.
  • Candidate must exhibit strong judgment and the ability to maintain confidentiality.
  • Impeccable organizational skills and ability to handle multiple projects simultaneously.
  • Salesforce data entry and record keeping.
  • Excellent oral and written communication skills as well as computer proficiency.

SPECIAL MENTAL OR PHSYCAL DEMANDS:

  • Travel three or more days a week will be required.
The salary range is between $91,500 and $111,000. The final candidate’s relevant experience/skills will be considered before an offer is extended. Actual starting pay will vary based on non-discriminatory factors including, but not limited to, geographic location, experience, skills, specialty, and education.

ACS provides staff a generous paid time off policy; medical, dental, retirement benefits, wellness programs, and professional development programs to enhance staff skills. Further details on our benefits can be found on our careers site at: jobs.cancer.org/benefits. We are a proud equal opportunity employer.

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