Director, Estate and Gift Planning - Remote (Houston,TX)

American Cancer Society; Houston (TX); Remote; USD 80,000 - 120,000; Full time

Job summary

A leading organization focused on ending cancer is seeking a Director of Estate and Gift Planning. This remote role involves building and managing relationships with donors and advisors, achieving fundraising targets, and collaborating with colleagues. The ideal candidate will have a bachelor's degree, experience in nonprofit fundraising, and strong interpersonal skills. Benefits include generous paid time off and wellness programs.

Benefits

Generous paid time off

Medical

Dental

Retirement

Wellness programs

Professional development

Qualifications

• 3+ years of nonprofit fundraising or related experience.
• Experience in planned giving and/or major gifts preferred.

Responsibilities

• Meet with prospects, donors, and professional advisors.
• Manage a portfolio of qualified prospects.
• Achieve annual targets for planned gift proposals.

Skills

Customer focus

Strategic mindset

Action-oriented

Results-driven

Interpersonal savvy

Network building

Persuasive

Resilient

Education

Bachelor’s degree

Tools

Planned giving software

Salesforce

Job description

Director, Estate and Gift Planning - Remote (Houston,TX)

Join to apply for the Director, Estate and Gift Planning - Remote (Houston,TX) role at American Cancer Society

Director, Estate and Gift Planning - Remote (Houston,TX)

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Join to apply for the Director, Estate and Gift Planning - Remote (Houston,TX) role at American Cancer Society

At the American Cancer Society, we're working to end cancer as we know it, for everyone. Our employees and 1.3 million volunteers are raising the bar every day. We are a diverse culture, comprised of backgrounds and experiences, to better serve our communities.

The people who work at the American Cancer Society focus their talents on our lifesaving mission. It is a calling. And those who answer it find fulfillment.

The Director, Estate and Gift Planning is part of a team that generates one of the largest revenue sources for the Society. The Director builds, cultivates, and stewards relationships with planned giving prospects, donors, and estate and financial planning professionals to secure and retain planned gifts supporting our mission.

This is a permanently remote position based in Houston, Texas.

Major Responsibilities

1. Meet with prospects, donors, and professional advisors to share information about the Society’s planned giving program and our lifesaving work.
2. Manage a portfolio of qualified prospects through various stages of moves management, including identification, cultivation, solicitation, and stewardship.
3. Achieve annual targets for personal visits, planned gift proposals, and new planned gift commitments.
4. Use Salesforce to track, qualify, and report contacts and progression through stages of moves management.
5. Collaborate with major gift colleagues to expand gift proposals and cultivate additional prospects.
6. Stay current on estate and gifting techniques, tax laws, and charitable giving trends.
7. Be knowledgeable about the Society’s work in cancer research, patient support, prevention, and treatment.
8. Model collaborative behavior aligned with the Society’s values.

Formal Knowledge

• Bachelor’s degree and 3+ years of nonprofit fundraising or related experience.
• Experience in planned giving and/or major gifts preferred.

Specialized Training or Knowledge

• Experience with planned giving software is preferred.

Competencies/Skills

• Customer focus, strategic mindset, action-oriented, results-driven, interpersonal savvy, network building, persuasive, resilient.

Other Skills

• Strong judgment, confidentiality, organizational skills, excellent communication, computer proficiency.

Physical and Mental Demands

• Travel required.

Benefits include generous paid time off, medical, dental, retirement, wellness programs, and professional development. Details at: jobs.cancer.org/benefits. We are an equal opportunity employer.