Director Estate and Gift Planning - Remote in Chicago

American Cancer Society; United States; Remote; USD 110,000 - 120,000; Full time

Job summary

The American Cancer Society is seeking a Planned Giving Director for a permanently remote role based in the United States, with travel to designated territories. The role focuses on securing deferred gifts such as bequests, trusts, and annuities, through donor cultivation and professional advisor engagement.

The position reports to the Development team and requires strong relationship management, negotiation, and knowledge of estate/gifting techniques, tax law, and strategic fundraising.

Qualifications

• Bachelor's Degree or equivalent experience.
• CAP and CFRE certificates preferred.
• 3+ years nonprofit fundraising or related donor-relations experience.
• Valid driver's license and reliable vehicle.
• Reliable internet connection.

Responsibilities

• Meet with prospects, donors, and advisors to share information about the planned giving program.
• Grow and manage a portfolio through moves management stages: identification, cultivation, solicitation, execution, stewardship.
• Achieve annual targets for visits, proposals, and new planned gift commitments.
• Utilize Salesforce to track and report prospect and donor activity.
• Collaborate with philanthropy colleagues to expand blended gift proposals.
• Stay current on estate/gifting techniques and applicable tax laws and trends.
• Remain knowledgeable about ACS's cancer research, patient support, prevention, and education work.
• Model collaboration aligned with the Society's values.

Skills

Nonprofit fundraising

Donor relationship management

Communication

Strategic mindset

Action oriented

Interpersonal savvy

Education

Bachelor's degree

CFRE

CAP

Tools

Salesforce

Crescendo

Job description

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 single day. We are a culture comprised of diverse backgrounds and experience, to better serve our communities.

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

A Planned Giving Director is responsible for developing, managing, and implementing a comprehensive program of work to secure deferred gifts such as bequests, trusts, and annuities. This strategic role involves extensive donor relationship management, collaboration with legal/financial advisors, and ensuring long-term financial support for the American Cancer Society's mission.

The Director, Planned Giving is a part of a team who raises 24% of the organization's revenue and is the number one revenue source. The director builds, cultivates, and stewards relationships with planned giving prospects and donors as well as estate and financial planning professionals to secure and retain planned gifts that support the life-saving work of the organization.

This is a permanently remote position in Chicago, IL.

ESSENTIAL FUNCTIONS:

• Meet personally (in-person {60%+}, via phone, and at times virtually) with prospects, donors, and professional advisors to share information and materials about the American Cancer Society, Inc.'s (Society's) planned giving program as well as the life-saving program of work.
• Grow and manage a portfolio of qualified, active prospects through various stages of the moves management process (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 (First three bullets mentioned above 60%).
• Utilize Salesforce to track, qualify and report prospect, donor and advisor contacts and progression through stages of the moves management process (25%).
• Actively collaborate with philanthropy (and other) colleagues to leverage opportunities to expand blended gift proposals and cultivate additional planned giving prospects (5%).
• Remain current on various estate and gifting techniques/vehicles, applicable tax laws, and charitable giving trends (5%).
• Remain knowledgeable about the Society's life-saving work in the areas of cancer research, patient support, prevention information/education, and detection and treatment (2.5%).
• Model behavior that encourages collaboration with Society colleagues throughout the organization and is also consistent with the cultural beliefs and values of the Society (2.5%).

EXPERIENCE/QUALIFICATIONS:

• Minimum Degree Required: Bachelor's Degree and/or equivalent experience
• Preferred Degree: Bachelor's Degree
• Certificate(s) or License(s): CAP, CFRE
• Years of experience: 3+ years' experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building. Planned Giving experience preferred.
• Driver's License Requirement(s): Must have a valid driver's license and a reliable vehicle.
• Reliable internet connection.

KNOWLEDGE, SKILLS, AND ABILITY:

• Experience with planned giving software (Crescendo/Salesforce) is preferred.
• Candidate must exhibit strong judgment and the ability to maintain confidentiality.
• Impeccable organizational skills and ability to handle multiple projects simultaneously.
• Excellent oral and written communication skills as well as computer proficiency.
• Customer Centricity - Builds strong customer relationships and delivers customer-centric solutions.
• Strategic Mindset - Thinks 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.
• Results Driven - Consistently achieves results, even under tough circumstances.
• Interpersonal Savvy - Relates openly and comfortably with diverse groups of people.
• Networking - Effectively builds formal and informal relationship networks inside and outside the organization.
• Persuasive - Uses compelling arguments to gain the support and commitment of others.
• Resiliency - Rebounds from setbacks and adversity when facing inconvenient situations.

TRAVEL REQUIREMENTS:

• Three or more travel days a week are required within designated territory.

PHYSICAL REQUIREMENTS:

• Sitting in a car/airplane while traveling, some days for 2+ hours.
• Sitting in meetings.
• Walking to and from car/airplane to meetings.
• Walking through airports.
• Standing while networking.
• Carry items to and from car to table at conferences.

The starting rate is $110,000 to $120,000. 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 limi