Director, Planned Giving

United Way of the Midlands; Council Bluffs (IA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Professional development

Job summary

United Way of the Midlands in Council Bluffs, IA, seeks a Director of Planned Giving to develop and implement strategies that secure financial support for community initiatives. You will cultivate donor relationships, manage a portfolio of prospects, and coordinate with financial advisors and attorneys to build lasting partnerships.

The role requires strong fundraising knowledge, excellent communication, and project management skills.

Qualifications

• Experience in developing and implementing planned giving strategies and managing donor relationships.
• Strong knowledge of charitable giving practices, tax laws, and estate planning.
• Excellent communication and presentation skills, with the ability to articulate complex information clearly.
• Strong organizational and project management skills.
• Proficiency with donor management software and Microsoft Office.
• Ability to work collaboratively with a diverse range of stakeholders.
• Bachelor's degree in a relevant field such as Nonprofit Management, Business, or Finance.
• Professional certification (e.g., CFRE, CAP, or equivalent) is a plus.
• Minimum of 5 years of experience in planned giving, fundraising, or related roles.

Responsibilities

• Develop and implement planned giving strategies to secure financial support.
• Cultivate and manage a portfolio of donors and prospects.
• Prepare proposals and coordinate with financial advisors and attorneys.
• Maintain accurate donor records and ensure regulatory compliance.
• Present proposals to donors and internal stakeholders.
• Track results and report on fundraising outcomes.
• Collaborate with cross-functional teams to align planned giving with goals.

Skills

Planned giving

Donor relations

Communication skills

Presentation skills

Project management

Education

Bachelor's degree in nonprofit management, business, or finance

CFRE/CAP certification (preferred)

Tools

Donor management software

Microsoft Office Suite

Job description

For nearly 100 years, United Way of the Midlands has bridged the business and not-for-profit sectors to create a Circle of Support that helps the Omaha-Council Bluffs metro community overcome challenges and build a better future. Our programs and direct services address social and economic disparities, providing essential needs such as healthy food, safe housing, healthcare, career preparation, and job training. We collaborate with individual and corporate donors, agencies, and foundations to deliver measurable results and strong support networks across Douglas, Sarpy, and Pottawattamie counties. United Way of the Midlands remains committed to evolving alongside the needs of our community, combining passion with reason to create life-changing opportunities.

Company Description

For nearly 100 years, United Way of the Midlands has bridged the business and not-for-profit sectors to create a Circle of Support that helps the Omaha-Council Bluffs metro community overcome challenges and build a better future. Our programs and direct services address social and economic disparities, providing essential needs such as healthy food, safe housing, healthcare, career preparation, and job training. We collaborate with individual and corporate donors, agencies, and foundations to deliver measurable results and strong support networks across Douglas, Sarpy, and Pottawattamie counties. United Way of the Midlands remains committed to evolving alongside the needs of our community, combining passion with reason to create life-changing opportunities.

Role Description

This is a full-time on-site role for a Director, Planned Giving, located in Council Bluffs, IA. The Director, Planned Giving will be responsible for developing and implementing planned giving strategies to secure financial support for United Way of the Midlands. Day-to-day tasks include identifying and cultivating relationships with potential donors, managing a portfolio of planned giving prospects, preparing and presenting proposals, and coordinating with financial advisors, attorneys, and other professionals. The role also involves maintaining accurate records, tracking results, and ensuring compliance with all relevant regulations.

Qualifications

• Experience in developing and implementing planned giving strategies and managing donor relationships
• Strong knowledge of charitable giving practices, tax laws, and estate planning
• Excellent communication and presentation skills, with the ability to articulate complex information clearly
• Strong organizational and project management skills
• Proficiency with donor management software and Microsoft Office Suite
• Ability to work collaboratively with a diverse range of stakeholders
• Bachelor's degree in a relevant field such as Nonprofit Management, Business, or Finance
• Professional certification (e.g., CFRE, CAP, or equivalent) is a plus
• Minimum of 5 years of experience in planned giving, fundraising, or related roles