Director, Planned Giving — Build Legacies & Impact

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

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.