Regional Associate Director of Planned Giving-Southeast Region

Friends of the Israel Defense Forces (FIDF); Orlando (FL); Remote; USD 65,000 - 80,000; Full time

Job summary

A leading non-profit organization seeks a Regional Associate Director of Planned Giving for the Southeast Region. This role focuses on cultivating donor relationships and managing planned giving initiatives. The ideal candidate will have expertise in planned giving strategies and strong communication skills. The position offers a competitive salary and comprehensive benefits, including medical, dental, and retirement plans.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Early dismissal for Shabbat

403b with employer matching

Life Insurance

Disability Insurance

Paid holidays

Sick days

Vacation

Qualifications

• Comprehensive knowledge of planned giving strategies and financial planning.
• Proven ability to build long-term donor relationships.

Responsibilities

• Manage a portfolio of assigned Legacy Society members and donors.
• Serve as the primary point of contact for donors and prospects.
• Develop strategies to identify new planned giving prospects.

Skills

Planned Giving Expertise

Donor Cultivation Skills

Major Gift Experience

Strong Communicator

Collaborative Team Player

Technical Proficiency

Travel Readiness

Tools

CRM systems

Microsoft Office

Online communication tools

Job description

Regional Associate Director of Planned Giving-Southeast Region

Join to apply for the Regional Associate Director of Planned Giving-Southeast Region role at Friends of the Israel Defense Forces (FIDF)

Regional Associate Director of Planned Giving-Southeast Region

5 days ago Be among the first 25 applicants

Join to apply for the Regional Associate Director of Planned Giving-Southeast Region role at Friends of the Israel Defense Forces (FIDF)

Friends of the Israel Defense Forces (FIDF) provided pay range

This range is provided by Friends of the Israel Defense Forces (FIDF). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $80,000.00/yr

Friends of the Israel Defense Forces (FIDF) is seeking a Regional Associate Director of Planned Giving for the Southeast Region, with a focus on Florida. This individual will collaborate closely with the National Planned Giving team and Southeast Region fundraisers to identify, cultivate, and steward donors and prospects for planned gifts, including bequests, charitable gift annuities (CGAs), and endowments.

The position involves building relationships with individuals and professional advisors to secure legacy gifts, beneficiary designations, charitable gift annuities (CGAs), and transforming bequest intentions into actualized planned gifts and endowment funds.

Duties and Responsibilities

• Portfolio Management and Stewardship: Manage a portfolio of assigned Legacy Society members, donors, and prospects with the goal of deepening engagement and identifying new planned giving opportunities.
• Donor Relationship Management: Serve as the primary point of contact for a designated group of donors and prospects, maintaining regular communication and tracking progress toward legacy gift commitments.
• Donor Identification and Cultivation: Develop and execute strategies to identify new planned giving prospects and steward existing donors across the Southeast Region.
• Outreach and Education: Engage with donors through personalized outreach, events, meetings, and digital communication to provide education on legacy opportunities, CGAs, and endowments.
• Cross-Team Collaboration: Partner with national and regional development staff, chapter fundraisers, and lay leaders to integrate planned giving into local fundraising efforts.
• Donor Engagement and Stewardship: Implement a cultivation and stewardship effort Legacy Society in Sthe Southern Region and support recognition opportunities at regional galas, events, webinars, and planned giving receptions.
• Professional Advisor Relations: Build and maintain relationships with estate attorneys, financial advisors, and CPAs to encourage referrals and support complex gift discussions.
• Gift Documentation and Data Integrity: Ensure accurate documentation and reporting in the CRM database; coordinate with the National Planned Giving team to process agreements and maintain internal files.
• Travel: Travel throughout the Southeast Region as needed to meet with donors, attend events, and represent FIDF at relevant gatherings.

Core Competencies

• Planned Giving Expertise: Comprehensive knowledge of planned giving strategies, financial and estate planning, charitable giving vehicles, bequest intentions, Charitable Gift Annuities, and endowments
• Donor Cultivation Skills: Proven ability to build long-term donor relationships and inspire philanthropic commitment.
• Major Gift Experience: Demonstrated success in soliciting and closing high-value gifts; skilled at working with donors and their advisors.
• Strong Communicator: Exceptional verbal and written communication skills, with the ability to present complex concepts in a clear, friendly, and compelling manner.
• Collaborative Team Player: Strong team player with the ability to work effectively with National Planned Giving and Foundation, Southeast Region staff and the volunteer community.
• Technical Proficiency: Proficiency in CRM systems, Microsoft Office, and online communication tools.
• Travel Readiness: Willingness and availability to travel within the Southeast Region as required.

*** Location: Remote (with regular in-person meetings in South Florida)

Benefits and Compensation

• Medical, Dental, Vision, Early dismissal for Shabbat, 403b with employer matching, Life Insurance, Disability Insurance, FSA, Jewish and Federal paid holidays, sick days and vacation
• Compensation is commensurate with experience.

FIDF is an equal opportunity employer that is committed to equity, diversity, and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Business Development

• Industries

  Non-profit Organizations

Referrals increase your chances of interviewing at Friends of the Israel Defense Forces (FIDF) by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

Paid maternity leave

Paid paternity leave

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