Remote Planned Giving Director - Estate & Gift Planning

American Cancer Society, Inc.; Chicago (IL); Remoto; USD 110.000 - 120.000; Tempo pieno

Descrizione del lavoro

The American Cancer Society, Inc. is recruiting a Director of Estate and Gift Planning for a permanently remote role based in Chicago, IL.

You will lead a comprehensive program to secure bequests, trusts, and annuities, while collaborating with legal/financial advisors to support the Society's mission. Responsibilities include managing a moves management process, meeting annual targets, using Salesforce for tracking, and staying current on gifting techniques and tax laws to maximize planned

Competenze

• Minimum 3+ years' experience in nonprofit fundraising or equivalent relationship-building
• Bachelor's degree required; CAP/CFRE preferred
• Valid driver’s license and a reliable vehicle
• Reliable internet connection
• Experience with planned giving software (Crescendo/Salesforce) preferred

Mansioni

• Meet prospects, donors, and professional advisors to share information about planned giving and ACS mission
• Grow and manage a portfolio through the moves management process
• Achieve annual targets for visits, proposals, and new planned gift commitments
• Utilize Salesforce to track and report prospect, donor and advisor contacts and progression
• Collaborate with philanthropy colleagues to expand blended gift proposals
• Remain current on estate and gifting techniques, applicable tax laws, and trends
• Be knowledgeable about ACS's mission areas and impact
• Model collaboration with colleagues and align with ACS values

Conoscenze

Customer centricity

Strategic mindset

Action oriented

Results driven

Interpersonal savvy

Networking

Persuasive

Resiliency

Confidentiality

Oral and written communication

Formazione

Bachelor's degree

CAP

CFRE

Strumenti

Salesforce

Crescendo

Descrizione del lavoro

The American Cancer Society, Inc. is recruiting a Director of Estate and Gift Planning for a permanently remote role based in Chicago, IL.

You will lead a comprehensive program to secure bequests, trusts, and annuities, while collaborating with legal/financial advisors to support the Society's mission. Responsibilities include managing a moves management process, meeting annual targets, using Salesforce for tracking, and staying current on gifting techniques and tax laws to maximize planned