Remote Planned Giving Director — Grow Bequests & Trusts

American Cancer Society; Dallas (TX); Remote; USD 105,000 - 115,000; Full time

Job summary

The American Cancer Society in Dallas, TX is seeking a Planned Giving Director to develop and manage a comprehensive program for deferred gifts including bequests, trusts, and annuities. This strategic role focuses on donor relationship management and collaboration with legal/financial advisors to secure long-term support.

You will lead a moves-management process, meet with prospects and professionals, and use Salesforce to track activity.

Qualifications

• Bachelor's degree or equivalent experience in nonprofit fundraising.
• 3+ years in nonprofit fundraising or related relationship-building.
• Planned Giving experience preferred.
• CFRE or CAP certification preferred.
• Valid driver’s license and a reliable vehicle.
• Reliable internet connection.

Responsibilities

• Meet with prospects, donors, and advisors to present planned giving options.
• Grow and manage a portfolio of qualified prospects through moves management.
• Hit annual targets for visits, proposals, and new planned gifts.
• Use Salesforce to track contacts and progression.
• Collaborate with philanthropy colleagues to expand blended gifts.
• Stay current on estate and gifting techniques and tax laws.
• Stay informed about ACS's life-saving work to inform donors.
• Model collaboration and align with ACS values.

Skills

Donor relations

Strategic thinker

Communication

Time management

Networking

Confidentiality

Persuasive

Resiliency

Customer-centric

Education

Bachelor's Degree

CFRE

CAP

Tools

Salesforce

Crescendo

Job description

The American Cancer Society in Dallas, TX is seeking a Planned Giving Director to develop and manage a comprehensive program for deferred gifts including bequests, trusts, and annuities. This strategic role focuses on donor relationship management and collaboration with legal/financial advisors to secure long-term support.

You will lead a moves-management process, meet with prospects and professionals, and use Salesforce to track activity.