Senior Director, Planned Giving & Advisor Relations

Community Foundation for Southeast Michigan; Detroit (MI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

20 vacation days

5 personal days

11 holidays

9 sick days

Paid parental leave

Disability benefits

Job summary

The Community Foundation for Southeast Michigan seeks a Director of Gift Planning & Professional Advisor Relations in Donor Services to lead the strategic growth of its planned giving program and to liaison with a network of attorneys, financial planners, accountants and wealth managers. You will steward donors through advisors and craft complex gift solutions in a collaborative regional setting.

With 7–10 years in gift or estate planning, you will drive education, outreach, and stewardship,

Qualifications

• 7–10 years of experience in gift planning or financial services with nonprofit organizations
• Strong knowledge of bequests, charitable gift annuities, charitable remainder and lead trusts, and retirement asset gifts
• CAP/CFP credential or similar is a plus
• Excellent written and verbal communication and relationship-building skills

Responsibilities

• Lead growth of the Foundation's planned giving program and act as expert on bequests and related vehicles
• Expand relationships with professional advisors and provide real-life giving examples
• Lead engagement of the Legal Financial Network meetings
• Develop and deliver advisor trainings on planned and legacy giving strategies
• Provide personalized service to advisors and donors referred by advisors
• Maintain accurate CRM records and track advisor engagement and outcomes
• Coordinate CAP study group with local roundtable, and collaborate with staff across Donor Services

Skills

Gift planning

Estate planning

Communication skills

Strategic thinking

Project management

Education

CAP/CFP credential

Tools

Salesforce

CRM/database

Microsoft Office

Job description

The Community Foundation for Southeast Michigan seeks a Director of Gift Planning & Professional Advisor Relations in Donor Services to lead the strategic growth of its planned giving program and to liaison with a network of attorneys, financial planners, accountants and wealth managers. You will steward donors through advisors and craft complex gift solutions in a collaborative regional setting.

With 7–10 years in gift or estate planning, you will drive education, outreach, and stewardship,