Director, Estate and Gift Planning

American Cancer Society - Norwalk, CT

Full-time - Mid Level

Remote - Norwalk, CT

Religious, Grantmaking, Civic, Professional, and Similar Organizations

About the position

At the American Cancer Society, we're leading the fight for a world without cancer. Our employees and 1.5 million volunteers are raising the bar every single day. We actively seek candidates from diverse backgrounds including communities of color, the LGBTQ community, veterans, and people with disabilities. The greater the diversity of our people, the better we can serve our communities. The people who work at the American Cancer Society focus their diverse talents on our lifesaving mission. It is a calling. And the people who answer it are fulfilled. The Director, Estate and Gift Planning is a part of a team that generates one of the largest revenue sources for the American Cancer Society, Inc. (Society). The Director, Estate and Gift Planning builds, cultivates, and stewards relationships with planned giving prospects and donors as well as estate and financial planning professionals to secure and retain planned gifts that support the life-saving work of the organization. The territory includes Connecticut, Rhode Island, and the Boston area. This is a full-time remote opportunity which can be home-based in any of those locations. In this role, you will meet personally with prospects, donors, and professional advisors to share information and materials about the Society's planned giving program as well as our life-saving program of work. You will grow and manage a portfolio of qualified, active prospects through various stages of moves management (identification, cultivation, solicitation, and stewardship). You will also attain annual targets for personal visits with prospects, donors, and/or financial advisors; planned gift proposals delivered; and new planned gift commitments closed in support of the Society's mission. Utilizing Salesforce to track, qualify, and report prospect, donor, and advisor contacts and progression through stages of moves management will be essential. Additionally, you will actively collaborate with major gift colleagues to leverage opportunities to expand blended gift proposals and cultivate additional planned giving prospects. Remaining current on various estate and gifting techniques/vehicles, applicable tax law, and charitable giving trends is crucial, as is being knowledgeable about the Society's life-saving work in the areas of cancer research, patient support, prevention information/education, and detection and treatment. You will model behavior that encourages collaboration with Society colleagues throughout the organization and is consistent with the cultural beliefs and values of the Society.

Responsibilities

• Meet personally with prospects, donors, and professional advisors to share information about the Society's planned giving program.
• Grow and manage a portfolio of qualified, active prospects through various stages of moves management.
• Attain annual targets for personal visits with prospects, donors, and/or financial advisors; planned gift proposals delivered; and new planned gift commitments closed.
• Utilize Salesforce to track, qualify, and report prospect, donor, and advisor contacts and progression through stages of moves management.
• Collaborate with major gift colleagues to leverage opportunities to expand blended gift proposals and cultivate additional planned giving prospects.
• Remain current on various estate and gifting techniques/vehicles, applicable tax law, and charitable giving trends.
• Stay knowledgeable about the Society's life-saving work in cancer research, patient support, prevention information/education, and detection and treatment.
• Model behavior that encourages collaboration with Society colleagues throughout the organization.

Requirements

• Bachelor's degree and 3+ years' experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building.
• Planned giving and/or major gift experience preferred.
• Experience with planned giving software is preferred.
• Strong judgment and the ability to maintain confidentiality.
• Impeccable organizational skills and ability to manage multiple projects simultaneously.
• Excellent oral and written communication skills as well as computer proficiency.

Nice-to-haves

• Experience with planned giving software is preferred.

Benefits

• Health insurance
• Dental insurance
• Paid time off
• Retirement plan
• Wellness programs
• Professional development programs