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Job Title

Organization

Organization Type

Post Date

Director of Gift Planning The Salvation Army Non-profit 10/04/2018
Executive Director, Planned Giving Fred Hutchinson Cancer Research Center Research and Healthcare 09/19/2018
Senior Director, Development Legacy Services Seattle Children's Healthcare 09/11/2018

Job Title: Director of Gift Planning
Organization Name:
The Salvation Army
Organization Type:
Non-Profit
Closing Date:
Until Filled

Date Posted: 10/04/2018

Job Description:
Location: DHQ-Development
Position Title: Director of Gift Planning (“DGP”)
Reports To: Divisional Director of Development
FLSA Status: EXEMPT – Administrative
Mission Statement: The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.
Position Summary: The Director of Gift Planning (‘DGP”) leads, develops, implements and coordinates all phases of the Gift Planning Program within the Division for maximum success with planned gifts generation and gift closures.
The DGP is responsible for: cultivating, stewarding and soliciting planned gift donors and prospects; engaging them in philanthropic planning conversations that effectively consider their charitable goals, family needs, assets, tax considerations, and optimal planned gift instruments; and encouraging and assisting them with making planned and complex outright gifts. The DGP will use their specialized gift planning knowledge to evaluate and manage donor’s expectations, goals and financial situations in order to recommend optimal gifting options. The Director of Planned Giving will also work to build relationships with and integrate planned giving asks as part of major gift efforts where appropriate.
Duties & Responsibilities:

  1. Maintain personal responsibility for between 75–150 existing planned gift donors. 
  2. Maintain annual stewardship for all living bequest donors within your area. 
  3. Maintain and build relationships with professionals such as CPAs, CFPs, and Attorneys.
  4. Make 10-15 strategic/substantive visits per month (donor, prospect or advisor visits). 
  5. Present 40-50 gift planning proposals per year. 
  6. Years one to three: Identify or close 24+ gifts per year valued between $2.5M-$5M. 
  7. Years three plus: Identify or close 50+ gifts per year valued between $5M-$10M (Gifts and commitments include life income gifts, bequest intentions & outright gifts). 
  8. Promote, organize & participate in three or more donor or advisor seminars per year. 
  9. Collaborate with Officers and development staff to provide donors with exceptional service and collaborate with site visits/donor visits. 
  10. Develop and provide to management annual forecasts for production of gift activity. 
  11. Develop and provide to management a multichannel marketing plan for your area annually. 
  12. Report activities and production on the approved territorial Salvation Army Metrics Reports
  13. Submit Completed Gift Reports monthly to Territorial Headquarters for review and approval. 
  14. Keep up-to-date on all appropriate tax laws relating to gift planning. 
  15. Be familiar with and remain current on various gift planning tools and agreements. 
  16. Promote, encourage and engage in joint DRD (major gifts) /DGP donor events. 
  17. Give full-time to Planned Giving. Functions such as public relations, major gift development, foundations, and corporation appeals are the responsibility of other personnel. 
  18. Participate in training programs conducted by Territorial Gift Planning Department. 
  19. When asked, and approved by their divisional management, serve on Territorial committees. Examples include but are not limited to Metrics Committee, ECGPI Committee, or other ad hoc committees formed for the good of The Salvation Army planned giving program.
  20. Work within the established framework, policies, and organization of the Division and Territory. To accomplish this, s/he will: 
    1. Conduct activities within the framework of the territorial gift acceptance policies 
    2. Adhere to all territorial standards and policies in regard to the planned giving program 
    3. Work closely with the Territorial Planned Giving Director in the development and closing of complex gift planning arrangements 
    4. Refrain from signing on behalf of The Salvation Army any legal commitments 
    5. Refrain from any direct personal gain as a result of donor contacts. Accept no gratuities or gifts and allow no bequest or remainder interest to be designated to the individual representing The Salvation Army. 
  21. Regional travel will be required, with the majority around local areas, and some travel in the western half of Washington State.
  22. Other duties as assigned.

Preferred Qualifications:

  1. A preference for candidates with an advanced degree or certification such as Certified Financial Planner (“CFP”), MBA, JD, CPA or CSPG.
  2. Minimum five years of experience in charitable gift planning or in related areas of finance, trust management, sales or law.
  3. Familiarity with gift illustration software programs such as Crescendo or PG Calc.
  4. Ability to develop creative solutions and have entrepreneurial skills are a plus.

Minimum Qualifications:

  1. A Bachelor’s degree in marketing, sales, finance or other related fields.
  2. Demonstrated ability to close principal gift plans at the six and seven figure level.
  3. Comfort with technical conversations involving financial or legal concepts.
  4. Ability to communicate effectively with staff and ability to delegate.
  5. Strong analytical skills and attention to detail.
  6. Excellent written and verbal communication skills.
  7. Strong public speaking skills.
  8. Ability to simplify complex issues and communicate these to a wide range of audiences.
  9. Ability to work in a fast-paced environment and maintain poise under pressure.
  10. Ability to work with persons of varied socio-economic backgrounds.
  11. Ability to operate standard office equipment in an efficient and effective manner.
  12. Ability to present oneself in a professional manner.
  13. Ability to maintain confidentiality and sensitivity in relation to information and documentation.
  14. Be a self-starter and goal oriented.
  15. Ability to work independently.
  16. Ability to maintain detailed and accurate records.

Software Related Skills:

  1. Advanced ability in MS Office including Excel, Word, Powerpoint and other Microsoft software.
  2. Ability to use electronic media.
  3. Advanced knowledge of integrated database applications.

Equal Opportunity Employer Minorities/Women/Disabled/Veterans

How to Apply: To be considered for this position, please apply directly using the following link: https://rn22.ultipro.com/SAL1002/jobboard/NewCandidateExt.aspx?__JobID=5808


Job Title: Executive Director, Planned Giving
Organization Name: Fred Hutchinson Cancer Research Center
Organization Type: Research and Healthcare
Closing Date: until filled

Date Posted: 9/19/2018

Overview: Cures Start Here. At Fred Hutchinson Cancer Research Center, home to three Nobel laureates, interdisciplinary teams of world-renowned scientists seek new and innovative ways to prevent, diagnose and treat cancer, HIV/AIDS and other life-threatening diseases. Fred Hutch’s pioneering work in bone marrow transplantation led to the development of immunotherapy, which harnesses the power of the immune system to treat cancer. An independent, nonprofit research institute based in Seattle, Fred Hutch houses the nation’s first cancer prevention research program, as well as the clinical coordinating center of the Women’s Health Initiative and the international headquarters of the HIV Vaccine Trials Network.

Position Description: Careers Start Here. The Executive Director, Planned Giving serves as part of an integrated Individual Giving Program and reports to the Chief Philanthropy Executive, Individual Giving.
This position will oversee the planned giving program providing leadership and direction to the planned giving team. Planned giving is a significant component of a comprehensive development program at Fred Hutch. This is a key role in ensuring the institution meets its comprehensive fundraising goals by leading a highly productive planned giving program that engages supporters to give to Fred Hutch through estate planning and complex gifts. The Executive Director, Planned Giving is responsible for planning, directing and soliciting both planned and major gifts.
The position will manage a personal portfolio of individuals and will be called upon to engage and collaborate with Fred Hutchinson Cancer Research Center leadership staff, faculty and volunteers as required.
This position will have management responsibility and be the source of education for staff on issues related to planned giving so that team members have current understanding for identifying donor traits that make a planned gift a viable option.
Some travel, weekend and evening work is required.

Responsibilities and essential job functions include but are not limited to the following:

  • Responsible for the administrative and supervisory functions of the planned giving program 
  • Work closely with legal and financial professionals in designing and executing planned giving instruments 
  • Proactive solicitation of prospects for planned gifts. 
  • Prepare proposals for planned gift prospects 
  • Actively manage a portfolio of prospects capable of making gifts of $1million+, working closely with faculty and staff, to create compelling strategies for complex gifts 
  • Responsible for the development, management and solicitation of a portfolio of 50-75 planned and major giving prospects and annual donors who are in various stages of identification, cultivation, solicitation and stewardship through a moves management system, and administer open estates through distribution and closing 
  • Build relationships with allied professionals; 
  • Assist in recruiting members for the Planned Giving Advisory Committee and attend quarterly meetings as requested 
  • Be conversant in the scientific research undertaken at Fred Hutch, and its importance in the prevention, diagnosis and treatment of cancer and other diseases 
  • Develop and implement a marketing and stewardship plan to create a stream of planned giving prospects through activities such as targeted mailings, seminars, referrals, and electronic communications 
  • Understand the various instruments of fundraising and collaborate with other philanthropy staff to maximize philanthropic funding for scientific research.

Qualifications: 
Bachelor's degree required; Masters degree preferred
Successful experience in leading a team; managing and evaluating personnel; experience managing budgets
Seven + years experience as a frontline fundraiser with planned giving experience required
Proven track record of successful planned gift solicitation required
Knowledge of tax law and charitable implications
Experience in campaign planning and/or campaign implementation desired

Required Knowledge, Skills and Abilities:
Superior communication skills and the capacity to grasp medical and scientific concepts
Ability to synthesize and translate scientific information into an articulate and compelling case for support
Demonstrated skill as an effective communicator with both internal and external constituents
Integrity and discretion; mature judgment in handling sensitive and confidential information
Ability to organize and establish objectives and priorities in a fast-paced, complex organizational environment
Proven track record of increasing revenue and expanding constituencies
Significant experience in the identification, cultivation, solicitation, and stewardship of planned gifts
Ability to think strategically;
Self motivation and flexibility
Strong interpersonal skills to work with diverse groups of constituents
Proficient with Microsoft Office (MS Word, Excel, PowerPoint, Outlook) and The Raiser’s Edge

Our Commitment to Diversity: We are committed to cultivating a workplace in which diverse perspectives and experiences are welcomed and respected. We are proud to be an Equal Opportunity and VEVRAA Employer. We do not discriminate on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital or veteran status, sexual orientation, gender identity, political ideology, or membership in any other legally protected class. We are an Affirmative Action employer. We encourage individuals with diverse backgrounds to apply and desire priority referrals of protected veterans. If due to a disability you need assistance/and or a reasonable accommodation during the application or recruiting process, please send a request to our Employee Services Center at [email protected] or by calling 206-667-4700.

Apply online today! 


 

Job Title: Senior Director, Development Legacy Services
Organization Name: 
Seattle Children's
Organization Type: 
Healthcare
Closing Date: 
Until filled

Date Posted: 09/11/2018

Who we are: The Seattle Children's Hospital and Research Foundation supports Seattle Children's mission to provide hope, care, and cures to help every child live the healthiest and most fulfilling life possible. The Foundation is in the public phase of a comprehensive campaign called It Starts with Yes, The Campaign for Seattle Children's, with a $1 billion goal. The Foundation's team is 60+ dedicated professionals who collaboratively work to build enduring philanthropic relationships for Seattle Children's through a nationally recognized, robust fundraising program. The comprehensive program includes major and annual gifts, corporate donations, private grants, legacy gifts, and the nation's largest Guild Association, made up of passionate volunteers who support our mission through fundraising projects and events.

What you will do: In partnership with the other Senior Director of Development, responsible for directing and managing all fundraising activities related to the acquisition of planned gifts including trusts and bequests, gifts of assets or life insurance proceeds or gift annuity plans. Work with Foundation and leadership to develop and implement a strategic plan designed to identify, cultivate and maintain relationships with key planned giving donors and prospects and professional advisors. Direct operational activities designed to support planning, execution, and fulfillment. Be a key resource for all portfolio holders around legacy and trust services.

Required Education/Experience:

  • Bachelor's degree or equivalent professional designation
  • Professional certification in the field of planned giving, financial or estate planning
  • Minimum seven years successful experience in planned giving or a related field such as major gift fundraising, law, accounting/finance, trust administration, life insurance or financial planning.

Preferred:

  • Prior planned giving experience in a hospital or university setting. Professional certification in the field of planned giving, financial or estate planning: CSPG, CAP, CFP, CPA, LLM or JD.

How to Apply: Interested applicants please apply online to www.seattlechildrens.org via requisition 2018-28486

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