National Director of Planned Giving
Company: Canine Companions for Independence, Inc.
Location: Santa Rosa
Posted on: December 6, 2018
SUMMARY This position serves as part of the national development team and is responsible for designing and implementing strategies to secure planned gifts, including cultivation, solicitation, and stewardship of individual donors, developing and implementing marketing strategies for growth, and partnering with regions for facilitating planned gifts. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as needed: Strategize and implement plans to gain, secure and cultivate gift donors, identifying opportunities for both current and deferred gifts. Identify, contact and engage planned giving prospects Engage in strategic direct donor contact to support, encourage and improve donor understanding of the organization mission, needs and accomplishments as well as to encourage and improve planned giving contributions and support. Oversee development of planned giving information and materials for distribution to public; present gifting information and options to public, potential donors, Canine Companion volunteers and staff. Oversee the Heritage Society to steward members and promote additional planned giving options and maintain current members. Coordinate regional and national receptions for Heritage Society members, major donors and volunteers. Compose and publish newsletters for Heritage Society members. Acknowledge planned gifts in a timely fashion in accordance with professional practices and regulations. Acknowledge bequest distributions in a timely manner in accordance with best practices and government regulations. Develop opportunities for other special gifts, including gifts of stock, real estate property, gift annuities and other assets. Develop professional relationships with resources and consultants on a pro bono or paid basis to assist in the implementation of major and/or planned gifts, to educate donors in such gift opportunities and to ensure compliance with laws and regulations governing such gifts. Advise Chief Development Officer, CEO, and CFO on planned giving opportunities, key strategies, direction and methods. Advise regional staff on current and deferred gift opportunities. Work closely with CFO and Controller on income recognition, CRT, PIF and CGA administration. Prepare planned giving reports; present updates to management and National Board. Be accountable not only for direct responsibilities outlined in this job description but also to serve fellow staff and other constituents with whom position interacts. Ensure actions and communications are honest and transparent. REQUIRED CHARACTERISTICS Able to lead, work in a team setting and work independently In depth knowledge of planned giving and its complexities; estate planning, tax laws, wills, trusts, etc. Able to use and execute planned giving instruments and planned giving software such as PGCalc. Knowledge and understanding of Moves Management. Knowledge of state specific charitable gift annuity regulations. High-level oral, verbal and written communication skills required, including public contacts. Able to self-manage, prioritize tasks, and meet goals. Problem solving and attention to detail. Able to organize and maintain records; complete necessary paperwork and meet deadlines. Able to use computer and related equipment, office equipment; ability to design and implement ideas. Able to maintain confidential information. Able to prepare and present public presentations and workshops; strong public speaking abilities. Able to develop, design and implement ideas and new planned giving programs. EXPERIENCE : Minimum of five years' fund development and/or planned giving experience preferred. Proven fundraising track record with experience in sales, marketing and finance. EDUCATION : College degree or equivalent in related field required.
Keywords: Canine Companions for Independence, Inc., Santa Rosa , National Director of Planned Giving, Executive , Santa Rosa, California
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