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Director of Major and Planned Gifts

Company: The Community House
Location: Birmingham
Posted on: February 25, 2021

Job Description:

The Director of Major and Planned Gifts will lead a comprehensive planned giving program for The Community House Foundation (TCHF). The Director has primary responsibility for the management and strategic growth of the gift planning program and is responsible for the development and---implementation of proactive strategies designed to aggressively market and secure planned and deferred gifts. The Director manages a portfolio of prospects that---are inclined to---make a gift in support of a wide range of initiatives. This position works---closely with the---Vice President, TCHF and other key members of The Community House---staff to establish and communicate the organizational vision and goals (both multi-year and annual). The Director---must demonstrate familiarity with a variety of the field's concepts, best practices---and demonstrate a command of industry standards and procedures. The position requires---sound---judgment and the ability to act independently to plan and accomplish goals. Responsibility ---Develop a strong working knowledge of TCHF funding priorities and campaign objectives specifically in order to articulate a compelling case for support to all constituents.
---Lead in the creation, design and execution of planned giving strategies and goals and develop metrics to measure ongoing success and ROI.
---Operationalize short and long-term planned giving and major gift goals and strategies to build upon existing commitments and expand the current donor base of support.
---Manage a portfolio of 150 prospects and generate 10-15 prospects visits per month leading to the growth in the number of completed major, planned, and blended gift solicitations. Local, regional, and limited national travel are required.
---Track mature estate expectancies to ensure the preservation and timely distribution of all estate gifts to TCHF.
---Create and lead comprehensive marketing strategies for planned giving. Coordinate and prepare, as needed, planned giving materials including letters, newsletters, brochures, and articles.
---Build and nurture a strong relationship with planned giving marketing firm(s).
---Build and nurture strong relationships with financial, legal and tax advisors.
---Oversee the gift annuity program, i.e., the marketing of gift annuities, the delivery and execution of all documents required to complete each annuity agreement and the delivery of all annuity payments and annual tax reporting documents.
---Provide personalized illustrations of planned gifts and create proposals for prospects.
---Manage projects and outside consultants and vendors effectively.
---Maintain PG---Calc---- software and TCHF website as pertaining to planned giving.
---Keep up to date and be proficient with state and federal regulations for the charitable gift program.
---Partner, coach, equip and encourage Foundation staff to pursue planned gift opportunities, assisting them in the design and implementation of individualized strategies for the identification, cultivation, and solicitation and stewardship of planned, major and blended gifts as appropriate.
---In coordination with President & CEO and Vice President, TCHF, coordinate activities and strategically increase membership in the Bates Street Society.
---Communicate closely with President & CEO, Foundation staff and Association staff regarding information pertaining to major and planned gift prospects, including contact reports, proposal generation, gift acknowledgement and other data important for the maintenance of donor/prospect records.
---Assist with development functions such as capital campaigns, events, screening sessions, committee meetings and volunteer activities as needed or required.
---Participate in or host Foundation and planned giving events, including but not limited to: donor functions (luncheons/dinners, etc.), Bates Street Society Dinner, Programs and Virtual events, other Foundation events that can be utilized as cultivation and/or stewardship activities for prospects and donors.
---Support the missions of The Community House and The Community House Foundation.
---Perform other duties as requested, delegated, or assigned.---
Qualifications ---Bachelor's degree required. CFRE a plus.
---Must have solid knowledge of planned giving vehicles and experience in soliciting and securing planned gifts.
---Ten (10) years of professional experience with minimum five (5) years of professional planned giving fundraising and stewardship experience.
---Working proficiency in estate planning and other deferred giving vehicles.
---Demonstrated successful track record in the cultivation, solicitation, and stewardship of major and planned gifts ($50,000 and above) preferred.---
---Knowledge of alumni and development data systems---(Donor Perfect or Raiser's Edge preferred).
---Ability to clearly articulate the mission of The Community House Foundation.
---Strong interpersonal and organizational skills and aptitude to work with people of different ages and temperaments.
---Superior written and oral communication skills.
---Proven success in closing traditional and complex planned gifts, including but not limited to, bequests, gift annuities, remainder trusts and gifts of real estate.
---High energy level, self-starter, and self-directed to design and complete complex projects.
---Ability to secure support through wills, bequests, trusts, deferred gifts, charitable gift annuities, gifts of property and other planned gifts including drafting gift agreement language involving varying degrees of complexity.
---Must have skill and desire to: multi-task and meet deadlines; be a team player; work collaboratively; understand the principles and techniques relevant to major gift fundraising and; participate in evening and weekend activities as necessary.
---Ability to develop and execute a comprehensive and sophisticated plan that will launch and achieve exceptional planned giving opportunities and major gifts.
---Ability to execute on multiple projects simultaneously.
---Demonstration of integrity, positive attitude, diplomacy, tact,---courtesy,---and a sense of humor.---
---Proficient in Microsoft Windows, Excel, Word, and Power Point.
---Candidate must be willing and able to support and advance The Community House Foundation mission.
---Must have valid State of Michigan Driver's License.
Work Schedule ---Able to work flexible hours which includes evenings and weekends to meet with donors, attend meetings and attend or host special events.

  • Visit The Community House and complete an application in person
  • Fax your resume, cover letter and salary requirements to the Human Resources Department at 248.644.2476
  • Mail your resume, cover letter and salary requirements to The Community House
  • 380 S. Bates Street, Birmingham, MI 48009 Start your philanthropic journey with The Community House and become a part of our extraordinary legacy. Whether it's a gift of your time, talent or treasure, we welcome your involvement with our organization as we strive to preserve the house people have been calling home for over a century. The time is now!

Keywords: The Community House, Birmingham , Director of Major and Planned Gifts, Executive , Birmingham, Alabama

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