Best Friends Animal Society - Posted 3/26/19
Position Title: Planned Giving Manager
Location: Remote – FL Preferred
Currently Reports to: Director of Planned Giving
FLSA Status: Exempt
Position Summary: The Planned Giving Manager will participate in the planning and implementation of programs and practices that grow the Planned Giving program and further the mission and goals of Best Friends Animal Society.
The Planned Giving Manager researches, cultivates, solicits, closes, and manages the stewardship of donors and prospects who are interested in including Best Friends in their will, trust or other long-range financial and estate plans. Also works with donors who are interested in life income gift arrangements. Works toward achieving Best Friends' fundraising goals for Planned Giving and the overall Development department.
Reporting to the Director of Planned Giving, the Planned Giving Manager must be well versed in all forms of planned giving vehicles and serve as an expert resource to other members of the Development Team. The Planned Giving Manager develops solid and strong relationships with donors, their advisors, and other outside professionals and frequently handles confidential and/or sensitive information.
This position involves a full range of donor cultivation duties, including working with other development staff to develop Planned Giving as a critical component of a strategic fundraising plan. The Planned Giving Manager supervises other gift officers and support staff within the Planned Giving team. This position will work either at the Sanctuary or from a home office and travel regionally and nationally. There is up to a 50% travel commitment for this position.
- Help implement a strategic vision for generating revenue from new and upgraded planned gifts, including bequests, life insurance policies, trusts, life income vehicles, beneficiary designations, gifts of assets and other forms of deferred giving.
- Responsible for the development, management and solicitation of an active portfolio of planned giving prospects and donors annually who are in various stages of identification, cultivation, solicitation and stewardship through a moves management system documented in HERO to meet individual and program metrics for revenue, commitments, visits and interactions agreed upon annually.
- Supervise team members and ensure goals are set; regular feedback is given; team members have training needed to achieve goals and advance planned giving strategic plan.
- Work closely and collaboratively with the major gifts team and other development departments in the solicitation of planned gifts. Train other staff as appropriate in engaging donors about legacy conversations.
- Prepare customized life income gift proposals for donors and their advisors and follow up via telephone, correspondence, or visits as needed.
- Keep abreast of current tax laws, statutes, planned giving materials, organizational gift acceptance policies and planned giving publications. Provide advice and assistance to other staff members in these areas.
- Maintain working knowledge of organizational priorities that may match donors' area of interest. These priorities are clearly articulated in the campaign case for support.
- Ensure compliance with Best Friends policies and procedures and external (donor/legal/IRS) requirements; be alert to ethical compliance issues.
- Maintain confidentiality of frequently sensitive information.
- Participate in professional organizations in charitable gift planning and tax matters, and make periodic presentations on the status of the planned giving program or planned giving topics.
- Work with Director to develop planned giving policies, budget, strategies, and priorities to meet the overall development goals of the organization.
- Manage expense reports according to organizational protocols.
- Maintain up-to-date HERO interactions, reports and contact log.
- Other duties as needed and assigned.
Skills and Experience:
- Bachelors’ degree required with law degree, MBA or other advanced degree desirable, CFRE or CAP or CSPG designation a plus.
- Seven years or more of relevant work experience as well as strong personnel management skills.
- At least three years of experience in planned giving, proposal development, major and planned gift portfolio management, estate planning, trust administration, and knowledge of charitable giving vehicles and tax implications.
- Exceptional people skills; sophisticated, empathetic, able to establish trust and nurture strong relationships.
- Understanding of major giving principles; and ability to coordinate interactions with donors and major giving officers to facilitate a gift.
- Embodies the Best Friends Mission and embraces the guiding principles with enthusiasm and positive presence in all interactions; ability to professionally advocate Best Friends' positions on issues.
- Knowledge of companion animal welfare, sheltering, and rescue work.
- Proficient in fundraising databases such as Blackbaud CRM, Raiser's Edge, or similar systems.
- Self-motivated, good work ethic, takes initiative; ability to work autonomously and set and meet goals on an individual and team basis. Must be a willing learner with a flexible and adaptable attitude.
- Above average technical skills in using the Internet and a variety of computer software applications such as Windows, Word, Excel, PowerPoint, GoToMeeting, and Google. Comfortable learning new software programs and using online information systems.
- Valid Driver's License and access to transportation to travel on organization business.
- Ability to work nights and weekends as needed.
- Work at a computer with extended periods of time with repetitive typing, arm and hand motion.
- Make public presentations to large and small groups.
- This position requires frequent travel throughout assigned region as much as 50% throughout the year. Employee is expected to make travel arrangements and be comfortable and competent with various forms of transportation and accommodations on behalf of organization business.
To apply, please follow this link: https://bestfriends.applicantpro.com/jobs/1003468.html
Best Friends Animal Society. Best Friends Animal Society is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to their race, color, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.
Sr. Development Director, Planned Giving - Posted 2/21/19
Where Excellence Meets Purpose
The University of Miami is among the top research universities and academic medical centers in the nation, and one of the largest private employers in South Florida.
With more than 16,000 faculty and staff, the University strives for excellence, and is driven by a powerful purpose to transform and impact the lives of its students, patients, members of the community, and people across the globe.
The University is committed to fostering a culture of belonging, where everyone feels valued and has the opportunity to add value. Through values of Diversity, Integrity, Responsibility, Excellence, Compassion, Creativity, and Teamwork (DIRECCT) the U community works together to create an environment driven by purpose, excellence, community, and service.
The University has been named on Forbes's Best Employers list for two consecutive years, and is the only university in Florida to receive this honor.
The Senior Development Director of Planned Giving is responsible for assisting in the execution of an annual plan of action designed to capture philanthropic support through planned gifts from individuals to meet the growing needs of the University. The Senior Director reports to the Executive Director of Planned Giving. The position shall be based at the Medical Campus and the Senior Director’s primary focus shall be marketing, cultivating, soliciting and closing planned gifts for the Medical Campus; however, the Senior Director shall also work with individuals and major gifts development officers throughout the University to raise philanthropic support through planned gifts for other areas outside the Medical Campus.
- Assist in the development of a comprehensive plan for the Department which outlines measurable objectives and outlines strategies for all significant Department activity during the year.
- Identify and research prospective donors, including grateful and funding sources and develop cultivation and solicitation strategies.
- Build relationships with planned giving prospects and donors, and with estate and financial planning professionals. Develop and maintain an active dashboard of prospects to identify, cultivate, solicit and steward. Coordinate and personally participate in one-on-one cultivation visits and gift solicitations.
- Provide prompt responses to gift planning inquiries from donors and/or their advisors. Coordinate and prepare illustrations, proposals or other information in order to cultivate and solicit prospects. Develop and maintain personal contact with prospects and past donors to encourage interest in planned giving options and to provide information concerning the utilization of gifts.
- Coordinate with prospect's attorney and/or financial advisor to determine the most appropriate method of planned giving for the prospect and to ensure proper and timely collection of gifts. Highlight tax and estate planning issues and consequences for donors and their advisors.
- Coordinate the administration of estates/trusts to ensure that the necessary information and/or documentation is supplied in order for the University to receive estate/trust gifts.
- Draft documents such as University-wide gift agreements, gift annuity agreements, and other documentation pertinent to closing planned gifts. Work with the University’s Treasurer’s Office, Controller’s Office, and General Counsel’s Office as necessary to close, steward and administer planned gifts.
- Maintain a level of expertise regarding taxation, estate/trust giving and charitable giving, particularly planned giving.
- Coordinate and respond to inquiries arising from planned giving promotional materials and general development literature and mailings.
- Coordinate with alumni and other University groups in the development of programs to promote and explain fundraising activities and the various methods of estate planning and deferred giving.
- Assist with marketing planned giving throughout the University, in particular at the Medical Campus, through email, direct mail and personal contacts; develop and implement marketing programs through different media; develop marketing targeted at estate and financial planning professionals.
- Assist with the development and implementation of educational or training sessions to internal and external constituents to promote planned giving.
- Assist in the preparation, organization and management of Department files, reports, research, meetings, presentation, conferences and such.
Candidates must have at least a bachelor's degree, J.D. degree preferred. Candidates should have at least five year’s relevant experience, medical fundraising or advanced planned giving fundraising preferred. Equivalent combination of education and experience will be considered. A minimum of 40 hours weekly with flexibility to work overtime when necessary. Candidate must have an excellent command of the English language; outstanding oral and written communication skills, as well as strong interpersonal skills; Candidates must be organized, creative, energetic, and assertive. Knowledge of Microsoft Outlook, Excel, Word.
The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.