The Greater Cedar Rapids Community Foundation seeks a part-time Director of Planned Giving. The Director of Planned Giving is responsible for meeting with current fund holders as assigned and identifying, cultivating and soliciting planned gifts from prospects. The Director of Planned Giving will cultivate relationships with financial advisors, attorneys, accountants, insurance agents and other estate planning professionals regarding gift opportunities for fund holders and prospects. The position will serve as the planned giving resource for donors, the Board of Directors and staff; and primary liaison with Professional Advisors. The position will report to the Vice President of Development.
Asset and Donor Development
- Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for planned gifts in collaboration and cooperation with the President and CEO and Vice President of Development.
- Respond to inquiries and meet with fund holders, prospects, and community members, and their advisors in one-on-one or group settings. Helps donors clarify their philanthropic goals and find ways to realize those goals.
- Plan and execute fund holder and prospect-focused events, including fund holder and professional seminars for planned giving.
- In coordination with the Vice President of Development will integrate planned giving in all donor activities emphasizing planned giving goals and objectives.
- Research and maintain individual donor profiles on qualified prospects and donors for planned gifts.
- Negotiate terms of planned giving agreements with donors and their advisors, subject to approval of the Chief Financial Officer and President/CEO.
- Conduct initial review of completed documents to ensure that they comply with planned giving standards, IRS guidelines, and are in the Community Foundation’s best interest. Forward documents for final approvals to the Chief Financial Officer and President/CEO.
- Know, understand and keep current on legal and technical issues as they affect current and prospective donors and gifts; advises the Board and Development Team on these issues as necessary.
- Provide stewardship to the William Quarton Society and maintains contact with Quarton Society Members.
- Serve as the primary Community Foundation staff liaison to Professional Advisors.
- Work with members of the Development, Finance and Programs Teams to:
- ensure proper administration and stewardship of charitable trusts and deferred gifts.
- maintain the growth and accuracy of the donor database, track and record all donor information, communications and special requests regarding gifts and/or funds.
- provide timely and accurate reports to donors regarding fund activity, the impact of grants made by donors through the Community foundation and alert donors to emerging opportunities for planned giving.
- stay current on developments in the nonprofit community in order to provide donors with helpful information on emerging opportunities and the impact of gifts.
- Work closely with the Vice President of Development and Director of Marketing and Communications to:
- develop marketing tools for planned giving initiatives.
- maintain the charitable giving content of the Community Foundation website.
- develop and deliver donor relations projects for planned giving, including donor recognition and education events.
- Facilitate in-service training to professional advisors and support staff on planned giving best practices.
- Provide materials for professional advisors for their use, exchange up-to-date information on current best practices, requires help in obtaining referrals and discuss donor interests.
The Director of Planned Giving should demonstrate sound judgment, high integrity and respect for confidentiality, approachability, initiative, and the ability to understand complex issues and challenges. He/she should be able to think strategically about asset and donor development and effectively build relationships with donors and other constituents. He/ she should have knowledge of estate planning, including wills, trusts and estate and gift tax laws. Familiarity with financial planning and/or planned giving techniques preferred. Know and administer the legal recordkeeping requirements for fundraising and documenting planned gifts. The required skills include the ability to work independently, research and analysis, communication and project management.
Education and Experience:
Bachelor’s degree and seven to ten years professional experience in development or a closely related field is required. Strong knowledge of the full range of deferred giving vehicles and the tax laws related to charitable giving and experience in developing and implementing successful planned is required. Demonstrated ability to raise funds from individuals, businesses, private foundations and other potential contributors and in-depth knowledge of planned giving is required. Prior nonprofit experience is strongly preferred. A CFRE designation and existing membership in the Eastern Iowa Estate Planning Council or similar organization are advantages.
Email cover letter and resume to Laura Booth, Greater Cedar Rapids Community Foundation, at firstname.lastname@example.org. Application deadline is Monday, September 29, 2014 at 4:30 p.m.