Director, Estate and Gift Planning - Remote in Atlanta,GA

About the position

At the American Cancer Society, we're working to end cancer as we know it, for everyone. Our employees and 1.3 million volunteers are raising the bar every single day. We are a culture comprised of diverse backgrounds and experience, to better serve our communities. The people who work at the American Cancer Society focus their diverse talents on our lifesaving mission. It is a calling. And the people who answer it are fulfilled. The Director, Estate & Gift Planning is a part of a team who raises 24% of the organization’s revenue and is the number one revenue source. The Director, Estate & Gift Planning builds, cultivates, and steward relationships with planned giving prospects and donors as well as estate and financial planning professionals to secure and retain planned gifts that support the life-saving work of the organization. This is a permanently remote position in Atlanta, GA.

Responsibilities

  • Meet personally (in-person 60%+}, via phone, and at times virtually) with prospects, donors, and professional advisors to share information and materials about the American Cancer Society, Inc.'s (Society's) planned giving program as well as our life-saving program of work.
  • Grow and manage a portfolio of qualified, active prospects through various stages of moves management (identification, cultivation, solicitation, execution and stewardship).
  • Attain annual targets for: personal visits with prospects, donors, and/or financial advisors; planned gift proposals delivered; and new planned gift commitments closed in support of the Society's mission.
  • Utilize Salesforce to track, qualify and report prospect, donor and advisor contacts and progression through stages of moves management.
  • Actively collaborate with major gift (and other) colleagues to leverage opportunities to expand blended gift proposals and cultivate additional planned giving prospects.
  • Remain current on various estate and gifting techniques/vehicles, applicable tax law, and charitable giving trends.
  • Remain knowledgeable about the Society's life-saving work in the areas of cancer research, patient support, prevention information/education, and detection and treatment.
  • Model behavior that encourages collaboration with Society colleagues throughout the organization and is also consistent with the cultural beliefs and values of the Society.

Requirements

  • Bachelor's degree and 3+ years' experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building.
  • Customer focus - Builds strong customer relationships and delivering customer-centric solutions.
  • Strategic mindset - Sees ahead to future possibilities and translates them into breakthrough strategies.
  • Action oriented - Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
  • Drives results - Consistently achieves results, even under tough circumstances.
  • Interpersonal savvy - Relates openly and comfortably with diverse groups of people.
  • Builds networks - Effectively builds formal and informal relationship networks inside and outside the organization.
  • Persuades - Uses compelling arguments to gain the support and commitment of others.
  • Being resilient - Rebounds from setbacks and adversity when facing difficult situations.
  • Candidate must exhibit strong judgment and the ability to maintain confidentiality.
  • Impeccable organizational skills and ability to handle multiple projects simultaneously.
  • Salesforce data entry and record keeping.
  • Excellent oral and written communication skills as well as computer proficiency.
  • Travel three or more days a week will be required.

Nice-to-haves

  • Planned Giving experience preferred.
  • Experience with planned giving software is preferred.

Benefits

  • ACS provides staff a generous paid time off policy; medical, dental, retirement benefits, wellness programs, and professional development programs to enhance staff skills.
  • Further details on our benefits can be found on our careers site at: jobs.cancer.org/benefits.
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