Director, Estate and Gift Planning - Remote in Dallas, TX

American Chemical Society•Dallas, TX

2d•$105,000 - $115,000•Remote

About The Position

The Director, Estate and Gift Planning develops, manages, and implements a comprehensive program to secure deferred gifts, including bequests, trusts, and annuities. This strategic role focuses on donor relationship management, collaboration with legal and financial advisors, and securing long-term financial support for the American Cancer Society’s mission. The director builds, cultivates, and stewards relationships with planned-giving prospects and donors, as well as estate and financial-planning professionals. The planned-giving team raises 24% of the organization’s revenue and is its number one revenue source. This is a permanently remote position based in Dallas, Texas, with three or more travel days per week within the designated territory. The role involves meeting with prospects, donors, and professional advisors, with more than 60% of these meetings in person. The director manages a portfolio through the identification, cultivation, solicitation, execution, and stewardship stages; meets annual targets for visits, proposals, and gift commitments; tracks activity in Salesforce; collaborates with colleagues on blended-gift opportunities; and stays current on estate-planning techniques, tax laws, charitable-giving trends, and the Society’s work.

Requirements

Bachelor’s degree and/or equivalent experience.
At least 3 years of experience in nonprofit fundraising or equivalent experience in nonprofit networking or relationship building.
Valid driver’s license and reliable vehicle.
Reliable internet connection.
Strong judgment and ability to maintain confidentiality.
Excellent organizational skills and ability to handle multiple projects simultaneously.
Excellent oral and written communication skills and computer proficiency.
Demonstrated customer-centricity, strategic mindset, action orientation, results orientation, interpersonal savvy, networking ability, persuasiveness, and resiliency.

Nice To Haves

Planned-giving experience.
CAP or CFRE certification.
Experience with planned-giving software such as Crescendo or Salesforce.
Bachelor’s degree (preferred).

Responsibilities

Meet personally, by phone, and occasionally virtually with prospects, donors, and professional advisors to share information about the Society’s planned-giving program and lifesaving work.
Grow and manage a portfolio of qualified, active prospects through identification, cultivation, solicitation, execution, and stewardship.
Meet annual targets for personal visits, planned-gift proposals delivered, and new planned-gift commitments closed.
Use Salesforce to track, qualify, and report prospect, donor, and advisor contacts and their progression through the moves-management process.
Collaborate with philanthropy and other colleagues to expand blended-gift proposals and cultivate additional planned-giving prospects.
Stay current on estate and gifting techniques and vehicles, applicable tax laws, and charitable-giving trends.
Remain knowledgeable about the Society’s work in cancer research, patient support, prevention information and education, detection, and treatment.
Model collaborative behavior consistent with the Society’s cultural beliefs and values.