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

American Cancer Society•Dallas, TX

6h•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 centers on managing donor relationships, working with legal and financial advisors, and securing long-term financial support for the American Cancer Society’s mission. Planned Giving is the organization’s number one revenue source and raises 24% of its revenue. The director builds, cultivates, and stewards relationships with planned-giving prospects and donors, as well as estate and financial-planning professionals, to secure and retain planned gifts. This is a permanently remote position in Dallas, Texas, with three or more travel days per week within the designated territory. The position requires personal meetings with prospects, donors, and professional advisors, with more than 60% of those meetings conducted in person. The director manages a qualified prospect portfolio through identification, cultivation, solicitation, execution, and stewardship; tracks activity in Salesforce; collaborates with colleagues on blended-gift opportunities; and stays informed about 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 manage multiple projects simultaneously.
Excellent oral and written communication skills and computer proficiency.
Ability to build strong customer relationships and deliver customer-centric solutions.
Strategic mindset and ability to translate future possibilities into strategies.
Action-oriented approach, results focus, interpersonal skills, networking ability, persuasive communication, and resiliency.

Nice To Haves

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

Responsibilities

Meet with prospects, donors, and professional advisors in person, by phone, and occasionally virtually to share information about the Society’s planned-giving program and mission.
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.
Travel three or more days per week within the designated territory.