Director of Annual Fund and Gift Planning

Elwyn • Middletown Township, PA

88d

About The Position

Elwyn seeks a Director of Annual Fund and Gift Planning, who will report to the Senior Vice President of Advancement and Executive Director of the Elwyn Health and Human Services Foundation, and will be responsible for leadership, management, and execution of the Elwyn’s Annual Fund and Gift Planning programs. This position will play a vital role in growing philanthropic revenue for Elwyn’s Annual Fund and in the expansion of planned giving including bequests, trusts and other charitable giving vehicles. Working with a highly collaborative and results-driven team, the Director of Annual Fund and Gift Planning’s responsibilities include cultivating, soliciting, and stewarding Annual Fund contributions, executing year-round fundraising appeals, and managing volunteers. The successful candidate will be self-motivated, entrepreneurial, and willing to take complete ownership of the growth and sustainability of the Annual Fund and Gift Planning programs.

Requirements

• BA and/or relevant work experience required.
• Prior experience in a non-profit environment preferred.
• Demonstrated willingness and ability to manage multiple tasks simultaneously.
• High proficiency in Microsoft Word, Excel, and Outlook.
• CRM experience preferred.
• Excellent interpersonal skills, including the ability to interact and communicate professionally with staff, board, and donors.

Responsibilities

• Develop and implement a strategic and comprehensive plan for increased support and participation rates for Elwyn Annual Fund donors and prospects.
• In collaboration with the Marketing Communications team, direct the development and production of all Annual Fund materials for print, digital, and social media channels.
• Design and implement an Elwyn Family and Alumni Giving program, and serve as the liaison for the Elwyn’s Stakeholder Engagement program.
• Manage a portfolio of donors and solicit constituents for Annual Fund, working closely with Advancement team to build strategy move prospects through the donor pipeline.
• Create and manage a schedule of multidimensional appeals that leverages a variety of platforms (including electronic solicitation, direct mail appeals, face-to-face solicitations, events) to communicate with potential and current donors.
• Plan and execute the Elwyn’s annual fundraising appeals throughout the year.
• Develop strategies to qualify, cultivate, solicit, and steward prospects and donors to secure planned gifts including bequests, life income gifts, qualified charitable distributions, appreciated securities, and other gift vehicles.
• Manage a portfolio of planned giving prospects/donors with the goal of increasing the number of planned gifts and known bequest expectancies.
• Provide relevant information and access to donors, their advisors, other outside allied professionals on the benefits and implications of various planned giving instrument vehicles.
• Knowledge of all planned giving vehicles and the ability to present them to a range of constituents, and familiarity with current tax laws and planned giving trends.
• Other duties as assigned.

Benefits

• Generous Paid Time Off
• Comprehensive Medical/Dental/Vision Benefit Packages
• Earned Wage Access/On-Demand Pay
• Paid On-the-Job Training
• Tuition Reimbursement
• Career Advancement Opportunities and Growth
• Flexible Schedules
• Retirement Savings Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree