Director of Planned Giving

Cancer Research Institute, Inc.•New York, NY

About The Position

The Director of Planned Giving oversees CRI’s planned giving program, which raises the long-term resources to fund the research needed to advance groundbreaking discoveries and build a world immune from cancer.

Requirements

Minimum 7 years non-profit development experience with direct donor stewardship and solicitation, or similar relevant experience in mission-oriented sales.
Minimum 3 years planned giving experience, including face-to-face planned gift solicitations and managing a portfolio of 75 donors.
Experience working with a diverse community of stakeholders.
Bachelor’s degree or equivalent, will consider additional experience in lieu of a degree.
Excellent written and oral communication skills.
Excellent attention to detail.
In-depth familiarity with planned giving mechanisms.
Proficient using CRM, Google, Microsoft, Slack, professional communication tools, and project management software.

Responsibilities

Design and execute the annual Planned Giving Program strategy.
Maintain and grow the planned giving portfolio through a strategic combination of one-on-one donor engagement as well as broad marketing and communications.
Manage all vendor relationships associated with the planned giving program.
Determine projections for the annual planned giving program.
Manage the legacy society program in order to engage and deepen the connection between society members and CRI.
Partner with individual giving and major giving team members in order to integrate planned giving conversations across donor engagement channels.
Collaborate with the marketing team to create planned giving campaigns and collateral in order to effectively communicate CRI’s planned giving program.
Partner with Finance in overseeing the processing of legacy gift agreements and incoming estate gifts.
Act as the CRI expert in respect to planned giving by remaining updated on any evolving trends and educating development and finance team members.
Leverage CRM in order to track donor engagement and relationship moves management.