Planned and Principal Gifts - 2025400

World Relief-posted 3 months ago

$105,000 - $120,000/Yr

Towson, MD

1,001-5,000 employees

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World Relief is a global Christian humanitarian organization whose mission is to boldly engage the world’s greatest crises in partnership with the church. The organization was founded in the aftermath of World War II to respond to the urgent humanitarian needs of war-torn Europe. Since then, for 80 years, across 100 countries, World Relief has partnered with local churches and communities to build a world where families thrive and communities flourish. Today, organizational programming focuses on humanitarian and disaster response, community strengthening and resilience, and refugee & immigrant services and advocacy. The Director of Principal and Planned Gifts will be a seasoned, strategic, and collaborative fundraising professional who plays a critical role in advancing the organization’s philanthropic goals. Reporting to the Vice President of Strategic Engagement, this individual will develop and execute strategies to build long-term relationships with donors capable of making transformational contributions—both through immediate principal gifts and future-oriented planned gifts.

Actively maintains a portfolio of 35–50 principal gift-level prospects with an associated annual revenue goal, inclusive of both current and planned giving potential.
Serves the Strategic Partnership Directors team with planned giving resources, counsel and sales process support in closing planned gifts.
Stewards each relationship according to established performance standards and metrics reflected by annual Lead Indicators, while also incorporating planned giving engagement benchmarks where appropriate.
Develops and grows relationships within the assigned portfolio through creating complex, customized fundraising plans that align donor passions with organizational priorities—including both outright and deferred gift strategies.
Strategically leads prospects through the qualifying, pitching, and closing stages of the donor engagement cycle, resulting in million and multi-million dollar gifts, including blended gifts (combining current and planned giving components).
Promotes and integrates planned and asset-based giving into conversations with donors and prospects, identifying opportunities for charitable bequests, beneficiary designations, charitable trusts, gift annuities, and other planned giving vehicles.
Demonstrates a strong understanding of financial planning, tax and charitable gift laws, and the strategic role of planned giving in supporting visionary or transformational gifts.
Oversees the preparation of funding proposals, pitch decks, talking points, briefings, engagement opportunities, gift agreements, endowments, and stewardship reports for assigned prospects—including documentation and illustration of planned giving options when appropriate.
Collaborates with legal, finance, and external advisors as needed to structure complex or deferred gifts in a manner that fulfills donor intent and aligns with organizational policies.
Ensures that all internal and external stakeholders are involved in key efforts focused on specific prospects, especially when navigating multi-faceted or long-term planned giving strategies.
Identifies and facilitates strategic opportunities for Principal Gift and Planned Giving prospects to interact with World Relief leaders, including the CEO, VP SED, board members, and administrators.
Provides spiritual leadership and pastoral care for all partners and prospects consistent with a deep commitment to faithfulness, day-by-day radical dependency on God, and trusting Him for fruitfulness—including sensitive discussions around legacy and end-of-life giving.
Embraces and develops values and practices of Principal and Planned Gifts consistent with World Relief’s overall fundraising values as reflected in Henri Nouwen’s The Spirituality of Fundraising.
Travels as necessary to meet with donors/prospects and execute strategic moves, including long-term cultivation and stewardship of legacy donors.
Represents World Relief at donor, community, and special events as necessary, including those focused on legacy giving, estate planning, or visionary philanthropy.

Mature and personal Christian faith
Committed to the mission, vision, and values of World Relief
Desire to serve and empower the Church to impact vulnerable communities
Able to affirm and/or acknowledge World Reliefs Core Beliefs, Statement of Faith, Christian Identity and National Association of Evangelicals' For the Health of The Nation document
Document activity and signed agreements according to World Relief standards using appropriate discretion in all matters of confidentiality.
Accountability to World Relief database maintenance standards.
Accountability to represent the World Relief brand to brand standards.
Participate in two Principal Gifts portfolio reviews per year.
Work with Accounting and Finance Division, coordinate administration, management and stewardship of charitable remainder trusts and charitable gift annuities as needed.
Serve on the SED Lead team with a commitment to bring their gifts, experience, and insights to advance the effectiveness of World Relief’s Principal Gifts program as an integrated part of the overall private fundraising enterprise.
Attend all SED gatherings, prayer calls, and team meetings as a vital contributor to the SED team culture, working collaboratively to serve our partners and connecting them to their destiny.
Ability to affirm World Relief’s core organizational beliefs, including For the Health of the Nation and Towards a Fresh Embrace of our Christian Identity.
Experience working directly with the most senior levels of an organization.
Ability to research complex and technical gift transactions as needed.
Demonstrated pastoral care and spiritual leadership gifts.
Ability to integrate personal faith in Jesus Christ into all aspects of the position.
Proven track record of working well with healthy, diverse and high performing teams.
Strong leadership and team building and culture cultivating skills, including a participative and collaborative leadership style.
Five or more years of successful experience in fundraising, securing principal gift arrangements or other relevant experience.
Ability to cultivate relationships with professional advisors (influencers of wealth) such as attorneys, accountants, financial planners, brokers, and trust officers.
Excellent skills in interpersonal communication and written communication.
Strong strategic and sequential thinking skills.
Strong public speaking and storytelling skills and the ability to relate to an audience and connect with people one on one.
Natural persuasive personality and ability to share the blessing of financially supporting God’s work through WR.
Desire to serve and empower the Church to impact vulnerable communities.
Detailed-oriented, flexible, creative, discrete, professional, and resourceful.
Bachelor’s degree required

5-7 years experience with and understanding of important Principal Gifts & Planning Giving vehicles including gift annuities, Charitable Remainder Trusts, Lead Trusts, and testamentary provisions.
Master’s degree preferred
Strong computer skills (Raiser’s Edge NXT, Microsoft Office Suite, Asana, and Project management tool)

$105,000 - $120,000 a year
Competitive benefits package
Employee discount program for full-time and part-time employees
Gold-level Cigna Healthy Workforce Designation for exceeding the core components of our well-being program

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