Director, Estate and Gift Planning - Remote in Boston, MA at AMERICAN CANCER SOCIETY
Boston, Massachusetts, USA -
Full Time


Start Date

Immediate

Expiry Date

25 Nov, 25

Salary

109800.0

Posted On

25 Aug, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Confidentiality, Customer Centric Solutions, Diverse Groups, New Opportunities, Difficult Situations, Communication Skills

Industry

Marketing/Advertising/Sales

Description

At the American Cancer Society, we’re working to end cancer as we know it, for everyone. Our employees and 1.3 million volunteers are raising the bar every single day. We are a culture comprised of diverse backgrounds and experience, to better serve our communities.
The people who work at the American Cancer Society focus their diverse talents on our lifesaving mission. It is a calling. And the people who answer it are fulfilled.
The Director, Estate and Gift Planning is a part of a team that generates one of the largest revenue sources for the American Cancer Society, Inc. (Society). The Director, Estate and Gift Planning 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 that support the life-saving work of the organization

FORMAL KNOWLEDGE:

  • Bachelor’s degree and 3+ years’ experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building.
  • Planned giving and/or major gift experience preferred.

SPECIALIZED TRAINING OR KNOWLEDGE:

  • Experience with planned giving software is preferred.

COMPETENCIES/SKILLS:

  • Customer focus - Builds strong customer relationships and delivering customer-centric solutions.
  • Strategic mindset - Sees ahead to future possibilities and translates them into breakthrough strategies.
  • Action oriented - Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
  • Drives results - Consistently achieves results, even under tough circumstances.
  • Interpersonal savvy - Relates openly and comfortably with diverse groups of people.
  • Builds networks - Effectively builds formal and informal relationship networks inside and outside the organization.
  • Persuades - Uses compelling arguments to gain the support and commitment of others.
  • Being resilient - Rebounds from setbacks and adversity when facing difficult situations.

OTHER SKILLS:

  • Candidate must exhibit strong judgment and the ability to maintain confidentiality
  • Impeccable organizational skills and ability to manage multiple projects simultaneously
  • Excellent oral and written communication skills as well as computer proficiency.

How To Apply:

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Responsibilities
  • Meet personally with prospects, donors, and professional advisors to share information and materials about the Society’s planned giving program as well as our life-saving program of work.
  • Grow and manage a portfolio of qualified, active prospects through various stages of moves management (identification, cultivation, solicitation, and stewardship).
  • Attain annual targets for: personal visits with prospects, donors, and/or financial advisors; planned gift proposals delivered; and new planned gift commitments closed in support of the Society’s mission.
  • Utilize Salesforce to track, qualify and report prospect, donor and advisor contacts and progression through stages of moves management.
  • Actively collaborate with major gift (and other) colleagues to leverage opportunities to expand blended gift proposals and cultivate additional planned giving prospects.
  • Remain current on various estate and gifting techniques/vehicles, applicable tax law, and charitable giving trends.
  • Remain knowledgeable about the Society’s life-saving work in the areas of cancer research, patient support, prevention information/education, and detection and treatment.
  • Model behavior that encourages collaboration with Society colleagues throughout the organization and is also consistent with the cultural beliefs and values of the Society.
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