Director Of Planned Giving

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Director of Planned Giving
Duties: Oversee and manage all aspects of the planned giving program for College of Medicine, supervising gifts made through bequests, trusts, charitable gift annuities, stock transfers, 401(k) transfers and other planned giving vehicles. Manage a portfolio between 75 and 150 planned giving prospects with the capacity to give gifts of $50K over five years. Secure 100 face-to-face visits per year. Meet with planned giving prospects and their advisors, prepare financial illustrations of proposed gifts and draft gift agreements for review by prospects and their advisors. Cultivate and manage relationships with professional advisors, including management and oversight of a professional advisors committee and the development and implementation of a professional advisors engagement expansion plan. Prepare written materials including, correspondence, solicitation materials, acknowledgments and regular communications. Assist in preparation of marketing materials to promote the concept of planned giving. Serve as primary liaison for attorneys, CPAs and financial planners. Fully develop a Legacy Planning Committee and establish regular meetings to discuss gifts, develop a prospect pool and encourage active promotion of planned gifts to **MEMBERS ONLY**SIGN UP NOW***.. Administer matured estates until gifts are received and estates closed. This involves working with attorneys and trustees, and tracking and managing information regarding potential and confirmed estate gifts. Act as the primary contact for estates and trusts that have named BCM as a beneficiary. Consult with legal counsel as needed to protect the hospital’s interests. Manage the membership of the Society to ensure proper stewardship of donors who have made a planned giving commitment. Organize, coordinate, and host special events including tours of the hospital and research areas. Develop recommendations for gift acceptance policies and ensure that existing policies are followed. Collaborate with clinical, education and research staff for substantive development content. Actively practices moves management through the benefactor life cycle of identification, qualification, cultivation, solicitation and stewardship. Document all donor related activities using Raiser’s Edge donor system. Promote a collegial atmosphere within the Institutional Advancement and Alumni Affairs team, working cooperatively with all departments to help them attain their overall financial and advancement goals. Work with individual development officers to identify and meet planned giving prospects. Provide support to the Vice President of Development by offering seminars on planned and deferred gifts to members of the Foundation staff. Represent in the presentation of informational and educational seminars and events, when applicable. Assist in cultivation and stewardship activity for events.

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