Director Of Gift Planning

Profile

Director of Gift Planning
The candidate will develop and maintain a portfolio of planned giving prospects; prepare and present planned giving proposals to major donors and prospects; Prepare gift agreements, as well as documents to establish charitable gift annuities, charitable reminder trusts, charitable lead trusts, and other forms of planned gifts; Be familiar with revocable and irrevocable bequest gifts made through living trusts and other estate planning instruments; Act as a technical resource for donors, outside professionals, and development officers on complex gift vehicles, charitable tax deductions and related tax consequences. Educate development officers — as well the broader community — on issues surrounding planned and other major gifting techniques and developments; Strategize and collaborate with other development officers on major gift prospects; Participate in professional organizations and maintain visibility in the local planned giving community; and Commitment to acquire and maintain a high level of planned giving technical proficiency. Must have Graduate degree and J.D. degree or CPA designation. Must have 7+ years of experience.

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