Divisional Director Of Gift Planning

Job Title: Divisional Director of Gift Planning

FLSA Status
:
Full Time - exempt
Reports to: Divisional Director of Development

Schedule: Exempt - 40 hours

Rate of Pay
: $100,000 - $110,000 annually based on experience

Closing Date
: 3/5/2026

Benefits
:
Standard;
Full-Time, Exempt employees are eligible for but not limited to the following:

• Health, vision, dental, life as well as voluntary life and disability insurance
• Sick leave benefit – 1 day per month, 12 sick days per year (accrual and availability begins at hire)
• Vacation benefit – 20 vacation days per year, accrued at the rate of .0769 hours for each hour worked (accrual begins at hire but may not be used until the completion of six months of employment)
• One floating day off for use (accrued immediately, and again annually, but may not be used until the completion of the initial three-month introductory period of employment)
• Pension Plan (after one year of continuous service)
• Voluntary Tax-Deferred Annuity Plan (403(b) plan)

The Director of Gift Planning (‘DGP’) leads, develops, implements and coordinates all phases of the Gift Planning Program within the Division for maximum success with planned gifts generation and gift closures. The DGP is responsible for: cultivating, stewarding and soliciting planned gift donors and prospects; engaging them in philanthropic planning conversations that effectively consider their charitable goals, family needs, assets, tax considerations, and optimal planned gift instruments;

and encouraging and assisting them with making planned and complex outright gifts. The DGP will use their specialized gift planning knowledge to evaluate and manage donor’s expectations, goals and financial situations in order to recommend optimal gifting options.

• A preference for candidates with an advanced degree or certification such as, Certified Financial Planner (“CFP”), MBA, JD, CPA or CSPG.
• Minimum five (5) years of experience in charitable gift planning or in related areas of finance, trust management, sales or law.
• Familiarity with gift illustration software programs such as Crescendo or PG Calc.
• Ability to develop creative solutions and have entrepreneurial skills are a plus.

• A Bachelor’s degree in marketing, sales, finance or other related field.
• Demonstrated ability to close principal gift plans at the six and seven figure level.
• Comfortability with technical conversations involving financial or legal concepts.
• Ability to communicate effectively with staff and ability to delegate.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Strong public speaking skills.
• Ability to simplify complex issues and communicate these to a wide range of audiences.
• Ability to work in a fast-paced environment and maintain poise under pressure.
• Ability to work with persons of varied socio-economic backgrounds.
• Ability to operate standard office equipment in an efficient and effective manner.
• Ability to present oneself in a professional manner.
• Ability to maintain confidentiality and sensitivity in relation to information and documentation.
• Be a self-starter and goal oriented.
• Ability to work independently.
• Ability to maintain detailed and accurate records.

• Advanced ability in MS Office including Excel, Word, Powerpoint and other Microsoft software.
• Ability to use electronic media.
• Advanced knowledge of integrated database applications.

• Maintain personal responsibility for between 75 – 150 existing planned gift donors.
• Maintain annual stewardship for all living bequest donors within your area.
• Maintain and build relationships with professionals such as, CPAs, CFPs, and Attorneys.
• Make 10-15 strategic/substantive visits per month (donor, prospect or advisor visits).
• Present 40-50 gift planning proposals per year.
• Years 1-3:
  Identify or close twenty-four (24) plus gifts per year valued between $2.5M-$5M.
• Years 3+:
  Identify or close fifty (50) plus gifts per year valued between $5M-$10M (Gifts and commitments include life income gifts, bequest intentions & outright gifts).
• Promote, organize & participate in three (3) or more…