Job Description
Overview The Director of Planned Giving manages the Planned Giving Program. This position is responsible for seeking out opportunities and developing and implementing initiatives to identify, cultivate and solicit prospects to ensure a strong base of ongoing financial support. This position is also responsible for, managing, growing, and strategically marketing the institute's planned giving program. Will cultivate, solicit and steward planned giving prospects and maintain a portfolio of qualified prospects throughout the United States and internationally. Supervises the administration of the Planned Giving program to include but not limited to website design; maintenance and upgrade approvals; Planned Giving Advisory Council meetings and events; mailings; and publications. Responsible for the cultivation, solicitation and stewardship of a defined and qualified donor pool which includes planned giving and major giving prospects. Responsible for ensuring that donors are thanked appropriately and for working with Finance to ensure all instruments are understood and approved. Responsibilities Responsible for securing and documenting bequests and deferred gifts from a portfolio of qualified prospects. Develops strategies and approaches to generate ever-higher levels of giving to the Institute. Identifies, cultivates, solicits, and stewards individuals capable of making annual gifts in the $1,000-$100,000 range via written communication, personal visits, Institute tours, and events. Responsible for a distinct pool of prospects that includes both Sterling Society and assigned portfolio Krieger Society members. Works with the Vice President, Philanthropy in responding to strategic institutional priorities by planning, setting, and monitoring annual goals in support of those priorities. Oversees implementation of goals. Wo