Director of Planned Giving - Tacoma

  • YMCA
  • Tacoma, WA, USA
  • Jun 14, 2018
Full time Other

Job Description

Director of Planned Giving

Are you an innovative leader looking to be a part of a dynamic team for a fast-paced, forward-thinking YMCA in the Pacific Northwest?

YMCA YMCA of Pierce and Kitsap Counties

Location Tacoma, WA

Job Description
The YMCA of Pierce and Kitsap County offers a competitive salary and benefits package as well as the opportunity to impact the lives of the people we serve.

Ignite your Passion, Live the Y Cause

Are you an innovative leader looking to be a part of a dynamic team for a fast-paced, forward-thinking YMCA in the Pacific Northwest? We are a cause-driven Association focused on serving 130,000 members and implementing our unique 2020 vision.

Our Top 5 strategic initiatives prioritize excellence in:
Staff Experience Member Experience Program Portfolio Day Camp Fundraising
We strive to draw the most talented leaders to make an impact each day in Pierce and Kitsap Counties. With our growth and commitment to building capacity and sharing leadership, we have an exciting new opportunity available as the Director of Planned Giving. We invite individuals who are motivated servant leaders to apply to be an active, inspiring part of the team.

If hired for this position you will be responsible to lead the organization's deferred giving program including gifts of estates, trusts, and other deferred giving opportunities. You will manage a portfolio of planned giving prospects and donors and serve as the fundraising liaison for the YMCA in support of the Y's Endowment and its programs. This position has primary responsibility for training staff and supporting individuals working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. In addition, you will lead the planning and implementation of marketing outreach and stewardship events for the planned giving program.

Qualifications
Are you a good fit?
  • Bachelor's degree and 10+ years' experience in major and/or planned giving fundraising, or equivalent experience as an attorney, CPA, CFP, CFRE, CSPG, etc. Advanced planned giving and/or tax training is preferred.
  • Experience with planned giving software (Crescendo, PG Calc, etc.) is preferred.
  • A proven fundraising track record and demonstrated success in managing a portfolio of major donor prospects.
  • Detailed and in-depth knowledge of planned giving and its complexities; estate planning, tax laws, wills, trusts, etc.
  • Ability to clearly and diplomatically communicate with donors, staff, and volunteers about the needs, interests and accomplishments of the YMCA.
  • Exceptional interpersonal skills with all age groups are required.
  • Superior organizational and communication skills.
  • Excellent telephone skills.
  • Complete online Child Abuse Prevention training on first day. Complete other online and in-person training as required.
Essential Functions
In this position you will be able to use your skills for:

Planned Giving Program Development and Delivery:
  • Develop, reactivate and manage a Planned Giving Program including an implementation plan.
  • Solicit, cultivate and close the full range of revocable and irrevocable planned gifts. Over time, maintain a personal portfolio of about 100 actively engaged donors and prospects.
  • Manage a portfolio of qualified, active prospects through various stages of moves management.
  • Personally average 8-10 high importance contacts and/or face-to-face donor meetings per month to ensure financial goals are met. Work closely with the financial development team to jointly cultivate blended gifts from current and prospective major donors.
  • Build relationships with the planned giving prospects and donors, and with estate and financial planning professionals.
  • Maintain a general knowledge of the YMCA's local and national programs in order to provide prospects, donors and professional advisors with information and materials.
  • Meet personally with prospects, donors and professional advisors (70 face-to-face scheduled contacts annually) to discuss the YMCA's programs and planned giving services.
  • Coordinate suggestions for planned giving vehicles with the prospects and their advisors in order to meet their estate/financial planning goals and those of the YMCA.
  • Document $1M+ in planned gift notifications, annually.
  • Present necessary updates to Association Board of Directors and other organizational leaders.

Donor Stewardship:
  • Provide stewardship of donors who have already announced a commitment to planned giving.
  • Timely entry of all donor and prospect activity in the Raiser's Edge donor database. Handle processing of planned gifts including acknowledgment letters to donors and managing the YMCA's planned giving Legacy Society.
  • Help plan and implement stewardship events for the YMCA's Legacy Society.

Training and Development:
  • Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspect of charitable giving.
  • Offer educational opportunities and materials regarding planned giving for fellow staff and prospects/donor

Marketing and Solicitation:
  • Work with the financial development team to develop and deploy marketing materials and communications for the planned giving program.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • Regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
  • Regularly required to sit, stoop, and kneel.
  • Must frequently lift or move up to 40 pounds and occasionally lift or move a higher amount.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Salary $72,457.00

How to Apply
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Resumes Accepted Until 7/9/2018