this position is no longer available

Position summary

The National Director of Planned Giving will lead the Planned Giving (PG) strategy and inform the support operations required to do the work most effectively. The focus will be on growing the planned giving efforts to gift expectancies of $5-10 million in annual deferred revenue. In partnership with the Vice President of Global Philanthropy, the National Director of PG will be responsible for working effectively and collaboratively across the organization (major gifts, mass market, child sponsorship, legal, and finance) to identify opportunities for enhanced donor outreach and developing an annual and longer-term strategic plan for Planned Giving. This position reports to the Vice President of Global Philanthropy.

Responsibilities

The Director will oversee PG training and guidance to the Major and Midlevel team to leverage opportunities with major and middle gift donors and prospects, and will help lead marketing, cultivation and stewardship strategies, including identification of top PG prospects, building a Children International planned giving society (to be named), direct marketing efforts, cultivation events, in-person solicitations, and the development of planned giving on the CI website. The Director will also help identify and close bequest opportunities as part of any Children International planned campaign (culminating in 2019). This position will also work directly with and be coached and mentored by a Planned Giving consultant and serve as an ambassador for Children International with financial advisors, focusing on potential donors and Planned Giving networking opportunities.

Specific responsibilities include:

• Ability to develop and execute a plan that will launch and achieve exceptional planned giving opportunities for Children International.
• Establishes and strengthens relationships with donors who have potential to make planned gifts, which may include accompanying key donors or advisors on trips to project sites to inform them about specific opportunities.
• Integrates information on current mission work in the field in cultivation of donors for planned gifts.
• Determines appropriate cultivation steps for donors and curates appropriate participation by other department staff, primarily major gift representatives.
• Secures support through wills, bequests, trusts, deferred gifts, charitable gift annuities, gifts of property, and other planned gifts including drafting gift agreement language involving varying degrees of complexity.
• Assist with formal and informal training for other Global Philanthropy and Executive team and Board members.
• Partners, coaches, equips and encourages Regional Directors to pursue gift-planning opportunities; assisting them in the design and implementation of individualized strategies for the identification, cultivation, and solicitation and stewardship of planned gifts.
• Represents Children International in various approved settings, including key meetings and other public speaking engagements and media interviews to spread the word about Children International.