Director, Planned Giving

BridgePoint Associates
  • Baltimore, Washington
  • Autofill and Review
10 days ago

Job Description

Director, Planned Giving
Highly Regarded National Nonprofit
Northern Virginia Area - Hybrid + Relocation Assistance Available
Salary Range: $112,000 to $147,000 per year with potential flexibility based on experience + bonus potential, based on organization and individual performance
Terrific Director, Planned Giving role with a highly regarded nonprofit in the Northern Virginia area. The Director will oversee their rapidly growing planned giving program. Their legacy society has over 700 members and has grown from realizing $2.7 million in 2019 to $10+ million expected this year. Their plans include growth to $20+ million realized annually. This role will be supported by and manage a team of 3 Planned Giving Officers.
Responsibilities:
  • Lead and oversee the organization's planned giving program, ensuring growth to meet and exceed an annual target of $13M
  • Manage the full lifecycle of fundraising for a portfolio of planned giving prospects
  • Manage and mentor a growing planned giving team, that currently consists of 3 Planned Giving Officers
  • Collaborate with other development team members to secure gifts that involve planned gift commitments
  • Manage the legacy society and provide stewardship to donors that have expressed interest to include gifts in their estate planning
  • Coordinate planned giving marketing efforts 
  • Oversee the review of documentation to administer planned gifts
Qualifications:
  • 10+ years of relevant experience, including staff management experience
  • Bachelor's degree required; advanced degree preferred
  • Experience overseeing planned giving targets that exceed $10M - $15M per year
  • Demonstrated track record of securing gifts of $100k+
  • Subject matter expert for planned giving, with an understanding of current tax rules and regulations that impact legacy donors
  • Ability to travel as needed, up to approximately 30%
Equal Opportunity Employer.

Numbers & Facts

LocationBaltimore, Washington

Skills

  • Documentation Planunmatched
  • Documentation Reviewunmatched
  • Estate Planningunmatched
  • Exceeded Sales Goalunmatched
  • Fundraisingunmatched
  • Marketing Planunmatched
  • Mentoringunmatched
  • Nonprofitunmatched
  • People Managementunmatched
  • Stewardshipunmatched
  • Tax Regulationsunmatched
  • Team Lead/Managerunmatched
  • Willing to Travelunmatched

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