Location: Remote (Florida preferred)
Position Summary:The Planned Giving Manager will participate in the planning and implementation of programs and practices that grow the Planned Giving program and further the mission and goals of Best Friends Animal Society.
The Planned Giving Manager researches, cultivates, solicits, closes, and manages the stewardship of donors and prospects who are interested in including Best Friends in their will, trust or other long-range financial and estate plans. Also works with donors who are interested in life income gift arrangements. Works toward achieving Best Friends' fundraising goals for Planned Giving and the overall Development department.
Reporting to the Director of Planned Giving, the Planned Giving Manager must be well versed in all forms of planned giving vehicles and serve as an expert resource to other members of the Development Team. The Planned Giving Manager develops solid and strong relationships with donors, their advisors, and other outside professionals and frequently handles confidential and/or sensitive information.
This position involves a full range of donor cultivation duties, including working with other development staff to develop Planned Giving as a critical component of a strategic fundraising plan. The Planned Giving Manager supervises other gift officers and support staff within the Planned Giving team. This position will work either at the Sanctuary or from a home office and travel regionally and nationally. There is up to a 50% travel commitment for this position.
- Help implement a strategic vision for generating revenue from new and upgraded planned gifts, including bequests, life insurance policies, trusts, life income vehicles, beneficiary designations, gifts of assets and other forms of deferred giving.
- Responsible for the development, management and solicitation of an active portfolio of planned giving prospects and donors annually who are in various stages of identification, cultivation, solicitation and stewardship through a moves management system documented in HERO to meet individual and program metrics for revenue, commitments, visits and interactions agreed upon annually.
- Supervise team members and ensure goals are set; regular feedback is given; team members have training needed to achieve goals and advance planned giving strategic plan.
- Work closely and collaboratively with the major gifts team and other development departments in the solicitation of planned gifts. Train other staff as appropriate in engaging donors about legacy conversations.
- Prepare customized life income gift proposals for donors and their advisors and follow up via telephone, correspondence, or visits as needed.
- Keep abreast of current tax laws, statutes, planned giving materials, organizational gift acceptance policies and planned giving publications. Provide advice and assistance to other staff members in these areas.
- Maintain working knowledge of organizational priorities that may match donors' area of interest. These priorities are clearly articulated in the campaign case for support.
- Ensure compliance with Best Friends policies and procedures and external (donor/legal/IRS) requirements; be alert to ethical compliance issues.
- Maintain confidentiality of frequently sensitive information.
- Participate in professional organizations in charitable gift planning and tax matters, and make periodic presentations on the status of the planned giving program or planned giving topics.
- Work with Director to develop planned giving policies, budget, strategies, and priorities to meet the overall development goals of the organization.
- Manage expense reports according to organizational protocols.
- Maintain up-to-date HERO interactions, reports and contact log.
- Other duties as needed and assigned.
Skills and Experience:
- Bachelors' degree required with law degree, MBA or other advanced degree desirable, CFRE or CAP or CSPG designation a plus.
- Seven years or more of relevant work experience as well as strong personnel management skills.
- At least three years of experience in planned giving, proposal development, major and planned gift portfolio management, estate planning, trust administration, and knowledge of charitable giving vehicles and tax implications.
- Exceptional people skills; sophisticated, empathetic, able to establish trust and nurture strong relationships.
- Understanding of major giving principles; and ability to coordinate interactions with donors and major giving officers to facilitate a gift.
- Embodies the Best Friends Mission and embraces the guiding principles with enthusiasm and positive presence in all interactions; ability to professionally advocate Best Friends' positions on issues.
- Knowledge of companion animal welfare, sheltering, and rescue work.
- Proficient in fundraising databases such as Blackbaud CRM, Raiser's Edge, or similar systems.
- Self-motivated, good work ethic, takes initiative; ability to work autonomously and set and meet goals on an individual and team basis.Must be a willing learner with a flexible and adaptable attitude.
- Above average technical skills in using the Internet and a variety of computer software applications such as Windows, Word, Excel, PowerPoint, GoToMeeting, and Google. Comfortable learning new software programs and using online information systems.
- Valid Driver's License and access to transportation to travel on organization business.
- Ability to work nights and weekends as needed.
Best Friends Animal Society. Best Friends Animal Society is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.0