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Director of Planned Giving & Endowment Development

Company: March of Dimes
Location: White Plains
Posted on: November 22, 2020

Job Description:

Requisition Number 20-0305

Title Director of Planned Giving & Endowment Development

Employment Type Full Time Regular

City Remote

Position Purpose

March of Dimes leads the fight for the health of all moms and babies. We re advocating for policies to protect them. We re working to radically improve the health care they receive. We re pioneering research to find solutions. We re empowering families with programs, knowledge and tools to have healthier pregnancies. By uniting communities, we re building a brighter future for us all.

We are dedicated to hiring a diverse workforce that fosters opportunities for personal and professional development. We provide a collaborative and supportive environment built upon our fundamental core principles where each employee is valued. Join us in the fight for healthy moms and strong babies

Scope

The Director of Planned Giving and Endowment Development (DPGE) reports to the Vice President for Individual and Planned Giving and is responsible for creating a centralized program generating planned gifts and building March of Dimes endowment fund. The DPGE is responsible for the identification, cultivation, solicitation and recognition of planned giving prospects. In collaboration with the Vice President of Individual and Planned Giving, the DPGE will also develop strategies to obtain major outright endowment gifts from individuals, corporations and foundations.

Position Responsibilities

Major Outright Endowment Gifts: The DPGE will maintain a list of at least 20 prospects capable of making major outright asset-based gifts (7+ figures) to the endowment fund. The DPGE will work with select volunteers and staff to develop plans to cultivate, educate and solicit these prospects. This is a fluid list that will change frequently according to the progress made with each potential investor.

Major Planned Gifts (Typically Deferred Gifts): A list of 150 of the most loyal and long-term donors will be developed. These are the prospects identified by staff and volunteers as the most likely prospects to make a planned gift. Particular attention will be placed on long-term investors in March of Dimes to encourage planned gift arrangements (typically deferred) that will perpetuate annual giving past a lifetime. The DPGE will develop individual cultivation and solicitation strategies for each.

Planned Gifts: The DPGE will create and continually expand a mailing list of long-term donors age 60 and above. A direct mail strategy will be developed to provide on-going and low key information about planned giving and March of Dimes endowment fund. Targeted approaches will include bequest identification, asset based outright gifts, and charitable gift annuity mailings.

Donor Relationship Programs: The DPGE will implement and expand two donor relationship programs. A Legacy Society will be marketed to include individuals making either an outright gift to the endowment fund or finalizing a planned gift arrangement. A loyal donor program will be deployed to deepen relationships with individuals who have given to March of Dimes over long periods of time. The DPGE is responsible for the promotional and recognition materials associated with these programs.

Planned Giving Committee Volunteers: The DPGE will provide staff support for the creation and deployment of a planned giving committee. The DPGE will help insure the planned giving committee s annual work plan and goals are achieved, to include their participation in making calls on planned giving prospects.

Position Qualifications

Qualifications

Excellent listener

Outstanding written and verbal communication skills

Positive attitude

Successful executive sales and/or major gift experience

Team player, ability to work with various departments and at various levels within March of Dimes

Human relations skills to work with donors and volunteers of all ages Direct mail experience is a plus. Financial and estate planning experience is helpful but not necessary.

The successful applicant must have easy access to a major airport in order to facilitate 2-6 travel days per month.



March of Dimes provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

* Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
* Please view Equal Employment Opportunity Posters provided here.

Keywords: March of Dimes, White Plains , Director of Planned Giving & Endowment Development, Executive , White Plains, New York

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