Director, Estate and Gift Planning - Remote in Cincinnati, Ohio jobs in United States
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American Cancer Society · 15 hours ago

Director, Estate and Gift Planning - Remote in Cincinnati, Ohio

American Cancer Society is working to end cancer as we know it, for everyone. The Director, Estate & Gift Planning is responsible for building and managing relationships with planned giving prospects and donors to secure and retain planned gifts that support the organization's life-saving work.

GovernmentHealth CareMedicalNon Profit

Responsibilities

The Director of Estate and Gift Planning is expected to meet defined performance standards. This includes engaging with prospects, donors, and professional advisors through in-person meetings (200 personal visits per year), phone calls, and occasional virtual conversations. The Director will share information and materials about the American Cancer Society’s planned giving program and our life-saving mission. Additional annual goals include conducting 42 solicitations of $10,000 or more and securing 24 planned gift commitments
Grow and manage a portfolio of qualified, active prospects through various stages of moves management (identification, cultivation, solicitation, execution and stewardship)
Attain annual targets for: personal visits with prospects, donors, and/or financial advisors; planned gift proposals delivered; and new planned gift commitments closed in support of the Society's mission
Utilize Salesforce to track, qualify and report prospect, donor and advisor contacts and progression through stages of moves management
Actively collaborate with major gift (and other) colleagues to leverage opportunities to expand blended gift proposals and cultivate additional planned giving prospects
Remain current on various estate and gifting techniques/vehicles, applicable tax law, and charitable giving trends
Remain knowledgeable about the Society's life-saving work in the areas of cancer research, patient support, prevention information/education, and detection and treatment
Model behavior that encourages collaboration with Society colleagues throughout the organization and is also consistent with the cultural beliefs and values of the Society

Qualification

Planned Giving experienceNonprofit fundraisingSalesforceInterpersonal savvyCustomer focusStrategic mindsetJudgmentCommunicationOrganizational skillsConfidentiality

Required

Bachelor's degree and 3+ years' experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building
Customer focus - Builds strong customer relationships and delivering customer-centric solutions
Strategic mindset - Sees ahead to future possibilities and translates them into breakthrough strategies
Action oriented - Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
Drives results - Consistently achieves results, even under tough circumstances
Interpersonal savvy - Relates openly and comfortably with diverse groups of people
Builds networks - Effectively builds formal and informal relationship networks inside and outside the organization
Persuades - Uses compelling arguments to gain the support and commitment of others
Being resilient - Rebounds from setbacks and adversity when facing difficult situations
Candidate must exhibit strong judgment and the ability to maintain confidentiality
Impeccable organizational skills and ability to handle multiple projects simultaneously
Salesforce data entry and record keeping
Excellent oral and written communication skills as well as computer proficiency
Travel three or more days a week will be required

Preferred

Planned Giving experience preferred
Experience with planned giving software is preferred

Benefits

Generous paid time off policy
Medical
Dental
Retirement benefits
Wellness programs
Professional development programs

Company

American Cancer Society

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American Cancer Society is a nationwide voluntary health organization dedicated to eliminate cancer in the United States.

Funding

Current Stage
Late Stage
Total Funding
$2.71M
Key Investors
Trumbull Memorial Health FoundationEG AmericaThe Milliken & Company Charitable Foundation
2025-07-08Grant· $0.01M
2024-11-13Grant· $0.02M
2024-08-27Grant· $0.65M

Leadership Team

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Amy Deavitt
Cancer Control Strategic Partnerships Manager - 2019 CEO's Club
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Bob Dickey
Chair of New England Chapter of CEO's Against Cancer
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Company data provided by crunchbase