Estate Gift Planning Director

Posted 
June 22, 2022

Overview

Are you looking for a front line fundraising position at a well-established organization? Are you a driven leader or looking for that next leadership role in your career? If building and stewarding relationships is your “thing” then this is the job for you. At CPM, we’re fortunate enough to have a team of folks, dedicated to raising funds from our generous community in their estate plans. This role will supervise a team of two, another front line PG Officer and an administrative support staff. In this role, you’ll have a chance to build on a strong foundation of support, be creative in how we connect with current and prospective donors and contribute to building a strong financial foundation for Cascade Public Media. 

Salary Range: $95,000- $102,000 annually

Benefits information can be found here

Seattle, hybrid schedule available, must reside in WA State

Proof of vaccination required for employment

Cascade Public Media is committed to building a team that represents a diversity of thought, experience and personal background. We deeply value applicants from diverse lived experiences and backgrounds.

KEY RESPONSIBILITIES/DUTIES

  • Lead a comprehensive gift planning program to include all appropriate planned giving vehicles 
  • Lead annual broad-based proactive plan, with a budget to grow and expand the Estate Gift Planning Program
  • Monitor annual Estate Gift Planning results to determine most effective strategies
  • Identify, research, cultivate and solicit qualified prospects for planned gifts and potential major gifts to meet both short-term and long-term fundraising objectives for the station 
  • Research and maintain individual donor profiles on qualified prospects and donors and define a strategic action plan for each prospect based on data available and supervise its use in solicitation of legacy gifts and intentions
  • Manage Estate Gift Planning Officer and Gift Planning Assistant
  • Lead the strategic marketing plan for Estate Gift Planning Program 
  • Meet with prospects and current Legacy Circle members, one-on-one and in groups, locally and regionally
  • Develop stewardship strategies and benefits for planned giving donors
  • Cultivate estate planning professionals and advisors regarding gift opportunities for their clients; and provide full information and materials for their use and distribution
  • Lead and/or stewardship and recognition program, including annual Legacy Circle Luncheon 
  • Establish and maintain records systems of established contracts 
  • Track “matured” gifts annually in order to make projections on expectancies
  • Stay current with trends in philanthropy and technical details on all forms of planned gifts and tax law changes
  • Prepare and manage annual budget 
  • Maintain confidential database and paper files and chronological histories on planned giving prospects and donors
  • Advise, and assist where appropriate and collaborate with other Development staff to maximize potential of current donors as major gift or planned giving prospects 
  • Collaborate with other team members to foster a positive and productive culture and contribute toward the overall growth of the CPM
  • Other duties, responsibilities and activities may change or be assigned at any time with or without notice

REQUIRED SKILLS/ABILITIES

  • Knowledge of estate/tax laws as they pertain to planned giving preferred
  • Thorough working knowledge of Word, Excel, Outlook and donor database required

EDUCATION AND EXPERIENCE

  • Bachelor’s degree or equivalent experience required
  • Seven plus years planned giving and/or major giving experience required
  • Demonstrated successful experience and effectiveness in prospect identification, relationship building and solicitation required

PHYSICAL REQUIREMENTS

  • Ability to travel regionally and to Canada as needed 
  • Ability to work some evenings, weekends and holidays
  • Ability to view data on a computer screen for long periods of time
  • Ability to type on a keyboard for long periods of time
  • Ability to sit or stand for extended periods