Director of Philanthropy, Planned Giving
Apply NowCompany: St. Vincent De Paul Village
Location: San Diego, CA 92154
Description:
Job Title Director of Philanthropy, Planned Giving
Reports To Senior Director of Philanthropy, Planned Giving
Salary Grade E4
FLSA Status Exempt
Effective January 2025
Summary
The Director of Philanthropy, Planned Giving (Director of PG) is a pivotal leadership position responsible for advancing the planned giving program and securing long-term financial support through legacy giving. Reporting to the Senior Director of PG, the Director of PG will work collaboratively on the development, growth, and strategic path for the planned giving department, thereby advancing Father Joe's Villages' immediate and long-term fundraising goals. The Director of PG will implement an integrated marketing strategy for planned giving and build and manage a healthy portfolio of legacy giving donors and prospects. The Director of PG will also have a solid understanding of trusts, estates, and other planned giving vehicles and demonstrable experience with fundraising strategies, including donor research, data analysis, and moves management.
Essential Functions
Builds, maintains and expands a robust portfolio that includes prospects in various phases of the donor development cycle, with a focus on planned gifts, including trusts and estates, beneficiary/payable-on-death accounts, life income gifts, and other gift vehicles
Collaborates with the Senior Director of PG on developing a strategic, tactical, and relationship-based planned giving program
Leads and executes donor cultivation, solicitation, and stewardship plans to secure planned gifts, often in collaboration with the president & CEO, board members, senior directors, and chief philanthropy officer
Works closely with the major gifts team and other philanthropy staff to create and implement individual strategies for planned giving prospects and growing the legacy society, including donor proposals and stewardship packages and presentations
Maintains ongoing communications with legacy society members, fostering long-term, meaningful relationships and ensuring donor intentions are honored
Tracks and records donor and estate/trust activity using internal processes and Raiser's Edge, ensuring all planned giving records are accurate and up-to-date
Innovates and implements an integrated marketing plan; maintains the planned giving website; prepares content and provides input on planned giving collateral
Assists in organizing and conducting seminars and events for prospective donors, financial and estate planners, and other key stakeholders
Trains staff on planned giving strategies, including the benefits, consequences, and tax and financial aspects of planned giving options
Works collaboratively with trustees, attorneys, financial advisors, and other professionals to identify prospects, and effectuate planned gifts
Analyzes trusts and estates and assists in gift administration once planned gifts are realized
Serves as a role model for others in the office of philanthropy, taking pride in their work and maintaining standards of excellence, discretion, and teamwork
Works the Thanksgiving Day 5k, Children's Charity Gala, Donor Appreciation Event, and other events as assigned
On-time completion of assigned trainings and policies
Performs other duties as assigned.
Qualifications
Mandatory Education: Bachelor's degree in business, finance, marketing, communications or related field
Preferred Education: CSPG, CFRE
Minimum ten years of nonprofit experience in fundraising, with a minimum of five years in planned giving
Evidence of the ability to plan and execute a fundraising plan from conception to realization
Experience working with attorneys, trustees, financial advisors, and related professionals; knowledge of trust, probate, and accounting processes
Excellent interpersonal, listening, oral, and written communication skills, with a particular care and sensitivity for the elderly
Must be a self-starter and able to work independently
Proficient with MS Office products and donor databases; Raiser's Edge, Asana, and Crescendo experience is a plus
Knowledge of supervisory practices and techniques, including performance management and employee development
A passion for Father Joe's Villages' mission and core values
About Father Joe's Villages
At Father Joe's Villages, we are looking for compassionate, mission-driven individuals to join our team and help us prevent and end homelessness one life at a time. Our work is driven by our C.R.E.E.D, which is the foundation for our interactions with clients, volunteers, other staff members, and the community at large:
Our Values
Compassion: Concern for others and the desire to assist
Respect: An act of giving particular or special regard
Empathy: Understanding and being aware of and sensitive to the feelings, thoughts, and the experience of others without judgment
Empowerment: Helping others to help themselves
Dignity: All people are considered worthy of our esteem
Reports To Senior Director of Philanthropy, Planned Giving
Salary Grade E4
FLSA Status Exempt
Effective January 2025
Summary
The Director of Philanthropy, Planned Giving (Director of PG) is a pivotal leadership position responsible for advancing the planned giving program and securing long-term financial support through legacy giving. Reporting to the Senior Director of PG, the Director of PG will work collaboratively on the development, growth, and strategic path for the planned giving department, thereby advancing Father Joe's Villages' immediate and long-term fundraising goals. The Director of PG will implement an integrated marketing strategy for planned giving and build and manage a healthy portfolio of legacy giving donors and prospects. The Director of PG will also have a solid understanding of trusts, estates, and other planned giving vehicles and demonstrable experience with fundraising strategies, including donor research, data analysis, and moves management.
Essential Functions
Builds, maintains and expands a robust portfolio that includes prospects in various phases of the donor development cycle, with a focus on planned gifts, including trusts and estates, beneficiary/payable-on-death accounts, life income gifts, and other gift vehicles
Collaborates with the Senior Director of PG on developing a strategic, tactical, and relationship-based planned giving program
Leads and executes donor cultivation, solicitation, and stewardship plans to secure planned gifts, often in collaboration with the president & CEO, board members, senior directors, and chief philanthropy officer
Works closely with the major gifts team and other philanthropy staff to create and implement individual strategies for planned giving prospects and growing the legacy society, including donor proposals and stewardship packages and presentations
Maintains ongoing communications with legacy society members, fostering long-term, meaningful relationships and ensuring donor intentions are honored
Tracks and records donor and estate/trust activity using internal processes and Raiser's Edge, ensuring all planned giving records are accurate and up-to-date
Innovates and implements an integrated marketing plan; maintains the planned giving website; prepares content and provides input on planned giving collateral
Assists in organizing and conducting seminars and events for prospective donors, financial and estate planners, and other key stakeholders
Trains staff on planned giving strategies, including the benefits, consequences, and tax and financial aspects of planned giving options
Works collaboratively with trustees, attorneys, financial advisors, and other professionals to identify prospects, and effectuate planned gifts
Analyzes trusts and estates and assists in gift administration once planned gifts are realized
Serves as a role model for others in the office of philanthropy, taking pride in their work and maintaining standards of excellence, discretion, and teamwork
Works the Thanksgiving Day 5k, Children's Charity Gala, Donor Appreciation Event, and other events as assigned
On-time completion of assigned trainings and policies
Performs other duties as assigned.
Qualifications
Mandatory Education: Bachelor's degree in business, finance, marketing, communications or related field
Preferred Education: CSPG, CFRE
Minimum ten years of nonprofit experience in fundraising, with a minimum of five years in planned giving
Evidence of the ability to plan and execute a fundraising plan from conception to realization
Experience working with attorneys, trustees, financial advisors, and related professionals; knowledge of trust, probate, and accounting processes
Excellent interpersonal, listening, oral, and written communication skills, with a particular care and sensitivity for the elderly
Must be a self-starter and able to work independently
Proficient with MS Office products and donor databases; Raiser's Edge, Asana, and Crescendo experience is a plus
Knowledge of supervisory practices and techniques, including performance management and employee development
A passion for Father Joe's Villages' mission and core values
About Father Joe's Villages
At Father Joe's Villages, we are looking for compassionate, mission-driven individuals to join our team and help us prevent and end homelessness one life at a time. Our work is driven by our C.R.E.E.D, which is the foundation for our interactions with clients, volunteers, other staff members, and the community at large:
Our Values
Compassion: Concern for others and the desire to assist
Respect: An act of giving particular or special regard
Empathy: Understanding and being aware of and sensitive to the feelings, thoughts, and the experience of others without judgment
Empowerment: Helping others to help themselves
Dignity: All people are considered worthy of our esteem