Job Description

Director of Gift Planning

• Location: Miami, FL
• In-office, full time position (Monday through Friday, 8:30 AM to 5:00 PM EST)
• Compensation: $115,000 to $145,000 base salary plus bonus potential and comprehensive benefits package

Summary :

Director of Gift Planning provides guidance & strategic direction for the Foundation‘s gift planning program.Responsibilities include identification, cultivation, solicitation, etc. of prospective & existing gift planning donors. Oversight of gift planning marketing & administration of life income gifts, bequest expectancies, realized bequests, real estate gifts, etc. with the Foundation‘s leadership team. Responsible for creating a comprehensive marketing plan.

Qualifications for Director of Gift Planning :

• Master‘s Degree in business, finance, or related field, or Juris Doctorate degree highly preferred (minimum Bachelor’s degree 100% required)
• 5+ year’s relevant experience working with charitable / similar organizations
• Familiarity with planned giving techniques and financial planning
• Candidate must have knowledge of estate planning, including wills, trusts, charitable gift annuities, retained life estates and estate & gift tax law
• The position requires experience using planned giving or fundraising software, preferably Crescendo Planned Giving Manager and Raiser‘s Edge
• Candidate must have the ability to provide leadership, mutual respect and work effectively in diverse groups
• The required skills include the ability to work independently, research and analysis and project management
• Demonstrated track record of success in leading, mentoring, and inspiring staff to achieve goals and fostering an attitude of staff responsiveness
• Demonstrated proficiency in written and verbal communication, including the ability to make compelling presentations
• The position requires an ability and willingness to work outside normal business hours, including some evenings and weekends

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