DIRECTOR OF PLANNED GIVING
Development - Maryland

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Job ID 60853

In accordance with the needs of the ages of the population served by KKI, the Director of Planned Gifts works with the Assistant Vice President of Development in responding to strategic institutional priorities by planning, setting and monitoring annual goals in support of those priorities. The Director is responsible for overall management of the Planned Giving Program and the Society Annual Giving Program. This position is responsible for creatively seeking out opportunities and developing and implementing initiatives to identify, cultivate and solicit prospects to ensure a strong base of ongoing financial support for the Institute. Additionally, the Director will be responsible for the cultivation, solicitation and stewardship of a defined and qualified donor pool which includes planned giving and major gift prospects.

Responsibilities:
Planned Giving Responsibilities
Responsible for managing, growing and strategically marketing the Institution’s planned giving program. Will cultivate, solicit and steward planned giving prospects and maintain a portfolio of qualified prospects throughout the United States. Will meet or exceed annual goals set forth with regard to the Program.
Responsible for the oversight and administration of Planned Giving Program, including but not limited to; web site design, special events, direct mailings and publications, and ensuring donors’ gifts are processed, acknowledge and appreciated appropriately.
Actively direct the activities associated with the Planned Giving Committee. Increase the number of participants, their productivity, involvement and investment in an effort to secure financial support for the Institute in accordance with the annual goals set forth for this program.
Markets planned giving and estate planning vehicles to KKI constituency, with a goal of increasing the pool of planned giving prospects and increasing membership in the bequest society (Winthrop Phelps Society).
Makes cultivation, solicitation and stewardship visits to planned giving prospects. Increases the pool of planned giving prospects through institutional strategies.
Functions as primary contact with KKI’s finance office regarding management of planned gifts to ensure all instruments are understood and approved.
Fund Raising Responsibilities
Manages annual giving program for Society members, Board members and others. Identifies/cultivates/solicits/stewards individuals capable of making annual gifts in the $1,000 – 100,000 range. Accomplishes this through building relationship, effective communication and linking the Institute’s mission to the personal values of each individual members.
Maintains a portfolio of qualified major giving prospects capable of making a major gift in the $50,000-$500,000 range.
Responsible for written communication, personal visits, Institute tours, and special events. In addition, has responsibility for the stewardship of a distinct pool of prospects that includes Society members.
Responsible for securing and documenting bequests and deferred gifts from a portfolio of qualified prospects in accordance with the annual goals set forth for the Program.
Administers institutional life income gifts.

Qualifications:
QUALIFICATIONS:
Teamwork: Must be able to work within a team, participate in team meetings, support team goals, and accept constructive feedback
Strategic Planning: The ability to formulate, develop, implement and evaluate fund raising strategic plans.
Time management : The ability to organize and manage multiple projects and people.
Strong customer service orientation: the ability to build client portfolios and cultivate relationships.
Excellent communication skills : The ability to lead, inspire and direct others.
Writing skills: Must have excellent writing, editing and proofreading ability
Analytical and planning skills: The ability to problem solve, use good judgment and redirect work activities as priorities change.
Strong knowledge of database query and reporting is helpful

EDUCATION:
Bachelor’s Degree in Business Administration, Marketing, Public Administration or other related field of study.
Master’s preferred.

EXPERIENCE:
Seven years professional experience as a not-for-profit fundraiser in health or education is required.
Three years management experience preferred.

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