The Associate Director, Planned Giving serves as part of the Development team and reports to the Senior Director, Planned Giving. This position is directly involved in the identification, cultivation, solicitation and stewardship of prospective planned giving donors as well as select major donors. The position conducts a variety of fundraising activities in order to secure support through wills, bequests, trusts, deferred gifts, charitable gift annuities and other planned gift arrangements.
The Associate Director, Planned Giving will manage a personal portfolio of individuals and will be called upon to engage and collaborate with Fred Hutch leadership staff, faculty and volunteers as required. Special skills and knowledge of all aspects of planned giving are required and this position must exhibit leadership abilities and be a team player with sound independent judgment. The Associate Director, Planned Giving must be able to effectively communicate the mission, values and scope of the institution. Some travel, weekend and evening work is required.
Responsibilities and essential job functions include but are not limited to the following:
- Identify, cultivate, solicit, and steward individual prospects capable of planned gifts at all levels and select individuals for outright gifts with an emphasis on the major gift level ($50,000+).
- Assist frontline fundraising colleagues with their planned giving prospects, attend cultivation and fundraising events.
- Work independently to create and execute strategies and perform planned gift activities.
- Build relationships with Allied Professionals, especially those working on assigned open estates and trusts.
- Recruit members for the Planned Giving Advisory Committee and plan and attend quarterly meetings and activities as assigned.
- Be conversant in the scientific research undertaken at Fred Hutch, and its importance in the prevention, diagnosis and treatment of cancer and other diseases.
- Prepare monthly progress reports on planned gift fundraising activities. Provide visit reports and activity tracking data to the Senior Director, Planned Giving.
- As assigned carry out the development, coordination and/or provide assistance for open estate, trust and gift annuity program; frontline fundraisers' training and planned giving marketing projects. Collaborate with Communications & Marketing team.
- Supervision as assigned.
- Understand the various instruments of fundraising and collaborate with other Development staff to secure the maximum funding for scientific research.
- Performs other duties as assigned.
Summary of Experience
- Bachelor's degree required; Master's degree preferred
- Five to seven years' experience in planned giving required
- Proven track record of successful planned gift solicitation required
Required Knowledge, Skills and Abilities
- Excellent communication skills and the capacity to grasp medical and scientific concepts
- Ability to synthesize and translate scientific information into an articulate and compelling case for support
- Demonstrated skill as an effective communicator and relationship-builder with both internal and external constituents
- Ability to think strategically
- Proven track record of increasing revenue and expanding constituencies; achieving activity and financial goals
- Significant experience in the identification, cultivation, solicitation, and stewardship of planned gifts
- Knowledge or exposure to federal tax law and its application to estate planning; trust and gift annuity administration and open estate/trust administration
- Self motivation and flexibility
- Strong interpersonal skills to work with diverse groups of constituents
We are a VEVRAA Federal Contractor.
If interested, please apply online at http://track.tmpservice.com/ApplyClick.aspx?id=2303705-2647-9721