Senior Director of Planned Giving

Job Summary

A company is looking for a Senior Director of Planned Giving.

Key Responsibilities

• Serve as a subject matter expert in planned giving, collaborating with trustees and estate executors
• Facilitate stakeholder groups to manage performance and advise on donation strategies
• Build relationships with financial professionals and maintain donor records while responding to inquiries

Required Qualifications

• Bachelor's Degree required; CSPG/CAP or JD preferred
• 5-10 years of experience in planned giving or related fields, with strategic planning and portfolio management experience
• 5 years of leadership experience preferred, especially with virtual teams
• Experience with fundraising databases/CRMs and planned giving software
• Ability to work independently or collaboratively while managing multiple priorities