Associate Director of Gift Planning

This job is no longer active. View similar jobs.

POST DATE 9/12/2016
END DATE 10/18/2016

DiversityWorking TX

Company
DiversityWorking
Job Classification
Full Time
Company Ref #
7281681
AJE Ref #
576155308
Location
TX
Job Type
Regular

JOB DESCRIPTION

APPLY
OFFICE LOCATIONDallas, Houston or Austin,Texas (TX), Arizona or Colorado.TX308WORK WITH USThe Nature Conservancy is the leading conservation organization working to make a positive impact around the world in 69 countries, all 50 United States, and your backyard. Founded in 1951, the mission of The Nature Conservancy is to conserve the lands and waters on which all life depends. Visit www.nature.org/about-us to learn more.The Nature Conservancy offers competitive compensation, 401k or savings-plan matching for eligible employees, excellent benefits, flexible work policies and a collaborative work environment. We also provide professional development opportunities and promote from within. As a result, you will find a culture that supports and inspires conservation achievement and personal development, both within the workplace and beyond.DEPARTMENT OR PROGRAM SPECIFICJoin one of the most successful and sophisticated gift planning programs in the country. For more than 30 years, TNC has recognized the power of planned gifts to help our supporters leave a lasting legacy to our mission to conserve the lands and waters on which all life depends. TNC has more than 23,000 Legacy Club members and in FY15, over 1,700 individuals told us they had included the Conservancy in their will, retirement plan or other estate plan. Annually we raise approximately $100 million in deferred and complex gifts, including CGAs, CRTs, gifts of real estate, and donor advised funds. In addition, TNC is embarking on the largest campaign in conservation history - a $5 billion investment in private philanthropy and impact capital that will enable us to leverage tens, if not hundereds, of billions of dollars in public investment for nature. Become a part of our skilled gift planning staff dedicated to working with our supporters to establish gifts of complex assets and giving vehicles to achieve their philanthropic goals to protect, transform and inspire.POSITION SUMMARYThe Associate Director of Gift Planning develops, implements and manages effective gift planning strategies and plans for the cultivation and solicitation in asking for, negotiating and closing planned and outright gifts of $100,000 or more from major individual donors and prospects. The Nature Conservancy has one of the most successful and sophisticated gift planning programs in the country. For more than 30 years, the Conservancy has recognized the power of planned gifts to help our supporters leave a lasting legacy to our mission to conserve the lands and waters on which all life depends. TNC has more than 23,000 Legacy Club members and in FY14, nearly 1,500 individuals told us they had included the Conservancy in their will, retirement plan or other estate plan. Annually we raise approximately $100 million in deferred and complex gifts, including CGAs, CRTs, gifts of real estate, and donor advised funds. In addition, TNC is embarking on the largest campaign in conservation history - a $5 billion investment in private philanthropy and impact capital that will enable us to leverage tens, if not hundreds, of billions of dollars in public investment for nature. Become a part of our skilled gift planning staff dedicated to working with our supporters to establish gifts of complex assets and giving vehicles to achieve their philanthropic goals to protect, transform and inspire.ESSENTIAL FUNCTIONSThe Associate Director of Gift Planning is responsible for developing and managing effective gift planning donor strategies that result in raising funds through outright, blended and planned gifts while working with our chapter leadership and fundraising staff in the southwest, including Arizona, Colorado, Nevada, New Mexico, Texas, Utah and Wyoming. S/he will serve as a technical and strategic gift planning advisor and partner to state leadership and fundraising staff in assigned chapters to determine effective strategies for identified donors and prospects to generate leads for complex gifts. S/he understands and applies complex principles of developing donor strategies and builds strong relationships with a portfolio of new and current donors and prospects. The Associate Director discusses assets proficiently and listens for opportunities for gifts of assets. S/he negotiates and closes a wide range of outright and complex gifts, including bequests and life income gifts, gifts of non-cash assets such as stock and real estate, and Donor Advised Funds. S/he will incorporate blended gifts and gifts of assets in proposals to donors. S/he is capable of articulating the global priorities of the Conservancy and working within a campaign at an advanced level. S/he involves and engages appropriate partners in the field and staff at the Worldwide Office, keeping them apprised of interactions, issues or concerns. S/he will be required to use the Conservancy's donor database. Understands and complies with all TNC gift-related policies and procedures and ensures ethical compliance, as defined by the Partnership for Philanthropic Planning and the Association for Fundraising Professionals.RESPONSIBILITIES AND SCOPE
* Decisions may have program-wide impact, affect staff in non-program areas, and bind the organization financially or legally.
* Direct or participate in negotiations for complex, high profile or sensitive agreements.
* Ensure compliance with TNC policies and procedures and external (donor/legal/IRS) requirements; be alert to ethical compliance issues.
* Financial responsibility for setting and meeting fundraising objectives, evaluating results, and developing corrective strategies.
* Implement and lead multiple collaborative and complex projects, directing work of staff, managing budget, setting deadlines, and ensuring accountability.
* Maintains confidentiality of frequently sensitive and emotionally charged information.
* Maximum opportunity to act independently, resolves complex issues within scope.
* May supervise support or administrative staff.
* Persuasively convey the mission of TNC to diverse groups important to the organization's overall prosperity.
* Travel frequently and on short notice, work long hours and weekends as needed.
* Work environment involves only infrequent exposure to disagreeable elements and minor physical exertion and/or strain.
* Responsible for closing 30 - 50 outright, complex, and/or planned gifts annually. Responsible for 300 - 400 donor interactions and 50 visits annually. Work with donors on complex giving vehicles and assets. Annual fundraising target of $7,000,000 or more.MINIMUM QUALIFICATIONS
* Bachelor's degree and 7 years related experience.
* Experience building and maintaining long-term relationships with constituents such as major donors and corporations.
* Experience in asking for, negotiating and closing planned gifts of $100,000 or more.
* Experience in managing and tracking multiple prospects and donors.
* Experience working with fundraising principles and practices.
* Experience using communication and presentation skills.
* Experience, coursework, or other training in current and evolving trends in charitable giving, particularly in the areas of capital campaigns, major gifts and planned giving.
*
* PREFERRED KNOWLEDGE, SKILLS & EXPERIENCE
*
*
* Bachelor's degree and 8 - 10 years' related work experience or an equivalent combination of education and experience.
* Ability to inspire, motivate and marshal resources. Strong interpersonal skills, including ability to positively influence and persuade.
* Ability to design and implement fundraising strategies, including cultivation, solicitation and recognition strategies.
* Ability to determine an individual's interests, capacity and potential for helping the Conservancy meet its goals, and act appropriately to tie those interests with the Conservancy's work.
* Ability to educate and inform prospective and existing donors about appropriate giving vehicles.
* Ability to.