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Director of Planned Giving in New York, NY at Muscular Dystrophy Association

Date Posted: 9/25/2018

Job Snapshot

Job Description

Position Description:

The Director of Planned Giving will foster a culture of philanthropy by providing vision, leadership, direction and oversight of MDA non-corporate partners. The Director of Planned Giving will help develop a comprehensive planned giving program for MDA that will impact growth over the next several years by creating and implementing a strategic and diversified fundraising plan that will guide the organization to meet fundraising goals, maximizing opportunities around individual support and planned giving. She/he must have exceptional organizational and administrative skills, with the ability to plan, set and meet goals and objectives and follow-through.  The Director will be a lead agent in promoting a moves management agenda with members of their staff while also carrying a portfolio of 40-50 prospects. She/he should also have strong interpersonal skills and have an entrepreneurial and creative approach to development, as well as a genuine affinity for the mission and values of MDA. She/he should also be comfortable in a fast-paced environment that has experienced rapid growth and ongoing change. The overall ability to set, pursue, and attain achievable goals is a key quality.  The Director can be based out of any major market with the ability to travel as needed. 

Responsibilities:

  • Develop prospect lists, manage donor cultivation, and steward existing Legacy Society Members.
  • Develop and implement short- and long-term strategies to secure a range of planned gifts, such as gifts by will or trust, retirement funds, payment-on-death accounts, life insurance, and charitable gifts annuities.
  • Develop a comprehensive marketing, lead generation, and stewardship plan that promotes planned giving internally and externally, including the cultivation and stewardship of current and prospective planned giving donors to ensure that they are engaged in MDA’s mission.
  • Identify, research, contact, cultivate, solicit, and steward current and prospective planned giving donors to increase planned gifts and to grow overall donor base and prospect pool.
  • In conjunction with gift officers, track and coordinate moves management for current and prospective planned giving donors.
  • Work closely with donors and their professional advisors to structure planned gifts appropriately.
  • Prepare timely and complete gift proposals and illustrations, bequest language, and gift agreements to secure planned gifts.
  • Work directly with executors, trustees and other fiduciary/financial custodians, as well as MDA’s outside counsel for bequest administration, internal Chief Legal Officer, and Finance Department, to receive the full value of planned gifts in a timely and efficient manner and protect against mismanagement and waste.
  • Collect, conserve, administer, and distribute all realized planned gifts to MDA.
  • Oversee estate litigation files, including identifying appropriate outside counsel, negotiating fees, and make decisions regarding litigation strategy based on counsel’s recommendations.
  • Lead, develop, and motivate team of direct reports to execute and elevate individual giving for the organization.
  • Work cross-organizationally with Finance, Communications & Marketing, and Direct Response to implement effective planned giving strategies.
  • Serve as a resource to all national and local fundraising staff on the topic of planned giving
  • Develop and manage departmental budgets.
  • Perform other duties and projects as assigned.

Competencies:

  • Leadership:  Exhibits confidence in self and others; Inspires and motivates others to perform well; Accepts feedback from others; Gives appropriate recognition to others.
  • Adaptability: Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; able to deal with frequent change.   Must be able to work in a dynamic, complex, fast-paced organization.
  • Communication Skills: Clearly and persuasively communicate, listen and seek clarifications; participate in meetings, write clearly and informatively, comfortable with public speaking.
  • Professionalism: Work well in a fast-paced environment; treat others with respect and consideration; accept responsibility for own actions. Understand business implications of decisions, align work with strategic goals, complete administrative tasks and develop strategies to achieve organizational goals.
  • Teamwork: Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Ability to build morale and group commitments to goals and objectives: Supports everyone’s efforts to succeed.  
  • Problem Solving: Gather and analyze information skillfully; solicit feedback and use reason when dealing with emotional topics. Strategic and data-driven thinker with excellent analytical skills and ability to identify and respond to issues/opportunities in a timely manner. Identify and resolve problems in a timely manner. 

Qualifications:

  • Must have 10+ years of non-profit fundraising experience, with a minimum of 5 years of planned giving experience.
  • An undergraduate degree is required. A J.D. and/or substantial experience in the administration of decedent’s estates and estate planning techniques is strongly preferred.
  • Broad and thorough knowledge of the legal, tax, and procedural aspects of estate planning, estate administration, probate, fiduciary duties, and accounting.
  • Knowledge of outright gifts and revocable and irrevocable deferred giving vehicles is required.
  • Familiarity with services offered by planned giving marketing vendors and consultants.
  • Knowledge of principles of donor pipeline management and demonstrated ability to increase a donor base and revenue.
  • Exceptional ability to understand others’ priorities, motivations, and interests and to establish and maintain a sincere rapport.
  • Ability to interact professionally and effectively with a diverse range of stakeholders, including donors, professional fiduciaries, attorneys, accountants, surviving family members, and key internal partners within MDA.
  • Discretion and tact in managing confidential information.
  • Superior writing and verbal communication skills.
  • Excellent financial management and data analysis skills.
  • Comfort managing a remote team.
  • Previous experience in voluntary health organizations strongly preferred.
  • Successful track record in strategic planning, program implementation, consensus building and relationship building.
  • Comfort interacting with families from diverse disability, cultural and economic backgrounds within a semi-medical environment.
  • Experience with Customer Relationship Management software (CRM).
  • Integrated marketing/fundraising experience. Online and offline strategies.
  • Ability to travel up to 50%

MDA is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.