Director Estate and Gift Planning - Homebased in Chicago

At the American Cancer Society, we're working to end cancer as we know it, for everyone. Our employees and 1.3 million volunteers are raising the bar every single day. We are a culture comprised of diverse backgrounds and experience, to better serve our communities.

The people who work at the American Cancer Society focus their diverse talents on our lifesaving mission. It is a calling. And the people who answer it are fulfilled.

A Planned Giving Director is responsible for developing, managing, and implementing a comprehensive program of work to secure deferred gifts such as bequests, trusts, and annuities. This strategic role involves extensive donor relationship management, collaboration with legal/financial advisors, and ensuring long-term financial support for the American Cancer Society’s mission.

The Director, Planned Giving is a part of a team who raises 24% of the organization’s revenue and is the number one revenue source. The director builds, cultivates, and stewards relationships with planned giving prospects and donors as well as estate and financial planning professionals to secure and retain planned gifts that support the life-saving work of the organization.

ESSENTIAL   FUNCTIONS:

- Meet personally (in-person {60%+}, via phone, and at times virtually) with prospects, donors, and professional advisors to share information and materials about the American Cancer Society, Inc.'s (Society's) planned giving program as well as   the   life-saving program of work .

- Grow and manage a portfolio of qualified, active prospects through various stages of   the   moves   management   process   (identification, cultivation, solicitation,   execution,   and stewardship) .

- Attain annual targets for:   personal visits with prospects, donors, and/or financial advisors; planned gift proposals delivered; and new planned gift commitments closed   in support of the Society's mission   ( First three bullets   mentioned   above   60%).

- Utilize Salesforce to track, qualify and report prospect, donor and advisor contacts and progression through stages of   the   moves   management   process   (25%) .

- Actively collaborate with   philanthropy   (and other) colleagues to   leverage   opportunities to expand blended gift proposals and cultivate   additional   planned giving prospects   (5%).

- Remain current on various estate and gifting techniques/vehicles, applicable tax   laws , and charitable giving trends   (5%) .

- Remain knowledgeable about   the Society's   life-saving work in the areas of cancer research, patient support,   prevention   information/education, and detection and treatment   (2.5%) .

- Model   behavior that   encourages collaboration with Society colleagues throughout the organization and is also consistent with the cultural beliefs and values of the Society   (2.5%).

EXPERIENCE/QUALIFICATIONS:

- Minimum Degree Required:   ​ Bachelor's Degree ​   and/or equivalent experience

- Preferred Degree:   ​ Bachelo r's Degree ​

- Certificate(s) or License(s):    CAP, CFRE

- Years of experience:   3+ years' experience in nonprofit fundraising, or equivalent experience in nonprofit networking/relationship building.   P lanned   Giving   experience preferred .

- Driver’s License Requirement ( s ) : Must have a valid driver’s license and   a reliable   vehicle.

- Reliable internet connection.

KNOWLEDGE, SKILLS, AND ABILITY:

- Experience with planned giving software   (Crescendo/Salesforce)   is preferred.

- Candidate   must   exhibit   strong judgment and the ability to   maintain   confidentiality .

- Impeccable organizational skills and ability to handle multiple projects simultaneously .

- Excellent oral and written communication skills as well as computer   proficiency .

- Customer   Centricity   -   Builds strong customer relationships and delivers customer-centric solutions.

- Strategic Mindset   – Thinks ahead to   future possibilities and   translates   them into breakthrough strategies .

- Action Oriented   -   Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.

- Result s   Driven   -   Consis tently   achieves results, even under tough circumstances.

- Interpersonal   S avvy   -   R elates openly and comfortably with diverse groups of people.

- Networking   -   Effectively builds formal and informal relationship networks inside and outside the organization.

- Persuasive   -   Uses   compelling arguments to gain the support and commitment of others.

- Resiliency   -   Rebounds from setbacks and adversity when facing   inconvenient situations .

TRAVEL REQUIREMENTS:

- Three or more   travel   days a week   are   required   within   designated   territory.

PHYSICAL   REQUIREMENTS:

- Sitting in a car/airplane while traveling , some days for 2+ hours .

- Sitting in meetings.

- Walking to and from car/airplane to meetings .

- Walking through airports .

- Standing while networking .

- Carry   items to and from car to table at conferences .

ACS provides staff a generous paid time off policy; medical, dental, retirement benefits, wellness programs, and professional development programs to enhance staff skills. Further details on our benefits can be found on our careers site at: jobs.cancer.org/benefits. We are a proud equal opportunity employer.