Director - Gift Planning

Profile

Director - Gift Planning
Duties: Participate in development and implementation of marketing plans to promote planned gifts; prepare presentations and other materials describing tax-wise ways of giving. Identify and cultivate planned giving prospects, working in concert with major gift officers. Prepare illustrations and proposals for planned gifts; work with donors and their professional advisors in completing and documenting planned gifts. Provide stewardship of planned giving donors through regular visits and ongoing communication in coordination with major gift officers assigned. Provide information, training and orientation on tax-wise gifts to members of the Development staff and external constituencies. Work in partnership with planning giving legal counsel in coordinating gift planning legal issues.

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