Director of Planned Giving
About the Job
The Director of Planned Giving for the Upstate Foundation will have primary responsibility for the management and growth of a comprehensive gift planning program. Specific responsibilities include, but are not necessarily limited to: (1) developing and documenting a comprehensive understanding of institutional priorities suitable for planned gifts; (2) developing succinct case statements for planned gift opportunities; (3) managing updated and prioritized lists of planned gift prospects; (4) overseeing a strategic marketing program; (5) nurturing strong relationships with CNY financial, legal and tax advisors; (6) meeting the ongoing training needs of Upstate Foundation Development Officers and volunteers; (7) managing the Upstate Legacy Society and overseeing all other Planned Giving stewardship activities; (8) managing a caseload of approximately 75-100 major/planned gift donors and prospective donors; (9) serving as the Foundation's planned giving expert on cultivation and solicitation calls with Development Officers and volunteers; (10) providing Foundation staff leadership to the Foundation Board's Planned Giving committee; (11) assisting with and participating in other Foundation fundraising programs as needed; (12) some travel and weekend/evening work will be required. Bachelor's Degree required; MBA, MPA, JD or other advanced degree desired. Three years of development experience with documented success in personally cultivating and securing major/planned gifts is required; seven or more years desired. Five or more successful years as a Planned Giving Officer, or an organization's sole/primary Planned Giving expert desired. Prior experience with estate planning from a legal, accounting, tax and/or financial planning perspective desired. A valid driver's license and access to a vehicle to travel within the state required; some out of state travel may be necessary.