Director, Estate & Gift Planning

AMERICAN CANCER SOCIETY - San Francisco, CA (30+ days ago)3.9


Position Description:
Save lives. Fulfill yours.

At the American Cancer Society, saving lives is our mission. We achieve our mission by drawing on our humanity. Humanity made up of courage, determination, innovation, passion, empathy, and caring. These are the values that give us the advantage over cancer.

Our work is important. And so are the people doing it. The people who work at the American Cancer Society focus their diverse talents on our singular mission: to end the pain and suffering of cancer. It is a calling. And the people who answer it are fulfilled. We value our employees and nearly 2.5 million volunteers around the globe that have stood with us through the years, and we will not rest until the fight is won. And that day is drawing nearer.

The Director, Estate and Gift Planning is a part of a team responsible for over 15% of the organization’s revenue, second only to our well-known “Relay for Life” and other special events. The Director, Estate and Gift Planning builds relationships with planned giving prospects and donors in addition to estate and financial planning professionals.

  • Document $750,000 to $1,300,000 in new gifts Net Present Value;
  • Meet personally with prospects, donors and professional advisors (220 face-to-face scheduled contacts annually) to discuss the American Cancer Society, Inc.’s cancer control, research, patient services programs and planned giving services;
  • Submit minimum of 24 proposals of $10,000+ within a fiscal year in support of the American Cancer Society mission;
  • Manage a portfolio of qualified, active prospects through various stages of moves management;
  • Maintain a high level of expertise regarding state and federal taxes, gift and estate
giving methods and the legal aspect of charitable giving;
  • Build relationships with the planned giving prospects and donors, and with estate
and financial planning professionals;
  • Provide prospects, donors and professional advisors with information and
materials about the American Cancer Society, Inc.’s local and national cancer
control services, support groups and research programs;
  • Coordinate suggestions for planned giving vehicles with the prospects and their
advisors in order to meet their estate/financial planning goals and those of the ACS;
  • Develop a Planned Giving Implementation Plan;
  • And maintain a general knowledge of American Cancer Society Inc.’s local and
national cancer control services, support groups and research programs;
  • Coordinates with all ACS departments;
  • Coordinates with Divisions, Donors, advisors and gift officers as needed;
Position Requirements:
  • Bachelor’s degree and 3+ years experience in major and/or planned giving fundraising, or equivalent experience as an attorney, CPA, CFP, etc. Advanced planned giving and/or tax training are preferred.
Demonstrates the following Major Gifts/Planned Giving Competencies:
  • Customer focus - Builds strong customer relationships and delivering customer-centric solutions.
  • Strategic mindset - Sees 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
  • Drives results - Consistently achieves results, even under tough circumstances.
  • Interpersonal savvy - Relates openly and comfortably with diverse groups of people.
  • Builds networks - Effectively builds formal and informal relationship networks inside and outside the organization.
  • Persuades - Uses compelling arguments to gain the support and commitment of others.
  • Being resilient - Rebounds from setbacks and adversity when facing difficult situations.
Other Skills:
  • Experience with planned giving software is preferred.
  • Excellent telephone skills.
  • Excellent interpersonal, oral, and written communication skills, including telephone etiquette.
  • Impeccable organizational skills; able to handle multiple projects
We are committed to providing staff with fulfilling opportunities to learn, grow and make an impact in their local communities. We offer staff a generous paid time off policy; medical, dental and retirement benefits, and professional development programs to enhance staff skills.