Donor Advisor, Planned Giving East Region
The Alzheimer's Association is the world’s leading voluntary health organization in Alzheimer care, support and research. We are the largest private funder of Alzheimer research and the premier source of information and support for the more than 5 million Americans with Alzheimer’s disease and their 15 million families and caregivers. The Alzheimer's Association was recently recognized as one of the top ten Best Nonprofits in 2019 in the Non-Profit Times 50 Best Places to Work. We are proud to say that this is the tenth year in a row that we’ve won this award! We offer an excellent work environment and career development opportunities, coupled with competitive benefits and pay.
The Alzheimer’s Association National Office is looking for a dynamic, experienced professional to cultivate, solicit and steward planned gifts from individuals and families. We seek a candidate based in a major metropolitan market, preferably in the Eastern United States. The ideal candidate will have experience and success in cultivating and securing a variety of planned gifts including gifts of complexity and gifts from high net-worth individuals and families. The ideal candidate will also have experience in qualifying and cultivating planned giving prospect leads from a national direct marketing and planned giving marketing program.
This position reports to the Director, Planned Giving.
- Proactively and strategically manages an assigned planned giving portfolio and assigned planned giving prospects.
- Qualifies, cultivates, solicits and stewards planned gifts through personalized contact including phone calls, correspondence and personal visits with assigned donors according to moves management protocols.
- Responds to planned gift leads moved to you for follow-up.
- Using assigned planned giving software, prepare gift illustrations and proposals for charitable gift annuities and other planned giving opportunities, prepare written materials such as visit strategies/briefings, correspondence, solicitation/proposal and pledge documents.
- Collaborates with major gift donor advisors to provide planned giving expertise in support of planned giving opportunities from major gift prospects and donors.
- Collaborates with chapter staff as assigned to qualify, cultivate and steward planned gifts.
- Assists in delivering Founders Society benefits and stewardship as assigned.
- Participates in donor events as assigned.
- Assists in implementation of a national planned giving program within assigned area.
- Contributes to the assessment and enhancement of the national planned giving program.
- Assists with creating and managing planned giving budget for assigned area.
- Integrate fully onto the team - adding strategic value to the existing planned giving efforts. Help to lead a deeper and more expanded planned giving program in assigned markets.
- Maintain strong and accurate records of activities, as directed by team protocol using the national database.
- Monitor, evaluate, and report on progress and outcomes against agreed upon goals.
- Adhere to professionalism and fundraising best practices as demonstrated by moves management industry standards and donor-centered methodology.
- Handle other planned giving responsibilities as needed.
- Bachelor’s degree required. CFRE or advanced degree a plus.
- 3-5 years minimum required experience in planned giving fundraising, 5-7 years preferred.
- Demonstrated success in personal cultivation, solicitation, stewardship and closing of planned gifts at all levels of value and complexity.
- Expertise in planned giving vehicles, current trends in philanthropy and estate and financial planning for individuals including tax implications of charitable giving.
- Experience with planned giving software such as Crescendo or PG Calc is preferred
- Excellent, persuasive, and diplomatic communicator - in person, over the phone, and in writing - with the ability to prepare proposals, briefing materials, reports, and correspondence.
- Strong problem solving and negotiating skills. Highly creative/innovative with abilities to persuade and motivate others.
- Strong organizational skills with ability to analyze data and information to drive strategic development of portfolio - includes the evidenced ability to research donor database and historic giving for planned giving potential.
- Self-starter, ability to work independently on complex donor strategies.
- Superior interpersonal skills, including ability to listen, observe and interact well with diverse individuals and groups.
- Results oriented with ability to focus on and meet deadlines and goals.
- Exceptional organizational skills and the ability to prioritize multiple tasks.
- Team leader and team player with ability to work collaboratively with chapter and national staff and volunteers.
- High integrity and professionalism, respecting the confidential nature of donor information and the Alzheimer’s Association’s business practices.
- Must be available for evening and weekend work as required, and able to travel as needed, up to 50% of the time, including overnight travel.