Donor Advisor, Planned Giving
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 Western 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. Actively implements a deeper and 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.
- Demonstrated success in personal cultivation, solicitation, stewardship and closing of planned gifts.
- 3-5 years minimum required experience in planned giving fundraising.
- Experience in and basic understanding of a variety of 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.
- Bachelor’s degree required. CFRE or advanced degree a plus.
Position Location: Chicago, IL or Remote
Full time based on 37.5 hours per week
Position Grade: 510
Reports To: Director, Planned Giving
Who We Are:
The Alzheimer’s Association is the leading voluntary health organization in Alzheimer’s care, support and research. Our mission is to lead the way to end Alzheimer's and all other dementia- by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.
At the Alzheimer’s Association, our employees are at the core of all we do. Our network of more than 1,900 employees across the United States makes a difference each and every day for those impacted by Alzheimer’s and those at risk for the disease.
We warmly invite qualified applicants to consider this opportunity to make a life-changing impact on the millions living with Alzheimer’s, their caregivers and those that may develop the disease in the future. Read on to learn more about the role, then visit our website www.alz.org/jobs to explore who we are and why we've been recognized as a Best Place to Work for the last twelve years in a row.
Employees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, long term care insurance, tuition reimbursement, generous Paid Time Off, 12 annual holidays and Paid Family Leave, as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing. They are also eligible for our gold standard 401(k) retirement plan.
Full time employees (37.5 hours/week), will enjoy all of the above plus an annual School Visitation Day and an Elder Care Facility Day of their choosing.
The Alzheimer’s Association is committed to diversity, equity and inclusion in the workplace and provides consideration for an employment relationship without regard to race, color, religion, sex, sexual orientation, gender expression, gender identity, genetic predisposition, national origin, ethnicity, disability, veteran status, or any other characteristic protected by federal, state or local law.