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Planned Giving Director-ACLU of Florida
Miami, Florida
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Job Description Planned Giving Director-ACLU of Florida
JOB OPPORTUNITY
PLANNED GIVING DIRECTOR
The American Civil Liberties Union of Florida is seeking a Planned Giving Director.
The Planned Giving Director is a new position in a growing Development Department. Working under the direction of the ACLU of Florida’s Director of Development and in conjunction with the national ACLU Director of Planned Gifts, the Planned Giving Director will promote and solicit a variety of planned gift options among ACLU supporters in the state of Florida.
The ACLU of Florida and its Foundation operate jointly as non-profit public interest organizations devoted to protecting civil rights and civil liberties. Its staff and many volunteers work in a fast-paced, friendly, and professional office environment.
RESPONSIBILITIES:
Manage planned giving program: Develop and implement an annual work plan of planned giving goals, strategies, and timeline designed to cultivate and solicit significant support.
Serve as the ACLU of Florida’s expert on planned giving: Familiarize donors, key staff, board, and volunteers with planned giving opportunities. Serve as resource person for development staff. Provide training to staff, board, and volunteers to prepare them to discuss and promote planned giving options. Maintain working relationships with planned giving counsel and other professionals to build knowledge of tax laws and trends in the profession.
Seek planned gifts benefiting the ACLU: Meet with donors throughout the state of Florida to discuss estate planning and planned gift opportunities. Prepare presentations for donors on the tax and financial implications of planned gifts. Prepare specific proposals and agreements. Provide general information about the ACLU and its programs.
Maintain records on planned giving donors and prospects: Maintain accurate and up-to-date information on planned giving activities, donors, and prospects using our fundraising database. Provide regular planned gift reports to ACLU of Florida’s Director of Development and Executive Director, and to the national ACLU Director of Planned Gifts.
Identify planned giving prospects: Coordinate systematic identification of planned giving prospects. Respond to donor inquiries and reach out to prospects.
Coordinate DeSilver Society activities: Coordinate activities of planned giving recognition program, known as the DeSilver Society, to cultivate and recognize current and potential planned giving donors.
Assist the ACLU of Florida’s Director of Development in other activities as assigned.
QUALIFICATIONS:
Demonstrated success in fundraising. Facility with complex information, able to calculate and explain complicated financial data. Experience with gift and estate planning, knowledge of tax issues, and knowledge of various planned giving and endowment vehicles beneficial but not required.
* Superior talent in attention to detail with the ability to plan program, evaluate progress and monitor expenses. Excellent organization and time management skills with strong ability to manage responsibilities independently and follow through on all assignments and projects.
* Effective interpersonal and communication abilities, especially listening skills for discerning donors’ interests and concerns. The ability to communicate effectively and respectfully on the phone and in person with donors, Board members, volunteers, staff, and the general public.
* Demonstrated ability to write clearly and precisely. Strength in proofreading and visual review. Excellent office and computer skills, including strong experience in database management, Word, and Excel.
* Interest in and enthusiasm for civil liberties and civil rights, and commitment to the goals and mission of the ACLU are essential. Development experience with non-profit, advocacy or other community-based groups is required.
* A commitment to diversity; a personal approach that values the individual and respects differences of race, ethnicity, age, gender, sexual orientation, religion, ability, and socio-economic circumstance.
* A commitment to the confidentiality of donor records.
* Ability and willingness to work occasional overtime, irregular hours, and considerable travel.
* College degree required.
COMPENSATION AND BENEFITS:
Starting salary will be set based on experience and qualifications. Benefits include generous health, dental, and life insurance plans, as well as ample vacation and sick leave policies.
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Experience Required 7-10 years
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Last Update March 05, 2008
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