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Director of Charitable Gift Planning

Employer
Communities Foundation of Texas
Location
Texas, United States
Salary
Salary Commensurate with experience
Closing date
May 17, 2022

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Position Type
Fundraising, Planned Giving
Fields
Community Foundations
Employment Type
Full Time
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The Opportunity

Communities Foundation of Texas (CFT) seeks a Director of Charitable Gift Planning that is an innovative, dynamic leader adept at both strategy and operations and passionate about life-changing opportunities on a personal, career level as well as more broadly in terms of impact.  In addition to holding a prospect portfolio, the Director of Charitable Gift Planning will lead, develop, and manage efforts to utilize planned giving vehicles to further the vision and priorities of CFT and achieve the Foundation’s aspirations. 

 

The Organization

CFT’s legacy of helping giving thrive began in 1953. In the past 65 years, hundreds of forward-thinking individuals, couples, and families have partnered with CFT to make a commitment to further their passions and better their community beyond their lifetimes. To that end, CFT’s grantmaking and programs are key to its vision of building thriving communities for all. The Foundation believes that a thriving community is one in which all people feel cared for, invested in, nourished and valued, and have an equitable opportunity to contribute to the well-being and growth of themselves, their families, and their communities. With that in mind, CFT takes a 360° approach to supporting the needs of individuals and their communities through four intersectional pillars of thriving: health, wealth, living, and learning. At the heart, what CFT strives to achieve through attention to these areas is equity, connectedness, and belonging for all.

 

Role & Responsibilities

Reporting to the Senior Director of Donor Relations and Services, the Director of Charitable Gift Planning focuses on seven- figure gifts, especially those with deferred gifts or non-cash assets. The Director manages a portfolio and is responsible for proactively developing prospects into donors and encouraging existing donors to consider increasing their participation. The Director is a resource for professional advisors, donors, and CFT staff members and is the source of technical knowledge about complex non-cash gifts and deferred gifts, for donors, advisors, and Foundation staff.  Specific responsibilities include:

  • Participate in development of donor relations annual plan with leadership provided on planned giving and non-cash assets
  • With Donor Relations team, assure proactive approach to the identification, qualification and cultivation of prospective donors
  • Partner with high-net-worth prospects, donors, and their families to secure seven- and eight-figure gifts
  • Partner and cultivate relationships with donors’ advisors to raise awareness of the services and benefits CFT can provide for their clients
  • Provide technical expertise for planned gifts and non-cash gifts; stay current with legislative and regulatory developments
  • Manage a portfolio of prospects, donors, and professional advisors that includes hosting annual meetings and periodic touch points to build and maintain relationships
  • Ensure all needed documentation is received and maintained for donor and fund records within the portfolio.
  • Manage the portfolio and documentation of donors and recipients for CFT’s charitable remainder trusts and charitable gift annuities.
  • Manage the process for estate asset transfer and settlement for donors and their families.
  • Maintain metrics around donor relations strategy as part of the overall reporting of Donor Relations activity.
  • Represent the Foundation externally at speaking engagements, fundraising events, meetings, conferences and seminars with prospects, donors, professional advisors, charitable organizations, professional groups, and the community.
  • Manage and maintain the CFT documentation and RE tracking for all deferred gifts received and planned.
  • Work with the Communications team on an ongoing basis to keep the CFT website up-to-date in the areas of planned giving and non-cash asset information.
  • Provide periodic trainings for staff members on planned giving vehicles and non-cash asset gifts.
  • Additional responsibilities:
    • Supporting and attending CFT sponsored events;
    • Partnering with outside resources in the development of communications;
    • Serving on internal CFT Committees, as appropriate.

 

The Ideal Candidate

Leadership

An innovative leader able to execute actionable fundraising strategies.

A strategic thinker with the ability to translate concept into action.

A leader capable of contributing to a professional and open environment in which information is readily shared with a variety of colleagues and constituents, and integrity and collaboration are essential attributes.

A hardworking, self-motivated individual who fully dedicates her or his energy to a cause and is willing to “go beyond the job description”, including extending extra effort when necessary to see projects to successful conclusions.

A service-oriented person who engenders support among colleagues, staff, and the community by virtue of her or his knowledge, experience, creativity, vision, and dedication to the mission of CFT.

Experience

At least seven years of relationship management experience in a goal-oriented setting which required direct solicitation and closure. Successful major gift fundraising, donor cultivation and stewardship (or in the for-profit sector, developing high net worth client relationships and new business capacity) will be important factors.

Significant technical knowledge of large gift transactions including planned gifts, real property, partnership interests, and other complex or illiquid assets.

Excellent communication skills (verbal, written, presentation) and strong interpersonal skills are essential.

Substantial experience with data management software and a thorough understanding of its importance and potential is required, preferably with Blackbaud and Crescendo or PG Calc.

Knowledge and understanding of philanthropic interests, charitable motivators, and financial relationships in the context of working with high-net-worth individuals.

Knowledge of legal and regulatory compliance issues related to charitable gifts, community foundations, and nonprofit grant making would be a plus.

Skills & Knowledge

Proven ability to work effectively with high-net-worth prospects, donors and their families, and to successfully deal with confidential, complex situations involving coordination and consultation with internal and external constituents.

An individual with exemplary customer service skills who will be a strong member of the Foundation’s development team.

A polished, personable, and well-informed individual with the knowledge, demeanor, maturity, and ethics to represent the Foundation effectively.

Personal Characteristics

Strong presence as a leader and subject matter expert who can professionally represent CFT and engage as both an equal and senior management with donors, attorneys, and wealth advisers.

A personable and engaging individual with a consistently professional appearance when interacting with internal and external constituents.

A positive individual possessing high levels of initiative and comfort working with teams or as an independent practitioner.

Ability to move comfortably in a wide variety of social settings, including among people of substantial influence and wealth, and the ability to forge solid personal relationships.  

An individual who embraces diversity and fosters inclusion in all aspects of his/her life.

Intuitive, perceptive, and skilled at reading both people and situations as well as flexible and willing to adapt, especially when advancing multiple projects and priorities.

An individual who balances a sense of urgency in addressing needs with the patience required of a team-oriented environment.

 

Other Details

Compensation: Competitive with comparable organizations, and commensurate with capability, experience, and prevailing market trends

Location: Dallas, Texas

Travel: Limited

Education: Bachelor’s degree is required; graduate studies or certification in business, finance, law, or another relevant field is desirable.

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