The Leukemia & Lymphoma Society
Director Planned Giving - Southeast
The Leukemia & Lymphoma Society, Lexington, Kentucky, us, 40598
How many people can answer the question, "What do you do for a living?" with the answer, "I help find cures for cancer." At LLS, employees take our mission seriously. Whether you work in one of our regions, are an accountant at the national office or a specialist in our Information Resource Center, you work each day on making our mission a reality: Cure leukemia, lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. Join us and give new meaning to the word, "job."Summary:
As part of a mission centric, locally delivered and nationally powered organization the successful Director, Planned Giving will execute LLS’s planned giving strategy within their designated territory and work in close partnership with Advancement, Territory, and Region partners to close deferred and blended gift commitments in support of our mission to relentlessly pursue cancer cures.As a valued member of LLS, you are eligible for a comprehensive benefits package. Our offerings include medical, dental, and vision insurance; life insurance; flexible spending accounts; a 403b retirement plan along with generous paid time off. In addition, we observe federal paid holidays throughout the year, and offer a wellness program and an employee assistance program.While employees may be permitted to work remotely, travel to the assigned office, HUB or Satellite Offices may be required as determined by the employee’s manager and the employee’s People Organization Generalist.
Duties and Responsibilities:Portfolio Management
Maintain a portfolio of 30-50 planned giving donors and prospects, managing all phases of the planned giving relationship within the assigned prospect pool.Respond to prospect inquiries regarding deferred gifts, charitable gift annuities, and outright gifts of non-cash assets.Work in partnership with the Donor Engagement team to ensure engagement, stewardship, and cultivation of identified donors.Ensure all planned giving activities are inputted and updated in LLS’s customer relationship management (CRM) system.Territory LeadershipCollaborate with the Principal Gift Directors, Territory Advancement Directors, Territory and Region Executive Directors, and Region Advancement staff to review individual prospects and donors identified as planned and blended gift prospects.Conduct regular meetings with the Territory and Region partners, and any other appropriate Territory colleagues to educate on planned and blended giving opportunities across the organization in partnership with the Vice President, Planned Giving.Monitor planned giving activities from the territory and region teams to analyze program metrics.Participate in internal and external conferences and summits in partnership with the Vice President, Planned Giving.StrategyPartner with Principal Gift Officers, Territory Advancement peers, and Region Advancement Directors to integrate strategies to identify, qualify, cultivate, steward, and solicit planned giving donors within designated Territory/markets.Partner with the Advancement Leadership and Territory Leadership to set transparent performance indicators and analyze metrics for Territory Teams.Ensure alignment with the Territory Advancement Directors and Principal Gift Officers regarding the Planned Giving strategic objectives consultation with Territory and Region staff.Recommend strategies to the Vice President, Planned Giving for growing planned giving through training region staff and volunteers, and marketing planned gifts to volunteers, staff, and donors.Perform other related duties as assigned.
Education & Experience Requirements:Bachelor’s Degree required. Advanced degree preferred.5-7 years of experience in planned gift fundraising.Demonstrated knowledge of a wide variety of planned giving vehicles and experience closing complex gifts.Position Requirements:Excellent verbal and written communication and presentation skills.Ability to mentor, coach and consult with highly functioning teams across a complex organization.Proficient with MS Office Suite, PG Calc, and database software. Experience with MarketSmart and/or Free Will is a plus.Able to communicate financial matters in a mature style and understandable manner with donors and advisors across a wide range of financial sophistication.Ability to read, analyze and interpret complex legal and financial documents.Physical Demands & Work Environment:Physical demands are minimal and typical of similar jobs in comparable organizations.Work environment is representative and typical of similar jobs in comparable organizations.Ability and willingness to travel domestically up to 50% of the time.Average salary range is $102,800-$147,890, open to further discussion based on geography.In alignment with the nature of this role, periodic evening and weekend work is to be expected.The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of employees. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Disclaimer:
LLS is an equal employment opportunity employer committed to diversity and inclusion in its workplace. All qualified applicants will receive consideration for employment without regard to sex, gender, gender identity and expression (including transgender status), sexual orientation, pregnancy, age, race, color, creed, national origin/ancestry, citizenship, religion, genetic predisposition or information, physical or veteran status, or any other characteristic protected by law. LLS seeks such skilled and qualified individuals to share our mission and where they will join a cohort of others who have chosen to call LLS home. LLS complies with all applicable laws which prohibit discrimination and harassment in the workplace, and is committed to maintaining a diverse and inclusive environment supportive of all of our employees and the communities we serve.#J-18808-Ljbffr
As part of a mission centric, locally delivered and nationally powered organization the successful Director, Planned Giving will execute LLS’s planned giving strategy within their designated territory and work in close partnership with Advancement, Territory, and Region partners to close deferred and blended gift commitments in support of our mission to relentlessly pursue cancer cures.As a valued member of LLS, you are eligible for a comprehensive benefits package. Our offerings include medical, dental, and vision insurance; life insurance; flexible spending accounts; a 403b retirement plan along with generous paid time off. In addition, we observe federal paid holidays throughout the year, and offer a wellness program and an employee assistance program.While employees may be permitted to work remotely, travel to the assigned office, HUB or Satellite Offices may be required as determined by the employee’s manager and the employee’s People Organization Generalist.
Duties and Responsibilities:Portfolio Management
Maintain a portfolio of 30-50 planned giving donors and prospects, managing all phases of the planned giving relationship within the assigned prospect pool.Respond to prospect inquiries regarding deferred gifts, charitable gift annuities, and outright gifts of non-cash assets.Work in partnership with the Donor Engagement team to ensure engagement, stewardship, and cultivation of identified donors.Ensure all planned giving activities are inputted and updated in LLS’s customer relationship management (CRM) system.Territory LeadershipCollaborate with the Principal Gift Directors, Territory Advancement Directors, Territory and Region Executive Directors, and Region Advancement staff to review individual prospects and donors identified as planned and blended gift prospects.Conduct regular meetings with the Territory and Region partners, and any other appropriate Territory colleagues to educate on planned and blended giving opportunities across the organization in partnership with the Vice President, Planned Giving.Monitor planned giving activities from the territory and region teams to analyze program metrics.Participate in internal and external conferences and summits in partnership with the Vice President, Planned Giving.StrategyPartner with Principal Gift Officers, Territory Advancement peers, and Region Advancement Directors to integrate strategies to identify, qualify, cultivate, steward, and solicit planned giving donors within designated Territory/markets.Partner with the Advancement Leadership and Territory Leadership to set transparent performance indicators and analyze metrics for Territory Teams.Ensure alignment with the Territory Advancement Directors and Principal Gift Officers regarding the Planned Giving strategic objectives consultation with Territory and Region staff.Recommend strategies to the Vice President, Planned Giving for growing planned giving through training region staff and volunteers, and marketing planned gifts to volunteers, staff, and donors.Perform other related duties as assigned.
Education & Experience Requirements:Bachelor’s Degree required. Advanced degree preferred.5-7 years of experience in planned gift fundraising.Demonstrated knowledge of a wide variety of planned giving vehicles and experience closing complex gifts.Position Requirements:Excellent verbal and written communication and presentation skills.Ability to mentor, coach and consult with highly functioning teams across a complex organization.Proficient with MS Office Suite, PG Calc, and database software. Experience with MarketSmart and/or Free Will is a plus.Able to communicate financial matters in a mature style and understandable manner with donors and advisors across a wide range of financial sophistication.Ability to read, analyze and interpret complex legal and financial documents.Physical Demands & Work Environment:Physical demands are minimal and typical of similar jobs in comparable organizations.Work environment is representative and typical of similar jobs in comparable organizations.Ability and willingness to travel domestically up to 50% of the time.Average salary range is $102,800-$147,890, open to further discussion based on geography.In alignment with the nature of this role, periodic evening and weekend work is to be expected.The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of employees. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Disclaimer:
LLS is an equal employment opportunity employer committed to diversity and inclusion in its workplace. All qualified applicants will receive consideration for employment without regard to sex, gender, gender identity and expression (including transgender status), sexual orientation, pregnancy, age, race, color, creed, national origin/ancestry, citizenship, religion, genetic predisposition or information, physical or veteran status, or any other characteristic protected by law. LLS seeks such skilled and qualified individuals to share our mission and where they will join a cohort of others who have chosen to call LLS home. LLS complies with all applicable laws which prohibit discrimination and harassment in the workplace, and is committed to maintaining a diverse and inclusive environment supportive of all of our employees and the communities we serve.#J-18808-Ljbffr