Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Director of Estate and Gift Planning (2606)
Pocatello - Main
Institution Information
Idaho State University, established in 1901, is a Carnegie-classified doctoral research and teaching institution, with a culture built on trust, compassion, stability, and hope. ISU serves over 12,000 students in Pocatello, Meridian, Twin Falls, and Idaho Falls. Students and faculty at ISU are leading the way in cutting-edge research and innovative solutions. We are proud to offer exceptional academics nestled in the grand, natural beauty of the West. We invite you to apply to be a part of our University community!
Job Description Reporting to the Vice President of Advancement,
the Director of Estate and Gift Planning is responsible for cultivating,
soliciting, and stewarding deferred gifts and life income stream gifts as a key
area of opportunity for Idaho State University. This individual will manage a
portfolio of individual donors and prospects and partner with Advancement
Division and institutional leadership along with philanthropic advisors, deans,
faculty and staff, to cultivate, solicit, and steward planned gifts. This
position will work closely with the entire University Advancement team to
ensure coordination among individual giving programs and across all units
within the University. The position requires a travel commitment ranging
from 20-50% depending on constituent
locations and communication preferences. The position may be located in
Pocatello, Meridian, or Idaho Falls as agreed upon at time of hire. Key Responsibilities 1. Cultivate, solicit, and steward a portfolio of planned giving donors and prospective donors through correspondence, letters, phone calls and personal visits.
2. Identify and prioritize prospective donors, and establish stewardship or cultivation strategies to achieve increased solicitation and revenue goals of deferred gifts, gifts of real estate, and life income gift structures such as charitable trusts.
3. Design,
adapt and implement an annually updated comprehensive gift planning
marketing plan with the goal of increasing revenue from deferred gifts
(planned gifts) and documented bequest intentions.
4. Prepare
donors proposals using planned giving software (Crescendo), craft briefing
materials, correspondence, reports, and related documents for solicitation
and stewardship of prospective donors.
5. Travel
throughout Idaho as well as other areas of the country to pursue gift
planning strategies and build enduring relationships.
6. Participate
in professional development activities to remain current on relevant
activity and trends in gift planning, financial and estate planning,
federal tax law and regulations that govern charitable giving, and new
services offered by other non-profit groups and organizations and to raise
Idaho State University’s visibility in the profession.
7. Cultivate
strong working relationships with colleagues in University Advancement and
across the University.
8. Design
and lead regular in-house education gift planning efforts and outreach for
fundraising staff and donors.
9. In
collaboration with the Donor Relations Coordinator, maintain and enhance
stewardship for planned gift donors and promote the Legacy Society as
recognition for these donors.
10. Perform additional duties as assigned by the Vice President of Advancement.
Minimum Qualifications 1. Bachelor’s degree from an accredited college or university in an appropriate discipline. 1. Advanced degree in a relevant field from an accredited college or university. 2. Five to seven (5-7) years of successful experience and proficiency in securing planned gifts. 3. Experience
with complex outright gifts, real estate gifts, charitable life-income and
estate gift structures, family wealth planning, and multi-generational
estate planning strategies. 4. Experience using Raiser’s Edge donor management system. 5. Proven
track record of formulating and executing effective philanthropic
strategies and growing contributions through planned giving vehicles.
2. Three to five (3-5) years of successful major gift fundraising with experience securing planned gifts. Additional education/experience may be used for the minimum qualifications.
3. Proven
track record of establishing trust-based relationships with donors.
4. Understanding
of fundraising principles and ethics.
5. Understanding
of complex outright gifts, charitable life-income and estate gift
structures. Competency using donor management and planned giving software
programs, the Microsoft Office package, and standard office equipment. .
6. Strong
communication, attention to detail, and organizational skills;
Goal-oriented and able to work independently.
7. Experience
creating compelling donor proposals.
8. Ability
to drive and be insured to travel in alignment with work duties.
9. Be
collaborative, enthusiastic, team-oriented, and interact effectively with
diverse groups including faculty, students, and prospective donors.
Preferred Qualifications
Additional Information
You must submit your CV/resume, cover letter, and list of three (3) professional references, including current contact information. This position will remain open until it is filled; however, priority consideration will be given to applications received prior to April 15, 2024. Salary will be between $85,000 - $95,000 per year, commensurate with education and experience. Benefits include comprehensive health, dental, and vision; life insurance; disability plan; employee assistance program (EAP); excellent retirement options and company contribution; and generous paid time off/sick leave accrual. All offers of employment are conditional pending the successful completion of a background investigation, provided by HireRight.
Posting Number: req2148
Type: Working 12 months per year
Position: Non-classified Staff
Division: University Advancement
The State of Idaho is committed to providing equal employment opportunities and prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, political affiliation or belief, sex, national origin, genetics, or any other status protected under applicable federal, state, or local laws.
The State of Idaho is committed to access and reasonable accommodations for individuals with disabilities, auxiliary aids and services are available upon request. If you require an accommodation at any step in our recruitment process, you are encouraged to contact (208) 334-2263 (TTY/TTD: 711), or email ada.coordinator@dhr.idaho.gov.
Preference may be given to veterans who qualify under state and federal laws and regulations.
_____________________________________________________________________________________________
Clear All
0 Estate Planning Director jobs found in Pocatello, ID area