Planned Gift Director - Higher Ed. jobs in Cincinnati, OH

Planned Gift Director - Higher Ed. develops and manages a planned giving program for a college or university that generates donor interest and inquiries and translates into current and future planned gifts. Plans and administers giving programs that include deferred giving, estate planning, bequest donations, and other types of giving. Being a Planned Gift Director - Higher Ed. cultivates and solicits planned giving prospects. Requires a bachelor's degree. Additionally, Planned Gift Director - Higher Ed. typically reports to top management. The Planned Gift Director - Higher Ed. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Planned Gift Director - Higher Ed. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Director, Gift Planning
  • Greater Cincinnati Foundation
  • Cincinnati, OH FULL_TIME
  • Director, Gift Planning
    Pay Range: $110,000 - $120,000
    Are you looking for a rewarding career fueled by purpose? Do you want our region to be the best it can possibly be? Place and purpose drive our mission, so Greater Cincinnati Foundation (GCF) may be the place for you. As the region’s leading community foundation and one of the most prominent in the nation, we serve an eight-county region of Ohio, Kentucky and Indiana.
    We bring together:
    • Donors – Supporting causes and organizations that improve our community.
    • Nonprofits – Delivering experiences that improve people and place.
    • Changemakers – Working to solve our region’s greatest challenges.
    Reporting Relationship
    The Director of Gift Planning works directly under the Vice President of Philanthropic Strategies. While there are no direct reports, the director will work collaboratively with the entire philanthropic partnerships team and across the organization
    Job Description
    The Director of Gift Planning should be a champion of planned giving and is responsible for managing an assigned portfolio of GCF constituents in gift planning cultivation and stewardship; stewarding existing donors and cultivating prospective donors for legacy gifts, multi-generational charitable funds, and planning for complex charitable gifts, while maintaining strong relationships with professional advisors.
    This position leads all aspects of the gift planning process for GCF, including developing the strategy and implementation for the cultivation, solicitation and stewardship for GCF prospects and donors, including engagement with the estate planning and tax advising community. This position also provides educational opportunities to GCF staff and external constituents regarding deferred gifts and changes in tax laws, and delivers high-quality services to assigned donors to achieve high donor satisfaction.
    Duties and Responsibilities
    • Serves as GCF's principal liaison with prospective Foundation Society members (GCF’s Legacy Giving Society), and works with professional advisors who are doing estate planning, with the ultimate goal of developing referrals and obtaining planned gifts from GCF’s current and prospective donors.
    • Oversees the development of a planned giving stewardship program for Foundation Society members in partnership with donor relations and the executive leadership team of the Foundation.
    • Manages a portfolio of donors and prospects, developing and executing on strategies to bring them closer to the Foundation’s mission with the goal of stewarding donors and creating legacy commitments.
    • Develops relationships with assigned donors and prospects through cultivation calls, virtual meetings, letters and handwritten notes, with an emphasis on successful face-to-face meetings.
    • Implements an annual plan for the cultivation and education of estate planning professionals, which includes representing GCF at advisor and prospect events, conducting individual and group meetings, offering educational presentations, and publishing digital and print-based marketing materials to increase referrals.
    • Meets regularly with team members to review activities with donors, prospects and professional advisors in their portfolio to determine strategies for engaging them in conversations related to estate planning, long-term charitable tax planning, and multi-generational charitable planning.
    • Along with team members, coordinates and provides assistance in the design of strategies for cultivating and soliciting donors in coordination with senior staff, leadership and volunteers.
    • Mentors colleagues in planned giving conversations.
    • Champions family engagement initiatives, and collaborates across philanthropy team to facilitate meaningful engagement experiences.
    Requirements and Qualifications
    • Bachelor’s degree in related field required, such as finance, accounting, marketing or law; a Graduate degree or special certification (e.g. JD, CTFA, CPA, CFP, CAP CFRE) strongly preferred.
    • Five (5) or more years of experience in estate or financial planning, charitable fund development, cultivation of professional advisors, donors or institutional advancement, corporate philanthropy or philanthropic advising required.
    • Experience in the cultivation and securing of major and planned gifts or experience working with high net worth clients in an advisory or sales environment required.
    • Demonstrated knowledge and skills in planned giving, estate planning, tax laws, professional advising and charitable giving. Knowledge of laws, regulations and processes related to charitable giving
    • Demonstrated ability to develop strong and meaningful relationships with donors/clients.
    • Demonstrated commitment to diversity, equity and inclusion and experience working with individuals from diverse backgrounds effectively.
    • Excellent interpersonal, analytical and organizational skills - capable of working effectively with senior management, leadership volunteers, staff members, consultants and donors/prospects.
    • Strong project management competencies including organizational and problem-solving skills, strong skills in time management and attention to detail.
    • Ability to think strategically and creatively in a collaborative environment and build successful fundraising strategies for growth.
    • Ability to communicate effectively, verbally and in writing and articulate a compelling case for support.
    • Proficient in Microsoft Office Suite applications (i.e. Outlook, Word, Excel, PowerPoint specifically), web- based applications (i.e. Zoom) and Salesforce.
    • Self-motivated and able to work independently.
    Greater Cincinnati Foundation recruits, employs, trains, compensates, promotes and celebrates employees of all races, religions, colors, national origins, sexes, sexual orientations, disabilities, ages, veteran status and all the other characteristics that make individuals unique and extraordinary. At GCF, we have a clear vision: to be an employer of choice where a diverse mix of talented people want to be and can do their best work. GCF exists exclusively to support our community, and we know our organization runs on the hard work and dedication of our passionate and mission-driven employees.
    Our dedication to promote racial and gender equity, diversity, multiculturalism and inclusion is clearly reflected in our values, behaviors and strategic initiatives.
    GCF is Gold Level certified with Queen City Certified (QCC), which is the first data-informed employer certification and cohort-based leadership program for gender equity in the U.S. workplace.
    GCF is an Equal Opportunity Employer and invite all eligible candidates to apply.
  • 8 Days Ago

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Executive Director ED
  • Lionstone Care Management
  • Cincinnati, OH FULL_TIME
  • Competitive compensation and benefits package of $130 ! Warm and supportive team! Lionstone Care Management is seeking a highly motivated and passionate leader to direct our team of quality care provi...
  • 17 Days Ago

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ED Executive Director LTC
  • Quality Care LTC
  • Cincinnati, OH FULL_TIME
  • Executive Director of Long Term Health Care Facility / ED Competitive salary and benefits package! Quality Care LTC is a fast-growing provider of long-term care throughout the East Coast and Midwest. ...
  • 4 Days Ago

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ED Executive Director LTC
  • Quality Care LTC
  • Cincinnati, OH FULL_TIME
  • Executive Director of Long Term Health Care Facility / ED Competitive salary and benefits package! Quality Care LTC is a fast-growing provider of long-term care throughout the East Coast and Midwest. ...
  • 4 Days Ago

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Planned Maintenance Coordinator
  • Milacron Plastics
  • Batavia, OH FULL_TIME
  • Shift 1 (United States of America)POSITION SUMMARYThe Planned Maintenance (PM) Coordinator will be responsible for the development and overseeing the use and implementation of CMMS Software (Asset Ess...
  • 23 Days Ago

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Planned Maintenance Coordinator
  • Milacron LLC
  • Batavia, OH FULL_TIME
  • Shift 1 (United States of America) POSITION SUMMARY The Planned Maintenance (PM) Coordinator will be responsible for the development and overseeing the use and implementation of CMMS Software (Asset E...
  • 24 Days Ago

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0 Planned Gift Director - Higher Ed. jobs found in Cincinnati, OH area

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Director of Development
  • Restavek Freedom - Ending Child Slavery in Haiti
  • Cincinnati, OH
  • Focused on ending child slavery in Haiti, Restavek Freedom Foundation seeks a Development Director who will be responsib...
  • 4/22/2024 12:00:00 AM

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Campus Director
  • Beonair
  • Cincinnati, OH
  • About Us: The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to becom...
  • 4/22/2024 12:00:00 AM

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Director, Healthcare Foodservice
  • HHS Culinary and Nutrition Solutions, LLC
  • Cincinnati, OH
  • Culinary Director, Healthcare Food Service Bench Position, May Require Travel Salary $80,000.00-90,000.00 Culinary Direc...
  • 4/20/2024 12:00:00 AM

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Director of Sales
  • MCR Hotels
  • Milford, OH
  • Director of Sales Homewood Suites Milford, 600 Chamber Drive, Milford, Ohio, United States of America Req #5924 Tuesday,...
  • 4/20/2024 12:00:00 AM

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Director of Engineering
  • Dover Corporation
  • Cincinnati, OH
  • PSG® is the global pump, metering and dispensing-solution expert, enabling the safe and efficient transfer of critical a...
  • 4/20/2024 12:00:00 AM

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Director, Managing Director- 401K Relationship Manager
  • Fidelity TalentSource LLC
  • Covington, KY
  • Job Description: Role The Managing Director (MD) is entrusted with a book of business of defined contribution. The Manag...
  • 4/20/2024 12:00:00 AM

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Director, Engineering
  • StandardAero
  • Cincinnati, OH
  • Engineering Director - Components & Accessories Repair Development Center of Excellence (RDCoE) Cincinnati, Ohio Build a...
  • 4/4/2024 12:00:00 AM

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Director, Quality
  • StandardAero
  • Cincinnati, OH
  • General Accountability Reports Directly To: General Manager, SBU or Vice President, Strategic Business Unit Reports Func...
  • 4/4/2024 12:00:00 AM

Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Planned Gift Director - Higher Ed. jobs
$90,299 to $133,208
Cincinnati, Ohio area prices
were up 1.1% from a year ago