Director of Planned Giving/Trust Services

Position Description

Adventist Media Center - It Is Written 

Position Title: Planned Giving & Trust Services Director

Internal Title: Department Director

Job Classification: Exempt - Regular Full Time

Accountable to: Manager/Treasurer

Position Summary:

The Planned Giving & Trust Services Director is responsible for overseeing the planned giving functions for It Is Written, including direction and development of the Planned Giving & Trust Services (PGTS) Department, oversight of planned giving instruments/gifts, and manages planned giving donor relations. It is crucial that this position supports the mission and values of It Is Written by exemplifying the values and beliefs of the Seventh-day Adventist Church in all interactions.

Authority & Accountability:

Authority as delegated by and accountable to the It Is Written President and Manager/Treasurer in accordance with It Is Written’s policies and objectives.

Essential Position Functions:

• Perform overall supervision of and coordination of the PGTS Department:
  • Supervise and manage the department staff.
  • Ensure adherence to PGTS policies and procedures.
  • Oversee compliance with state and federal laws regarding planned giving and trust instruments
  • Monitor department functions to ensure completeness, accuracy, and protect donor confidentiality.
  • Establish annual goals, provide regular performance reviews and appropriate recognition, and support ongoing professional development opportunities.
• Direct and coordinate the processes and procedures required to create new planned giving and trust instruments.
• Manage planned giving maturity processing and financial reporting.
• Maintain a functional and proactive planned giving donor database.
• Routinely review individual estate plans with trustors and coordinates with estate planning attorneys to accomplish any needed or requested changes to the plans.
• Responsible for the promotional activities of PGTS services to prospective clients.
• Develop and maintain positive relationships with donors through ongoing communication.
• Oversee the work product for PGTS contracted vendors.
• Manage and coordinate the work product of the It Is Written Gift Acceptance/Trust Administration Committee.
• Collaborate with Development Department on donor relations and fundraising initiatives.
• Participate in fostering a culture of philanthropy by promoting planned giving throughout the organization.
• Supervise preparedness for the three-year trust audits by the General Conference Auditing Services.
• Represent It Is Written in the local community and be an active member of local organizations.
• Represent It Is Written at occasional conferences, events, and meetings, as needed.
• Fulfill other responsibilities and duties as assigned

Position Specifications

Qualifications, Scope, and The complexity of Duties:

• Education

        High school diploma, or equivalent, is required.

        A bachelor’s degree in business, law, public relations, or related field is preferred.
        North American Division of Seventh-day Adventist Planned Giving and Trust Services Certification is required.

• Experience:

       Minimum five (5) years experience in planned giving and trust services officer in a non-profit organization, or equivalent experience.

       Experience leading team members both on-site and remotely is preferred.

• Membership and Mission:

       Embrace the mission and values of It Is Written and be a member in good standing of the Seventh-day Adventist Church.

Skills, scope, and complexity of duties:

• Possess expert technical knowledge of applicable laws, rules, regulations, and policies regarding planned giving and trust service concepts, principles, procedures, and techniques.
• Demonstrate solid leadership skills to coordinate, plan, and execute the position functions.
• Ability to exercise direction, independent judgment, make decisions, and assume responsibility.
• Possess the skills to work with and motivate staff and exhibit comfort building relationships with, and collaborating with, staff remotely.
• Exhibit excellent organizational skills and follow through on tasks and goals.
• Ability to oversee and manage large and complex projects to completion and manage details while seeing the big picture.
• Display a positive attitude, show concern for people and community, demonstrate presence, self-confidence, common sense, and good listening ability.
• Exhibit excellent personal relationship skills.
• Demonstrate servant leadership and exemplify a collaborative, decisive, motivating, and engaging communication style.
• Possess extreme tact and discretion, attention to detail, and a commitment to excellence.
• Commitment to pursue training on a regular basis to stay updated with the most recent trends and best practices in the industry.
• Able to exhibit Christ-like behavior in daily tasks, collaborative projects, and under stress.

Interpersonal Relationships:

• At It Is Written:
  • President 
  • Manager / Treasurer
  • Department Directors
  • Field Trust Officers
  • Office staff
    
• Outside It Is Written:
  • It Is Written customers, donors, vendors, guests, and volunteers
  • Western Adventist Foundation (WAF) staff
  • Adventist Media Ministries (AMM) Support Services

 Working Conditions:

• Occasional moderate to high stress due to meeting critical deadlines.
• General working conditions of an office and in the field—must maintain continuous operation, availability, and efficiency of the office.
• Physical requirements: requires standing, walking, time at a desk, reaching, climbing, and lifting (maximum of 50 lbs.)
• Travel flexibility to conferences, donor visits, and It Is Written events (e.g. ASI, GYC, Partnership weekends, camp meetings) and associated travel hazards.

       Specific Requirements:

• 38 regular hours per week,
• Will require periodic variable hours and weekend work.
• No special clothing or safety gear required.
• Business casual attire required.