Demo

Director of Planned Giving

Scion Staffing
Dallas, TX Full Time
POSTED ON 2/1/2025
AVAILABLE BEFORE 3/2/2025

Description

Scion Staffing has been engaged to conduct an immediate search for an experienced Planned Giving Officer on behalf of our client, an inspiring nonprofit organization in vibrant Dallas, TX, dedicated to creating transformative change in the community! This is a full-time, direct-hire role working remotely from Dallas.


This exciting role thrives in a fast-paced, sales-driven environment, leading high-impact planned giving strategies that directly support the organization's mission. The position offers the chance to build strategic partnerships and make a lasting impact for this organization and the people they serve. This opportunity offers both challenge and fulfillment for a results-driven leader passionate about making a difference.


RESPONSIBILITIES

  • Identify, cultivate, and solicit planned gift prospects, by phone, virtually and preferably, when possible, on a face-to-face basis. Provide one-on-one consultations as needed, traveling to prospect locations when possible. Handle correspondence, calls, donor visits and tours associated with gift cultivation and stewardship.
  • Inform and educate donors about various planned gift vehicles that will address their philanthropic and financial goals while providing support for the organization. Includes the ability to prepare illustrations and gift proposals of planned giving vehicles.
  • Develop and maintain a portfolio of planned giving prospects and existing donors, serving as a philanthropic planning advisor to them and their advisors.
  • Respond to all requests for Planned Giving materials received through website, mail, and telephone. Follow up on all leads to determine if new Legacy Society membership is appropriate. Prepare gift annuity and charitable remainder trust proposals as needed.
  • Maintain high visibility among estate planners and other professionals and help manage planned giving advisory committees.
  • Collaborate with the team to manage the production of planned giving publications, web content, and other materials designed to promote gift planning.
  • Coordinate communications and activities for planned giving presentations and educational events planned throughout the year.
  • Analyze the existing contributor base and assist in developing planned giving vehicles attractive to current and potential donors.
  • Identify prospective major gift donors within Legacy membership and develop an appropriate strategy with our Major Gifts staff for cultivation and solicitation.
  • Keep abreast of changes in federal and state tax laws that impact planned giving options.


QUALIFICATIONS

  • Minimum five years' experience in planned giving. Demonstrated competencies in developing and maintaining quality relationships with a portfolio of constituents.
  • Excellent written, verbal, and interpersonal communications skills. Ability to listen is essential.
  • Demonstrated success in positions requiring accountability for both result and process-oriented and result-oriented goals.
  • Self-starter, able to manage multifaceted events, projects, and duties independently and concurrently.
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
  • Ability to work periodic evening and weekend events and to travel locally or throughout the U.S. for planned giving consultations as needed.
  • Compliance with all professional, legal, and ethical guidelines related to fundraising and planned giving functions.
  • Experience with Salesforce database a plus.
  • Undergraduate degree required.
  • Advanced degree, gift planning and/or financial experience a plus


COMPENSATION AND BENEFITS


In addition to a competitive base salary up to $130K, this organization also provides a comprehensive benefits package, including health, dental, vision, 401(k), paid time off, wellness programs, and more! This exciting opportunity and mission will inspire you daily!


HOW TO APPLY


For immediate consideration, please submit your resume here!


ABOUT OUR FIRM


Scion Nonprofit Staffing is an award-winning national nonprofit recruitment and staffing specialist for nonprofit organizations, foundations, associations, and educational institutions! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals supporting incredible missions and programs. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire nonprofit recruiting, interim leadership placement, and temporary professional staffing.


We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm and our practices can be found online. Scion Nonprofit Staffing is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent.


For opportunities located in a region that has enacted fair chance, arrest, or conviction-based employment ordinances, Scion Nonprofit Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, equitable, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.

Salary : $120,000 - $130,000

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