OMNI Human Resource Management

  • National Director of Planned Giving

    Client
    Children International
    Job Location(s)
    US-MO-Kansas City
  • Overview

    Children-International-Logo

    OMNI is honored to be retained by Children International to assist with the search for a National Director of Planned Giving to join their organization.

     

    Children International is a $145 million international humanitarian organization that addresses global poverty at the root cause level by working directly with children and youth around the world. This progressive organization develops and delivers programs based on four pillars: health, education, empowerment and employment. Their core belief is investing in children and youth for the first two decades of their lives is the single best answer to breaking the cycle of poverty, especially generational poverty.

     

    As a key member of the Global Philanthropy team, the National Director of Planned Giving will lead the Planned Giving (PG) strategy with a focus on growing the PG efforts to gift expectancies of $5-10 million in annual deferred revenue. The National Director of PG will be responsible for working effectively and collaboratively across the organization (major gifts, mass market, child sponsorship, legal, and finance) to identify opportunities for enhanced donor outreach and developing an annual and longer-term strategic plan for Planned Giving.

     

     

    DP-IND

    Responsibilities

    Reporting to the Vice President of Global Philanthropy, the Director will oversee PG training and guidance to the Major and Midlevel team to leverage opportunities with major and middle gift donors and prospects, and will help lead marketing, cultivation and stewardship strategies, including identification of top PG prospects, building a Children International planned giving society (to be named), direct marketing efforts, cultivation events, in-person solicitations, and the development of planned giving on the CI website.

     

    The Director will also help to identify and close bequest opportunities as part any Children International planned campaign (culminating in 2019). This position will also work directly with and be coached and mentored by a Planned Giving consultant and serve as an ambassador for Children International with financial advisors, focusing on potential donors, and Planned Giving networking opportunities.

    • Develop and execute a plan that will launch and achieve exceptional planned giving opportunities for Children International.
    • Establish and strengthen relationships with donors who have potential to make planned gifts which may include accompanying key donors or advisors on trips to project sites to inform them about specific opportunities.
    • Integrate information on current mission work in the field in cultivation of donors for planned gifts.
    • Determine appropriate cultivation steps for donors and curate appropriate participation by other department staff, primarily major gift representatives.
    • Secure support through wills, bequests, trusts, deferred gifts, charitable gift annuities, gifts of property, and other planned gifts including drafting gift agreement language involving varying degrees of complexity.
    • Assist with formal and informal training for other Global Philanthropy and Executive team and Board members.
    • Partner, coach, equip and encourage Regional Directors to pursue gift-planning opportunities; assist them in the design and implementation of individualized strategies for the identification, cultivation, and solicitation and stewardship of planned gifts.
    • Represent Children International in various approved settings, including key meetings and other public speaking engagements and media interviews to spread the word about Children International.

    Qualifications

    • Law degree strongly preferred or other advanced degree desired.
    • Planned giving/estate planning experience required; 8-10 years.
    • Demonstrated success in proposing and closing planned gifts and building and maintaining long-term relationships with major level donors.
    • Proven track record of success in working across departments to set strategy, execute plans, and achieve long term and annual goals.
    • Strong working knowledge of estate, gift, and income tax law with the ability to clearly articulate to Planned Giving prospects, society members, and fundraising colleagues.
    • Excellent communication skills and ability to build donor relationships and collaborative working relationships (internally and externally).
    • Advanced experience influencing and leading a team, providing strategic direction and driving results.
    • Demonstrated success working effectively with Board members and other high-profile donors.

     

    To apply or share this position, please click the corresponding button above.

     

    Inquiries about the position may be directed to Michelle Anderson at 913. 653. 8067

     

    OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.

     

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed