Director of Planned Giving (Full or Part Time)

Location: Milwaukee, WI (Remote work allowed once established)

Reporting to the Director of Mission Advancement, the Director of Planned giving will work towards strategically identifying, cultivating, stewarding and expanding our planned giving program, The Covenant Society. The Director of Planned Giving will conceive of, plan, and execute a comprehensive planned giving program to promote and secure planned gifts, including bequests, charitable gift annuities, charitable remainder trusts, gifts of real estate and other complex assets.

Key Responsibilities:

•             Cultivate and steward relationships with prospects, major donors, planned giving donors, and advisors

•             Meet with prospects and their advisors, prepare financial illustrations of proposed gifts, and draft gift agreements for review

•             Maintain current working knowledge of planned giving opportunities and provide guidance to donors and the organization

•             Maintain a knowledge base in legislation and regulations affecting charitable giving

•             Collaborate with marketing dept. in the creation of marketing material, digital and online outreach, and other communication efforts

•             Collaborate with the Mission Advancement team to integrate planned giving gifts into overall fundraising strategies

•             Set goals for meeting with donors and acquiring new members for The Covenant Society

•             Plan and conduct donor recognition and appreciation activities for The Covenant Society members

Qualifications:

•             Bachelor's degree in a related field, in lieu of a bachelor’s degree additional years of relevant experience will be considered

•             Minimum of 5 years of experience in planned giving, major gifts, or closely related fundraising roles

•             Strong knowledge of planned giving strategies and vehicles

•             Support the Mission Advancement team during related work events

•             Ability and willingness to travel for donor meetings and related events

Benefits and Compensation:

•             Salary range $40,000-$60,000 for part-time position, $80,000 - $95,000 for full-time position, depending on experience

•             Benefits include, but not limited to, health insurance, dental and vision insurance, 403 (b) with an employer match, employer provided life and disability insurance

•             Generous PTO plan 

•             Remote work and/or flexible schedule considered