Associate Director of Planned Giving

JOB DESCRIPTION

POSITION:

Associate Director of Planned Giving

DIVISION:

Development

REPORTS TO:

Assistant Vice President for Major and Planned Giving

CLASSIFICATION:

Exempt, Full-Time

SUMMARY:

This position is responsible for seeking out opportunities and developing and implementing initiatives to identify, cultivate and solicit prospects to ensure a strong base of ongoing financial support. The Associate Director of Planned Giving is entrusted with responsibility for the recognition and stewardship of individuals who have indicated they have made or are considering making, through estate planning or other types of deferred giving, to WXXI or The Little Theatre.

JOB DESCRIPTION:

  • Manages the Wynd Society and the Little Legacy Society
  • Identifies and contacts planned giving prospects
  • Offers educational opportunities and materials regarding planned giving for fellow staff and prospects/donors
  • Provides stewardship of donors who have already announced a commitment to planned giving
  • Engages with the professional advisor community, both in person and as part of events that you will plan to highlight the charitable planning options that we can offer to clients.
  • Serve as a principal contact with administrators, personal representatives, executors, trustees, professional advisors, and service providers with respect to estates and trusts.
  • Writes marketing materials and communications for the planned giving program, including radio, TV, on line and on screen promotion.
  • Generates program reportsPresents regular updates to organizational leaders

 

QUALIFICATIONS:

  • University graduation in a related field or an equivalent combination of training and experience
  • Proven fundraising track record, as well as possible history in finance, sales, and marketing
  • Detailed and in-depth knowledge of planned giving and its complexities: estate planning, tax laws, wills, trusts, etc.
  • Ability to work in a team setting and independently
  • Comfort in researching and analyzing large groups of data to uncover planned giving prospects
  • Excellent verbal and written communication aptitude
  • Capable of handling numerous tasks at once and still meeting deadlines


To apply, please email your cover letter and resume to: [email protected] 
or mail to: WXXI HR Dept., 280 State St., Rochester, NY 14614.

WXXI is an equal opportunity employer committed to excellence through diversity. (EOE).

»