Overview
Director of Development, Planned Giving Jobs in San Diego, California, USA at JFS
Position Title:
Director of Development, Planned Giving
Organization:
Jewish Family Service of San Diego
Department:Advancement
Position Type:
Full-Time (37.5+ hours/week), Exempt
Work Setting:Hybrid
Reports To:Sr. Director of Development, Individual Giving
Pay Range:$120,000/year
Total Compensation:
In addition to standard pay, compensation for this position includes:
Comprehensive, low-costhealthcare coveragefor employees
Employer-covered life insurance
Time Away from Work:
Being able to take time away from work is critical in bringing your best self to work. Time off benefits for this position include:
Paid vacation time andsick leave
15 paid holidays, including Federal and Jewish holidays (as long as the holiday lands on a normal scheduled workday), and floating holidays
2WellnessDays to be taken any time during the year to support employees’ mentalwellness
Position Overview:
JFS is looking for a compassionate,mission-drivenindividual to join the Development team as the Director of Planned Giving & Major Gifts. In this role, you have the opportunity to useyour skillsand experience to make a meaningful difference in your community and help change lives across San Diego. JFS’s Director of Planned Giving & Major Gifts leads the organization’s planned giving efforts and is equally responsible for building and managing a portfolio of major donors and prospects who have the capacity to make a planned and/or significant annual gift.
This position reports directly to the Sr. Director of Development, Individual Giving and works closely with other members of theAdvancementteam.
Responsibilities:
Builds and grows a portfolio of planned giving prospects
Maintains and grows a portfolio of annual giving donors utilizing various tools including, but not limited to personal visits, networking events, letters, emails, and phone calls
Manages relationships with planned giving and annual donors at various stages of identification, cultivation, solicitation, and stewardship
Serves as resident expert in planned giving, joining other fundraisers on solicitations and informational meetings
Utilizes Raiser’s Edge CRM software to plan and record all donor activity
Achieves and exceeds annual goals as assigned by Sr. Director of Development, Individual Giving
Works with Sr. Director of Development, Individual Giving to finetune and solidify Planned Giving cultivation and stewardship processes
Arranges tours, workshops/presentations and other opportunities for planned giving and major donor prospects to increase interest in JFS
Works closely with estate and planning attorneys and other professional service providers to identify prospects
Skills/Experience/Abilities That Are a Must-Have:
Must have a valid CA driver’s license, a reliable automobile, insurance, and willingness to drive off-site/travel throughout San Diego County
Education– BA/BS degree at minimum or equivalent
Experience– minimum of 5 years of fundraising or business development experience, with a strong understanding and foundation of fundraising strategies and tactics, including moves management, donor research, donor cultivation and stewardship
Planned Giving– should have specific experience in planned giving as well as knowledge of gift planning process and donor advised funds
Partnerships– needs experience with financial planners, attorneys, and other relevant professional service providers
Technical Skills– must have …
Title: Director of Development, Planned Giving
Company: JFS
Location: San Diego, California, USA
Category: Non-Profit
