The Assistant/Associate Director (AD) will progressively qualify, cultivate, solicit and steward a dynamic portfolio of prospective and current donors requiring frequent tactical travel (30% - 50%) and occasional evening and weekend work. The AD will be responsible for achieving specific quantitative and programmatic goals each year, within an approved budget, as established by the Director of Planned Giving.
The AD will prepare outright, planned and blended gift proposals for current and prospective donors and their advisers - both in response to specific inquiries and as a proactive strategy. The AD must understand how planned gifts relate to a donor's financial and estate plan and be able to convey this information simply and understandably; being sensitive to the role of donor's advisers.
Direct and/or participate in negotiation for complex sensitive agreements.
Participate in or direct solicitation strategies for qualified planned giving prospects. This includes collaborating with Foundation division leaders, other development officers and professional advisors to develop donor-centered proposals that may include many gift types of various assets and priorities.
Acquire and maintain a strong working knowledge of planned giving arrangements, and familiarity with related federal and state law governing these contributions, estate planning, retirement planning, and investments.
Pursue new and steward existing members of the W.A.R. Goodwin Society, our planned giving recognition society, to document estate and planned gifts and maintain donor's connection to the Foundation. Participate in Goodwin Society and other Special Donor Society events in Colonial Williamsburg or other locations.
Prepare and provide planned giving illustrations for current and prospective donors and their advisors with PG Calc software and other similar applications.
Assist the Director of Planned Giving with the development of marketing materials and presentations for current and prospective donors.
Work independently and in the Director's stead when requested, exercise independent judgment to identify and solve problems consistent with Department and Foundation policies, procedures and practices.
Self-starter with excellent problem-solving, organizational, writing and interpersonal skills with the demonstrated ability to work independently and as an integral part of the team.
Demonstrate sensitivity in handling confidential information.
Ensure compliance with the Foundation's policies, procedures and external (donor/legal/IRS) requirements.
Persuasively convey the mission of Colonial Williamsburg to diverse groups who are important to the organization's overall prosperity.
Consistent ongoing donor communication and stewardship.
Candidates should have at least 5 years of planned giving, fundraising or related experience that fulfill the requirements of the job; as well as having demonstrated success in a marketing-type venture.
Demonstrated ability to master and explain complex tax, financial and estate planning concepts and to convey this information to donors (and their advisers) in a way that is easy to comprehend.
Must be energetic and self-motivated; and will possess strong communication, organizational and interpersonal skills.
B.A. degree is required and an advanced degree is desirable.
Must possess the ability to write and speak convincingly about the importance of Colonial Williamsburg's mission - both to individuals and groups.
Must be sensitive to the motivations of donors who support the Foundation through planned gifts. They should enjoy meeting and interacting with donors (particularly older contributors), be a good listener, use excellent judgment, and be responsive to the needs and interests of donors.
Ability to give strong and inspirational leadership to donor volunteer groups and be sensitive to the motivation of such volunteers who give their time and resources.
Must have a high degree of interest in associating with a non-profit educational institution and appreciate the importance of philanthropy.
Must also be intimately familiar with and knowledgeable about the private sector; and possess the ability to work closely with all members of the community.
Successful candidates will be both analytical and personable - being proficient with complex gift arrangements while also possessing the ability to communicate these arrangements clearly and simply to donors verbally and in writing.