Job Description

Director of Planned Giving & Giving Societies

(Full Time - Hybrid in Dayton, Ohio or Fully Remote - U.S. Only)

Position Details: There aren’t many places like Pink Ribbon Good (PRG). Here you’ll put more good into the world and get paid for it! Our team has the exciting energy of a start-up doing big things, we’ve grown over 400% in the last five years, along with a true sense of community that stems from hopping in the trenches with one another so that we can walk alongside our clients on their cancer journeys. Being a PRGer isn’t for everyone. Being surrounded by cancer every day changes you. But we’d argue for the better. At PRG we are constantly reminded of just how precious every day is so we love big, appreciate the little things and show up for one another. 

As we’ve set our sights on growing nationally, now is the time for PRG to hire its first Director of Planned Giving & Giving Societies. If you’re an experienced fundraiser who excels at developing relationships and cultivating donors, you might be the one who has what it takes to launch these very important programs for PRG.

Responsibilities: 

• Responsible for creating a portfolio of 125 – 150 planned giving prospects, focusing on securing new planned giving commitments, increasing planned giving commitments from existing donors, as well as stewardship of existing planned giving donors. Cultivate an active planned giving prospect portfolio of no less than 50 prospects by the end of 2025 and then build upon this year over year.
• Will need to qualify new donors, make discovery calls and build a pool of new planned giving prospects and donors. Conduct at least 50 personal visits annually, targeting prospects nearing a planned giving decision. 
• Create and implement strategic plans for each giving society, including membership tiers, qualification criteria, benefits packages and engagement strategies. Grow giving societies by focusing on cultivating high-level donors through personalized engagement, stewardship activities and exclusive benefits, aiming to maximize recurring revenue and deepen donor loyalty within these societies.
• Identify potential donors for giving societies through data analysis, outreach and collaboration with other development team members. 
• Manage ongoing communication with existing giving society members, providing regular updates on the impact of their donations and exclusive recognition opportunities. Organize special events, donor appreciation activities and personalized stewardship experiences for giving society members. 
• Develop strategies to retain existing society members and encourage them to increase their giving level within the society. Plus, implement planned giving initiatives to encourage long-term commitments from society members. 
• Track and report out key metrics related to giving society performance, including membership growth, retention rates and fundraising revenue. 
• Analyze donor data to identify trends and inform future society development strategies. 
• Help to set quarterly and annual goals for fundraising and donor activities and monitor progress against goals. 
• Work collaboratively with the data team and the marketing team to establish data sets and marketing assets for planned giving and giving societies including a comprehensive communications and marketing strategy to raise awareness of planned giving opportunities and increase giving society membership.
• Work in conjunction with the finance team to track and process estate management and administration of estate settlements, bequests, trusts, life income and gifts of real estate.
• Track and document all activities in RE NXT.
• Perform other duties as assigned.

Qualifications: 

• Bachelor’s degree in business, communications, marketing, or related field. An equivalent combination of applicable education, training, certification, and experience may be considered in lieu.
• 3-5 years of experience in fundraising, specifically in planned giving.
• Experience in face-to-face solicitation and a demonstrated track record in securing planned gifts.
• Experience introducing sophisticated planned giving vehicles during donor conversations with excellent analytical skills to resolve complex gift situations.
• Strong knowledge of planned giving vehicles such as bequest intentions, life income plans, retirement plan gifts, DAFs, gifts of real estate and other appreciated assets as well as more complex gifts like charitable remainder trusts and charitable gift annuities.
• High level of confidence and experience working with and proactively engaging advisors and estate and trust professionals.
• Ability to speak effectively and persuasively. Be able to make presentations to individuals and groups. 
• Stellar relationship building and interpersonal skills to build rapport with internal and external stakeholders.
• Excellent verbal and written communication skills.
• Ability to effectively manage multiple priorities and problem solve. 
• Willingness to travel to different regions quarterly to meet with prospects.
• Have a passion for the PRG Mission

Work Environment:

This is a full-time position with hours from 9:00 AM to 4:30 PM, Monday through Friday. You can work remotely from your home anywhere in the U.S., including Dayton, Ohio, or choose to work out of our headquarters in Dayton.

This position reports directly to the VP of Growth & Strategy. Please send a cover letter and resume to Wes Cummings at [email protected]. No phone calls please

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