Education: Bachelor’s degree in a related discipline. Master’s degree, Juris Doctorate or financial planning credentials (e.g. Certified Financial Planner, Chartered Life Underwriter, etc.) preferred. Formal training in estate planning and planned giving required.
Experience: Minimum of five to seven years’ experience in a major gifts and planned giving environment; successful proven record of completing major gifts and planned giving agreements through personal solicitations. This position requires a seasoned leader. Working knowledge of intestacy laws, federal estate tax, federal income tax and state inheritance taxes, and estate planning strategies (e.g. credit trusts, Q-Tip trusts, CRT/Wealth replacement trusts). Working knowledge of major gift and donor-centered strategies (i.e. moves management).
Skills: Superior interpersonal abilities, ability to get along with diverse personalities, tactful, flexible, excellent listening, thinking, negotiating and reasoning skills. Demonstrated high standards of ethics and integrity. Intermediate Microsoft Office skills are necessary. PG Calc gift illustration skills preferred. Excellent verbal and written communication skills are critical.
Environmental and Working Conditions: Normal internal office environment; travel estimated at 50 – 60%, which could be two weeks or more (including weekends) in a month depending on scheduling. The individual selected for this position must possess and maintain a valid driver’s license and be able to navigate areas of the country or abroad by using a map or other direction methods to urban or remote locations.
Physical and Mental Requirements: High energy level, comfortable performing multi-faceted projects in conjunction with day-to day activities, good reasoning abilities, sound judgment and the ability to work under time pressures. Ability to work without the need for immediate supervision. Physical requirements include sight, hearing, sitting for more than four hours a day and other physical requirements required performing the essential functions in this position. Ability to present day and a half training curriculum for Advancing Philanthropy.