Vice President of Planned Giving

Job Summary:
The Vice President of Planned Giving is a key member of the FFTC Philanthropic Advancement Team, working to cultivate and manage one-to-one relationships within the Center for Personal with a focus on growing unlimited and restricted planned donations to the FFTC. With a current pipeline of over $1 billion in documented planned giving, the Vice President, Planned Giving will oversee the management of existing planned donors while simultaneously expanding the planned giving pipeline. The Vice President, Planned Giving will request personal planned giving from high net worth donors, write and execute charitable plans, and provide subject matter expertise on grantmaking and legacy giving to the FFTC. This position requires knowledge and comfort with the technical aspects of fundraising for major and planned gifts, including types of gifts, assets accepted, vehicles and gift planning strategies, as well as a solid orientation in relationship management.

Business development

• Develop planned giving business strategy and philosophy by creating a 3-year business plan to increase planned giving to over $1.5 billion. The strategy may include potential campaigns for the brand’s planned giving/legacy giving program, leveraging key leaders including the CEO and executive team.
• Track, cultivate and solicit new planned giving prospects, including existing fund holders, to identify opportunities to expand philanthropic relationships
• Develop and maintain relationships with professional advisors as key referral sources and partners for planned giving and other opportunities and serve as a point of contact for advisors seeking information on behalf of clients
• Direct marketing and programming strategies from professional advisors to drive unrestricted asset growth and expand legacy gifting opportunities
• Work with the Vice President, Regional Business Development to identify and cultivate planned giving donors outside of Charlotte-Mecklenburg.
• Speak frequently to key referral source partner groups and professional advisors to drive referral business to FFTC
• Serve, along with key staff members, as the key public face for FFTC in business development presentations
relationship management
• Direct strategic and day-to-day responsibilities for stewarding the current planned giving portfolio (including existing fund holders), coordinating with dedicated relationship managers (particularly for existing fund holders) as appropriate and maintaining trust relationships. individual assigned funds
• Maintain a portfolio of planned giving relationships within the Center for Personal Giving
• Meet with donors to create, review and update current charity plans, providing writing and editing support to properly reflect donor wishes and legacy goals
• In collaboration with the legal team and the donor relations team, support the implementation of the planned gifts made, including the administration of the trust, the creation of new funds, communication with the executor and troubleshooting
• Work with the General Counsel, Senior Vice President, Philanthropic Advancement and other key team members on the implementation and management of key policies and procedures related to planned giving and the achievement of donations, including but not limited to planned giving fees, records management and reporting.
• In coordination with the Finance and Donor Relations team, ensure that proper documentation of donor wishes is maintained and best practices in record keeping are implemented
Marketing and strategy
• Support FFTC’s marketing efforts by joining the internal marketing team to identify and execute strategic priorities related to key business areas and working with external vendors on marketing research or other opportunities
• In conjunction with the Marketing and Communications team, plan, create and implement marketing efforts to promote FFTC’s planned giving program, including website content, marketing materials, direct mail, advertising and donor profiles
• Develop communication vehicles to educate prospects, customers and professional advisors on the options provided by FFTC, as well as to promote the establishment of planned giving with FFTC
• Be part of cross-functional teams working on strategic projects impacting the Centers for Giving, including investments, pricing, product development, database management and stewardship practices as appropriate
• Plan, track and report activities with prospects using the database system and provide strategic input and guidance on database best practices
• Manage processes and procedures to integrate planned giving into team asset development efforts, including but not limited to data tracking, dashboards, information sharing and cross-selling
Product knowledge
• Develop a command of FFTC products and services, including planned giving and planned giving vehicles, to speak knowledgeably to potential fund holders about working with FFTC, including types of funds, options for investment, acceptance of complex assets, etc.
• Represent FFTC in the community and in targeted efforts, including nonprofit networking, speaking engagements, conferences, and presentations to talk about planned giving and resources FFTC can provide in this space
• Keep abreast of current tax laws and planned giving trends

This job description is not designed to cover or contain a complete list of activities, duties or responsibilities required for the position. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

• Bachelor’s degree required (focus on business, marketing, finance or related field)
• At least 7-10 years of experience, preferably in fundraising, development, estate planning or financial services/wealth management
• Excellent oral and written communication skills and interpersonal skills
• Detailed and in-depth knowledge of planned giving and its complexities: estate planning, tax laws, wills, trusts, etc.;
• Extensive communications, development or marketing experience in a corporate or non-profit environment preferred
• Excellent computer skills, including working knowledge of Microsoft Office applications
• Previous experience with Blackbaud database preferred
• Detail-oriented, self-starter, customer service and sales oriented
• Ability to prioritize, manage multiple tasks and meet deadlines with a high degree of accuracy and urgency, while receiving deliverables from multiple team members
• Ability to be flexible in a work environment often filled with difficult situations and resource constraints
• General ability to perform the essential functions and the overall physical and mental demands of this position, including the stamina to perform tasks for long periods of time and the ability to travel occasionally to complete tasks or travel from a job site and/or from one workstation to another

To note:
Proof of fully cleared COVID-19 vaccinated status and booster required (or FFTC-cleared religious or disability accommodation).

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