Reporting to the Executive Vice President of Fundraising and Business Development, the Director of Planned Giving is responsible for developing and executing Silicon Valley Community Foundation’s planned giving strategies. The Director will also be responsible for promoting and advancing the Development Department’s goals more broadly while collaborating with other members of the development team and other groups in the organization.
- Create and execute a strategy for promoting new planned gifts and stewarding existing planned giving donors.
- Field inbound planned giving inquiries, including inquiries from existing donors who wish to incorporate their estates into philanthropic planning, employing legal counsel and other outside experts as needed.
- Oversee and manage current planned gift portfolio comprising charitable gift annuities and bequest gifts, which include charitable remainder trusts, designated intentions, and other estates, wills and trusts. This includes outreach to current donors and coordination with an outside third-party administrator.
- Lead stewardship of SVCF’s Legacy Society, including coordination of an annual event.
- Develop and execute planned giving services for nonprofit organizations that are current life income gift partners, with a focus on organizations that partner with SVCF on charitable gift annuities. In collaboration with the Community Impact team, create and execute a plan to promote SVCF’s CGA offerings to local nonprofit organizations and to steward current nonprofit CGA partners.
- Working closely with other members of the Development team, plan events to engage the professional advisor community. In coordination with Stanford University’s office of planned giving, coordinate the annual Conference on Charitable Giving.
- Attend and participate in meetings with professional advisors, industry conferences, events and networks as assigned to establish significant visibility for SVCF and its capacity to accept and administer planned gifts. Speak and present at various conferences as appropriate.
- Provide staff training on planned giving services and serve as a resource for best practices around soliciting additional gifts, outright or planned, to SVCF’s endowment.
- Working closely with the Finance & Administration team, oversee all planned giving administration, including the preparation, review and submission of quarterly and annual CGA filings to the California Department of Insurance.
- Coordinate all activities related to the termination of planned gifts also in coordination with an outside third-party administrator.
- Working closely with the Finance & Administration team, oversee all vendor relationships that support the planned giving program and identify opportunities to further leverage these partnerships in support of future solicitation and cultivation efforts.
- Manage the planned giving associate who is responsible for supporting all activities related to the analysis, planning, execution, control and evaluation of bequest and life income gifts.
- Other duties as assigned.
- Bachelor’s degree required, Master’s or JD preferred.
- 7+ years demonstrated experience in fundraising and planned giving for community-based organizations, universities or foundations or equivalent relevant experience within a legal or financial firm.
- Understanding of planned giving vehicles, such as charitable remainder trusts and charitable gift annuities.
- Understanding of estate planning law is a plus.
- Demonstrated success in acquiring, developing and retaining donor or client relationships resulting in significant support for an organization.
- Familiarity with tax matters and other legal requirements related to fundraising. Demonstrated effort to maintain and grow knowledge in these areas.
- Ability to work independently and as part of a team.
- Unwavering commitment to customer service and experience providing prompt, professional responses to all inquiries.
- Exceptional verbal and written communication skills.
- Excellent people and project management skills, with ability to work with diverse groups and on multiple projects simultaneously.
- Flexibility and comfort with ambiguity, as SVCF is in the midst of a strategic planning process that may alter its approach to planned giving, fundraising generally and community engagement.