California Licensed Planned Giving Director

Job Summary

A company is looking for a Senior Director of Planned Giving.

Key Responsibilities

• Demonstrate core values in interactions with stakeholders
• Provide expertise in estate administration and optimize operational efficiencies
• Facilitate performance monitoring and manage donor interests and strategies

Required Qualifications

• Bachelor's Degree required; CSPG/CAP or JD preferred
• 5-10 years of experience in planned giving or related field, with strategic planning experience
• 5 years of leadership experience preferred, especially with virtual teams
• Experience with fundraising databases/CRMs and planned giving software
• Ability to manage multiple priorities while maintaining confidentiality and discretion