Director, Gift Planning

Role Description

The Director, Gift Planning is responsible for overall strategic leadership and management of AMC’s planned giving program. Reporting to the incoming Senior Director, Principal Gifts, this position will work closely with all frontline fundraising staff, including the Chief Development Officer (CDO) and AMC management team at a time of transformation and growth, as the organization launches its largest fundraising campaign in its 150-year history.

This position will be pivotal in driving strategic initiatives to maximize planned giving efforts during this campaign, focusing on gifts of $100,000 and above.

Key Responsibilities

• Strategic Direction
  • Provide strategic program leadership and direction to AMC’s planned giving program.
  • Work in tandem with the Senior Director of Principal Gifts to encourage, motivate, and incentivize frontline fundraisers.
  • Actively contribute to principal and major gift-level strategy discussions.
  • Establish budget and activity goals for planned gifts in consultation with the CDO and Senior Director, Principal Gifts.
  • Work with the Development Operations team and Finance department to ensure proper handling of revenue from planned gifts.
  • Enhance the existing gift planning marketing program in cooperation with various teams.
  • Identify opportunities to integrate planned gift marketing into existing appeals and stewardship efforts.
• Donor Cultivation, Solicitation, and Stewardship
  • Manage a portfolio of current and prospective donors to deepen relationships and maximize lifetime giving.
  • Personally solicit high-value donors and prospects for outright and deferred gifts of $100,000 or more.
  • Ensure that Summit Trust members are well-stewarded through various approaches.
  • Respond to planned giving inquiries by prospective donors in a timely manner.
  • Identify high-level prospects for blended gift solicitation and create customized cultivation plans.
  • Provide guidance to frontline fundraisers on planned giving approaches.
  • Consult with legal and financial professionals to ensure all gifts align with donors’ goals and AMC’s mission.

Qualifications

• Minimum of 7 years of planned giving or major gift fundraising experience.
• Demonstrated track record of planned giving solicitation experience.
• Strong knowledge of current trends in charitable giving.
• Excellent interpersonal and negotiation skills.
• Superior verbal and written communication skills.
• Experience using CRMs and reporting for data-driven approaches.
• Experience working with gift planning software such as PG-Calc.
• Strength in developing fundraising strategies.
• Commitment to diversity, inclusion, and confidentiality.
• Successful track record translating research into compelling philanthropic objectives.
• Knowledge of climate and conservation policy is a plus.
• Willingness to travel frequently in support of AMC’s philanthropic priorities.
• JD or Master’s degree preferred but not required.

Benefits

• Remote position with preference for candidates based in the Northeast.
• Salary range: $110,000 - $145,000, dependent on permanent location.