Director of Philanthropy, Planned Giving

Company: San Diego Organizing Project
Location: San Diego
Posted on: April 17, 2025

Job Description:

Job Title Director of Philanthropy, Planned GivingReports To Senior Director of Philanthropy, Planned GivingSalary Grade E4FLSA Status ExemptEffective January 2025SummaryThe Director of Philanthropy, Planned Giving (Director of PG) is a pivotal leadership position responsible for advancing the planned giving program and securing long-term financial support through legacy giving. Reporting to the Senior Director of PG, the Director of PG will work collaboratively on the development, growth, and strategic path for the planned giving department, thereby advancing Father Joe's Villages' immediate and long-term fundraising goals. The Director of PG will implement an integrated marketing strategy for planned giving and build and manage a healthy portfolio of legacy giving donors and prospects. The Director of PG will also have a solid understanding of trusts, estates, and other planned giving vehicles and demonstrable experience with fundraising strategies, including donor research, data analysis, and moves management.Essential Functions

• Builds, maintains and expands a robust portfolio that includes prospects in various phases of the donor development cycle, with a focus on planned gifts, including trusts and estates, beneficiary/payable-on-death accounts, life income gifts, and other gift vehicles.
• Collaborates with the Senior Director of PG on developing a strategic, tactical, and relationship-based planned giving program.
• Leads and executes donor cultivation, solicitation, and stewardship plans to secure planned gifts, often in collaboration with the president & CEO, board members, senior directors, and chief philanthropy officer.
• Works closely with the major gifts team and other philanthropy staff to create and implement individual strategies for planned giving prospects and growing the legacy society, including donor proposals and stewardship packages and presentations.
• Maintains ongoing communications with legacy society members, fostering long-term, meaningful relationships and ensuring donor intentions are honored.
• Tracks and records donor and estate/trust activity using internal processes and Raiser's Edge, ensuring all planned giving records are accurate and up-to-date.
• Innovates and implements an integrated marketing plan; maintains the planned giving website; prepares content and provides input on planned giving collateral.
• Assists in organizing and conducting seminars and events for prospective donors, financial and estate planners, and other key stakeholders.
• Trains staff on planned giving strategies, including the benefits, consequences, and tax and financial aspects of planned giving options.
• Works collaboratively with trustees, attorneys, financial advisors, and other professionals to identify prospects and effectuate planned gifts.
• Analyzes trusts and estates and assists in gift administration once planned gifts are realized.
• Serves as a role model for others in the office of philanthropy, taking pride in their work and maintaining standards of excellence, discretion, and teamwork.
• Works the Thanksgiving Day 5k, Children's Charity Gala, Donor Appreciation Event, and other events as assigned.
• On-time completion of assigned trainings and policies.
• Performs other duties as assigned.Qualifications
• Mandatory Education: Bachelor's degree in business, finance, marketing, communications or related field.
• Preferred Education: CSPG, CFRE.
• Minimum ten years of nonprofit experience in fundraising, with a minimum of five years in planned giving.
• Evidence of the ability to plan and execute a fundraising plan from conception to realization.
• Experience working with attorneys, trustees, financial advisors, and related professionals; knowledge of trust, probate, and accounting processes.
• Excellent interpersonal, listening, oral, and written communication skills, with a particular care and sensitivity for the elderly.
• Must be a self-starter and able to work independently.
• Proficient with MS Office products and donor databases; Raiser's Edge, Asana, and Crescendo experience is a plus.
• Knowledge of supervisory practices and techniques, including performance management and employee development.
• A passion for Father Joe's Villages' mission and core values.About Father Joe's VillagesAt Father Joe's Villages, we are looking for compassionate, mission-driven individuals to join our team and help us prevent and end homelessness one life at a time. Our work is driven by our C.R.E.E.D, which is the foundation for our interactions with clients, volunteers, other staff members, and the community at large:Our Values
• Compassion: Concern for others and the desire to assist.
• Respect: An act of giving particular or special regard.
• Empathy: Understanding and being aware of and sensitive to the feelings, thoughts, and the experience of others without judgment.
• Empowerment: Helping others to help themselves.
• Dignity: All people are considered worthy of our esteem.
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Keywords: San Diego Organizing Project, Riverside , Director of Philanthropy, Planned Giving, Executive , San Diego, California