Planned Giving Specialist - The Conservancy of Southwest Florida

Job Title: Planned Giving Specialist
Salary Range: $85,000 - $91,000
Reports to: Vice President

MISSION: For 60 years, the Conservancy of Southwest Florida has been a leading environmental advocacy organization dedicated to protecting Southwest Florida's water, land, wildlife, and future.

PURPOSE OF JOB: The Planned Giving Specialist will lead a comprehensive planned giving program for the Conservancy of Southwest Florida. This position is primarily responsible for the management and strategic growth of the gift planning program. This position reports to the Vice President and is a full-time, regular position budgeted for up to five years.

RESPONSIBILITIES:
Strategic Planning and Development:
• Responsible for the development and implementation of proactive strategies designed to aggressively market and secure planned and deferred gifts for the Conservancy from current constituents, as well as seeking gifts from those not currently engaged with the Conservancy, but whose interests are aligned with the mission and goals of the Conservancy.
• Lead in the creation, design and execution of the Conservancy’s planned giving strategies and goals and develop metrics to measure ongoing success and ROI. This includes operationalizing short and long-term planned giving goals and strategies to build upon existing commitments and expand the current donor base of support.
• Create and lead comprehensive marketing strategies for planned giving, coordinate and prepare, as needed, planned giving materials including letters, newsletters, brochures, and articles for publications. 
Donor and Constituent Management:
• Manage a portfolio of 150 prospects and generate 10-15 prospects visits per month leading to the growth in the number of completed major, planned, and blended gift solicitations. 
• Manages a portfolio of prospects that are inclined to make a gift in support a wide range of Conservancy initiatives. 
• Provide personalized illustrations of planned gifts and create proposals for prospects.
• Provide timely stewardship of assigned donors and prospects, and track mature estate expectancies to ensure the preservation and timely distribution of all estate gifts.
Collaboration and Communication:
• Works closely with the Vice President, the President & CEO, the Director of Development, the Donor Relations Specialist and other key members of the Development & Marketing staff to establish and communicate the organizational vision and goals (both multi-year and annual).  
• Develop a strong working knowledge of Conservancy of Southwest Florida funding priorities and objectives specifically in order to articulate a compelling case for support to all constituents. 
Ethical and Confidentiality Compliance:
• Maintains AFP (Association of Fundraising Professionals) and PPP (Partnership for Philanthropic Planning) code of ethics and confidentiality of all donor records and information.

EDUCATION AND EXPERIENCE
• Bachelor’s degree required.
• Minimum of five years of in estate work or planned giving for nonprofit organizations.
• Working proficiency in estate planning and other deferred giving vehicles.

CERTIFICATES, LICENSES, AND REGISTRATIONS
• Valid driver's license and good driving record.

SKILLS AND ABILITIES
• Ability to clearly articulate the mission the Conservancy of Southwest Florida
• Strong interpersonal and organizational skills and aptitude to work with people of different ages and temperaments.
• Superior written and oral communication skills.
• High energy level, self-motivated, and self-directed to design and complete complex projects. 
• Ability to secure support through wills, bequests, trusts, deferred gifts, charitable gift annuities, gifts of property and other planned gifts including drafting gift agreement language involving varying degrees of complexity.
• Must have skill and desire to: multi-task and meet deadlines; be a team player; work collaboratively; understand the principles and techniques relevant to major gift fundraising.
• Ability to develop and execute a comprehensive and sophisticated plan that will launch and achieve exceptional planned giving opportunities and gifts.
• Demonstration of integrity, positive attitude, diplomacy, tact, courtesy, and a sense of humor. 
• Proficient in Microsoft Windows, Excel, Word, and Power Point. 
• Candidate must be willing and able to support and advance the mission of the Conservancy of Southwest Florida.

PHYSICAL DEMANDS AND WORK ENVIRONMENT
This job description recognizes that reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the role. The job entails:
• Regularly required to sit, stand, and walk.
• Lift/move objects weighing up to 25 pounds.
• The employee may spend time in the field and experience exposure to Florida outdoor weather conditions. The employee may also use hands for various tasks.
• Visual abilities include close and color vision and peripheral and depth perception.
• Noise level in the work environment is typically moderate.

BENEFITS: Benefits include healthcare insurance, including medical, dental, and vision insurance. Life insurance, 401k program, telemedicine, and short and long-term disability. Paid time off includes 12 days’ vacation, four days of personal leave, 8.5 days of holiday, and up to 12 days of sick leave per year. The Finance office is on our beautiful campus next to the Gordon River Greenway. Employees receive complimentary kayak usage and eco-cruise tickets, discounts in our Welcome Center store, and staff membership, including reciprocal benefits with other Nature Centers.

Date Posted: 10/29/2024