Director Of Gift Planning
Reports to: Vice President, Development and Stewardship
Status: Exempt, Full-time employee
Pay Range: $90,000 – $100,000
Thank you for your interest in joining the Coastal Community Foundation team. Coastal Community Foundation of South Carolina, a 501(c)(3) nonprofit organization, is an Equal Opportunity Employer with offices in North Charleston and Beaufort, as well as four affiliate foundations.
Established in 1974, Coastal Community Foundation works to create communities rich in equity, opportunity, and well-being by uniting people and investing resources so that all community members have a pathway to achieve their goals. It is the largest community foundation in South Carolina, serving the nine counties on the coast: Beaufort, Berkeley, Charleston, Colleton, Dorchester, Georgetown, Hampton, Horry and Jasper counties. CCF manages more than 700 charitable funds established by individuals, families and organizations and awards tens of millions of dollars in grants and scholarships each year.
Financial resources are among the many tools we employ in our purpose to create vibrant communities. Throughout our history, we have served as a community convener to bring residents and leaders together to tackle major structural challenges, such as housing shortages or inequitable school systems. We also have a long history of helping nonprofits build their capacity, and incubating grassroots causes to provide them with structural support so they grow into fully operational organizations.
Why Work for Us?
When you join Coastal Community Foundation, you join a dedicated staff and Board of Directors working to be the reason why education, housing and access to opportunities are more equitable; working to be the reason why donors advance positive outcomes in their communities; and working to be the reason why our region thrives, together.
This dedication from our team is one of the main reasons we’ve been successful in earning the trust of communities we serve, and ensuring we adapt to their evolving needs. That is why we are deeply committed to supporting our staff members to ensure their success at work and outside of work. We offer a competitive salary and a full benefits package, including Paid Time Off, Holidays, Insurance (health, dental, vision, life, disability), 401(k), and training and development opportunities.
Diversity, Equity and Inclusion Statement
Inclusion with equity is one of our four core values at Coastal Community Foundation, so we not only work to recruit diverse candidates, we work to ensure our team members have all the tools they need to be successful. Our purpose is most effectively fulfilled through proactively supporting the values of equity, inclusion, and diversity. Diversity may be measured by, but is not limited to, differences in age, ethnicity, race, gender identity, sexual orientation, economic circumstance, class, religion, disability, geography, and profession. We acknowledge and respect the many differences that comprise thriving communities and seek diversity in our staff to ensure that a range of perspectives, opinions and experiences are recognized and acted upon in achieving our purpose.
It is our intention to promote a fully equitable philanthropic sector that justly represents and serves all our constituencies. Therefore, we strongly encourage applications from candidates of color, of LGBTQ+ identity and of other historically marginalized communities.
About This Position
As a senior member of the Foundation’s Development and Stewardship team, the Director of Gift Planning is responsible for working with donors, professional advisors, and the foundation staff to develop complex and deferred gifts for the benefit of our nine-county service area.
- Working with the VP of Development and Stewardship, create annual strategies, metrics, and proposed budget for outreach, donor engagement, education, marketing, and stewardship of gift planning.
- Lead staff member primarily responsible for cultivating relationships with the professional advisor community (attorneys, wealth advisors, accountants, trust officers, life insurance professionals, etc.) to build understanding of the role the Community Foundation can play in serving the philanthropic goals of their clients through:
- Consultative and planning meetings with planning professionals and their clients
- Presentations at professional advisor firms
- Cultivation of new advisor relationships, particularly those serving individuals underrepresented in the Community Foundation’s donor base
- Management of the professional advisor education programming (both stand-alone and as part of our bi-annual Family Forum)
- Intentional, strategic stewardship of relationships with partner advisors, including planning and executing ongoing education on gift planning strategies and opportunities for the advisor community.
- Serve as primary contact for new gift inquiries, working collaboratively with the VP of Development and Stewardship, key Foundation staff, professional advisors, and prospective donors to solve problems and create and close current and deferred gifts.
- In collaboration with the Director of Stewardship, be an active proponent and ambassador for multi-generational family philanthropy giving strategies with the Foundation among prospective donors, current donor families, and the professional advisor community.
- Working with the VP of Development & Stewardship and Finance team to ensure that gifts, gift plans, and fund agreements comply with the law, government regulations, Community Foundation National Standards, and CFGB Policies.
- Work with the Director of Stewardship to cultivate donors who have made deferred gift commitments to the Foundation.
- Educate prospective donors and the community about creating new funds with the Foundation and gift planning by:
- Working with the Sr. Communications Officer, creating digital content and print materials to answer the most common questions raised in the gift planning process.
- Planning and executing education programs and events for audiences, including but not limited to prospective donors, current donors, giving circles, and professional advisors.
- Staying abreast of industry best practices, government regulations, and laws pertaining to charitable giving.
- Responsible for developing and implementing outreach strategies to cultivate relationships with underrepresented donor groups, including those in outlying counties or minority populations.
- Working collaboratively with Foundation leadership to develop resources around key Foundation initiatives, providing significant strategic and administrative support to develop and implement fundraising campaign activities, including identifying and soliciting prospective donors in collaboration with other Foundation staff, Board members, and volunteers.
- Perform all administrative duties related to tracking calls, reporting results, and providing proposed budgets, goals, and reports as requested.
All members of the Development and Stewardship department are expected to be team players and work collaboratively with members of the Marketing & Communications, Program, and Finance Teams. The ideal candidate will be personable, an active listener who can present solutions to meet donor goals, cultivate relationships that serve the Foundation’s strategic goals, and an entrepreneurial thinker to help develop new opportunities to tell the Community Foundation’s unique story to previously untapped audiences.
Knowledge, Skills & Abilities
- Bachelor’s degree and a minimum of five to seven years professional experience in development, trust or financial services, or a related field required. Advanced training or professional certification is preferred (JD, MBA, CAP, CFP, etc.).
- Working knowledge and documented experience involving estate planning or income, capital gain, and estate tax issues, preferably consisting of cultivating, soliciting, and closing major and/or planned gifts.
- Excited about initiating conversations with professional advisors and prospective clients/donors.
- Must exhibit daily a high degree of initiative and responsibility to manage a variety of projects from start to a successful and timely conclusion.
- A professional record of serving clients within very high standards of service excellence, responsiveness and integrity.
- Must exercise discretion with highly sensitive and confidential information, and demonstrate good judgment in working with a diverse donor and prospect population.
- Superior oral and written communication skills balanced by an ability to listen well; high emotional intelligence.
- Willingness to take a proactive role in team efforts, promote collaboration and cooperation between team members and encourage open communication in multidisciplinary environments.
- Excellent computer skills, especially Microsoft Office suite, and relational database programs (CRM).
- Knowledge of, and commitment to, coastal South Carolina and its nonprofit sector.
- Must have reliable transportation to travel within the region.
- Must have the ability to traverse inside and outside the office frequently.
- Must be able to sit and work at a computer for long periods.
- Constantly operates a computer and other office productivity equipment, such as a calculator, copy machine, and computer printer.
- Frequently communicates with colleagues and the public. Must be able to exchange accurate information.
Please apply as soon as possible, but no later than May 28, 2022. Applications will be reviewed and interviews will be scheduled on a rolling basis.
To apply, please visit our career center.