Create and design individualized solicitation strategies and identify gift opportunities that match donors' interests, including planned giving vehicles.
May 21, 2020
Lead collaboration with executive leaders, Operations, Finance, Marketing, Technology, Community Leadership and Development to establish, monitor, and improve the Society's approaches to stewardship, including processes involved in the execution of gift acknowledgements and reporting.
July 11, 2020
Collaborate with the other members of the Development team to develop a strategic, comprehensive approach to generating planned gift support leveraging donors from both the mid-level and direct response program.
July 18, 2020
Tracks realized planned gifts from estates, retirement vehicles, and other sources through probate until gifts are received in database.
July 29, 2020
Prepare life income and other planned gift proposals, including calculations and related documents for donors and their advisors, and follow-up via telephone, correspondence or face-to-face meetings to close gifts.
August 14, 2020
Assist in development and execution of marketing efforts for planned giving, including content for online promotion and printed materials for distribution to prospects explaining gift planning opportunities and tax advantages.
August 29, 2020
Manage a targeted portfolio of donors who have indicated an interest in making a deferred or planned gift through trusts, charitable annuities, life insurance, wills, and bequests.
September 20, 2020