National Director, Planned Giving

As the leading global type 1 diabetes (T1D) research and advocacy organization, Breakthrough T1D helps make everyday life with T1D better while driving toward cures. We invest in the most promising research to turn ideas into life-changing therapies and devices. We work with government, regulatory officials, and insurance companies to address issues that impact the T1D community -- breaking through barriers that limit access to care worldwide. We provide resources and guidance that makes it easier to live and thrive with T1D. This is more than a moment -- we're empowering a movement for the T1D community. Share your support and help educate and empower individuals facing type 1 diabetes.

Our mission is to improve lives today and tomorrow by accelerating life changing breakthroughs to treat, prevent and ultimately, cure T1D and its complications. Always, we are guided by a single purpose: As we drive towards curing type 1 diabetes, we help make everyday life better for the people who face it.

As a member of Breakthrough T1D’s Philanthropic Engagement team, the National Director supports the implementation and expansion of Planned Giving efforts to increase charitable/estate giving. In their assigned geographic territory, the National Director builds and maintains relationships with prospects and donors and collaborates with field staff and volunteers on planned giving strategy.      

Key Responsibilities

• Fundraising (75%)
  • Proactively and strategically builds and manages an assigned planned giving portfolio of active prospects and high-value planned giving donors through all stages of the giving cycle.
  • Using Breakthrough T1D’s planned giving moves management strategy, qualifies, cultivates, solicits and stewards assigned planned giving prospects through personal contact including phone calls, personalized correspondence and personal visits. 
  • Utilizing Breakthrough T1D’s planned giving lead cultivation strategies, responds to assigned planned giving leads in a timely manner.
  • Maintains accurate and timely records of activities through proficient use of Salesforce CRM.
  • Utilizes planned giving software to create gift proposals including charitable gift annuity and charitable trusts proposals.
  • Participates in donor portfolio reviews and other activities to identify planned giving prospects and support their cultivation through other fundraising programs as assigned.
  • Assists in the delivery of Beta Society benefits and recognition. Provides personalized stewardship to Beta Society members as assigned.
  • Maintains knowledge of Breakthrough T1D’s mission and impact and actively shares with donors, prospects, volunteers and others.
  • Participates in donor events as assigned.

• Cultural Leadership (20%)
  • Supports the implementation of national planned giving strategy by supporting and providing training for chapter staff, volunteers and other colleagues as assigned.
  • Contributes to the development, implementation, and continuous improvement of a strong, proactive planned giving strategy.
  • Manages special assignments to innovate and promote planned giving.
  • Supports Breakthrough T1D’s volunteer-led planned giving initiatives as assigned.
  • Adheres to the AFP’s donor bill of rights, CGP/ACGA’s Models of Standard Practice for planned giving fundraising and fundraising best practices.

• Administration & Management (5%)
  • Participates in the administration of the charitable gift annuity program as assigned.
  • Assists in creating and managing the planned giving budget for assigned area.
  • Other duties as assigned.

Requirements:

• 8 years’ experience including 5 years in planned giving fundraising, preferably in matrixed organization(s).
• College degree in business related field or equivalent combination of education and experience.
• History of success in securing six- and seven-figure planned gifts.
• Command of planned giving vehicles and strategies. 
• Proficiency in planned giving software and MS Office Suite.
• Ability to effectively multi-task, establish priorities, and work in a fast-paced environment. Highly efficient in time management and can meet deadlines under pressure.
• Detail-oriented and strong organizational skills. Demonstrated competency handling diverse assignments.
• Team player with the ability to interface with all levels of staff and volunteers.
• Ability to successfully develop, maintain, and utilize relationships. 
• Excellent written, oral, and communication skills. Demonstrated Ability for public speaking and training. Ability to communicate technical information in a simple comprehensible manner.
• Superior active listening, observation, analytical, and problem recognition and solving skills.
• Ability to work and make judgments independently and take initiative. Well-disciplined and an extremely resourceful self-starter.
• Ability to travel up to 50% of the time, including overnight travel and occasional weekends.

Target Salary $120k - $150k

Essential Functions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the employee is regularly required to talk or hear.  The employee frequently is required to use hands or fingers, handle or feel objects, tools or controls.  The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance, and stoop, kneel, crouch or crawl.

The employee must occasionally lift and/or move up to 25 pounds, and infrequently up to 50 pounds.  Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Additional information:

Requests for medical, religious, and other exemptions will be considered on an individual basis. Breakthrough T1D will comply with all federal, state, and local laws.

Breakthrough T1D supports a diverse and inclusive workforce.
Breakthrough T1D is an Equal Opportunity Employer. 
All your information will be kept confidential according to EEO guidelines.