The Seminar Network seeks a Director, Planned Giving to join its team. The Director of Planned Giving will work within a fast-moving team to create and implement member engagement strategy. This role will be responsible for building and strengthening relationships with current and prospective members.
About Us:
The Seminar Network builds mission-driven partnerships with individuals, companies, and foundations to drive change in education, communities, business, public policy, and politics that empowers people to improve their lives. We are building a movement of principled business and philanthropic leaders who maximize the value of their contribution of time, talent, and resources to advance a free and open society.
We are looking for colleagues committed to advancing our mission with energy, commitment, and passion for what they do.
Our Values:
Working at The Seminar Network is different from many other organizations. We have a relentless commitment to a culture based on a business philosophy called Market Based Management® (MBM®). Informed by the principles that allow a free and open society to flourish, MBM® prepares individuals to innovate, improve, and transform while fostering a healthy, growing organization that creates long-term value for its clients and supporters and fulfillment for its employees. Ten Guiding Principles that encourage principled thought and action form the MBM® culture: Integrity, Compliance, Value Creation, Principled Entrepreneurship, Customer Focus, Knowledge, Change, Humility, Respect, and Fulfillment.
Essential Responsibilities:
- Oversee the implementation of a strategic approach to member engagement from a portfolio of accounts
- Collaborate and partner with network groups to create member development plans to increase engagement that supports long-term strategic network objectives
- Discover, build, cultivate, and grow long-term relationships with current and prospective members utilizing “Moves Management” techniques
- Responsible for planning, coordinating and implementing individual planned giving strategies with donors and other team members.
- Coordinate with development team staff, executives and other internal resources to plan personal interactions with members, including face-to-face meetings and event participation.
- Create and participate in a wide-variety of member meetings, this includes traveling nationally.
- Communicate regularly with senior leadership and the development team on long-term focus strategies
- Utilize, monitor and deploy resources wisely to achieve development goals for a portfolio of current and prospective major supporters
Qualifications:
- Bachelor’s degree or relevant years of work experience required
- 7+ years’ experience in a professional environment is required
- Past experience in major gift fundraising (working with high value donor dollars) and a familiarity with concepts of Moves Management is preferred or other sales experience. A demonstrated record of success in a career such as law, accounting, or financial planning may be substituted for fundraising/sales experience.
- A familiarity with tax, legal, and financial concepts and strategies involved in estate and philanthropic planning.
- A passion and commitment to free-market principles
- Ability to prioritize, and advanced skills in strategic planning and coordination with great attention to detail and follow-through.
- Exceptional interpersonal skills, and high degree of discretion and confidentiality
- Ability to travel up to 50%
- Computer proficiency, including MS Office
- Demonstrated evidence of leadership ability or entrepreneurial behavior
- Humility, integrity, passion, motivation, and a self-starter attitude