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Director for Planned Giving in Takoma...

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Director for Planned Giving at ADRA

Director for Planned Giving

ADRA Takoma Park, MD (Onsite) Full-Time
The Adventist Development and Relief Agency is a global humanitarian organization of the Seventh-day Adventist Church that demonstrates God's love and compassion. ADRA works with people in poverty and distress to create just and positive change through empowering partnerships and responsible action.

ADRA International is a religiously qualified Equal Opportunity Employer under Title VII of the Civil Rights Act. As such we have the right to prefer a member of the Seventh-day Adventist (SDA) church in the hiring process. In the event that a qualified SDA candidate is not found, we will give the opportunity to candidates who must understand, respect, and honor the mission, purpose, and identity of ADRA International.



The Planned Giving Director will be responsible for directing, planning and organizing the administration of ADRA's planned giving program. S/he will be involved in a full range of donor identification, cultivation, solicitation, and stewardship duties, including working with other development team members to integrate planned giving as a critical component of the Marketing and Development Unit's strategic fundraising plan.




* Relevant undergraduate degree in business, accounting, financial management, public relations, communications, marketing, pre-law, or a related field of study.
* A minimum of five years' experience as a planned gifts officer in a non-profit organization, or equivalent experience.
* A proven track record in closing planned gifts.
* Exceptional communications skills and the ability to work effectively with a wide range of constituencies in diverse communities.


* North American Division of Seventh-day Adventists Planned Giving and Trust Services Certification.



* Persuading and Influencing - Makes a strong personal impression on others; gains clear agreement and commitment from others.
* Strong Work Ethic - Ability to work independently, exercising sound judgment, discretion and integrity with a strong work ethic.
* Confidentiality - Ability to manage confidential information with integrity and sensitivity.
* Presenting and Communicating Information - Speaks clearly and fluently; expresses opinions, information and key points of an argument clearly. Exceptional interpersonal skills with the ability and personality to work collaboratively, accept responsibility, and motivate colleagues, volunteers, and donors.
* Formulating Strategies and Concepts - Works strategically to realise organisational goals; sets and develops strategies. Skill in organizing resources and establishing priorities. Goal oriented with a high level of energy, enthusiasm and dedication to ADRA's mission and goals.
* Adapting and Responding to Change - Adapts to changing circumstances; accepts new ideas and change initiatives.



* Lead a comprehensive planned giving program including bequests, trusts, appreciated stock, IRA distributions, beneficiary donations, and charitable gift annuities. Ensure that the program remains part of an integrated plan within the overall development efforts.
* Meet with planned giving prospects and their advisors, prepare financial illustrations of proposed gifts, and draft gift agreements for review by prospects and their advisors.
* Solicit gifts and negotiate agreements with potential donors and close planned/deferred gifts.
* Work with ADRA staff and board members to orchestrate the cultivation and solicitation of donor prospects.
* Maintain sufficient records, contact reports, and background data to facilitate periodic evaluation of ADRA's programs and impact. Communicate with planned giving donors through regular interactions and stewardship programs.
* Direct ADRA's planned giving marketing program including print advertising, annual reports, brochures, direct mail, and other strategies designed to motivate donors to provide support for ADRA programs.
* Maintain a current North American Division of SDA Planned Giving and Trust Services (PGTS) organizational accreditation and personal certification, as well as keep abreast of current tax laws changes that pertain to charitable giving solicitation and administration.
* In coordination with ADRA's Major Gifts Officer, identify, cultivate, solicit, and steward those planned gift donors and prospects within the Planned Giving Associate Director's portfolio who have a concurrent interest and capacity to make a major gift.
* Other duties as assigned.



Domestic travel and limited international travel required up to 45%.



Must be able to work in a fast-paced and customer service-oriented environment; to perform duties under pressure and meet deadlines in a timely manner; to work as part of a team as well as to complete assignments independently; to take instructions from supervisors; to exercise problem-solving skills; and to interact with co-workers, supervisors, network employees, donors and the public in a professional and pleasant manner.



Person must be able to perform essential job functions with or without accommodation. Incumbent should be in optimal health for difficult and temporary below-basic living conditions at overseas location and for field travel in general.


Committee Membership

* ADRA Gift Acceptance Committee
* GC Trust Management Committee
* Other committees as assigned

Recommended Skills

  • Accounting
  • Adaptability
  • Administration
  • Coaching And Mentoring
  • Communication
  • Confidentiality
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