Director, Estate & Gift Planning

Together with our millions of supporters, the American Cancer Society (ACS) saves lives and creates a world with less cancer and more birthdays by helping people stay well, helping people get well, by finding cures, and by fighting back.

The Director, Estate and Gift Planning is a part of a team responsible for over 15% of the organization’s revenue, second only to our well-known “Relay for Life” and other special events. The Director, Estate and Gift Planning builds relationships with planned giving prospects and donors in addition to estate and financial planning professionals.

• Document $750,000 to $1,300,000 in new gifts Net Present Value;
• Meet personally with prospects, donors and professional advisors (220 face-to-face scheduled contacts annually) to discuss the American Cancer Society, Inc.’s cancer control, research, patient services programs and planned giving services;
• Submit minimum of 24 proposals of $10,000+ within a fiscal year in support of the American Cancer Society mission;
• Manage a portfolio of qualified, active prospects through various stages of moves management;
• Maintain a high level of expertise regarding state and federal taxes, gift and estate
• giving methods and the legal aspect of charitable giving;
• Build relationships with the planned giving prospects and donors, and with estate
• and financial planning professionals;
• Provide prospects, donors and professional advisors with information and
• materials about the American Cancer Society, Inc.’s local and national cancer
• control services, support groups and research programs;
• Coordinate suggestions for planned giving vehicles with the prospects and their
• advisors in order to meet their estate/financial planning goals and those of the ACS;
• Develop a Planned Giving Implementation Plan;
• And maintain a general knowledge of American Cancer Society Inc.’s local and
• national cancer control services, support groups and research programs;
• Coordinates with all ACS departments;
• Coordinates with Divisions, Donors, advisors and gift officers as needed;

• Bachelor’s degree and 3+ years experience in major and/or planned giving fundraising, or equivalent experience as an attorney, CPA, CFP, etc. Advanced planned giving and/or tax training are preferred.
• Experience with planned giving software is preferred.
• Excellent telephone skills.
• Excellent interpersonal, oral, and written communication skills, including telephone etiquette.
• Impeccable organizational skills; able to handle multiple projects