Associate Director of Planned Giving

Position Summary
American Friends of Meir Panim is seeking a strategic, relationship-driven Associate Director of Planned Giving to lead and grow our legacy giving program. This part-time role will be responsible for identifying, cultivating, soliciting, and stewarding donors interested in legacy giving opportunities, including bequests, charitable gift annuities, beneficiary designations, and other estate-planning vehicles. The Associate Director will work closely with the development team to integrate planned giving into the organization’s broader fundraising strategy and deepen long-term donor engagement. Reports To: Director of Development

Part-time (10-20 hours per week), with potential to become Full-time. 

Key Responsibilities:

Planned Giving Strategy & Program Management
– Develop and implement a strategic plan to grow American Friends of Meir Panim’s planned giving program.
– Create and manage a pipeline of planned giving prospects, including identification, qualification, cultivation, solicitation, and stewardship.
– Design donor outreach strategies to educate supporters about legacy giving opportunities.
– Maintain accurate records of planned giving prospects and commitments in the donor database.
– Track progress toward planned giving goals and prepare regular reports for leadership.

Donor Cultivation & Stewardship
– Build meaningful relationships with donors and prospects through phone calls, virtual meetings, written correspondence, and in-person visits when appropriate.
– Present planned giving opportunities tailored to donors’ philanthropic goals.
– Steward legacy donors through personalized engagement and recognition opportunities.
– Collaborate with frontline fundraisers to identify major donors who may be strong planned giving prospects.

Marketing & Communications
– Partner with the development and marketing team to create planned giving materials, including brochures, website content, newsletters, and donor stories.
– Help establish and promote a legacy giving society to recognize planned giving donors.
– Ensure messaging reflects the values and mission of American Friends of Meir Panim while effectively conveying the impact of legacy gifts.

Cross-Department Collaboration
– Work closely with the Director of Development and senior leadership to align planned giving efforts with fundraising priorities.
– Coordinate with legal and financial professionals, when appropriate, to facilitate donor gift arrangements.
– Train development staff on planned giving basics and help incorporate legacy giving conversations into donor strategy.

Qualifications:

– Bachelor’s degree or equivalent professional experience required.
– Minimum of 5+ years of fundraising experience, with direct experience in planned giving, major gifts, or related development roles.
– Knowledge of charitable gift planning vehicles, estate planning concepts, and donor stewardship best practices.
– Demonstrated success in cultivating and soliciting donors.
– Excellent written and verbal communication skills.
– Strong organizational skills with the ability to manage multiple priorities independently.
– Experience with donor databases/CRMs.
– Passion for American Friends of Meir Panim and commitment to serving vulnerable populations in Israel.

Preferred Qualifications
– Experience in Jewish nonprofit fundraising.
– Familiarity with legacy society development and planned giving marketing strategies.
– CFP, CAP, or related planned giving certification is a plus.

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