- Perform overall supervision of and coordination of the PGTS Department:
- Supervise and manage the department staff.
- Ensure adherence to PGTS policies and procedures.
- Oversee compliance with state and federal laws regarding planned giving and trust instruments
- Monitor department functions to ensure completeness, accuracy, and protect donor confidentiality.
- Establish annual goals, provide regular performance reviews and appropriate recognition, and support ongoing professional development opportunities.
- Direct and coordinate the processes and procedures required to create new planned giving and trust instruments.
- Manage planned giving maturity processing and financial reporting.
- Maintain a functional and proactive planned giving donor database.
- Routinely review individual estate plans with trustors and coordinates with estate planning attorneys to accomplish any needed or requested changes to the plans.
- Responsible for the promotional activities of PGTS services to prospective clients.
- Develop and maintain positive relationships with donors through ongoing communication.
- Oversee the work product for PGTS contracted vendors.
- Manage and coordinate the work product of the It Is Written Gift Acceptance/Trust Administration Committee.
- Collaborate with Development Department on donor relations and fundraising initiatives.
- Participate in fostering a culture of philanthropy by promoting planned giving throughout the organization.
- Supervise preparedness for the three-year trust audits by the General Conference Auditing Services.
- Represent It Is Written in the local community and be an active member of local organizations.
- Represent It Is Written at occasional conferences, events, and meetings, as needed.
- Fulfill other responsibilities and duties as assigned
- Education
- Experience:
- Membership and Mission:
- Possess expert technical knowledge of applicable laws, rules, regulations, and policies regarding planned giving and trust service concepts, principles, procedures, and techniques.
- Demonstrate solid leadership skills to coordinate, plan, and execute the position functions.
- Ability to exercise direction, independent judgment, make decisions, and assume responsibility.
- Possess the skills to work with and motivate staff and exhibit comfort building relationships with, and collaborating with, staff remotely.
- Exhibit excellent organizational skills and follow through on tasks and goals.
- Ability to oversee and manage large and complex projects to completion and manage details while seeing the big picture.
- Display a positive attitude, show concern for people and community, demonstrate presence, self-confidence, common sense, and good listening ability.
- Exhibit excellent personal relationship skills.
- Demonstrate servant leadership and exemplify a collaborative, decisive, motivating, and engaging communication style.
- Possess extreme tact and discretion, attention to detail, and a commitment to excellence.
- Commitment to pursue training on a regular basis to stay updated with the most recent trends and best practices in the industry.
- Able to exhibit Christ-like behavior in daily tasks, collaborative projects, and under stress.
- At It Is Written:
- President
- Manager / Treasurer
- Department Directors
- Field Trust Officers
- Office staff
- Outside It Is Written:
- It Is Written customers, donors, vendors, guests, and volunteers
- Western Adventist Foundation (WAF) staff
- Adventist Media Ministries (AMM) Support Services
- Occasional moderate to high stress due to meeting critical deadlines.
- General working conditions of an office and in the field-must maintain continuous operation, availability, and efficiency of the office.
- Physical requirements: requires standing, walking, time at a desk, reaching, climbing, and lifting (maximum of 50 lbs.)
- Travel flexibility to conferences, donor visits, and It Is Written events (e.g. ASI, GYC, Partnership weekends, camp meetings) and associated travel hazards.
- 38 regular hours per week,
- Will require periodic variable hours and weekend work.
- No special clothing or safety gear required.
- Business casual attire required.
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Director of Planned Giving/Trust Services - Ooltewah, United States - Adventist Media Ministries
1 week ago
Description
Position DescriptionAdventist Media Center - It Is Written
Position Title: Planned Giving & Trust Services Director
Internal Title: Department Director
Job Classification: Exempt - Regular Full Time
Accountable to: Manager/Treasurer
Position Summary:
The Planned Giving & Trust Services Director is responsible for overseeing the planned giving functions for It Is Written, including direction and development of the Planned Giving & Trust Services (PGTS) Department, oversight of planned giving instruments/gifts, and manages planned giving donor relations. It is crucial that this position supports the mission and values of It Is Written by exemplifying the values and beliefs of the Seventh-day Adventist Church in all interactions.
Authority & Accountability:
Authority as delegated by and accountable to the It Is Written President and Manager/Treasurer in accordance with It Is Written's policies and objectives.
Essential Position Functions:
Qualifications, Scope, and The complexity of Duties:
A bachelor's degree in business, law, public relations, or related field is preferred.
North Amerincan Division of Seventh-day Adventist Planned Giving and Trust Services Certification is required.
Experience leading team members both on-site and remotely is preferred.
Skills, scope, and complexity of duties:
