Director of Planned Giving
Baltimore Community Foundation is a philanthropic foundation created by and for the people of Greater Baltimore, where many donors join together to make the region they love a better place, today and for future generations. Our mission is to inspire donors to achieve their charitable goals from generation to generation and to improve the quality of life in the Baltimore region through grantmaking, enlightened civic leadership and strategic investments. BCF’s vision is of a Baltimore that boasts a growing economy where all have the opportunity to thrive. Our action agenda organizes grants, initiatives and advocacy around this vision. The values that guide our work are trustworthiness, inclusion, and entrepreneurialism.
With assets over $170 million comprising over 800 charitable funds, BCF has granted over $392 million since its inception in 1972 and is one of the Baltimore region’s top grantmaking foundations. BCF makes charitable contributions to support a wide range of issues affecting the Baltimore region, currently with a focus on investments in two interest areas: Neighborhoods and Education. BCF undergoes a vigorous accreditation every five years and is certified under the Council on Foundation’s National Standards for U.S. Community Foundations.
BCF operates from the knowledge that profound disparities in opportunity exist between people of color and their white counterparts; and we acknowledge the historic and ongoing role that structural racism plays in creating and perpetuating those disparities. That is why we are committed to reducing racial disparities, identifying and combating structural racism, and fostering more equity and inclusion through our grantmaking, initiatives, and advocacy.
The Director of Gift Planning works closely with the Vice President of Philanthropy to expand BCF’s relationships with current and prospective donors and professional advisors (i.e., attorneys, wealth advisors, brokers, life insurance professionals and accountants). The position involves working with professional advisors to educate them about BCF’s services and charitable giving options. The Director of Gift Planning also works closely with the Vice President on the identification and cultivation of prospects for planned gifts and for providing for stewardship of such gifts.
- Gift Planning – Respond to inquiries from prospects, donor representatives and professional advisors regarding current and planned gifts. Work collaboratively with BCF’s communication team to develop new print and online materials about charitable giving options for prospective donors and professional advisors. Help with professional advisor and donor research. Draft and prepare fund agreements, obtain documentation and work with donor services and the finance department to ensure completion of all paperwork. Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspects of charitable giving.
- Professional Advisor Services – Develop and hold meetings with professional advisors to educate them about BCF. This will include large and small group sessions. Promptly and accurately respond to professional advisor requests for information about BCF services and charitable giving options. Expand and update BCF’s database of professional advisors; identify new advisors and track contacts with advisors and client referrals. Be the liaison to company who hosts BCF’s planned giving website. Develop and maintain BCF’s professional advisors marketing material.
- Major Donor Prospect Management – Assume a portfolio of prospects for cultivation and engagement with a goal of encouraging new charitable funds, support of BCF, its grantmaking and initiatives and the development of legacy gifts.
- Gift Acceptance – Under the direction of the CEO and Vice President of Philanthropy, engage and serve as primary contact with legal counsel on issues related to unusual or complex gifts. Update the gift acceptance policies as needed.
- Special Events – Participate in recognition events for professional advisors and legacy donors. Help design and participate in targeted prospective donor and professional advisor educational programs. Participate in other BCF events as needed.
- Participate in the creation of annual development department plans, goals and strategies.
- Attend staff meetings and serve on internal committees as appropriate.
- Contribute to BCF publications and marketing materials by providing data, reports, content and proofreading as needed.
- Represent BCF at meetings and events which may occur during or outside of normal work hours.
- Perform additional duties as assigned.
- Bachelor’s degree required, and a minimum of three to five years of experience in planned giving or related financial or legal fields. MBA or JD preferred
- Advanced certification preferred (CFP, CFRE, CSPG)
- Understanding of estate planning, income, capital gain and estate tax issues
- Ability to initiate conversations with professional advisors and prospective and current donors
- Ability to speak to groups of individuals from various professions and backgrounds
- Advanced computer skills, to include Word, Excel, Outlook and Raiser’s Edge
- High level of diplomacy skills
- Maintain confidentiality and use good judgment, discretion, decision-making and professional and ethical work standards within a fast-paced environment
- Project a positive, helpful attitude and a commitment to customer service in all internal and external interactions
- Ability to plan, prioritize and organize internal and external stakeholders to achieve goals
- Excellent written, oral, and interpersonal communications skills
Please upload your resume and cover letter here: