Estate Planning Director jobs in Idaho

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Director of Estate and Gift Planning (2606)
  • Idaho State University
  • Pocatello, ID FULL_TIME
  • Director of Estate and Gift Planning (2606)
    Pocatello - Main

    Institution Information

    Idaho State University, established in 1901, is a Carnegie-classified doctoral research and teaching institution, with a culture built on trust, compassion, stability, and hope. ISU serves over 12,000 students in Pocatello, Meridian, Twin Falls, and Idaho Falls. Students and faculty at ISU are leading the way in cutting-edge research and innovative solutions. We are proud to offer exceptional academics nestled in the grand, natural beauty of the West. We invite you to apply to be a part of our University community!

    Job Description

    Reporting to the Vice President of Advancement, the Director of Estate and Gift Planning is responsible for cultivating, soliciting, and stewarding deferred gifts and life income stream gifts as a key area of opportunity for Idaho State University. This individual will manage a portfolio of individual donors and prospects and partner with Advancement Division and institutional leadership along with philanthropic advisors, deans, faculty and staff, to cultivate, solicit, and steward planned gifts. This position will work closely with the entire University Advancement team to ensure coordination among individual giving programs and across all units within the University. The position requires a travel commitment ranging from  20-50% depending on constituent locations and communication preferences. The position may be located in Pocatello, Meridian, or Idaho Falls as agreed upon at time of hire.

    Key Responsibilities

    1.    Cultivate, solicit, and steward a portfolio of planned giving donors and prospective donors through correspondence, letters, phone calls and personal visits.
    2.    Identify and prioritize prospective donors, and establish stewardship or cultivation strategies to achieve increased solicitation and revenue goals of deferred gifts, gifts of real estate, and life income gift structures such as charitable trusts.
    3.    Design, adapt and implement an annually updated comprehensive gift planning marketing plan with the goal of increasing revenue from deferred gifts (planned gifts) and documented bequest intentions.
    4.    Prepare donors proposals using planned giving software (Crescendo), craft briefing materials, correspondence, reports, and related documents for solicitation and stewardship of prospective donors.
    5.    Travel throughout Idaho as well as other areas of the country to pursue gift planning strategies and build enduring relationships.
    6.    Participate in professional development activities to remain current on relevant activity and trends in gift planning, financial and estate planning, federal tax law and regulations that govern charitable giving, and new services offered by other non-profit groups and organizations and to raise Idaho State University’s visibility in the profession.
    7.    Cultivate strong working relationships with colleagues in University Advancement and across the University.
    8.    Design and lead regular in-house education gift planning efforts and outreach for fundraising staff and donors.
    9.    In collaboration with the Donor Relations Coordinator, maintain and enhance stewardship for planned gift donors and promote the Legacy Society as recognition for these donors.
    10.    Perform additional duties as assigned by the Vice President of Advancement.

    Minimum Qualifications

    1.    Bachelor’s degree from an accredited college or university in an appropriate discipline.
    2.    Three to five (3-5) years of successful major gift fundraising with experience securing planned gifts. Additional education/experience may be used for the minimum qualifications.
    3.    Proven track record of establishing trust-based relationships with donors.  
    4.    Understanding of fundraising principles and ethics.
    5.    Understanding of complex outright gifts, charitable life-income and estate gift structures. Competency using donor management and planned giving software programs, the Microsoft Office package, and standard office equipment. .
    6.    Strong communication, attention to detail, and organizational skills; Goal-oriented and able to work independently.
    7.    Experience creating compelling donor proposals.
    8.    Ability to drive and be insured to travel in alignment with work duties.
    9.    Be collaborative, enthusiastic, team-oriented, and interact effectively with diverse groups including faculty, students, and prospective donors.
     
    Preferred Qualifications

    1. Advanced degree in a relevant field from an accredited college or university.

    2. Five to seven (5-7) years of successful experience and proficiency in securing planned gifts.

    3. Experience with complex outright gifts, real estate gifts, charitable life-income and estate gift structures, family wealth planning, and multi-generational estate planning strategies.

    4. Experience using Raiser’s Edge donor management system.

    5. Proven track record of formulating and executing effective philanthropic strategies and growing contributions through planned giving vehicles.


    Additional Information

    You must submit your CV/resume, cover letter, and list of three (3) professional references, including current contact information. This position will remain open until it is filled; however, priority consideration will be given to applications received prior to April 15, 2024. Salary will be between $85,000 - $95,000 per year, commensurate with education and experience. Benefits include comprehensive health, dental, and vision; life insurance; disability plan; employee assistance program (EAP); excellent retirement options and company contribution; and generous paid time off/sick leave accrual. All offers of employment are conditional pending the successful completion of a background investigation, provided by HireRight.


    Posting Number: req2148
    Type: Working 12 months per year
    Position: Non-classified Staff
    Division: University Advancement

    The State of Idaho is committed to providing equal employment opportunities and prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, political affiliation or belief, sex, national origin, genetics, or any other status protected under applicable federal, state, or local laws.

    The State of Idaho is committed to access and reasonable accommodations for individuals with disabilities, auxiliary aids and services are available upon request. If you require an accommodation at any step in our recruitment process, you are encouraged to contact (208) 334-2263 (TTY/TTD: 711), or email ada.coordinator@dhr.idaho.gov.

    Preference may be given to veterans who qualify under state and federal laws and regulations.

    _____________________________________________________________________________________________





  • 12 Days Ago

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Paralegal
  • Rathdrum & Post Falls Estate Planning
  • Rathdrum, ID FULL_TIME
  • Rathdrum and Post Falls Estate Planning is looking for an individual that is positive, punctual, personable, and passionate about helping people. This position focuses on assisting the attorney with a...
  • Just Posted

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Receptionist
  • Rathdrum & Post Falls Estate Planning
  • Falls, ID PART_TIME
  • Rathdrum and Post Falls Estate Planning is looking for an individual that is positive, punctual, personable, and passionate about helping people. This position will handle all incoming phone calls, sc...
  • Just Posted

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Development Director
  • Finding 43 Real Estate
  • Boise, ID FULL_TIME
  • Director of Agent Development!Come Join Our Growing Company!Job SummaryThe Director of Agent Development will oversee the initial onboarding/training and the continual business development of real est...
  • 4 Days Ago

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Director of Lead Generation
  • Story Real Estate
  • Moscow, ID FULL_TIME
  • OPPORTUNITYThis is a SIX-FIGURE OPPORTUNITY for the right individual.WHO WE AREStory Real Estate is the fastest growing, top producing real estate sales team in the four counties that it serves. We ar...
  • 16 Days Ago

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Senior Director, Gift Planning
  • St Lukes Health System (Boise ID)
  • Boise, ID FULL_TIME
  • Category Professional Work Unit Administration Treasure Valley Foundation Position Type Full-Time Work Schedule DAY Requisition ID 2023-82210 Default: Location : Location US-ID-Boise Work Location : N...
  • 3 Days Ago

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • Job Description Job Description POSITION DESCRIPTION The Director of Planning works under the direct supervision and rec...
  • 3/28/2024 12:00:00 AM

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Director of Planning and Analysis
  • Sunsweet Growers
  • Yuba City, CA
  • This role reports to Chief Financial Officer with a strong dotted line to the Vice President of Manufacturing. The succe...
  • 3/28/2024 12:00:00 AM

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Director of Planned Giving
  • Saint Peter's University
  • Jersey City, NJ
  • Job Title Director of Planned Giving Campus Jersey City Campus Department Advancement Full Time, Part Time, Adjunct Full...
  • 3/28/2024 12:00:00 AM

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Finance Planning Director
  • Armanino LLP
  • San Ramon, CA
  • At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in ...
  • 3/27/2024 12:00:00 AM

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Family Planning Director
  • Careerbuilder
  • Davis, CA
  • Family Planning Director Position Overview: The salary range for this position is $335,000-$400,000. This position inclu...
  • 3/26/2024 12:00:00 AM

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Director of Planning and Development
  • SPARTANBURG COUNTY
  • Spartanburg, SC
  • ABOUT SPARTANBURG COUNTY, SC Situated in Upstate South Carolina, Spartanburg County offers an unparalleled climate for b...
  • 3/26/2024 12:00:00 AM

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Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 3/25/2024 12:00:00 AM

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VP Director - Strategic Planning (Communications)
  • Meet
  • Meet is partnered with a Healthcare Advertising Services company in need of a Vice President to lead strategy. The Strat...
  • 3/24/2024 12:00:00 AM

Idaho (/ˈaɪdəhoʊ/ (listen)) is a state in the northwestern region of the United States. It borders the state of Montana to the east and northeast, Wyoming to the east, Nevada and Utah to the south, and Washington and Oregon to the west. To the north, it shares a small portion of the Canadian border with the province of British Columbia. With a population of approximately 1.7 million and an area of 83,569 square miles (216,440 km2), Idaho is the 14th largest, the 12th least populous and the 7th least densely populated of the 50 U.S. states. The state's capital and largest city is Boise. Idaho p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$120,153 to $178,699

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