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)
A Remarkable Opportunity to Make an Impact
The Catholic Community Foundation of Eastern SD, is seeking a motivated and experienced professional to join our senior leadership team as a Director of Gift Planning. If you are passionate about our mission and possess a strong background in development and gift planning, then this role is tailor-made for you.
About the Position
As the Director of Gift Planning, you will play a vital role in securing the future financial stability of the Catholic Diocese of Sioux Falls and its affiliated organizations. Utilizing your exceptional knowledge of gift planning strategies and your ability to build strong relationships, you will be responsible for developing and implementing effective fundraising plans while engaging with donors to facilitate meaningful contributions.
Your Responsibilities Will Include
We Are Looking for Candidates With
About Us
The CCFESD is a 501(c)(3) operating out of Sioux Falls with five satellite offices around the eastern part of the state. The CCFESD strives to strengthen the Catholic community by facilitating philanthropy and offering planned giving resources. Through various programs, initiatives, and connections, we empower individuals to create a lasting positive impact by supporting the mission of the Catholic Church.
Join us in our quest to ensure the vitality and continuity of the Catholic community through gift planning. Apply your expertise and passion to make a lasting difference in the lives of countless individuals.
To apply, submit a resume and cover letter to Twila Roman, Director of Human Resources at troman@sfcatholic.org. For more information, call (6050)988-3741.
Website: https://ccfesd.org/