Estate Planning Director jobs in South Dakota

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 Gift Planning
  • Catholic Diocese of Sioux Falls
  • Sioux Falls, SD FULL_TIME
  • 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

    • Developing and implementing comprehensive gift planning strategies to increase charitable contributions.
    • Cultivating relationships and engaging with donors to educate them on the benefits of gift planning and the impact they can make.
    • Providing personalized guidance and support to potential and existing donors regarding charitable investments and estate planning.
    • Collaborating with internal stakeholders to identify potential gift planning opportunities.
    • Creating and delivering persuasive presentations to promote gift planning initiatives and communicate the mission of the Catholic Community Foundation of Eastern SD.
    • Managing a portfolio of donor prospects, developing cultivation strategies, and facilitating the donation process.
    • Ensuring compliance with relevant laws, regulations, and ethical standards in all gift planning activities.
    • Leading educational seminars, workshops, and events to increase awareness and understanding of gift planning strategies.
    • Staying informed about the latest trends and best practices in gift planning by participating in professional development opportunities.

    We Are Looking for Candidates With

    • A deep commitment to the mission, values, and teachings of the Catholic Church.
    • Proven experience in gift planning, development, or a related field.
    • A track record of successfully cultivating relationships and securing significant contributions.
    • Excellent communication and presentation skills with the ability to inspire and engage donors.
    • A strong understanding of financial and estate planning principles.
    • The ability to work independently and manage multiple priorities effectively.
    • Exceptional interpersonal skills and the ability to collaborate with a diverse range of individuals.
    • High ethical standards and respect for donor confidentiality.
    • Proficiency in using fundraising software and database management systems.
    • A Bachelor's degree or equivalent experience.

    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/

  • 16 Days Ago

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Director Design and Planning
  • Thunder Valley Community Development Corporation
  • Porcupine, SD FULL_TIME
  • Thunder Valley Community Development Corporation (TVCDC) is an Indigenous-led 501c3 nonprofit based in the Pine Ridge Indian Reservation. Through its eight initiatives, TVCDC empowers Lakota youth and...
  • 16 Days Ago

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Outside Sales For Real Estate
  • Dakota Real Estate Group
  • Sioux Falls, SD FULL_TIME
  • Are you a top sales professional in your field? Are you seeking a new, more dynamic industry in which to sell? It's time for you to learn more about real estate! We are a dynamic, customer-centric tea...
  • 25 Days Ago

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Real Estate Sales Specialist
  • Dakota Real Estate Group
  • Sioux Falls, SD FULL_TIME
  • Our market is rapidly expanding! Our office has more leads than we can handle (our current agents literally can't keep up)! We are a technology-driven real estate company with an aggressive internet l...
  • Just Posted

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Real Estate Sales Agent
  • Dakota Real Estate Group
  • Sioux Falls, SD FULL_TIME
  • We are looking for dedicated Real Estate Sales Agents who are motivated and passionate about making the home-buying experience as simple and streamlined as it can be. We need people to join our dynami...
  • 1 Day Ago

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Real Estate Agent
  • The Discovery Real Estate Co.
  • Sioux Falls, SD FULL_TIME
  • Summary Explore the opportunity to join our team in South Dakota, where our emphasis lies in fostering community engagement and individual development. As a Real Estate Agent, you'll become an integra...
  • 4 Days Ago

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Director Demand Planning
  • Anastasia Beverly Hills
  • Beverly Hills, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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Director Demand Planning
  • Anastasia Beverly Hills
  • Los Angeles, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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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 & 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

South Dakota (/- dəˈkoʊtə/ (listen)) is a U.S. state in the Midwestern region of the United States. It is named after the Lakota and Dakota Sioux Native American tribes, who compose a large portion of the population and historically dominated the territory. South Dakota is the seventeenth largest by area, but the fifth smallest by population and the 5th least densely populated of the 50 United States. As the southern part of the former Dakota Territory, South Dakota became a state on November 2, 1889, simultaneously with North Dakota. Pierre is the state capital and Sioux Falls, with a populat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$114,037 to $169,603

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