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History of the Upstate Foundation鈥檚 Legacy Society:

The Upstate Foundation announced the Upstate Legacy Society back in
2010 to honor the generous planned gift donors and to encourage others to become planned giving donors. In October 2010, the Inaugural
Legacy Society luncheon was held with the President of Upstate Medical University welcoming and thanking the seventeen founding legacy
society members for their gifts. From 2010 to present, with the commitment of a full-time director of Planned Giving, the Legacy Society has
grown over 123 members who have notified the foundation of their planned gift. The Upstate Foundation鈥檚 planned giving department has also
expanded its outreach efforts to partner with local nonprofit organizations that align with the foundation鈥檚 mission pillars of patient
care, education, research and community health and well-being.

Our legacy giving program continues to grow because of a multi-year
strategic plan that integrates targeted marketing materials, a robust awareness campaign and a 34-member Professional Advisory Council from
across the Central New York region. Serving as a key member of the Upstate Foundation staff, the program is led by the Director of Planned
Giving who has the primary responsibility for the management and growth of a comprehensive gift planning program.

The Director of
Planned Giving supervises an Associate Director of Planned Giving to help grow the planned giving program at the foundation.

Duties and Responsibilities:

• Manage a portfolio of up to 125 major gift donors while continually cultivating and
  qualifying donors in the pipeline totaling as many as 300 donors.
• Identify additional non-profit community partners for the
  collaborative legacy giving partnership program.
• Seek out opportunities and schedule presentations about the Foundation鈥檚 Planned
  Giving program within the Upstate Medical University community and central New York region.
• Manage members of the Professional
  Advisory Council and develop relationships with additional professionals such as financial advisors, accountants, and estate planning
  attorneys to grow awareness of the Foundation and planned giving program. Schedule two meetings a year highlighting Upstate Medical
  University.
• Accurately and in a timely manner record all donor interactions, solicitations, appointments, notes in the
  Foundation鈥檚 CRM software, Raiser鈥檚 Edge.
• Serve as the lead resource in planned giving at the Foundation, to include joint field
  calls. Follow up/collect estate settlement for legacy gifts.
• Function as the lead on Planned Giving when incorporated into a
  larger Foundation campaign.
• Create professional proposals for donor presentations that are aligned with the Foundation鈥檚
  standards.

Minimum Qualifications:

• A bachelor's degree is required.
• A minimum of ten years of
  development experience with documented success in personally cultivating and securing major/planned gifts or ten years or more in a related
  field such as financial/wealth management, estate planning, accounting is applicable.
• A valid driver's license and access to a
  reliable vehicle to travel within NY State is required. Mileage is reimbursed at the prevailing IRS standard mileage rates.

Preferred Qualifications:

• A MBA, MPA, JD or other advanced degree and/or professional certification (CAP, CFP, FSCP,
  ChFC, WMCP) is highly desirable.
• Ten or more successful years as a Planned Giving Officer, or organization鈥檚 sole/primary Planned
  Giving expert desired.
• Prior experience with estate planning from a legal, accounting, tax, and/or financial planning desired.
  

Work Days:

Work schedule is typically 8:00 am- 4pm or 8:30 am-4:30 am but can change with early or late
appointments depending on donor availability.

Some travel and weekend/evening work will be required.

To Apply:

For additional information and to apply for this position (Job #88232) please go to Upstate鈥檚 Human 四虎影视 website: