Education: A Bachelor’s degree in a related discipline, including but not limited to finance or law. Knowledge of estate planning, including wills, trusts and estate and gift tax laws. The incumbent must also know the legal record keeping requirements for fundraising and documenting donations and gifts.
Experience: A minimum of five to seven years’ progressively responsible, professional experience in development and/or planned giving and fundraising. Must have the demonstrated ability, (track-record), to cultivate and solicit high net worth individuals and their advisors.
Technical Skills: Proficient use of Microsoft Office software and familiarity with membership-related databases.