KEES has been exclusively retained by the Sigma Chi Foundation in its search for a Director of Legacy Giving—a newly created role that will offer a dynamic and experienced leader the opportunity to build a legacy giving program within an organization committed to developing character and leadership among its members.
In order to continue the expansion of opportunities for Sigma Chi Brothers, the Foundation is seeking a seasoned and values-focused planned giving expert to be the first Director of Legacy Giving. The successful candidate will possess the ability to both engage donors and implement the operations of a successful Planned Giving program. The Director will be energized by building the structure of a successful program while simultaneously serving as the Foundation’s expert and active Planned Giving fundraiser. The Foundation seeks a relationship-oriented executive with impeccable written and oral communication skills, accustomed to interacting with accomplished and influential individuals with high philanthropic capacity. The successful candidate will be a subject matter expert on the technical aspects of planned giving, including giving vehicles, tax implications and estate planning matters. The Director of Legacy Giving will be responsible for assisting donors in structuring their gifts and for educating the board and professional staff regarding planned giving strategies.
The Foundation’s first Director of Legacy Giving will play an integral role in the success of Sigma Chi Foundation’s fundraising efforts, specifically in creating and cultivating relationships, linking donors to the missional work of the Fraternity and the Foundation, and securing planned gifts of all forms (revocable and irrevocable). The Director will be tasked with raising $50M in planned giving commitments over a multi-year period from both existing and new donors to support and expand upon Sigma Chi’s success as the preeminent developer of character and leadership for its members.
Specific Requirements Include:
A minimum of five years of executive-level experience in financial, legal, sales, development or other fields closely related to planned giving.
Expert-level technical knowledge of planned giving process and the instruments used.
Membership/Alumni status in good standing of the Sigma Chi Fraternity is strongly preferred.
Highly effective interpersonal, conversational and presentation skills, demonstrating emotional intelligence and situational awareness in tandem with excellent writing abilities.
Track record of success in negotiating and closing commitments at the six and seven figure level or above.
Strong analytic and strategic-thinking skills with demonstrated ability to create, implement and monitor complex plans and translate those plans into goals and concrete strategies with an inherent ability to influence and build trust.
Ability to audit, monitor, and evaluate and promote efficiency and effectiveness of ongoing projects and budgets.
Demonstrated ability to set, achieve or exceed goals and meet deadlines with a natural capability of handling and controlling multiple projects and people. Ability to analyze data and forecast future market trends and develop 3-5 year plans.
Career track record that shows stability with an organization and capacity to develop and strengthen relationships, culminating in overall success.
Willingness to travel nationally approximately 50-75%. A valid driver’s license is required.
Ability to be based in suburban Chicago (Evanston) IL headquarters strongly preferred; other locations will be considered.
Bachelor’s Degree, preferably in Economics, Business, Marketing or Communications is required. Advanced degree in Law, Business and/or CFRE or other fundraising or planned giving certifications are preferred.
This position offers a competitive salary with robust benefits. Relocation assistance may be offered.
It is the policy of the Sigma Chi Foundation to provide equal opportunity employment to all employees and applicants for employment. No person shall be discriminated against in employment because of race, religion, color, sex, age, national origin, or handicap or any other classification protected by law.