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Tony Martinez
Executive Director of Development, Gift Planning
Summary
Highly accomplished Executive Director of Development, Gift Planning, with over 10 years of experience in leading fundraising teams to surpass annual development goals. Proven ability to develop and implement comprehensive gift planning programs, resulting in significant increases in planned gifts. Skilled in negotiating and closing complex gift agreements with high-net-worth individuals and foundations. Exceptional relationship-building skills, with a strong track record of engaging and retaining key donors and prospects. Extensive knowledge of planned giving techniques, major gift fundraising, endowment management, and donor relationship management. Committed to ethical and legal gift planning practices, ensuring compliance with all relevant regulations.
Education
Master of Science in Nonprofit Management
November 2016
Skills
- Planned Giving Techniques
- Major Gift Fundraising
- Endowment Management
- Donor Relationship Management
- Legacy Society Building
- Board Engagement
Work Experience
Executive Director of Development, Gift Planning
- Conducted thorough due diligence and risk assessments to ensure compliance with ethical and legal gift planning practices.
- Provided expert guidance to donors on charitable giving strategies to maximize their tax benefits and philanthropic impact.
- Developed and implemented a comprehensive gift processing and administration system to ensure efficient and timely gift fulfillment.
- Collaborated with legal counsel and financial advisors to ensure proper legal and tax compliance for all gift transactions.
Executive Director of Development, Gift Planning
- Led a team of 10 fundraising professionals to surpass annual development goals by 15%, raising over $50 million in major gifts.
- Developed and implemented a comprehensive gift planning program that resulted in a 20% increase in planned gifts.
- Negotiated and closed complex gift agreements with highnetworth individuals and foundations.
- Established and maintained strong relationships with key donors and prospects through personalized engagement strategies.
Accomplishments
- Challenge Developed and implemented a comprehensive gift planning program that resulted in a 25% increase in major gifts.
- Action Led a team of gift planning officers in providing personalized estate planning and gift structuring advice to donors.
- Result Increased the number of planned gifts by 30% and raised over $50 million in planned gift commitments.
- Challenge Enhanced the organizations donor stewardship program to increase donor retention and loyalty.
- Action Implemented a personalized donor recognition and engagement plan, including exclusive events and tailored communications.
Awards
- 2022 Outstanding Fundraising Professional Award from the Association of Fundraising Professionals
- 2021 Top 50 Fundraisers Award from the Planned Giving Design Center
- 2020 Legacy Leader Award from the Council for Advancement and Support of Education
- 2019 Gift Planning Professional of the Year Award from the National Association of Charitable Gift Planners
Certificates
- Certified Fundraising Executive (CFRE)
- Advanced Certified Planned Giving Specialist (AGPC)
- Planned Giving Designations Fellow (PGDF)
- Charitable Estate Planning Specialist (CEPS)
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How To Write Resume For Executive Director of Development, Gift Planning
- Highlight your experience in leading fundraising teams and surpassing development goals.
- Showcase your expertise in gift planning, including developing and implementing comprehensive programs.
- Emphasize your success in negotiating and closing complex gift agreements with high-net-worth individuals and foundations.
- Demonstrate your strong relationship-building skills and ability to engage and retain key donors and prospects.
- Highlight your knowledge of planned giving techniques, major gift fundraising, endowment management, and donor relationship management.
- Describe your commitment to ethical and legal gift planning practices, ensuring compliance with all relevant regulations.
- Use specific examples and quantify your accomplishments to demonstrate your impact.
Essential Experience Highlights for a Strong Executive Director of Development, Gift Planning Resume
- Leading a team of fundraising professionals to develop and implement fundraising strategies.
- Developing and implementing comprehensive gift planning programs to increase planned gifts.
- Negotiating and closing complex gift agreements with high-net-worth individuals and foundations.
- Establishing and maintaining strong relationships with key donors and prospects.
- Conducting thorough due diligence and risk assessments to ensure compliance with ethical and legal gift planning practices.
- Providing expert guidance to donors on charitable giving strategies to maximize their tax benefits and philanthropic impact.
- Developing and implementing a comprehensive gift processing and administration system.
Frequently Asked Questions (FAQ’s) For Executive Director of Development, Gift Planning
What are the key responsibilities of an Executive Director of Development, Gift Planning?
The key responsibilities of an Executive Director of Development, Gift Planning include leading fundraising teams, developing and implementing gift planning programs, negotiating and closing complex gift agreements, establishing and maintaining strong relationships with key donors and prospects, conducting due diligence and risk assessments, providing expert guidance on charitable giving strategies, and developing and implementing gift processing and administration systems.
What are the key skills and qualifications for an Executive Director of Development, Gift Planning?
The key skills and qualifications for an Executive Director of Development, Gift Planning include experience in leading fundraising teams, expertise in gift planning, strong relationship-building skills, knowledge of planned giving techniques, major gift fundraising, endowment management, and donor relationship management, and a commitment to ethical and legal gift planning practices.
What are the career prospects for an Executive Director of Development, Gift Planning?
The career prospects for an Executive Director of Development, Gift Planning are excellent, with opportunities for advancement to senior leadership roles in fundraising and development.
What is the salary range for an Executive Director of Development, Gift Planning?
The salary range for an Executive Director of Development, Gift Planning varies depending on experience, qualifications, and location, but typically ranges from $100,000 to $200,000 per year.
What are the challenges faced by Executive Directors of Development, Gift Planning?
The challenges faced by Executive Directors of Development, Gift Planning include the need to consistently meet or exceed fundraising goals, the need to develop and maintain strong relationships with donors, the need to stay abreast of changes in tax laws and regulations, and the need to manage a team of fundraising professionals.
What are the rewards of being an Executive Director of Development, Gift Planning?
The rewards of being an Executive Director of Development, Gift Planning include the opportunity to make a significant impact on the organization’s mission, the opportunity to develop and lead a team of fundraising professionals, the opportunity to work with donors who are passionate about making a difference, and the opportunity to learn and grow in the field of fundraising and development.