Director, Estate And Gift Planning Resume Example Kaufman Dolowich Voluck

DIRECTOR, ESTATE AND GIFT PLANNING

Core Qualifications

Impeccable organization skills
Strong relationship builder and manager

Successful portfolio management
High level of individual accountability

Education

Bachelor of Arts : English/Professional Writing, Public Relations, 1996Kutztown University － City, State

Experience

Director, Estate and Gift Planning
March 2006 to CurrentKaufman Dolowich Voluck － Los Angeles , CA

Gift Solicitation: Documented over $_____ in Planned and Immediate gifts since 2006 through personal visits with donors, prospects and Estate Planning Professionals in eight counties. Manage a portfolio of prospects, working with Move Management Objectives, create and apply strategies for success.
Mission Delivery: Acted as liaison to the donors by providing first hand knowledge of mission, programs and services offered and research funded. Continually trained in Health Initiatives information, both local and nationally based, for strong delivery to potential donors. Spoke at local Rotary, Lions, 55+ Communities, Volunteer Leadership Councils as well as coordinated and presented Planned Giving vehcile strategies to estate planning councils and ACS donors and volunteers.
Organization Liaison: Worked with professionals in field to be a resource to them and their clients by assisting with gift planning and helping coordinate the proper gifting vehicle for each individual. Has command of state and federal tax laws as well as various gifting options and objectives.
Integration: worked with all departments to levarage Planned Giving goals throughout the organization. Worked closely with Major Gifts Director for cultivation of both Planned and major gifts.

Community Income Development Director
March 2001 to March 2006American Cancer Society － City , STATE

Fundraising: Raised over $1.4 million in six years through five major annual events, including Relay For Life and Daffodil Days.
Event coordination: Coordinated 24-hour walk-a-thons involving 700+ people per event. Site selection, logistics preparation alongside local township officials, participant and sponsorship recruitment throughout the year. Organized annual Daffodil Days campaign amongst 150 businesses, schools and churches via direct mail campaign and local newspaper outlets. Actively managed outside fundraisers such as golf tournaments, softball tournaments and specialty parties.
Volunteer Management: Actively managed over 100 key volunteers annually beginning with recruitment, training, goal setting and progress monitoring. Managed fundraising meetings with committee members and team members, provided guidance and fundraising tools for proven success. Conducted monthly meetings with top volunteers while providing training and mentoring.
Organization Representation: Frequently spoke to local businesses on behalf of ACS focusing on mission delivery and community involvement. Worked closely with State Representatives and their constituents to form strategic partnerships. Appeared on local television, radio newscasts and wrote guest columns for print media.

Marketing Coordinator
August 1998 to March 2001Enbridge Home Services － City , STATE

Marketing: Responsible for helping to marketing new Canadian home services corporation into Philadelphia and surrounding markets. Worked closely with advertising agencies, produced TV, radio and print collateral. Responsible for both new client acquisition and retention.
Event Coordination: Organized and executed all aspects of company representation at trade shows and job fairs as well as coordinated corporate partnership with non-profits.

Professional Affiliations

Delaware County Estate Planning Council (DCEPC) Board Member 2008-present. DCEPC Vice President-2012-2013. Habitat for Humanity of Chester County, (HfH) Board member, 2001-2007. HfH Global Village trip to El Salvador-2011. HfH Hurricane Katrina build-2006. PA Horticultural Society Flower Show volunteer-2004, 2005. City Team International volunteer-present.

Resume Overview

School Attended

Kutztown University

Job Titles Held:

Director, Estate and Gift Planning
Community Income Development Director
Marketing Coordinator

Degrees

Bachelor of Arts : English/Professional Writing, Public Relations , 1996

Director, Estate and Gift Planning Resume Example

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