Jan Jennings Cailleux
Jan Cailleux’s expertise lies in defining, implementing and supporting the essential elements of successful planned giving programs. She has worked in all planned giving roles.
Working closely with each client, Jan increases the pool of new prospects, expedites receipt of estate revenue, and provides training tailored to the needs of major gift officers, senior management, and boards. Her expertise in gift acceptance policies and work with attorneys and CFOs helps ensure the legal and fiscal integrity of the programs she serves. Her cultivation and stewardship programs generate repeat gifts and loyalty to the organization. Jan develops and executes strategic marketing plans and produces 100%-customized marketing pieces that shorten the amount of time from initial inquiry to closed gift.
Before joining the BCC team, Jan worked at the Joslin Diabetes Center in Boston, Massachusetts where she held a senior position in major and planned gifts. She increased the pool of planned gift donors by 20% and more than doubled the gift annuity fund, with 40% of its donors making repeat gifts.
As Director of Gift Planning at the World Wildlife Fund, she strategically analyzed and reallocated staff time and resources to exceed the annual gift annuity goal in only six months. While serving as Director of Planned Giving at The Ocean Conservancy, she formally started the life income gift program. At the National Audubon Society, she trained and supported representatives in 20 field offices and provided educational services to 500 Audubon chapters.
Jan serves on the Stanford Board of New England and was Vice President for Programs on the board of the National Capital Gift Planning Council in Washington, D.C. In addition to holding a Bachelor of Arts from Stanford University, she speaks French, Italian and Norwegian.