POSITION SUMMARY
The Planned Giving Officer plays a key role in charitable gift planning and building relationships with planned giving donors and prospects through engagement, cultivation, and solicitation. This professional will promote planned giving throughout the organization, collaborate in the identification and engagement of planned giving prospects, serve as a liaison and resource to annual campaign divisions and solicit planned gifts from donors.
Major Responsibilities
- Solicit planned gifts through face-to-face visits, phone and written communication
- Cultivate, manage and steward relationships for a portfolio of prospective and existing planned giving donors
- Create personalized tailored gift proposals/donor illustrations that detail the philanthropic, financial, and tax benefits/implications, of various charitable gifts and planned giving vehicles
- Work with prospects and their advisors on creating bequests, charitable gift annuities, endowments, and life insurance policies
- Serve as a Liaison to annual campaign divisions in the area of planned giving fundraising to provide education, resource, and assistance
- Implement strategies to advance the legacy message throughout the organization
- Develop and deliver presentations about planned giving to staff, donors, and partner agencies
- Partner with the lay committee members to develop and execute planned giving solicitation
- Maintain a current knowledge of relevant tax laws and their impact on charitable giving, including regular attendance at educational and professional seminar
- Other assignments as needed or directed by departmental management
Experience Competencies and Skills
- Bachelor’s degree required
- 10+ years fundraising and/or relevant experience
- Excellent communication and writing skills necessary
- Project management experience
- Strong interpersonal skills and ability to develop a good rapport with a wide range of people
- Ability to work independently, as well as part of a team
- Proactive, creative, and detail-oriented
- Demonstrates ability to prioritize and multitask in a demanding work environment
- Proficient in Microsoft Office Suite; comfortable working with various databases
