Gift Planning Officer

il y a 4 semaines


New Caledonia, France American Red Cross Temps plein
Transform Lives with a Career in Gift Planning

As a Gift Planning Officer at the American Red Cross, you will play a vital role in securing planned gifts that support our humanitarian mission. With a focus on building strong relationships with donors and prospects, you will develop and implement strategies to increase funding capacity and maximize donor relationships.

Key Responsibilities:
  • Develop and manage the gift planning strategy for a portfolio of prospects in the North and South Carolina Regions.
  • Identify, qualify, cultivate, solicit, and steward gift-planning prospects and donors in the Region.
  • Develop and lead strategies to substantially grow membership of the Legacy Society.
  • Maintain and enhance a stewardship program for all planned giving donors.
  • Deliver training on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.
  • Remain current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.
  • Provide technical assistance to the Region's development team to increase its fundraising capacity to solicit planned and current gifts.
  • Cooperate with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position as the charity of choice for bequests, trusts, retirement funds, life insurance policies, and life income arrangements.
  • Support the reporting by the Regions of all estate documents to the Office of General Counsel.
  • Communicate with the Director of Gift Planning on a regular basis about donor and gift activity.
Requirements:
  • A Bachelor's degree or equivalent years of experience is required, and an advanced degree is preferred.
  • A minimum of five years in major gift or gift planning fundraising with successful cultivating and soliciting experience is preferred.
  • Knowledge of the technical aspects of planned giving vehicles and an extensive knowledge of fundraising principles and techniques in a large organization is desired.
  • Excellent written and oral communication skills, including presentation, negotiation, and strong interpersonal skills are required.
  • Strong organizational skills and good attention to detail are essential.
  • Demonstrated tact and diplomacy in difficult or sensitive situations is essential.
  • Knowledge of Microsoft Office is necessary, and training in PG Calc or Crescendo planned giving software is desirable.
  • Familiarity with Red Cross corporate culture is preferred.
  • Operational flexibility to meet sudden and unpredictable business needs and a moderate amount (30-40%) of business travel are required.
  • A valid driver's license is required.
Benefits:
  • Medical, Dental Vision plans
  • Health Spending Accounts & Flexible Spending Accounts
  • PTO + Holidays
  • 401K with 5% match
  • Paid Family Leave
  • Employee Assistance
  • Disability and Insurance: Short + Long Term
  • Service Awards and recognition

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