Gift Planning Officer
il y a 2 semaines
About the Role
The American Red Cross is seeking a Gift Planning Officer to support our North and South Carolina Regions. This is a work-from-home opportunity that can be located anywhere within the region.
Key Responsibilities
- Develop and manage the gift planning strategy for a portfolio of prospects throughout the Regions to support Red Cross programs and services.
- Develop, lead, and implement strategies to substantially grow membership of the Legacy Society.
- Maintain and enhance a stewardship program for all planned giving donors. Raise and enhance the profile of the Legacy Society.
- Deliver training as appropriate 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. Utilize development prospect management system to facilitate regular reporting of donor and gift activity and to manage achievements of fundraising and personal goals.
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. Experience promoting and managing such programs is highly desirable. Experienced candidates from the financial, estate, and/or philanthropic planning, law, and trust administration fields are encouraged to apply.
- Knowledge of the technical aspects of planned giving vehicles as well as 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. 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. Must have your own transportation.
- A valid driver's license is required.
Physical Requirements
- Regularly required to sit; use hands to handle or feel and talk or hear.
- Frequently required to reach with hands and arms.
- Required to stand; walk and stoop, kneel, crouch, or crawl.
- Frequently lift and/or move 15 to 30 pounds.
- May require ordinary ambulatory skills sufficient to visit other locations.
- The work environment will consist of moderate noise (business office with computers, phones, and printers, light traffic).
- Ability to work in a small cubicle and the ability to sit at a computer terminal for an extended period.
- Overall mobility is essential.
- It may also include driving a vehicle and working under challenging conditions.
What Will Give You the Competitive Edge
Significant gift-planning experience in the states of North and South Carolina is a plus.
Benefits for You
- 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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