Back to all jobs
T
Development and Grants - Planned Giving Officer
Theluckyfoundation
WorldwideRemote1y ago
- Employment
- Contract
About the role
- Proactively and strategically manages an assigned planned giving portfolio and prospects within geographic area
- Qualifies, cultivates, solicits and stewards planned gifts through personalized contact including phone calls, correspondence and personal visits with assigned donors.
- Collaborates with staff, as assigned, to qualify, cultivate and steward planned gifts.
- Creates, executes and participates in donor events as assigned
- Leads implementation of a national planned giving program within the assigned area.
- Contributes to the assessment and enhancement of the national planned giving program.
- Assists with creating and managing planned giving budgets for assigned areas.
- Maintain strong and accurate records of activities, as directed by team protocol using the national database.
- Using planned giving software, prepare gift illustrations and proposals for charitable gift annuities and other planned giving opportunities, prepare written materials such as visit strategies/briefings, correspondence, solicitation/proposal and pledge documents.
- Adhere to professionalism in fundraising best practices as demonstrated by moves management industry standards and donor-centered methodology.
- Handle other planned giving responsibilities as needed.
- Demonstrated success in personal cultivation, solicitation, stewardship and closing of gifts and/or sales with individuals, families or households.
- 3-5 years minimum required experience in donor facing fundraising or client facing sales. Planned giving, annual campaign or major gifts background preferred.
- Excellent, persuasive and diplomatic communicator - in person, over the phone and in writing - with the ability to prepare proposals, briefing materials, reports and correspondence.
- Strong problem solving and negotiating skills. Highly creative/innovative with abilities to persuade and motivate others.
- Strong organizational skills with ability to analyze data and information to drive strategic development of portfolio
- Self-starter, ability to work independently on complex donor strategies.
- Superior interpersonal skills, including ability to listen, observe and interact well with diverse individuals and groups.
- Results oriented with ability to meet deadlines and goals.
- Team leader and team player with ability to work collaboratively with national staff and volunteers.
- Must be available for evening and weekend work as required
- Bachelor’s degree required. CFRE or advanced degree a plus.
- Experience with software such as Crescendo or PG Calc is preferred
764,000+ hidden jobs like this
Theluckyfoundation and thousands of companies post here first — often days before LinkedIn or Indeed. Your first 5 applications are free; go Pro to apply without limits.
Everything Pro unlocks:
- Unlimited applications — free stops at 5
- Track every application in one place
- Apply straight to the source, one click
- Save & organize roles you love
- Roles pulled from company boards before the big sites
