Gift Planning Partner
Force for Good Career Opportunity
The American Red Cross is seeking a Gift Planning Officer to support New York City and surrounding communities in this work-from-home opportunity.
Job Summary
This role involves developing, designing, and implementing the gift planning program within the Greater New York Region of the American Red Cross, focusing on new gift commitments for the organization. The Gift Planning Officer will be responsible for identifying, qualifying, cultivating, soliciting, and stewarding gift-planning prospects and donors in the Region.
Duties and Responsibilities
? Develops and manages the gift planning strategy for a portfolio of prospects throughout the Regions to support Red Cross programs and services.
? Develops, leads, and implements strategies to substantially grow membership of the Legacy Society.
? Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances the profile of the Legacy Society.
? Delivers training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.
? Remains current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.
? Provides technical assistance to the Regions development team to increase its fundraising capacity to solicit planned and current gifts.
? Cooperates 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.
? Supports the reporting by the Regions of all estate documents to the Office of General Counsel.
? Communicates with the Director of Gift Planning on a regular basis about donor and gift activity.
? Utilizes 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.
? 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.
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.
About the American Red Cross
We take care of you, while you take care of others. As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive benefits help you in balancing home and work. With our resources and perks, you have amazing possibilities at the American Red Cross to advance your career.
Apply Now
The American Red Cross is seeking a Gift Planning Officer to support New York City and surrounding communities in this work-from-home opportunity.
Job Summary
This role involves developing, designing, and implementing the gift planning program within the Greater New York Region of the American Red Cross, focusing on new gift commitments for the organization. The Gift Planning Officer will be responsible for identifying, qualifying, cultivating, soliciting, and stewarding gift-planning prospects and donors in the Region.
Duties and Responsibilities
? Develops and manages the gift planning strategy for a portfolio of prospects throughout the Regions to support Red Cross programs and services.
? Develops, leads, and implements strategies to substantially grow membership of the Legacy Society.
? Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances the profile of the Legacy Society.
? Delivers training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.
? Remains current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.
? Provides technical assistance to the Regions development team to increase its fundraising capacity to solicit planned and current gifts.
? Cooperates 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.
? Supports the reporting by the Regions of all estate documents to the Office of General Counsel.
? Communicates with the Director of Gift Planning on a regular basis about donor and gift activity.
? Utilizes 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.
? 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.
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.
About the American Red Cross
We take care of you, while you take care of others. As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive benefits help you in balancing home and work. With our resources and perks, you have amazing possibilities at the American Red Cross to advance your career.
Apply Now