Reporting to the Chief Advancement Officer, the Planned Giving Officer is responsible for strategically managing, cultivating and soliciting a defined portfolio of planned giving prospects and donors. The Planned Giving Officer will proactively participate in activities that specifically promote the engagement and expand the pipeline of new planned giving prospects to meet specific annual goals and objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Strategically manage a portfolio of planned giving (Legacy Society) donor prospects through phone calls, written correspondence and personal appointments for cultivation, solicitation and stewardship.
- Identify new Legacy Society prospects / leads via collaborative fundraising, data mining, planned giving newsletters (through Stelter Marketing), and direct marketing response.
- Personally follow up on existing and newly-identified prospects generated through various marketing channels and expressed interest by donors.
- Develop an annual plan for the Planned Giving program, including a strategic 12-month calendar for Legacy Society, direct marketing, and digital fundraising approaches.
- Direct all Planned Giving marketing efforts in collaboration with the Chief Advancement Officer and the Director of Communications.
- Collaborate with Major Gift Officers to cultivate and solicit key donors, maximizing their philanthropic potential.
- Close a specific number of planned gifts each year to meet annual goals and objectives.
- Capture, track and update donor interactions in donor management database.
- Continually deepen knowledge of planned giving, including tax law changes related to charitable giving.
- Prepare regular Planned Giving reports to communicate program performance.
- Work as a member of the Advancement team and participate in agency-wide activities as needed.
Training and Experience:
- Minimum of a Bachelor’s degree in Business, Nonprofit Management, Public Relations or related fields, or equivalent experience. Legal experience is a plus.
- Minimum six (6) years nonprofit experience, with a strong track record in planned and major gift solicitation.
- Strong self-motivation and leadership skills, including the ability to prioritize and handle multiple competing tasks under strict deadlines and shifting priorities.
- Excellent written and verbal communication / presentation skills.
- Awareness and sensitivity to the issues facing members of the LGBT community and to people living with HIV.
- Working knowledge of estate planning, including wills, trusts and estate gift tax laws.
- High-level computer literacy skills, including knowledge of Microsoft Word and Excel, and experience with internet research techniques.
- Working knowledge of donor management databases (such as DonorPerfect) preferred.
- Provide excellent customer service with the utmost integrity and professionalism.
- Develop and maintain positive and productive relationships with staff, volunteers, and donors, especially with older adults.
Travel locally and work some weekday evenings and weekends as required
WORKING CONDITIONS/PHYSICAL REQUIREMENTS:
This is primarily an office position that requires only occasional bending, reaching, stooping, lifting and moving of office materials weighing 25 pounds or less. The position requires daily use of a personal computer and requires entering, viewing, and revising text and graphics on the computer terminal and on paper.
Must possess a valid California driver’s license; proof of auto liability insurance; and have the use of a personal vehicle for work related purposes.
An Equal Opportunity Employer.