Description:
WHO YOU ARE
As our new Planned Giving Officer, we know you will be successful in this role because you are:
Committed to Continuous Improvement: You utilize best practices and look for ways to improve effectiveness, and have a commitment to learning and professional growth.
An Organizational Genius: You thrive in and excel at creating a framework to meet deliverables and show accountability to all parties.
Welcome Collaboration: You work as a thought partner and build relationships through listening, offering recommendations, and aligning parties through mutual respect.
Creative: You display prowess in problem-solving by demonstrating inventiveness and strategic thinking. You love to create compelling proposals and marketing materials for donors.
YOUR PRIMARY RESPONSIBILITIES
Builds and manages the planned giving program.
Manage a portfolio of about 150 prospective donors emphasizing planned gifts of all types and sizes.
Develop and prepare written proposals, informational materials, endowment agreements, gift illustrations, charitable trust agreements, gift annuity agreements and other materials needed to secure support.
Creates and implements a stewardship plan for planned gift donors to recognize and engage planned gift donors who are not actively being cultivated and solicited by other assigned staff.
Creates and implements a marketing plan for planned gift prospects to engage and identify new planned gift donors and prospects, and executes strategy through phone, email, social media, and customized notes/correspondence. Some face-to-face communication is likely/possible on a limited number of accounts.
QUALIFICATIONS
Bachelor’s degree from an accredited four-year college; and five or more years of successful relationship building experience and/or equivalent combination of education and experience
Five (5) or more years’ experience managing a portfolio, goals-based fundraising, and direct solicitation. Planned giving experience is preferred
Proficiency with Microsoft Office, Teams, CRM solutions such as Salesforce, Raisers Edge or similar; contact, activity tracking and other reports
Successful applicants must live and work in Washington State to perform this role.
Applicants must be at least 18 years old
| Organization | Woodland Park Zoo |
| Industry | Management Jobs |
| Occupational Category | Planned Giving Officer |
| Job Location | Seattle,USA |
| Shift Type | Morning |
| Job Type | Full Time |
| Gender | No Preference |
| Career Level | Intermediate |
| Experience | 5 Years |
| Posted at | 2023-05-16 4:23 pm |
| Expires on | 2024-06-16 |