Planned Giving Officer

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