Planned Giving Officer

Job Details

Description

Position Summary :

The Planned Giving Officer is a key member of the Deborah Hospital Foundation responsible for identifying, cultivating, soliciting, and stewarding donors who are interested in making planned gifts such as bequests, trusts, and other estate-related donations. This highly motivated, results-oriented individual has a strong understanding of planned giving strategies and a passion for philanthropy. Responsible for the implementation and expansion of our planned gifts program, execution of a comprehensive strategy to retain, steward, and expand the number of documented planned donors to the Foundation, active cultivation and appropriate solicitation and stewardship.

Experience

Required :

3+ years of experience in planned giving, estate planning, fundraising, or a related field.

Strong understanding of planned giving instruments, including bequests, charitable trusts, and life insurance.

Highly energetic professional with a proven track record and talent for building relationships and managing a pipeline of high-net-worth donors and successfully securing six-figure gifts.

Experience in researching prospective donors capacity.

Ability to work independently and be self-motivated in initiating contacts with potential donors.

Strong analytic skills and experience developing successful cultivation and solicitation strategies.

Education

Required : Bachelors Degree in a related, e.g., non-profit management, fundraising, law.

Preferred : Masters Degree

License and Credentials

Required : Valid Drivers License.

Preferred : CFP, CFA or other relevant professional certifications.

Skills

Required :

Excellent written and verbal communication, interpersonal, and presentation skills.

Strong research, analytical, and problem-solving skills.

Proficiency in Microsoft Office Suite and CRM databases (e.g., Raiser's Edge,).and social media platforms.

Experience with wealth screening tools and other resources.

Knowledge of estate and tax laws related to charitable giving.

Ability to work independently and collaboratively with colleagues and peers within the Foundation and medical center leadership, as well as external partners and volunteers

Self-starter with a passion for working collaboratively with a small team

Experience with high-level donor cultivation and solicitation.

Experience with donor cultivation event planning and execution.

Affinity with the overall missions of Deborah Hospital Foundation and Deborah Heart and Lung Center

Hours : full-time 80 hours per pay period

The minimum starting rate for this position is $36.68

When determining a team members base rate, several factors may be considered as applicable (e.g., years of recent relevant experience, education, credentials, and internal equity).

At Deborah, healthcare is still about caring...for patients and team members. That is why we offer an outstanding benefits package, which includes healthcare coverage for team members in regularly budgeted positions of at least 30 hours per week. The benefits package also includes generous paid time-off, 401K matching contribution, tuition assistance, short and long term disability benefits, life insurance, meal discount, dependent care subsidy, adoption assistance and free parking.

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Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.