Associate Gift Planning Officer

Focus on the Family•Colorado Springs, CO

1d•Onsite

About The Position

The Associate Gift Planning Officer position is part of the Planned Giving department, which functions as a service department to the fundraising segments within Focus on the Family and to our donors directly. This position exists to assist the Gift Planning Officer with the donor customer service and the processing and cataloging of planned gifts, namely estate gifts that come to us through bequests. Additionally, this position must have a high-level understanding of other planned gifts and financial planning concepts to assist and educate donors by answering questions and by being a resource to them. These activities involve extensive contact with both donors and industry professionals that require considerable initiative and independent judgment daily with only general direction from the Gift Planning Officer. The role consists of roughly 10% Project Coordinating, 40% Customer Service and 50% administrative tasks related to the previous two categories. Essential Duties/Responsibilities: The Focus on the Family Planned Giving department oversees four major gift categories. This position will assist the Gift Planning Officer in the following ways: Wills & Bequests: Is a proactive Focus on the Family advocate encouraging appropriate donors to add us to their estate plan Receives and reviews all estate documents to ensure that due diligence is completed in the process of closing estate gifts Works with the Gift Planning Officer on the marketing strategy and content for bequest campaigns Manages the follow up process for bequest prospects Maintains an accurate record of bequest notifications in our donor data base Administrates thank you responses for bequest notifications Gathers and prepares monthly reports of bequest notifications Non-Cash Gifts/ IRA Charitable Rollovers: Is a proactive Focus on the Family advocate encouraging appropriate donors to give to us from their IRA Administrates IRA Charitable Rollover gifts Works with the Gift Planning Officer to the marketing strategy and content for IRA Charitable Rollover campaigns Maintains an accurate record of IRA Charitable Rollover gifts in our donor data base Gathers and prepares monthly reports of IRA Charitable Rollover gifts Gifts of Business or Real Estate: Is a proactive Focus on the Family advocate encouraging appropriate donors to give a gift from their business or real estate Maintains a working knowledge of business and real estate gifts to refer donors to the appropriate gift solution Charitable Gift Annuities: Is a proactive Focus on the Family advocate encouraging appropriate donors to open a Charitable Gift Annuity with Focus on the Family Handles in-bound gift annuity calls and prospects, creating personalized illustrations for donors Manages the follow up process for gift annuity prospects Coordinates live and recorded educational events for donors related to Planned Giving and Estate Planning Topics Develops and maintains familiarity with issues of taxation and valuation of outright gifts and deferred gifts Communicates with attorneys, trustees, and executors to complete transfers of estate gifts Maintains an in depth understanding of the ministry’s core programs and initiatives Identifies needs of donors through high value questions and interpersonal communication Cultivates relationships for further engagement; responding to initial contact by donor, answers questions, and gives direction and provides educational resources for appropriate gift types Works through follow up process until completion of gifts; communicates appreciation and a desire to serve donors

Requirements

Exemplifies Ephesians 5:1-2, “Therefore be imitators of God as dear children and walk in love, as Christ also has loved us and given Himself for us…”
Pursues the Great Commission given by Jesus Christ in Matthew 28:19-20, “Go therefore and make disciples of all the nations, baptizing them in the name of the Father and of the Son and of the Holy Spirit, teaching them to observe all things that I have commanded you; and lo, I am with you always, even to the end of the age.”
Is a consistent witness for Jesus Christ; maintains a courteous, Christ-like attitude in dealing with people within and outside of Focus; adheres to the Standard of Moral Conduct and Statement of Faith; upholds Focus on the Family's ministry in prayer
Prays personally for Focus on the Family’s staff and constituents and may occasionally lead in a public prayer
Engages in Christian ministry
Demonstrates behaviors aligned with FOF core values
Articulate, approachable, teachable, concerned for long–term effectiveness for both face to face and over the telephone communication, detail-oriented, personable, self-accountable, self-motivated, and team-oriented
Bachelor's Degree in Business Administration and/or Accounting and/or Finance preferred
Familiar with a variety of Financial Planning concepts and principles
Sales experience, telemarketing, or retail
2 - 4 years of experience in Planned Giving or Business-related field preferred
Administrative experience; enjoys developing and maintaining systems
Attitude of service to Focus donors
Enjoys working with people - this position will deal intensely with donors and various supporting industry professionals
Excellent conversational, human relations and telephone skills
Independent self-starter
Ability to work with limited supervision
Proactive and creative problem solver; does not accept “we’ve always done it this way”
Ability to work well in a fast-paced environment with shifting priorities: flexible
Able to meet high-capacity workload and deadlines
Enjoys working with complex situations and assisting in solving problems
Extreme accuracy and attention to detail required
Strong knowledge of Excel and Word
Strong written and grammar skills
Ability to regularly deal with sensitive and confidential information
Ability to minister to constituents who are grieving
Cover Letter, Resume/CV

Responsibilities

Is a proactive Focus on the Family advocate encouraging appropriate donors to add us to their estate plan
Receives and reviews all estate documents to ensure that due diligence is completed in the process of closing estate gifts
Works with the Gift Planning Officer on the marketing strategy and content for bequest campaigns
Manages the follow up process for bequest prospects
Maintains an accurate record of bequest notifications in our donor data base
Administrates thank you responses for bequest notifications
Gathers and prepares monthly reports of bequest notifications
Is a proactive Focus on the Family advocate encouraging appropriate donors to give to us from their IRA
Administrates IRA Charitable Rollover gifts
Works with the Gift Planning Officer to the marketing strategy and content for IRA Charitable Rollover campaigns
Maintains an accurate record of IRA Charitable Rollover gifts in our donor data base
Gathers and prepares monthly reports of IRA Charitable Rollover gifts
Is a proactive Focus on the Family advocate encouraging appropriate donors to give a gift from their business or real estate
Maintains a working knowledge of business and real estate gifts to refer donors to the appropriate gift solution
Is a proactive Focus on the Family advocate encouraging appropriate donors to open a Charitable Gift Annuity with Focus on the Family
Handles in-bound gift annuity calls and prospects, creating personalized illustrations for donors
Manages the follow up process for gift annuity prospects
Coordinates live and recorded educational events for donors related to Planned Giving and Estate Planning Topics
Develops and maintains familiarity with issues of taxation and valuation of outright gifts and deferred gifts
Communicates with attorneys, trustees, and executors to complete transfers of estate gifts
Maintains an in depth understanding of the ministry’s core programs and initiatives
Identifies needs of donors through high value questions and interpersonal communication
Cultivates relationships for further engagement; responding to initial contact by donor, answers questions, and gives direction and provides educational resources for appropriate gift types
Works through follow up process until completion of gifts; communicates appreciation and a desire to serve donors
Performs other duties as assigned