Gift Planning Officer
About The Position
The Gift Planning Officer for the Western United States serves The Navigators by advancing the Gospel of Jesus and His kingdom into the nations through spiritual generations of laborers living and discipling among the lost. This role partners with the Senior Director of Gift Planning, Foundations, & Content Creation, other Gift Planning Officers, and the wider Advancement team to implement successful legacy strategies. The goal is to secure deferred and current funding for The Navigators' priorities by serving ministry partners. The position involves facilitating strategies for cultivation, solicitation, closing techniques, and stewardship to meet legacy funding goals. The Gift Planning Officer will identify, research, cultivate, and solicit qualified prospects for planned gifts by managing a portfolio of ministry partners and prospects. A key aspect of the role is to listen to, engage, and disciple gift planning ministry partners, guiding their giving toward Navigator missional objectives. The officer must develop a comprehensive understanding of The Navigators’ history, values, ministries, vision, and strategic objectives to communicate them knowledgeably and enthusiastically. An annual moves management strategic plan for their territory will be developed in partnership with the Senior Director. The role also includes participating in Advancement Department planning and strategy meetings, collaborating with various teams to identify and pursue prospective Gift Planning donors, and staying current on gift planning trends, educational opportunities, and legal requirements. Travel is required approximately 50% of the time.
Requirements
- Belief in and adherence to the Statement of Faith and Mission of The Navigators.
- Lives out a deep, personal, and daily relationship with Jesus Christ which reflects and represents The Navigators’ ministry and values.
- Embraces Advancement as a ministry to ministry partners with purposeful intent to be deeply involved in ministry partners' lives and to discover and cultivate ministry partners’ philanthropic interests.
- At least one year of experience in Gift Planning preferred, including knowledge of gifting options, cultivation, stewardship, and closing skills.
- Experience in non-profit or financial industry work and knowledge preferred regarding Gift Planning options e.g., Wills, Living Trusts, QCDs from IRAs, Life Insurance, Charitable Remainder Trusts, Charitable Gift Annuities, Donor Advised Funds, and Charitable Endowments.
- Working knowledge of Microsoft Office and other database and web-based fundraising tools.
- Excellent interpersonal and communication skills including verbal & written, to create understanding and build strong working relationships required.
- Minimum four-year degree.
- Must live West of the Mississippi River in the United States.
Nice To Haves
- Knowledge of Navigator Missions and ministries preferred.
- Fundraising (CFRE) or (CAP) credentials preferred but not required.
Responsibilities
- Facilitates strategies regarding cultivation, solicitation, closing techniques, and some stewardship to meet short and long-term legacy funding goals.
- Identifies, researches, cultivates, and solicits qualified prospects for planned gifts by actively managing a dynamic portfolio of ministry partners and prospects.
- Listens to, engages, and disciples gift planning ministry partners to use their gifts of giving toward Navigator missional objectives.
- Develops a comprehensive understanding of The Navigators’ history, values, ministries, vision, and strategic objectives and be able to communicate these knowledgeably, credibly, and enthusiastically with Gift Planning ministry partners and other Navigator constituents.
- Develops an annual moves management strategic plan in partnership with the Senior Director of Gift Planning, Foundations, & Content Creation for their territory to engage with and cultivate a portfolio of new and current Gift Planning ministry partners.
- Participates in and contributes to Advancement Department planning and strategy meetings.
- Works collaboratively with the Senior Director of Gift Planning, Foundations, & Content Creation, Direct Response, Mid‐Level, Ministry Partner Advisors, Gift Planning and Foundations team members, and ministry partner research/moves management teams to identify and pursue prospective Gift Planning donors.
- Remains current regarding gift planning trends, educational opportunities, and legal requirements.
- Attends weekly Gift Planning huddles and other department meetings.
- Read spiritually and culturally developmental books and literature.
- Participates in development events such as Navigator on-site events, Cultural Development and Diversity trainings or other non-Navigator developmental events as appropriate.
- Participates in the annual Plan and Progress Review (PPR) process which includes a self-evaluation and manager evaluation.
- Submits and maintains regular trip summaries and tracks all ministry partner contact in Salesforce.
- Submit expense reports, due the 15th of each month.
- Additional job-related duties as assigned.
Benefits
- High-Deductible Health Plan: Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, EAP, 401a and 403b retirement options.
- Up to 15 paid holidays per year
- Accumulating PTO (vacation, sick, personal).
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
