Gift Planning Officer

Wheaton College•Wheaton, IL

4d•$57,000 - $65,000•Hybrid

About The Position

Reporting to the Director of Gift Planning Services (“GPS”), this entry-level, full-time position works alongside the Director and Associate Director in offering planned gifts and sharing useful strategies, such as tax reduction. The role supports Development staff in sharing information about GPS tools and may assist in guiding/supervising the GPS Office Coordinator. The position offers benefits and pays $57,000 - $65,000 annually, with training provided in specific Planned Giving tools.

Requirements

Bachelor's degree required
Excellent writing, analytical and communication skills
Some travel required
Valid driver’s license
Experience with computer applications (Microsoft Word, Excel, PowerPoint)
Affirmation of the Wheaton College Statement of Faith as a faithful expression of one’s own theological convictions
Affirmation of the biblical standards for Christian character and God-honoring behavior described throughout the Wheaton College Community Covenant, and promise to adhere to them in personal practice
Support of the Wheaton College Christ-Centered Diversity Commitment, the Gender Equity Vision Statement, and the College’s Convictions on Human Sexuality.

Nice To Haves

Previous exposure to development, tax, gift planning, fundraising, or estate planning preferred

Responsibilities

Present and document planned giving tools and services, helping support Development staff in their work with donors, including traveling to meet with donors and conducting virtual meetings.
Offer Estate Review service to donors and identify applicable tools and services.
Prepare and present estate and gift planning seminars/webinars to donors and gauge results for follow up.
Brainstorm and apply best engagement practices with highly rated gift planning prospects, with travel likely key to in-person engagement.
Utilize Research staff assistance and dashboard information to focus on high propensity gift planning prospective donors.
Participate in GPS marketing strategies, with an eye toward clear, concise, and compelling outreach.
Coordinate with team to present periodic Gift Planning Conversations, educating Development staff on planned gifts and services.
Help Director collaborate on key reports with Advancement Division and Investment Department.
Maintain key donor lists.
Collaborate with team to maintain charitable solicitation registration.
Study and stay current on issues relating to estate and gift planning.