Planned Giving Officer
About The Position
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.
Requirements
- 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.
- Bachelor's Degree in a related, e.g., non-profit management, fundraising, law.
- Valid Driver's License.
- 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
Nice To Haves
- Master's Degree
- CFP, CFA or other relevant professional certifications.
Benefits
- healthcare coverage for team members in regularly budgeted positions of at least 30 hours per week
- generous paid time-off
- 401K matching contribution
- tuition assistance
- short and long term disability benefits
- life insurance
- meal discount
- dependent care subsidy
- adoption assistance
- free parking
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Hospitals
