Planned Giving Officer
2 weeks ago
At ROME GROUP, we are seeking a skilled Planned Giving Officer to join our team. This role will play a critical part in supporting our fundraising efforts, primarily by managing a portfolio of local and regional donors who have made or may potentially make a planned gift to our organization.
Key Responsibilities:
- Manage a portfolio of planned gift donors and prospects, developing and implementing strategies to cultivate and steward relationships.
- Collaborate with the Planned Giving Director to develop and execute annual planned giving marketing plans, ensuring alignment with organizational goals.
- Assist with estate administration matters, communicating with attorneys, trustees, executors, and other estate and trust administrators to ensure planned gifts are fulfilled in a timely manner.
- Contribute to the creation and execution of stewardship/donor engagement activities for Legacy Society members, working closely with the Donor Care Team.
- Collaborate with other fundraising staff to create solicitation strategies that include planned gift components, driving overall fundraising success.
Requirements:
- Bachelor's Degree
- 2-5 years of experience in fundraising or a related field
- No supervisor experience required
- Preferred: Master's Degree, 5-10 years of experience, and CFRE certification
Apply now on our website: https://www.bjccareers.org/jobs/77769?lang=en-us
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