Planned Giving Officer
5 days ago
**DUTIES AND RESPONSIBILITIES**
- Execute quarterly survey ensuring there is a strong tracking and follow up.
- Research and identify Legacy Circle prospects.
- Cultivate legacy prospects by sharing information about planned giving options, tax laws related to charitable giving, and the impact legacy gifts have.
- Coordinate with executors and other estate administrators when gifts are fulfilled.
- Creates marketing materials to promote the Legacy Circle.
- Write and distribute quarterly Legacy newsletters, reports, and proposals.
- Create specific measurable goals to grow the program each year.
- Assist with the stewardship and solicitation of Legacy Circle sponsors.
- Assist in planning speaking engagements and planned giving seminars.
- Assist at donor recognition and fundraising events when prospects and Legacy Circle members are in attendance.
- Assist at fundraising events when prospects and Legacy Circle members are in attendance.
**SKILLS AND COMPETENCIES**
- Excellent organizational and administrative skills.
- Strong interpersonal skills, with an ability to build excellent working relationships with donors, colleagues, and suppliers to attain goals.
- Detail-oriented, excellent writing skills and an ability to clearly communicate technical information.
- Must be goal-oriented, self-motivated, and able to demonstrate great individual initiative with an eye toward results.
- Excellent computer skills including Microsoft Office and customer service relationship management software
- Commitment to the value of teamwork.
**QUALIFICATIONS**
- A university or college degree in general arts or business is an asset.
- Five years or more of fundraising experience.
- Experience with fundraising databases.
- Possess an understanding of marketing principles, donor recognition strategies and planned giving vehicles.
**Job Types**: Part-time, Permanent
Part-time hours: 20 per week
**Salary**: Up to $40,000.00 per year
**Benefits**:
- Dental care
- Extended health care
- Paid time off
Work Location: In person
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