Gift Planning Officer
The American Red Cross is seeking a Gift Planning Officer to support donors throughout the Los Angeles and central California area. This position offers a work-from-home flexibility while also requiring regular engagement with donors, attendance at events, and participation in meetings at the Los Angeles office as needed.
The Gift Planning team seeks to secure planned gifts supporting any component of the organization's mission and to establish the Red Cross as the charity of choice for such gifts. Reporting to the Director of Gift Planning, this role includes identifying, qualifying, cultivating, soliciting, and stewarding gift-planning prospects and donors in the area. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.
- Develops and manages the gift planning strategy for a portfolio of prospects throughout the Regions to support Red Cross programs and services.
- Develop, lead, and implement strategies to substantially grow membership of the Legacy Society.
- Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances the profile of the Legacy Society.
- Deliver training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.
- Remain current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.
- Provides technical assistance the Regions development teams to increase its fundraising capacity to solicit planned and current gifts.
- Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position as the charity of choice for bequests, trusts, retirement funds, life insurance policies, and life income arrangements.
- Supports the reporting by the Regions of all estate documents to the Office of General Counsel.
- Communicates with the Director of Gift Planning on a regular basis about donor and gift activity. Utilizes development prospect management system to facilitate regular reporting of donor and gift activity and to manage achievements of fundraising and personal goals.
What You Need To Succeed
- Bachelor's degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate, or other related field required. Certification in one or more of the following areas is preferred: CFRE, CFP, CAP, J.D., LLM
- Minimum 7 years of major gift or gift planning experience or equivalent combination of education and related experience required. Experience with gifts of assets and life income gifts including charitable gift annuities, charitable trusts, and pooled income funds is preferred. Experience promoting, managing, cultivating and soliciting such programs is highly desirable.
- Skills & Abilities: Knowledge of applicable principles, concepts, practices, and standards of planned giving vehicles and fundraising is desired. Excellent interpersonal, verbal, and written communication, presentation, and negotiation skills are required. Basic proficiency in use of Personal Computer, word-processing, spreadsheet applications, and database applications when applicable. Strong organization skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential. Ability to work on a team.
- Must have own transportation.
- Travel: 10% - 25% business travel is required.
- Knowledge of Microsoft Office is necessary. Training in PG Calc or Crescendo planned giving software is desirable.
Compensation: The salary range for this position is $120,000-$135,000. You will be eligible to participate in an incentive plan based on annual individual and organization performance.
Note that American Red Cross salaries are aligned to the specific geographic location in which the work is primarily performed. Other factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have, and comparison to other employees already in this role.
This job will be posted for a minimum of five business days and extended if the applicant pool needs to be expanded. This role is not eligible for relocation assistance.
Benefits For You
- Medical, Dental Vision plans
- Health Spending Accounts & Flexible Spending Accounts
- PTO: Starting at 15 days a year; based on FLSA status and tenure
- Holidays: 11 paid holidays comprised of six core holidays and five floating holidays
- 401K with 6% match
- Paid Family Leave
- Employee Assistance
- Disability and Insurance: Short + Long Term
- Service Awards and recognition
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel; and talk or hear.The employee is frequently required to reach with hands and arms.The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 30 pounds.Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.The work environment will consist of moderate noise (i.e. business office with computers, phones and printers, light traffic).The employee must have the ability to work in a small cubicle and have the ability to sit at a computer terminal for an extended period of time.
Gift Planning Officer
The American Red Cross is seeking a Gift Planning Officer to support donors throughout the Los Angeles and central California area. This position offers a work-from-home flexibility while also requiring regular engagement with donors, attendance at events, and participation in meetings at the Los Angeles office as needed.
The Gift Planning team seeks to secure planned gifts supporting any component of the organization's mission and to establish the Red Cross as the charity of choice for such gifts. Reporting to the Director of Gift Planning, this role includes identifying, qualifying, cultivating, soliciting, and stewarding gift-planning prospects and donors in the area. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.
- Develops and manages the gift planning strategy for a portfolio of prospects throughout the Regions to support Red Cross programs and services.
- Develop, lead, and implement strategies to substantially grow membership of the Legacy Society.
- Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances the profile of the Legacy Society.
- Deliver training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.
- Remain current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.
- Provides technical assistance the Regions development teams to increase its fundraising capacity to solicit planned and current gifts.
- Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position as the charity of choice for bequests, trusts, retirement funds, life insurance policies, and life income arrangements.
- Supports the reporting by the Regions of all estate documents to the Office of General Counsel.
- Communicates with the Director of Gift Planning on a regular basis about donor and gift activity. Utilizes development prospect management system to facilitate regular reporting of donor and gift activity and to manage achievements of fundraising and personal goals.
What You Need To Succeed
- Bachelor's degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate, or other related field required. Certification in one or more of the following areas is preferred: CFRE, CFP, CAP, J.D., LLM
- Minimum 7 years of major gift or gift planning experience or equivalent combination of education and related experience required. Experience with gifts of assets and life income gifts including charitable gift annuities, charitable trusts, and pooled income funds is preferred. Experience promoting, managing, cultivating and soliciting such programs is highly desirable.
- Skills & Abilities: Knowledge of applicable principles, concepts, practices, and standards of planned giving vehicles and fundraising is desired. Excellent interpersonal, verbal, and written communication, presentation, and negotiation skills are required. Basic proficiency in use of Personal Computer, word-processing, spreadsheet applications, and database applications when applicable. Strong organization skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential. Ability to work on a team.
- Must have own transportation.
- Travel: 10% - 25% business travel is required.
- Knowledge of Microsoft Office is necessary. Training in PG Calc or Crescendo planned giving software is desirable.
Compensation: The salary range for this position is $120,000-$135,000. You will be eligible to participate in an incentive plan based on annual individual and organization performance.
Note that American Red Cross salaries are aligned to the specific geographic location in which the work is primarily performed. Other factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have, and comparison to other employees already in this role.
This job will be posted for a minimum of five business days and extended if the applicant pool needs to be expanded. This role is not eligible for relocation assistance.
Benefits For You
- Medical, Dental Vision plans
- Health Spending Accounts & Flexible Spending Accounts
- PTO: Starting at 15 days a year; based on FLSA status and tenure
- Holidays: 11 paid holidays comprised of six core holidays and five floating holidays
- 401K with 6% match
- Paid Family Leave
- Employee Assistance
- Disability and Insurance: Short + Long Term
- Service Awards and recognition
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel; and talk or hear.The employee is frequently required to reach with hands and arms.The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 30 pounds.Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.The work environment will consist of moderate noise (i.e. business office with computers, phones and printers, light traffic).The employee must have the ability to work in a small cubicle and have the ability to sit at a computer terminal for an extended period of time.
