Planned Giving Officer

Focus:

Recognize the importance of donor generosity, and you work hard to build, cultivate and nurture a donor base.

Supervisor: Fundraising and Donor Stewardship Manager

Role:

Identify stand-out donors and bring them to the attention of the CEO and the Fundraising Manager.

Personal thank you emails strategy.

Personal phone call strategy and record info details on spreadsheet template database.

Executing one-off projects aimed at driving engagement and delighting specific donors.

Send birthdays and anniversary cards to donors.

Maintain the relationship with the ambassadors and to answer them all when they have questions.

Create and adjust a bequest strategy.

Create fundraising networks or groups e.g. Seniors Supporters of ROLDA, Real estate developers for Homeless Animals and offer back recognition in ROLDA annual report.

Facilitate all facets of a major gift and planned giving program for multiple areas and foundations.

Prospect identification, cultivation and stewardship.

Manage a targeted portfolio of donors who have indicated an interest in making a deferred or planned gift.

Manage an annual portfolio of prospects.

Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for planned gifts.

Respond to donor inquiries with appropriate information on bequests, life income gifts and other gift planning vehicles.

Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients and provide material for their use, exchange up-to-date information on current best practices, request help in obtaining referrals and discuss donor interests.

Experience/Requirements:

Knowledge of estate planning, including wills, trusts and estate and gift tax laws, deferred giving vehicles and tax laws related to charitable giving.

Ability to work with a wide variety of people, both internally and externally.

Excellent communication and interpersonal skills, including demonstrated ability to cultivate and solicit high net worth individuals and their advisors.

Must be proficient with Microsoft Office (Word, Excel, etc.).

Target: USA, Australia, United Kingdom, Switzerland

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