Planned Giving

Found in: beBee jobs US - 2 weeks ago


George School, United States George School Full time

George School, a Quaker boarding/day grades 9-12 college
preparatory school located in Newtown, Bucks County, PA has an
opening for a Planned Giving & Major Gifts
Officer.

SUMMARY:

The Planned Giving & Major Gifts Officer is an integral
member of the Advancement team and will possess a blend of proven
frontline fundraising experiences, excellent donor relationship
development and knowledge in Planned Giving. This position holds
the primary responsibility for gifts of estates, trusts, and
various other financial vehicles that reflect financial planning
and deferred giving opportunities. The Officer prepares written
materials, including having primary responsibility for training and
support for other staff members working with donors on deferred and
planned gifts such as trusts, charitable annuities, IRA's/QCD's,
life insurance, wills, and bequests.

REQUIREMENTS:

5+ years of related
Bachelor's degree required; Master's degree
Experience working with intergenerational
Experience working with planned giving programs and general
knowledge of giving
Strong organizational skills and discipline in stewarding donor
information and maintaining database records.
Excellent written and oral communication
Able to exhibit a high level of
Flexibility to travel to meet with
Proficiency with Microsoft Office and fundraising software,
preferably Raisers

APPLY AT WWW.GEORGESCHOOL.ORG
UNDER EMPLOYMENT OPPORTUNITIES
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