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Planned Giving Specialist
2 months ago
WHY JOIN OUR TEAM?
The American Red Cross stands as one of the foremost humanitarian organizations in the nation, dedicated to aiding individuals in need both domestically and globally, in collaboration with other Red Cross entities. By becoming a member of our team, you play a vital role in a meaningful mission, with the chance to make a life-saving impact every day. If you are driven by a desire to help others, this exceptional career opportunity is tailored for you. Work in an environment where your career contributes positively to society.
We embrace diversity within our workforce and are committed to delivering our programs and services in a culturally sensitive manner that mirrors the communities we serve. Our workplace fosters collaboration, respect, and inclusivity, highlighting allyship and a sense of belonging that empowers every team member. Join us to learn, grow, and thrive while sharing your commitment to effecting change.
The Red Cross provides various cultural and community resource groups for our team members and volunteers. These networks, including the Ability Network, the Latino Resource Group, and Red Cross PRIDE, among others, aim to build connections, offer mentorship, and elevate important issues and perspectives.
At the American Red Cross, we celebrate your individuality.
KEY RESPONSIBILITIES:
The Gift Planning Unit at the American Red Cross is dedicated to securing planned contributions that support various facets of our mission and to establish the Red Cross as the preferred charity for such gifts.
With general oversight, you will design, implement, and manage planned giving initiatives, actively pursue new opportunities and strategies for planned giving donors, and provide assistance and guidance to volunteers.
All tasks must be performed in accordance with established procedures and relevant regulations.
WHERE YOUR WORK MAKES A DIFFERENCE:
- Oversee comprehensive gift planning strategies for a diverse portfolio and/or specific service requirements.
- Evaluate information on potential donors to formulate effective outreach strategies.
- Engage with potential donors to promote planned contributions.
- Establish protocols for receiving, acknowledging, and reporting planned gifts.
- Develop and contribute to initiatives and marketing strategies aimed at attracting potential donors.
QUALIFICATIONS:
A Bachelor's degree in philanthropy studies or a related discipline is required. Certifications such as CFRE, CFP, CAP, or LLM are preferred.
- At least 5 years of experience in major gifts or gift planning is required, or an equivalent combination of education and relevant experience.
- Familiarity with planned giving vehicles and fundraising practices is desirable.
- Strong interpersonal, verbal, and written communication skills are essential.
- Basic computer skills, including proficiency in word processing and spreadsheet applications, are necessary.
- Demonstrated diplomacy in sensitive situations is crucial.
- Knowledge of the Northern California region is advantageous.
- Personal transportation is required.
- Ability to collaborate effectively in a team environment.
- Travel: 10% - 25% business travel is expected.
ADDITIONAL COMPETITIVE ADVANTAGES:
- Awareness of current trends in Gift Planning.
- Strong leadership abilities focused on accuracy, consistency, and best practices.
- Excellent interpersonal skills, commitment, and adaptability.
- Expertise in the Northern California funding community is highly beneficial.
BENEFITS:
At the American Red Cross, we support you so you can support others. Our comprehensive benefits help you balance personal and professional life, offering a variety of resources and perks for your advancement and well-being.
- Medical, Dental, and Vision plans.
- Health Spending Accounts & Flexible Spending Accounts.
- Paid Time Off (PTO) + Holidays.
- 401K with a 5% match.
- Paid Family Leave.
- Employee Assistance Program.
- Disability and Insurance coverage.
- Service Awards and recognition.
- Pay for Performance.
- Salary range for this position: $95,000 - $112,000.
*Note that American Red Cross salaries are determined based on geographic location, skills, and experience.
*Disclaimer: The statements above describe the general work environment and responsibilities; they are not exhaustive lists of duties.
