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Planned Giving Officer
2 months ago
The Humane Society of the United States is seeking a skilled Planned Giving Officer to join our team in the Midwest region. As a key member of our Planned Giving department, you will be responsible for cultivating, soliciting, and stewarding current and new donors to raise funds towards a set fundraising target.
Responsibilities:- Solicit and document bequest intentions and beneficiary designations from prospects in the Midwest region.
- Follow up on marketing campaigns, individual inquiries, and personal outreach to generate leads and develop contacts for solicitation.
- Steward Humane Legacy supporters in assigned region, prioritizing high gift commitments and high net worth.
- Promote, solicit, and close Charitable Gift Annuities.
- Generate income to meet set fundraising targets, via outright annual donations from assigned portfolio of donors.
- Assist donors with methods such as IRA rollovers, gifts of stock and mutual funds, and gifts of non-cash assets.
- Keep abreast of achievements, victories, and other developments in the organization and among affiliates, to ensure the ability to provide donors and prospects with full, accurate, and specific information.
- Collaborate and maintain relationships with colleagues.
- Keep abreast of trends relevant to technical knowledge and tax law concerning charitable gift planning.
- Bachelor's degree or equivalent work experience required.
- A minimum of seven (7) years of experience in development, donor engagement, or another related field required.
- Knowledge of planned gift models and software, such as PG Calc, preferred.
- Knowledge of moves management and CRM database systems preferred.
- Leadership ability in work setting.
- Flexible, willing to learn, and anticipates the needs of self and staff.
- Ability to set a positive tone for employees during their day.
- Comfortable in a fast-paced environment with frequent deadlines; high energy, self-motivated and proactive.
- Ability to manage issues requiring problem resolution and conflict management with excellent interpersonal and intervention skills.
- Excellent written and verbal communication skills.
- Knowledge of business operations, including effective budget development and management processes.
- Attention to detail and commitment to excellence, demonstrated by the delivery of quality and timely outcomes.
- Willing and able to travel as necessary; Reliable personal transportation is required.
- Strong interest in animal protection issues preferred.
This position is required to live in the Midwest region of the US and within 60 miles of a major US airport. Location in the Chicago area is strongly preferred.
