Planned Giving Officer

Overall Summary:

Under the supervision of the Chief Development Officer, the Planned Giving Officer is responsible for developing and managing long-term donor relationships, focusing on securing legacy gifts, managing a donor portfolio and growing planned donations to support our planned giving society, The Heritage Society.

Essential Functions:

• Develop and execute a planned giving marketing strategy and communications plan with the use of the planned giving platform to increase participation in The Heritage Society
• Responsible for the management of a portfolio of prospects/donors. Identify, research, cultivate, and solicit for planned gifts
• Collaborate with legal, financial, and estate planning professionals to facilitate planned gifts
• Conduct estate planning seminars and workshops to educate potential donors about the benefits of planned giving and how it can support the organization's mission
• Integrate planned giving strategies into the Capital Campaign by cultivating long-term donor relationships and securing legacy commitments toward the fundraising goal
• Provide support and options to donors regarding planned and deferred gifts
• Coordinate stewardship activities to recognize and honor planned gift donors
• Maintain meticulous records of donor interactions and planned giving plans
• Represent GDF/AVD at all development-related special events and meetings
• Perform other tasks as assigned by the Chief Development Officer.
• Always aware of safety rules and procedures, ensuring that the functions of this job are done in the safest possible manner and encourages co-workers to do likewise

Essential Requirements:

• Bachelor's degree from accredited college (preferably in Fundraising, Nonprofit Management, Communications, Marketing or other related field).
• Deep understanding of financial planning and planned giving vehicles, are essential
• 3+ years successful experience in planned giving and major gifts fundraising.
• Strong computer skills needed to utilize research tools and implement donor cultivation plans. Experience working with CRM databases necessary.
• Possess strong interpersonal, communication, and presentation skills (oral, written, and listening)
• Position is highly sensitive and requires impeccable personal and professional integrity and discretion.
• Ability to work collaboratively and manage multiple projects simultaneously

Physical Demands: The employee is required to stand, walk, push, pull, reach overhead and bend to the floor, drive and/or travel, lift 25 pounds and exert up to 20 pounds of force occasionally

Visual Acuity: Near acuity and accommodation are required for the ability to see and read text and copy of written materials for publishing and to read computer screen.

Hearing Ability: Ability to interact with staff and public in an informal or formal way during events or public speaking.

Work Environment: Employee is exposed to office, kennel and residence environment. This includes animal hair and dander as well as cleaning and antibacterial cleaning solutions.

Compensation Information:

The expected salary range for the position is $85,000 - $95,000 per year. The anticipated starting salary is between $85,000 and $87,500 will take into account internal equity and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience, among other factors.

We offer a comprehensive benefits program which includes an outstanding 403(b) plan, tuition reimbursement, health, dental, vision, and life insurance, generous paid time off, and more.

Job Type: Full-time

Pay: $85, $95,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• How many years of planned giving experience do you have?

Ability to Commute:

• Smithtown, NY Required)

Work Location: In person