Planned Giving

4 weeks ago

Newtown, United States George School Full time

Planned Giving & Major Gifts Officer

Position Type Full-Time Start 07/01/2024 School Name City, State Newtown, PA Posted 04/02/2024

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.

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

APPLY AT UNDER

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