Gift Planning Officer
3 months ago
WHY CHOOSE US?
As one of the nation’s premier humanitarian organizations, the American Red Cross is dedicated to helping people in need throughout the United States and, in association with other Red Cross networks, throughout the world. When you join our team, you have a direct impact on a meaningful mission, and you can help save lives every day. If you share our passion for helping people, join us in this excellent career opportunity. Work where your career is a force for good.
We are committed to the diversity of our workforce and to delivering our programs and services in a culturally competent manner reflecting the communities we serve. Our work environment is collaborative, respectful, and inclusive with a focus on building allyship and a culture of belonging that empowers all team members. Come to learn, grow, and succeed while sharing your passion for making a difference.
The Red Cross supports a variety of cultural and community resource groups for employees and volunteers. From the Ability Network, our Asian American & Pacific Islander Resource Group, the Latino Resource Group, and Red Cross PRIDE, to the Umoja African American Resource Group, our Veterans+ Resource Group, and the Women’s Resource Group, these networks provide connections, mentoring and help give voice to important concerns and opinions.
At the American Red Cross, your uniqueness can shine
WHAT YOU NEED TO KNOW:
The Gift Planning Unit at the American Red Cross seeks to secure planned gifts supporting any component of the organization’s mission and to establish the Red Cross as the charity of choice for such gifts.
Under general guidance, develop, implement, and manage planned giving programs. Actively cultivate and solicit new opportunities and development strategies for planned giving donors. Provide support, development and/or leadership guidance to all volunteers.
Perform all duties and responsibilities in compliance with standard operating procedures and other applicable Federal, State and local regulations.
WHERE YOUR CAREER IS A FORCE GOOD:
Manage overall gift planning strategy for complex portfolio and /or line of service needs. Compile and analyze information about potential contributors for the development of sales strategy. Contact potential contributors and persuade them to contribute planned gifts. Implement and assist in the development of procedures for receiving, acknowledging and reporting planned gifts. Implement and assist in the development of programs and marketing strategies to attract potential donors.Scope: Individual contributor that is fully proficient in applying subject matter knowledge. Knowledge based acquired from several years of experience in particular area. Work independently and may instruct or coach other professionals.
WHAT YOU NEED TO SUCCEED:
A Bachelor's degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate, or other related field required. Certification in one or more of the following areas is preferred: CFRE, CFP, CAP, , LLM
A Minimum 5 years of major gift or gift planning experience or equivalent combination of education and related experience required. Experience with gifts of assets and life income gifts including charitable gift annuities, charitable trusts, and pooled income funds is preferred. Experience promoting, managing, cultivating and soliciting such programs is highly desirable. Knowledge of applicable principles, concepts, practices, and standards of planned giving vehicles and fundraising is desired. Excellent interpersonal, verbal, and written communication, presentation, and negotiation skills are required. Basic proficiency in use of Personal Computer, word-processing, spreadsheet applications, and database applications when applicable. Strong organization skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential. Familiarity with the Northern California area is beneficial. Familiarity with Red Cross corporate culture is preferred. Must have own transportation. Ability to work on a team. Travel: 10% - 25% business travel is required.
* Combination of candidate’s education and general experience satisfies requirements so long as the total years equate to description’s minimum education and general experience years combined (Management experience cannot be substituted).
WHAT WILL GIVE YOU THE COMPETITIVE EDGE:
Knowledge of current trends in Gift Planning Collaborative leader who focuses on accuracy, consistency and best practices Great interpersonal skills, commitment to the cause and adaptability. Expertise with Northern California funding community highly desirable. BENEFITS FOR YOU:
We take care of you, while you take care of others. As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive benefits help you in balancing home and work. With our resources and perks, you have amazing possibilities at the American Red Cross to advance the learn.
*Note that American Red Cross salaries are aligned to the specific geographic location in which the work is primarily performed. Other factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have and comparison to other employees already in this role.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The work environment will consist of moderate noise ( business office with computers, phones and printers, light traffic). The employee must have the ability to work in a small cubicle and have the ability to sit at a computer terminal for an extended period of time.
DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified.
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