Job Description

Gift Planning Officer

Joining The American Red Cross is like nothing else – it's as much something you feel as something you do. You become a vital part of the world's largest humanitarian network. Joining a team of welcoming individuals who are exceptional, yet unassuming. Diverse, yet uncompromising in unity. You grow your career within a movement that matters, where success is measured in people helped, communities made whole, and individuals equipped to never stop changing lives and situations for the better.

The Gift Planning team 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. Reporting to the Director of Gift Planning, this role includes identifying, qualifying, cultivating, soliciting, and stewarding gift-planning prospects and donors in the area. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.

Develop and manage the gift planning strategy for a portfolio of prospects throughout the Region to support Red Cross programs and services.

Develop, lead, and implement strategies to substantially grow membership of the Legacy Society.

Maintain and enhance a stewardship program for all planned giving donors. Raise and enhance the profile of the Legacy Society.

Deliver training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.

Remain current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.

Provide technical assistance to the Region's development team to increase its fundraising capacity to solicit planned and current gifts.

Cooperate with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position as the charity of choice for bequests, trusts, retirement funds, life insurance policies, and life income arrangements.

Support the reporting by the Region of all estate documents to the Office of General Counsel.

Communicate with the Director of Gift Planning on a regular basis about donor and gift activity. Utilizes development prospect management system to facilitate regular reporting of donor and gift activity and to manage achievements of fundraising and personal goals.

Bachelor's degree is required and an advanced degree or certification in one or more of the following areas is preferred: CFRE, CFP, CAP, JD, LLM.

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 and charitable trusts is preferred. Experience promoting, managing, cultivating and soliciting such programs is highly desirable. Experienced candidates from the financial, estate, and/or philanthropic planning, law, and trust administration fields are encouraged to apply.

Skills & Abilities: 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 computer, word-processing, spreadsheet applications, and database applications is required. Strong organization skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential. Ability to work on a team.

Knowledge of the technical aspects of planned giving vehicles as well as an extensive knowledge of fundraising principles and techniques in a large organization is desired.

Travel: 10% - 25% business travel is required.

Knowledge of Microsoft Office is necessary. Training in PG Calc or Crescendo planned giving software is desirable.

Compensation: The salary range for this position is $110,000 - 130,000. You will be eligible to participate in an incentive plan based on annual individual and organization performance.

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.

This job will be posted for a minimum of five business days and extended if the applicant pool needs to be expanded. This role is not eligible for relocation assistance.

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 balance home and work. With our resources and perks, you have amazing possibilities at the American Red Cross to advance and learn.

Medical, Dental Vision plans

Health Spending Accounts & Flexible Spending Accounts

PTO starting at 15 days a year; based on FLSA status and tenure

11 paid holidays comprised of six core holidays and five floating holidays

401K with 6% match

Paid Family Leave

Employee Assistance

Disability and Insurance: Short + Long Term

Service Awards and recognition

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