Gift Planning Officer

Job Description Position: Gift Planning Officer Location: Los Angeles and Central California (work-from-home with regular engagement, events, and meetings at the Los Angeles office as needed). Responsibilities Develop and manage the gift planning strategy for a portfolio of prospects throughout the regions 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, raising and enhancing the profile of the Legacy Society. Deliver training 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, conferences, and training programs. Provide technical assistance to the regions development teams to increase their fundraising capacity for planned and current gifts. Cooperate with 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 reporting of all estate documents to the Office of General Counsel. Communicate with the Director of Gift Planning regularly about donor and gift activity; use the development prospect management system to facilitate reporting and manage achievement of fundraising and personal goals. What You Need to Succeed Bachelor's degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate, or other related field required. Preferred certifications: CFRE, CFP, CAP, J.D., LLM. Minimum 7 years of major gift or gift planning experience, or equivalent combination of education and related experience. Experience with gifts of assets, life income gifts, charitable gift annuities, charitable trusts, and pooled income funds preferred. Skills & abilities: Knowledge of planned giving vehicles, fundraising standards, excellent interpersonal, verbal, written communication, presentation, and negotiation skills. Basic proficiency in personal computer, word-processing, spreadsheet, and database applications. Strong organization and attention to detail. Demonstrated tact and diplomacy in sensitive situations. Ability to work on a team. Must have own transportation. Travel: 10% - 25% business travel required. Knowledge of Microsoft Office required. Training in PG Calc or Crescendo planned giving software desirable. Compensation Salary range: $120,000 - $135,000. Eligibility to participate in an incentive plan based on annual individual and organizational performance. Benefits Medical, Dental, Vision plans Health Spending Accounts & Flexible Spending Accounts PTO: Starting at 15 days a year (based on FLSA status and tenure) Holidays: 11 paid holidays (six core holidays and five floating holidays) 401(k) with 6% match Paid Family Leave Employee Assistance Disability and Insurance (short & long term) Service Awards and recognition Physical Requirements Regularly required to sit; use hands to handle or feel; talk or hear. Frequently reach with hands and arms. Occasionally stand; walk; stoop, kneel, crouch, or crawl. Must lift/move up to 15 pounds frequently and up to 30 pounds occasionally. Vision abilities: close, distance, color, peripheral, depth perception, focus adjustment. Work environment: moderate noise (e.g., business office, computers, phones, printers, light traffic). Must be able to work in a small cubicle and sit at a computer terminal for extended periods. Equal Opportunity Employer The American Red Cross is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Fair Chance Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, San Diego Fair Chance Ordinance, the California Fair Chance Act, and any other applicable state and local laws. EEOC Summary of Rights To view the EEOC Summary of Rights, visit the company website. #J-18808-Ljbffr