Gift Planning Officer

Job Description

Job Overview

Reporting to the Director of Gift Planning Services ("GPS"), work alongside the Director and Associate Director in offering planned gifts and sharing useful strategies (like tax reduction). Support the Development staff in sharing information about GPS tools; may assist in guiding/supervising the GPS Office Coordinator. This is an entry level, Planned Giving position that is full-time position with benefits and pays $57,000 - $65,000 annually. Willing to train in specific Planned Giving tools.


Key Responsibilities, in collaboration with GPS team:

• Present and document planned giving tools and services, helping support Development staff in their work with donors, including traveling to meet with donors and conducting virtual meetings.
• Offer Estate Review service to donors. Know relevant tools and services that may be applicable to donors.
• Prepare and present estate and gift planning seminars/webinars to donors. Gauge results for follow up.
• Brainstorm and apply best engagement practices with highly rated gift planning prospects. Travel will likely be key to in-person engagement.
• Utilize Research staff assistance as well as dashboard information to focus on high propensity gift planning prospective donors.
• Participate in GPS marketing strategies, with an eye toward clear, concise, and compelling outreach.
• Coordinate with team to present periodic Gift Planning Conversations, educating Development staff on planned gifts and services.
• Help Director collaborate on key reports with Advancement Division and Investment Department.
• Maintain key donor lists.
• Collaborate with team to maintain charitable solicitation registration.
• Study and stay current on issues relating to estate and gift planning.

This job description is intended to represent key areas of responsibilities; specific assignments may vary from time to time, and other duties may be assigned.

Qualifications

• Bachelor's degree required
• Previous exposure to development, tax, gift planning, fundraising, or estate planning preferred
• Excellent writing, analytical and communication skills
• Some travel required
• Valid driver's license
• Experience with computer applications (Microsoft Word, Excel, PowerPoint)

Faith Qualifications

• Affirmation of the Wheaton College Statement of Faith as a faithful expression of one's own theological convictions
• Affirmation of the biblical standards for Christian character and God-honoring behavior described throughout the Wheaton College Community Covenant, and promise to adhere to them in personal practice
• Support of the Wheaton College Christ-Centered Diversity Commitment, the Gender Equity Vision Statement, and the College's Convictions on Human Sexuality. These commitments can be found on the Wheaton College website.

Physical Requirements

The employee is regularly required to sit, talk, or hear; frequently required to use repetitive hand motion, handle, or feel, and to stand, walk, reach, bend or lift up to 10 pounds.

FLSA Status - Exempt

Updated (June 2023)