Gift Planning Officer

American Red Cross; France; À distance; EUR 50 000 - 70 000; Plein temps

Résumé du poste

Join the American Red Cross as a Gift Planning Officer, where you'll develop strategies for managing a portfolio of prospects across the North and South Carolina regions. This remote opportunity focuses on securing planned gifts while enhancing donor relationships. Utilize your fundraising expertise in a respected humanitarian organization that values diversity and support its mission to make a difference.

Prestations

Medical, Dental, Vision plans

Health and Flexible Spending Accounts

PTO and Holidays

401K with 5% match

Paid Family Leave

Employee Assistance Program

Disability and Insurance

Service Awards and recognition

Qualifications

• Minimum of five years in major gift or gift planning fundraising.
• Experience in financial, estate, philanthropic planning, or law desirable.
• Knowledge of planned giving vehicles and fundraising principles in large organizations.

Responsabilités

• Develops and manages the gift planning strategy for a portfolio of prospects.
• Maintains and enhances a stewardship program for all planned giving donors.
• Communicates regularly with the Director of Gift Planning on donor activity.

Connaissances

Communication

Negotiation

Organizational Skills

Attention to Detail

Formation

Bachelor’s degree or equivalent experience

Advanced degree (preferred)

Outils

Microsoft Office

PG Calc or Crescendo software

Description du poste

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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!

The American Red Cross is currently seeking a Gift Planning Officer to support our North and South Carolina Regions. This is a work from home opportunity and can be located anywhere within the region.

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. Reporting to the Director of Gift Planning, the Gift Planning Officer develops, designs, and implements the gift planning program within the North and South Carolina Regions of the American Red Cross focusing on new gift commitments for the organization. This role includes identifying, qualifying, cultivating, soliciting, and stewarding gift-planning prospects and donors in the Region. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.

WHERE YOUR CAREER IS A FORCE FOR GOOD:

• Develops and manages 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.
• Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances 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.
• Provides technical assistance to the Region’s development team to increase its fundraising capacity to solicit planned and current gifts.
• Cooperates 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.
• Supports the reporting by the Regions of all estate documents to the Office of General Counsel.
• Communicates 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.

WHAT YOU NEED TO SUCCEED:

• A Bachelor’s degree or equivalent years of experience is required and an advanced degree is preferred.
• A minimum of five years in major gift or gift planning fundraising with successful cultivating and soliciting experience is preferred. Experience promoting and managing such programs is highly desirable. Candidates from financial, estate, philanthropic planning, law, or trust administration fields are encouraged to apply.
• Knowledge of planned giving vehicles and fundraising principles in large organizations is desired.
• Excellent written and oral communication skills, including presentation, negotiation, and interpersonal skills are required.
• Strong organizational skills and attention to detail are essential. Tact and diplomacy are crucial in sensitive situations.
• Knowledge of Microsoft Office; training in PG Calc or Crescendo software is a plus.
• Familiarity with Red Cross culture is preferred.
• Operational flexibility for sudden needs and 30-40% travel; own transportation and valid driver’s license required.

PHYSICAL REQUIREMENTS:

The physical demands include sitting, using hands, talking, reaching, standing, walking, lifting 15-30 pounds, and driving. The work environment is moderate noise, with the ability to work in a small cubicle and for extended periods at a computer. Mobility and the ability to work in various conditions are essential.

WHAT WILL GIVE YOU THE COMPETITIVE EDGE:

Experience in North and South Carolina gift planning is a plus.

BENEFITS FOR YOU:

We support our team with comprehensive benefits, including:

• Medical, Dental, Vision plans
• Health and Flexible Spending Accounts
• PTO and Holidays
• 401K with 5% match
• Paid Family Leave
• Employee Assistance Program
• Disability and Insurance
• Service Awards and recognition