Gift Planning Officer

American Red Cross; Saint Paul (MN); Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental Vision plans

Health Spending Accounts & Flexible

PTO 15 days

11 paid holidays

401K with 6% match

Paid Family Leave

Employee Assistance

Disability and Insurance

Service Awards

Job summary

The American Red Cross seeks a Gift Planning Officer to support donors across Minnesota and the Dakotas. This role offers work-from-home flexibility with regular in-person/phone/virtual engagement within the region. You will lead gift planning for a regional portfolio and advance the Legacy Society, while enhancing stewardship and fundraising capacity.

Bachelor’s degree is required; an advanced degree or CFRE/CFP/CAP/JD/LLM is preferred. Travel 10%–25% as needed.

Qualifications

• Bachelor’s degree is required; advanced degrees or certifications are preferred.
• Minimum 5 years of major gift or gift planning experience.
• Experience with gifts of assets and life income gifts is preferred.
• Experience promoting, managing, cultivating and soliciting such programs is desirable.

Responsibilities

• Develop and manage gift planning strategy for a portfolio in the Region.
• Grow membership of the Legacy Society.
• Maintain and enhance a stewardship program for all planned gifts.
• Provide training on gift planning to the regional development team.
• Coordinate with financial planning and estate planning partners.

Skills

Major gifts

Gift planning

Donor relations

Communication

Education

Bachelor's degree

CFRE

CFP

CAP

JD/LLM

Tools

PG Calc

Crescendo

Job description

By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitarian network?

Join us—Where your Career is a Force for Good!

Job Description

WHY CHOOSE US?

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. When you choose to be a force for good, you’ll have mentors who empower your growth along a purposeful career path. You align your life’s work with an ongoing mission that’s bigger than all of us. As you care for others, you’re cared for with competitive compensation and benefits. You join a community that respects who you are away from work as much as what you do while at work.

Where Your Career is a Force for Good!

WHAT YOU NEED TO KNOW

The American Red Cross is seeking a Gift Planning Officer to support donors throughout the Minnesota and Dakotas Region of the organization. This position offers a work-from-home flexibility while also requiring regular engagement with donors and regional partners (in person, by phone and virtually) throughout the assigned territory.

WHERE YOUR CAREER IS A FORCE FOR GOOD

• 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.

WHAT YOU NEED TO SUCCEED

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.

BENEFITS FOR YOU

• 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

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. 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.

AmeriCorps, the federal agency that brings people together through service, and its partners — the Peace Corps, AmeriCorps Alums, National Peace Corps Association, and the Service Year Alliance — launched Employers of National Service to connect national service alumni with opportunities in the workforce. American Red Cross is proud to be an EONS partner and share our employment opportunities with the network of organizations.

Interested in Volunteering? Visit redcross.org/volunteertoday to learn more, including our most-needed volunteer positions.

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