Planned Giving Manager (Remote)

Charitable Gift Planners of West Virginia; California (MO); Remote; USD 76,000 - 95,000; Full time

Job summary

A non-profit yoga organization is seeking a Planned Giving Manager to support its mission through strategic planned giving initiatives. This remote position requires strong fundraising experience, ability to train staff and volunteers, and a commitment to the organization's core values. Competitive salary and comprehensive benefits package offered.

Benefits

Medical insurance

Dental insurance

Life insurance

Retirement plan

Paid sick time

Paid vacation

Paid holidays

Qualifications

• 5-7 years of progressively responsible fundraising experience.
• Knowledge of legal and tax implications of charitable giving.
• Ability to use various software, donor databases, and planned giving systems.

Responsibilities

• Develop and execute planned giving strategies.
• Train and supervise Program staff and volunteers.
• Assist in establishing the Planned Giving Program.

Skills

Fundraising

Planned giving

Supervision

Project management

Software proficiency

Education

Bachelor's degree

Juris doctorate

Job description

CA, AZ, CO, TX, or VA residents preferred.

Self-Realization Fellowship, the non-profit Yoga organization founded by Paramahansa Yogananda ( Autobiography of a Yogi ), is seeking a highly skilled and results-driven Planned Giving Manager, to help support and expand our mission and growth. This is a full-time, salaried-exempt position; Monday through Friday; 8:00 a.m. – 5:00 p.m. Pacific Standard Time hours. You must be able to work a flexible schedule based on workload and deadlines.

The position is remote for those residing in California, Arizona, Colorado, Texas, or Virginia.

Job Responsibilities:

• Ensuring that the SRF Planned Giving Program provides direct strategic assistance to our members in the planning and execution of legacy gifts and collaborates with other DPP staff to assist members with outright gifts in the form of non-cash assets.
• Assisting with the establishment of the Planned Giving Program in the Department of Philanthropic Planning.
• Leading the creation, design and execution of SRF’s planned giving strategies and priorities and developing metrics to measure ongoing success.
• Helping supervise, train, orient, and review the work of Program staff.
• Train and review the work of volunteers.
• Other position-related tasks, as assigned.

Job Requirements:

• Bachelor’s degree required, juris doctorate is a plus.
• Minimum of five to seven years of progressively responsible fundraising experience with a solid knowledge of planned/charitable giving and estate planning, as well as a basic understanding of legal and tax implications.
• Demonstrated supervisory experience.
• Proven success in closing planned gifts, including but not limited to, bequests, charitable remainder and lead trusts, and gifts of real estate.
• Ability to develop and execute a comprehensive and sophisticated plan that will result in exceptional planned giving opportunities and gifts.
• Self-motivated and self-directed in both the design and completion of complex projects.
• Demonstrated ability to use a variety of software, applications, and programs including Microsoft Office, donor databases, and planned giving software/systems.
• Knowledge of, commitment to, and passion for SRF’s mission and core values.
• Able to work a flexible schedule based on workload and deadlines.
• Ability to travel and work after hours for donor visits and events.
• Access to own transportation for business usage.
• Required Travel: 0 – 20%.

We offer a competitive benefits package that features a variety of insurance coverage choices including group medical, dental, life insurance, a retirement plan and much more. We also provide paid sick, vacation and holiday time.

Pay range: $76,000 - $95,000 per year, depending on skills, experience and education.

The selected individual must satisfactorily complete our background investigation, and sign a non-disclosure agreement.

The applicant selected for this position must provide documentation of legal authorization to work in the United States.

If your experience and qualifications match those listed above, we invite you to apply at [e-mail] Resume and cover letter are required for full consideration. No phone calls please.