Planned Giving Officer

Loma Linda University Health; Loma Linda (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Loma Linda University Health is hiring a Planned Giving Officer to operate a comprehensive planned giving program. This role involves raising funds through the cultivation of planned gifts and securing donations from alumni, grateful patients, and friends.

The ideal candidate will have a Bachelor's degree in Business, significant fundraising experience, and proficiency in fundraising software. Strong communication skills and the ability to work independently are essential. This full-time position is based in California.

Qualifications

• Minimum five years experience in fundraising, marketing, finance, or related field.
• Experience in charitable estate planning preferred.
• NAD Planned Giving & Trust Administration Certification required within a year.

Responsibilities

• Operate a comprehensive planned giving program to raise funds.
• Develop a personal portfolio of planned giving prospects.
• Secure planned gifts from alumni, patients, and friends.

Skills

Crescendo planned giving software

Raiser’s Edge fundraising software

Communication skills

Problem solving

Education

Bachelor's Degree in Business or related field

Master of Business Administration Degree

Tools

Word

Excel

PowerPoint

Job description

Overview

Shared Services: Philanthropy Planned Giving (Full-Time, Day Shift).

The Planned Giving Officer is responsible for operating a comprehensive planned giving program which results in funds raised through the cultivation and closing of outright, irrevocable and revocable deferred gifts. Responsible for developing and monitoring a personal portfolio of planned giving prospects and securing planned gifts from alumni, grateful patients and friends of Loma Linda. Performs other duties as needed.

Responsibilities

• Operate a comprehensive planned giving program to raise funds through cultivation and closing of planned gifts.
• Develop and monitor a personal portfolio of planned giving prospects.
• Secure planned gifts from alumni, grateful patients and friends of Loma Linda.
• Perform other duties as needed.

Education and Experience

• Bachelor's Degree in Business, Philanthropy or a related field required.
• Master of Business Administration Degree preferred.
• Minimum five years experience in charitable fundraising, marketing, finance, financial planning, sales or other related field required, preferably in healthcare or higher education.
• Experience in charitable estate planning preferred.

Knowledge and Skills

• Proficiency in Crescendo planned giving software and Raiser’s Edge fundraising software preferred.
• Ability to work independently and be self-motivated.
• Sound judgment and capacity for short and long-range planning.
• Ability to present information effectively one-on-one or in a group setting; may be required to make public presentations.
• Proficient reading, writing and speaking; competent with Word, Excel, PowerPoint; basic office equipment operation.
• Ability to relate and communicate positively, effectively and professionally with others; provide leadership; be assertive and consistent in enforcing policies.
• Calm under pressure; able to lead, supervise, teach and collaborate; accept direction.
• Effective communication in English (in person, writing, telephone); critical thinking; ability to work independently.
• Mathematical proficiency: ability to add, subtract, multiply and divide using common measures; understand rates, ratios and percentages.
• Problem solving; organize and prioritize workload; attention to detail.
• Color vision as necessary; hearing and vision adequate for workplace needs.

Licenses and Certifications

• NAD Planned Giving & Trust Administration Certification required within one year of hire date.
• Certified Specialist in Planned Giving certification preferred.
• Valid Driver's License required at time of hire.

About Us

Our mission is to continue the teaching and healing ministry of Jesus Christ. Our core values are compassion, excellence, humility, integrity, justice, teamwork and wholeness.

About The Team

Loma Linda University Health is a Seventh-day Adventist, faith and values based Christian institution. Candidates must understand and embrace the mission, purpose, and identity of Loma Linda and its affiliated entities.

We are an equal opportunity employer committed to the principles of diversity. We provide equal opportunities in all aspects of the employment process to every individual, regardless of gender, race, color, age, national origin, ancestry, physical or mental disability, marital or veteran status, genetic information or any other characteristic protected by law. In addition, we will provide reasonable accommodations for otherwise qualified individuals requesting an accommodation due to a disability. If you need accommodation assistance with accessing our job listings or completing an application, or during any other phase of employment with us, please contact Human Resources Management at [phone].

Loma Linda University Shared Services is a religiously-qualified Equal Opportunity Employer under Title VII of Civil Rights Act of 1964. No question on this application is asked for the purpose of unlawfully limiting or excluding any applicant’s consideration for employment because of race, color, religion, gender, age, national origin, disability, genetic information, or any other status protected by applicable law. If you need a reasonable accommodation in the hiring process, please notify Human Resource Management.

We appreciate your interest in Loma Linda and wish you success in your job search!