| |Job Title:
Senior Planned Giving OfficerArea:
Planned GivingReports to:
Manager of Gift PlanningGrade:
Rotary is 1.2 million inspired business and professional leaders, in 35,000 Rotary clubs and more than 200 geographical areas united daily across cultures and occupations addressing illiteracy, disease, hunger, poverty, and lack of clean water. The fervent idea exchange celebrates diverse perspectives and facilitates positive change. Passion and engagement abound at Rotary International. In exchange for hard work and dedication, our employees are rewarded with competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. We offer all this and more. Come join us. Visit www.rotary.org to learn more.
Rotary’s commitment to diversity
One of Rotary’s values is diversity, which we define as embracing diversity in thought, culture, and perspective. As such, we welcome and encourage highly-qualified candidates with diverse experiences and backgrounds to apply.
The Rotary Foundation, named one of the top charitable organizations changing the world in 2016, is looking for a dynamic individual interested in working remotely as a member of a geographically diverse team of professionals responsible for soliciting, cultivating, and stewarding planned gifts within a defined United States territory, specifically the west coast with a primary focus on Southern California.
Bachelor’s degree required; advanced degree preferred
At least six years of specific major gift development experience with charitable gift annuities and bequests is required.
- Maintain communication with a portfolio of approximately 100 prospects and established planned gift donors in a defined U.S. territory with a capacity to make gifts of $50,000 or more
- Conduct or facilitate 20 or more planned gifts per year
- Recommend appropriate outright, planned, and blended gift options for prospects based on their financial and charitable goals; partner with the Gift Planning team as well as other Rotary Gift Officers and Specialists to help maximize opportunities for major, planned, and blended gifts
- Maintain current records of your activity and donor contact in Raiser’s Edge; average 30 stewardship and/or cultivation phone calls and 10 face-to-face meetings with prospects per month
- Partner with volunteer leadership including committees on Annual and Endowment development matters at Rotary Institutes, district conferences, and other Rotary meetings, as assigned
- Travel frequently, including weekends, within the assigned geographic region and periodically to headquarters in Evanston
Required Knowledge and Skills
- Exceptional interpersonal skills; confidence in developing and sustaining meaningful relationships with high net worth individuals through visits, calls, correspondence, and donor engagement activities
- Outstanding written communication, specifically the ability to draft professional correspondence and proposals that are articulate, compelling, and creative
- Expert or developing knowledge of planned giving vehicles including bequests, gift annuities, charitable remainder trusts, real estate, business assets, and gifts of life insurance or retirement assets
- Strong work ethic with demonstrated experience working independently and in conjunction with other professional fundraising staff
- Excellent organizational skills; proven ability to effectively manage multiple projects, exceed goals, and meet deadlines
- Familiarity with Raiser’s Edge, PG-Calc, or other fundraising software
- Specialized knowledge in the tax economics of charitable giving, the probate process, estate law basics, charitable trusts, banking, and investment strategies