Gift Planning Officer

About the role

Please use Google Chrome or Mozilla Firefox when accessing Candidate Home. 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 Los Angeles and central California area . This position offers a work-from-home flexibility while also requiring regular engagement with donors, attendance at events, and participation in meetings at the Los Angeles office as needed. The Gift Planning team 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, this role includes identifying, qualifying, cultivating, soliciting, and stewarding gift-planning prospects and donors in the area. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships. WHERE YOUR CAREER IS A FORCE 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 the Regions development teams 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 Bachelor's degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate, or other related field required. Certification in one or more of the following areas is preferred: CFRE, CFP, CAP, J.D., LLM Minimum 7 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, charitable trusts, and pooled income funds is preferred. Experience promoting, managing, cultivating and soliciting such programs is highly desirable. 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 use of Personal Computer, word-processing, spreadsheet applications, and database applications when applicable. 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. Must have own transportation. 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 sala

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