Gift Planning Officer

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!

*This is a remote position where you will meet with North Texas/Oklahoma donors in person, by phone and video.

WHAT YOU NEED TO KNOW:

The Gift Planning Unit at the American Red Cross 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, the Gift Planning Officer (based in Dallas or Fort Worth preferred) develops, designs, and implements the planned giving program for the North Texas/Oklahoma Regions of the American Red Cross (with Community Chapters currently located in Dallas, Fort Worth, Lubbock, Tyler, Wichita Falls, Abilene, Amarillo, Oklahoma City, Stillwater, Shawnee and Tulsa), focusing on new gift commitments for the organization. This role includes identifying, qualifying, cultivating, soliciting and stewarding gift planning prospects and donors in the Regions. 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 to help the Regions increase their 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.

Scope: Individual contributor that is fully proficient in applying subject matter knowledge. Knowledge based acquired from several years of experience in particular area. Work independently and may instruct or coach other professionals.

WHAT YOU NEED TO SUCCEED:

A 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

• A 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, charitable trusts, and pooled income funds is preferred. Experience promoting, managing, cultivating and soliciting such programs is highly desirable.
• 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.
• Knowledge of Microsoft Office is necessary. Training in PG Calc or Crescendo planned giving software is desirable.
• Strong organization skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential.
• Familiarity with the North Texas and Oklahoma is beneficial. Familiarity with Red Cross corporate culture is preferred.
• Must have own transportation. Ability to work on a team.
• Travel: 10% - 25% business travel is required.

* Combination of candidate's education and general experience satisfies requirements so long as the total years equate to description's minimum education and general experience years combined (Management experience cannot be substituted).

WHAT WILL GIVE YOU THE COMPETITIVE EDGE:

• Knowledge of current trends in Gift Planning
• Collaborative leader who focuses on accuracy, consistency and best practices
• Great interpersonal skills, commitment to the cause and adaptability.
• Expertise with the Texas funding community highly desirable.

BENEFITS FOR YOU:
We take care of you, while you take care of others. As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive benefits help you in balancing home and work. With our resources and perks, you have amazing possibilities at the American Red Cross to advance the learn.

• Medical, Dental Vision plans
• Health Spending Accounts & Flexible Spending Accounts
• PTO: Starting at 15 days a year based on the type of job and tenure
• Holidays: 11 paid holidays comprise of six core holidays and five floating
• 401K with 6% match
• Paid Family Leave
• Employee Assistance
• Disability and Insurance: Short + Long Term
• Service Awards and recognition
• Pay for Performance

* This role may be eligible for relocation assistance

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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