Gift Planning Officer

Job Description:

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!

The American Red Cross is currently seeking a Gift Planning Officer to support our New England Regions located in MA, VT, NH, and ME. This is a work-from-home opportunity and can be located anywhere within the region.

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 develops, designs, and implements the gift planning program within the Massachusetts and Northern New England Regions of the American Red Cross focusing on new gift commitments for the organization. This role includes identifying, qualifying, cultivating, soliciting, and stewarding gift-planning prospects and donors in the Region. 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 substantiallygrow 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 the Region's development team 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:

• A Bachelor's degree or equivalent years of experience is required and an advanced degree is preferred.
• A minimum of five years in major gift or gift planning fundraising with successful cultivating and soliciting experience is preferred. Experience promoting and managing such programs is highly desirable. Experienced candidates from the financial, estate, and/or philanthropic planning, law, and trust administration fields are encouraged to apply.
• Knowledge of the technical aspects of planned giving vehicles as well as an extensive knowledge of fundraising principles and techniques in a large organization is desired.
• Excellent written and oral communication skills, including presentation, negotiation, and strong interpersonal skills are required.
• Strong organizational skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential.
• Knowledge of Microsoft Office is necessary. Training in PG Calc or Crescendo planned giving software is desirable.
• Familiarity with Red Cross corporate culture is preferred.
• Operational flexibility to meet sudden and unpredictable business needs and a moderate amount (20%-30%) of business travel are required. Must have your own transportation.
• A valid driver's license is required.

WHAT WILL GIVE YOU THE COMPETITIVE EDGE:

Significant gift-planning experience in the states of Massachusetts, New Hampshire, Vermont, and Maine is a plus. A certification in one or more of the following areas is highly preferred: CFRE, CFP, CAP, J.D., LLM.

SALARY INFORMATION:

The salary range for this position is $95,000-$115,000

Note that the American Red Cross sets salary ranges aligned to a specific geographic location in which the work is performed. The stated salary range in this posting is an average. The specific salary information will be shared at the time of phone screening based upon your location and qualifications.

BENEFITS FOR YOU:

As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive package includes:

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

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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