The Senior Planned Giving and Major Gift Officer is a critical member of the Strategic Giving team. With an already established group of planned giving donors through the Will to End Hunger Society, this role is an exciting opportunity to build on the foundation and grow the planned giving program. The Senior Planned Giving and Major Gift Officer will work to support the Organization’s fundraising strategy to generate new planned gift expectancies and secure individual major gifts of $10,000 and above.
In collaboration with the Senior Director of Strategic Giving, the Senior Planned Giving and Major Gift Officer is responsible for the overall strategic direction, management, and expansion of the planned giving program, including designing, directing, and implementing a comprehensive program to promote and secure planned gifts for the organization. The successful candidate will be highly collaborative and adept at networking and forming relationships with demonstrated experience in closing planned and major gifts. This position will serve as the primary point of contact for a portfolio of approximately 50-75 major gift and planned giving prospects with the capacity to make gifts of at least $10,000 or significant planned gifts by providing personal outreach, engagement, and direct asks for support. They will oversee individual relationships throughout the qualification, cultivation, solicitation, and stewardship cycle. This individual will be responsible for annual revenue goals for their portfolio and department goals within the Strategic Giving and larger Individual Giving team. They will offer support related to prospect and portfolio management and program needs to other development and leadership team members. The candidate should demonstrate a strong command of fundraising principles, including direct solicitation experience, with the ability to demonstrate a proven fundraising track record that includes directly soliciting, negotiating, and closing five- to six-figure gifts and planned gifts.
KEY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS:
Planned Giving Oversight - 70% of role
- Develop in collaboration with the Senior Director of Strategic Giving measurable goals and outcomes for the planned giving program
- Create a comprehensive marketing plan with our partner Stelter to encourage patrons to consider planned gifts options as part of their philanthropy, including direct mail, email, and website presence
- Serve as the subject matter expert for the front-line fundraising team on gift planning options, providing proposal materials and other written materials
- Provide oversight of the administration and reporting requirements for all deferred/planned gifts including bequests, trusts, life insurance, and real estate
- Serve as liaison with the gift processing and finance offices on matters pertaining to past, present, and future planned gifts, including their administration and accounting
- Prepare reports, briefing materials, correspondence, proposals, and related documents for the solicitation of prospects
- Partner with the Cultivation and Stewardship Manager to create a recognition program for planned gift donors
- Provide oversight of the administration and reporting requirements for all planned gifts to align with gift processing and finance practices in consultation and collaboration with the Finance department
- Enhance donor gift planning by remaining current on the tax implications and laws and regulations governing complex and deferred gifts
- Be entrepreneurial-minded and embrace technological and analytical solutions that contribute to the growth of the planned gifts program, continually striving to improve and extend relationships with donors and prospects in ways that have a quantifiable impact on philanthropic revenue
- Organizes and supports small- and large-scale events that cultivate major and planned giving prospects
Major Gift Responsibilities- 30% of role
- Collaborate with supervisor and other team members to develop “top prospect” lists based on giving histories, research, and relationship history
- Create individualized relationship action plans for a portfolio of prospects in line with financial goals
- Work with senior management to plan and execute solicitations for major gift donors
- Oversee appropriate recognition opportunities for major donors, which may include special events, targeted print and online publications, or program engagement
- Collaborate with other development team members on cultivation and stewardship activities as needed
- Prepare comprehensive and sophisticated documents including but not limited to; briefings for leadership and colleagues; gift opportunity presentations, gift proposals, budget forecasts, etc.
- Updates donor records in a timely matter with relevant data including contact reports, demographic updates, and other similar types of pertinent information
- Other duties as assigned
