Gift Planning Officer

Gift Planning Officer

Join to apply for the Gift Planning Officer role at American Red Cross.

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.

Responsibilities

• 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 to raise and enhance 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. The specific salary information will be shared at the time of phone screening based upon your location and qualifications.

Benefits For You

• Medical, Dental Vision plans
• Health Spending Accounts & Flexible Spending Accounts
• PTO:
  Starting 15 days a year;…