Planned Giving Officer

Position Title:

Planned Giving Officer, Smithtown, NY (Full-Time)
Overall

Summary:

Under the supervision of the Chief Development Officer, the Planned Giving Officer is responsible for developing and managing long-term donor relationships, focusing on securing legacy gifts, managing a donor portfolio and growing planned donations to support our planned giving society, The Heritage Society.

• Develop and execute a planned giving marketing strategy and communications plan with the use of the planned giving platform  to increase participation in The Heritage Society
• Responsible for the management of a portfolio of 125-150 prospects/donors. Identify, research, cultivate, and solicit for planned gifts
• Collaborate with legal, financial, and estate planning professionals to facilitate planned gifts
• Conduct estate planning seminars and workshops to educate potential donors about the benefits of planned giving and how it can support the organization’s mission
• Integrate planned giving strategies into the Capital Campaign by cultivating long-term donor relationships and securing legacy commitments toward the fundraising goal
• Provide support and options to donors regarding planned and deferred gifts
• Coordinate stewardship activities to recognize and honor planned gift donors
• Maintain meticulous records of donor interactions and planned giving plans
• Represent GDF/AVD at all development-related special events and meetings
• Perform other tasks as assigned by the Chief Development Officer.
• Always aware of safety rules and procedures, ensuring that the functions of this job are done in the safest possible manner and encourages co-workers to do likewise

• Bachelor’s degree from accredited college (preferably in Fundraising, Nonprofit Management, Communications, Marketing or other related field).
• Deep understanding of financial planning and planned giving vehicles, are essential
• 3+ years successful experience in planned giving and major gifts fundraising.
• Strong computer skills needed to utilize research tools and implement donor cultivation plans. Experience working with CRM databases necessary.
• Possess strong interpersonal, communication, and presentation skills (oral, written, and listening)
• Position is highly sensitive and requires impeccable personal and professional integrity and discretion.
• Ability to work collaboratively and manage multiple projects simultaneously

Physical Demands:
The employee is required to stand, walk, push, pull, reach overhead and bend to the floor, drive and/or travel, lift 25 pounds and exert up to 20 pounds of force occasionally

Visual Acuity:
Near acuity and accommodation are required for the ability to see and read text and copy of written materials for publishing and to read computer screen.

Hearing Ability:
Ability to interact with staff and public in an informal or formal way during events or public speaking.

Work Environment:
Employee is exposed to office, kennel and residence environment. This includes animal hair and dander as well as cleaning and antibacterial cleaning solutions.

The expected salary range for the position is $85,000 - $95,000 per year. The anticipated starting salary is between $85,000 and $87,500 will take into account internal equity and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience, among other factors.

We offer a comprehensive benefits program which includes an outstanding 403(b) plan, tuition reimbursement, health, dental, vision, and life insurance, generous paid time off, and more.

To apply email your resume to employment with the subject line, "Planned Giving Officer".