Gift Planning Officer

Job Description

By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitarian network?

Join us—Where your Career is a Force for Good!

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.

“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.”

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.

• Develop and manage 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.
• Maintain and enhance a stewardship program for all planned giving donors. 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.
• Provide technical assistance to the Region’s development team to increase its fundraising capacity to solicit planned and current gifts.
• Cooperate 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.
• Support the reporting by the Regions of all estate documents to the Office of General Counsel.
• Communicate with the Director of Gift Planning on a regular basis about donor and gift activity. Utilize development prospect management system to facilitate regular reporting of donor and gift activity and to manage achievements of fundraising and personal goals.

• 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…