Gift Planning Officer

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* Job Description:

***** WHY CHOOSE US?
*** 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 re Your Career is a Force for Good!

*** WHAT YOU NEED TO KNOW
*** The American Red Cross is seeking a
** Gift Planning Officer
** to support donors throughout the
** Minnesota and Dakotas Region
** of the organization. This position offers a work-from-home flexibility while also requiring regular engagement with donors and regional partners (in person, by phone and virtually) throughout the assigned territory.

The Gift Planning team 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, this role includes identifying, qualifying, cultivating, soliciting, and stewarding gift-planning prospects and donors in the area. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.

*** WHERE YOUR CAREER IS A FORCE FOR GOOD
**** Develop and manage the gift planning strategy for a portfolio of prospects throughout the Region 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 Region 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. 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
**** Bachelor’s degree is required and an advanced degree or certification in one or more of the following areas is preferred: CFRE, CFP, CAP, JD, LLM.
* Minimum 5 years of major gift or gift planning experience or equivalent combination of education and related experience required.

Experience with gifts of assets and life income gifts including charitable gift annuities and charitable trusts is preferred. Experience promoting, managing, cultivating…