Gift Planning Officer
Core
Secure planned gifts and cultivate donor relationships to support the American Red Cross mission in the Minnesota and Dakotas region.
Role type
Mid-level Gift Planning Officer (Major Gifts)
Builds
Planned giving strategies, Legacy Society growth, and donor stewardship programs.
Domain
Non-profit fundraising / Estate planning
Required skills
Major gift solicitation, donor cultivation, planned giving vehicles knowledge, estate planning principles, negotiation, presentation, database management
Preferred skills
CFRE, CFP, CAP, JD, LLM, charitable gift annuities, charitable trusts, PG Calc, Crescendo
Technologies
Microsoft Office, PG Calc, Crescendo
Responsibilities
Develop and manage gift planning strategy for a portfolio of prospects; Lead strategies to grow Legacy Society membership; Maintain stewardship program for planned giving donors; Deliver training on gift planning; Cooperate with financial planning and estate planning associations; Support reporting of estate documents to General Counsel.
Seniority
Mid-level, hands-on IC