Gift Planning Officer

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 at work.

Where 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 Los Angeles and central California area. This position offers a work-from-home flexibility while also requiring regular engagement with donors, attendance at events, and participation in meetings at the Los Angeles office as needed.

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 GOOD

• 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 substantiallygrow membership of the Legacy Society.
• Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances 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 the Regions development teams 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

• Bachelor's degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate, or other related field required. Certification in one or more of the following areas is preferred: CFRE, CFP, CAP, J.D., LLM
• Minimum 7 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, charitable trusts, and pooled income funds is preferred. Experience promoting, managing, cultivating and soliciting such programs is highly desirable.
• Skills & Abilities: Knowledge of applicable principles, concepts, practices, and standards of planned giving vehicles and fundraising is desired. Excellent interpersonal, verbal, and written communication, presentation, and negotiation skills are required. Basic proficiency in use of Personal Computer, word-processing, spreadsheet applications, and database applications when applicable. Strong organization skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential. Ability to work on a team.
• Must have own transportation.
• Travel: 10% - 25% business travel is required.
• Knowledge of Microsoft Office is necessary. Training in PG Calc or Crescendo planned giving software is desirable.

Compensation: The salary range for this position is $120,000-$135,000. You will be eligible to participate in an incentive plan based on annual individual and organization performance.

Note that American Red Cross salaries are aligned to the specific geographic location in which the work is primarily performed. Other factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have, and comparison to other employees already in this role.

This job will be posted for a minimum of five business days and extended if the applicant pool needs to be expanded. This role is not eligible for relocation assistance.

BENEFITS FOR YOU

We take care of you, while you take care of others. As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive benefits help you in balancing home and work. With our resources and perks, you have amazing possibilities at the American Red Cross to advance the learn.

• Medical, Dental Vision plans
• Health Spending Accounts & Flexible Spending Accounts
• PTO: Starting at 15 days a year; based on FLSA status and tenure
• Holidays: 11 paid holidays comprised of six core holidays and five floating holidays
• 401K with 6% match
• Paid Family Leave
• Employee Assistance
• Disability and Insurance: Short + Long Term
• Service Awards and recognition

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The work environment will consist of moderate noise (i.e. business office with computers, phones and printers, light traffic). The employee must have the ability to work in a small cubicle and have the ability to sit at a computer terminal for an extended period of time.

The American Red Cross is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, San Diego Fair Chance Ordinance, the California Fair Chance Act and any other applicable state and local laws.

AmeriCorps, the federal agency that brings people together through service, and its partners - the Peace Corps, AmeriCorps Alums, National Peace Corps Association, and the Service Year Alliance - launched Employers of National Service to connect national service alumni with opportunities in the workforce.American Red Cross is proud to be an EONS partner and share our employment opportunities with the network of organizations.

Interested in Volunteering? Visit redcross.org/volunteertoday to learn more, including our most-needed volunteer positions.

To view the EEOC Summary of Rights, click here: Summary of Rights