Planned Giving Officer

Job not on LinkedIn

🔥 1 hour ago

🌽 Illinois, Michigan, +1 more states – Remote

🌽 Illinois – Remote 🚗 Michigan – Remote 🤠 Texas – Remote

💵 $105k - $155k / year

⏰ Full Time

🟠 Senior

🔴 Lead

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Dayforce

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

👥 HR Tech

☁️ SaaS

🏢 Enterprise

💰 $1G Post-IPO Debt - Dayforce on 2024-03

HR Tech • SaaS • Enterprise

Dayforce is a cloud-based human capital management (HCM) platform offered by Ceridian. Dayforce provides a unified SaaS solution for employers that combines payroll, workforce management (time and attendance, scheduling), benefits and HR administration, talent management, and workforce analytics into a single application. It is aimed at mid-market to enterprise customers and sold as a B2B enterprise HR solution.

📋 Description

• Solicits and documents bequest intentions and beneficiary designations from prospects in assigned region for the Planned Giving team; • Follows up on marketing campaigns, individual inquiries, and personal outreach to generate leads and develop contacts for solicitation; • Stewards Humane Legacy supporters in assigned region, prioritizing high gift commitments and high net worth; • Promotes, solicits, and closes Charitable Gift Annuities; • Generates income to meet set fundraising targets, via outright annual donations from assigned portfolio of donors. Assists donors with methods such as IRA rollovers, gifts of stock and mutual funds, and gifts of non-cash assets; • Keeps abreast of achievements, victories, and other developments in the organization and among affiliates, to ensure the ability to provide donors and prospects with full, accurate, and specific information. Collaborates and maintains relationships with colleagues; • Keeps abreast of trends relevant to technical knowledge and tax law concerning charitable gift planning; • Performs other duties or responsibilities, as assigned.

🎯 Requirements

• Bachelor's degree or equivalent work experience required. CAP, CFRE, CFP, or legal degree preferred; • A minimum of seven (7) years of experience in development, donor engagement, or another related field required; • Knowledge of planned gift models and software, such as PG Calc, preferred; • Knowledge of moves management and CRM database systems preferred; • Leadership ability in work setting. Flexible, willing to learn, and anticipates the needs of self and staff; • Ability to set a positive tone for employees during their day; • Comfortable in a fast-paced environment with frequent deadlines; high energy, self-motivated and proactive; • Ability to manage issues requiring problem resolution and conflict management with excellent interpersonal and intervention skills; • Excellent written and verbal communication skills; • Knowledge of business operations, including effective budget development and management processes; • Attention to detail and commitment to excellence, demonstrated by the delivery of quality and timely outcomes; • Willing and able to travel as necessary; • Strong interest in animal protection issues preferred.