Gift Planning Officer – Tennessee Region

🔥 7 minutes ago

🏈 Alabama, Mississippi, +1 more states – Remote

🏈 Alabama – Remote 🎸 Mississippi – Remote 🎸 Tennessee – Remote

💵 $95k - $114k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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American Red Cross

WebsiteLinkedInAll Job Openings

10,000+ employees

🏥 Healthcare

📦 Logistics

🤲 Charity

Healthcare • Logistics • Charity

American Red Cross is a humanitarian organization dedicated to providing relief to those in need, offering services such as disaster relief, blood donation, training in first aid and CPR, and support for military families. Their mission encompasses emergency preparedness, education, and providing assistance to individuals affected by various crises, ensuring a safe and resilient community.

📋 Description

• Develop and manage gift-planning strategy for a portfolio of prospects throughout the Tennessee and Mississippi/Alabama Regions • Develop, lead, and implement strategies to substantially grow Legacy Society membership • Maintain and enhance stewardship programs for planned-giving donors • Raise and enhance the profile of the Legacy Society • Deliver gift-planning training to advance knowledge and foster opportunities in gift conversations and strategy development • Stay current in gift-planning trends and fundraising techniques through meetings, conferences, and training programs • Provide technical assistance to regional development teams to increase fundraising capacity for planned and current gifts • Cooperate with financial-planning and estate-planning associations to plan meetings positioning the Red Cross as the charity of choice • Support regional reporting of estate documents to the Office of General Counsel • Communicate regularly with the Director of Gift Planning regarding donor and gift activity • Use the development prospect-management system for reporting donor and gift activity and managing fundraising and personal goals • Identify, qualify, cultivate, solicit, and steward gift-planning prospects and donors • Develop strategies to increase funding capacity and maximize donor relationships

🎯 Requirements

• A bachelor’s degree or equivalent years of experience is required • A minimum of five years in major gift or gift planning fundraising with successful cultivating and soliciting experience is preferred • Experience promoting and managing gift planning programs is highly desirable • Experienced candidates from financial, estate, philanthropic planning, law, and trust administration fields are encouraged to apply • Knowledge of technical aspects of planned giving vehicles • Extensive knowledge of fundraising principles and techniques in a large organization • Excellent written and oral communication skills, including presentation, negotiation, and strong interpersonal skills • Strong organizational skills and attention to detail • Demonstrated tact and diplomacy in difficult or sensitive situations • Knowledge of Microsoft Office • Training in PG Calc or Crescendo planned giving software is desirable • Operational flexibility to meet sudden and unpredictable business needs • Moderate business travel (20%-30%) required • Must have own transportation • Valid driver’s license required • Significant gift-planning experience in Tennessee, Mississippi, and Alabama is a plus • Certification in CFRE, CFP, CAP, J.D., or LLM is highly preferred

🏖️ Benefits

• Medical, Dental Vision plans • Health Spending Accounts & Flexible Spending Accounts • PTO: Starting 15 days a year; based on type of job and tenure • 11 paid holidays, including six core holidays and five floating holidays • 401K with up to 6% match • Paid Family Leave • Employee Assistance • Short- and Long-Term Disability and Insurance • Service Awards and recognition • Mentors who empower career growth • Competitive compensation and benefits • Professional training, meetings, conferences, and development opportunities