Development Executive, Planned Giving & Endowments

Skills

• Solicit planned gifts through face-to-face visits, zoom, phone and written communication
• Develop and implement outreach plan for community planned giving prospects
• Collaborate with divisions to identify planned giving prospects, engage in legacy conversations and obtain legacy gifts
• Develop, plan and execute prospecting and stewardship events
• Identify planned giving prospects using data and research
• Make daily calls to planned giving prospects with the goal of building relationships and obtaining in-person meetings
• Develop targeted mailings to planned giving prospects
• Record outreach and other activity in database
• Personalize donor illustrations on the philanthropic and financial benefits, as well as the tax implications, of charitable gifts
• Work with prospects and/or existing donors and their advisors on creating bequests, charitable gift annuities, endowments, and life insurance policies
• Gain knowledge of planned giving vehicles including regular attendance at educational and professional seminars

Responsibilities

• Build relationships with planned giving donors and prospects through engagement, cultivation, and solicitation
• Promote planned giving throughout the organization

Qualifications

• Bachelor’s degree required
• Excellent communication and writing skills necessary
• Strong interpersonal skills and ability to develop a good rapport with a wide range of people
• Proactive, creative, and detail-oriented
• Demonstrated ability to prioritize and multitask in a demanding work environment
• Proficient in Microsoft Office Suite; comfortable working with various databases

Benefits

The salary range for this role is $75,000 to $78,000 commensurate with experience and qualifications listed above.