Planned Giving Officer / USA: Remote (Must Reside in Rotary Approved State)

Area: Polio and Philanthropy | Reports to: Manager of Planned Giving | Classification: Exempt | Location: Fully Remote

About the Organization

Rotary is a membership organization that unites people from all continents and cultures who take action to deliver real, long-term solutions to pressing issues facing our communities and the world. Each year, Rotary members expand their networks, build lasting relationships, and invest more than $300 million and 16 million volunteer hours to improve lives and create positive change in the world.

At Rotary, we celebrate diversity and foster an inclusive environment where all employees are valued and empowered. We are dedicated to creating equitable opportunities and supporting the growth and well-being of our team.

About the Role

Rotary has embarked upon a campaign to grow its endowment to $2.025 billion and is adding additional Planned Giving Officers to its seasoned team. The objectives of the Planned Giving Officer Team are to:

• Consult as a specialist on structured gift discussions including life income agreements
• Solicit estate commitments
• Steward high-level donors

This position is remote and covers a defined territory in the Midwest.

Responsibilities

• Develop an expert-level understanding of the mission and programs of The Rotary Foundation
• Share enthusiasm for how Rotary is changing the world
• Become a guru in structured gift options including Bequests, Life Income Agreements, Donor Advised Funds, asset selection, tax economics of charitable giving, etc.
• Develop and maintain a portfolio of key planned giving prospects with a capacity to make gifts of US$50,000 and more
• Work closely with colleagues and volunteers
• Strengthen the development of department objectives; brainstorm innovative tactics to meet individual and group goals
• Collaborate with volunteer committees and travel to regional Rotary Institutes, district conferences, and other Rotary events, as assigned
• Strive to make 50 donor contacts per month and 36 solicitations per year
• Travel in assigned region
• Other duties as assigned

Requirements

• Bachelor's or advanced degree
• Minimum 4 years of experience working in a fund development role, preferably in planned giving or endowments
• Knowledge of planned giving vehicles such as Charitable Gift Annuities, Charitable Remainder Unitrusts, Individual Retirement Accounts, and Donor Advised Funds
• Familiarity with the tax economics of charitable giving, estate law basics, and investment concepts
• Appreciation for the wisdom and experience of mature donors; ability to develop long-term meaningful relationships while supporting their philanthropic and financial objectives
• Base knowledge of GDPR and professional discretion regarding data and donor privacy
• Excellent listening abilities
• Unquestionable integrity
• Strong analytical and organizational skills
• Multicultural competency

Skills

• Written and oral communication
• Building cultivation plans and tracking progress
• Giving and receiving constructive feedback
• Prioritizing workload and following up on assignments
• Making informed decisions
• Working autonomously and in a team

Leadership Attributes

• Engagement: Foster relationships by hearing, recognizing, and valuing others.
• Communication: Be open to receiving ideas from diverse viewpoints and able to communicate messages so that they are universally understood.
• Collaboration: Build partnerships and work jointly with others to meet shared objectives.
• Presence: Demonstrate composure and confidence.
• Productivity: Generate results that move Rotary toward achieving its goals.
• Accountability: Have a clear sense of ownership and take personal responsibility for actions.
• Strategy: Identify Rotary’s opportunities and design approaches that align with our strategic goals.

Pay

Salary range: $84,600 - $94,000

Benefits

• Generous medical, dental, and vision benefits package
• Progressive 401k matching contributions
• Above market and generous paid time off package
• Tuition reimbursement
• Professional development opportunities
• On-site cafeteria and coffee bar with special pricing for Rotary employees
• Several flextime work schedules to choose from