Gift Planning Officer

American Red Cross - Monterey, CA

Full-time - Mid Level

Hybrid - Monterey, CA

Social Assistance

About the position

The Gift Planning Officer at the American Red Cross is responsible for developing, implementing, and managing planned giving programs to secure planned gifts that support the organization's mission. This role involves actively cultivating and soliciting new opportunities for planned giving donors, providing guidance to volunteers, and ensuring compliance with relevant regulations. The position requires a strong focus on building relationships with potential contributors and promoting the Red Cross as the charity of choice for planned gifts.

Responsibilities

• Manage overall gift planning strategy for complex portfolio and/or line of service needs.
• Compile and analyze information about potential contributors for the development of sales strategy.
• Contact potential contributors and persuade them to contribute planned gifts.
• Implement and assist in the development of procedures for receiving, acknowledging, and reporting planned gifts.
• Implement and assist in the development of programs and marketing strategies to attract potential donors.

Requirements

• A Bachelor's degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate, or other related field required.
• Minimum 5 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.
• 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.
• Familiarity with Northern California area is beneficial.

Nice-to-haves

• Certification in one or more of the following areas is preferred: CFRE, CFP, CAP, J.D., LLM.
• Experience promoting, managing, cultivating and soliciting planned giving programs is highly desirable.
• Expertise with Northern California funding community highly desirable.

Benefits

• Medical, Dental Vision plans
• Health Spending Accounts & Flexible Spending Accounts
• PTO + Holidays
• 401K with 5% match
• Paid Family Leave
• Employee Assistance
• Disability and Insurance: Short + Long Term
• Service Awards and recognition
• Pay for Performance