Planned Giving Officer
Job Details
Experienced
Philadelphia - Philadelphia, PA
Full Time
4 Year Degree
Description

The Planned Giving Officer is a member of the WHYY development team who works to cultivate and manage planned giving. The Planned Giving Officer will develop and implement plans for securing major gifts and deferred gifts from donors through estate planning and other types of gifts.  Working closely with the Director of Philanthropy and senior executive staff, this position will develop and position planned giving as a critical component to WHYY’s strategic fundraising plan.

 

MAJOR DUTIES AND RESPONSIBILITIES

 

  • Develop and execute strategies for identifying, researching, cultivating and soliciting pertinent prospects for planned gifts, in cooperation and collaboration with the Major Gifts Officers.
  • Offers educational opportunities and materials regarding planned giving for fellow staff and prospects/donors
  • Provides stewardship of donors who have already announced a commitment to planned giving
  • Helps write marketing materials and communications for the planned giving program
  • Generates program reports
  • Presents necessary updates to the board and other organizational leaders
  • Respond to inquiries and meet with prospects to better understand their needs.
  • Design and conduct direct mail and marketing campaigns to target planned gifts.
  • Cultivate relationships with attorneys, trusts officers, financial planners and other estate planning professionals regarding gift opportunities for clients.
  • Research and maintain individual donor profiles on qualified prospects and donors.
  • Works with the Controller to create and finalize Charitable gift annuities.
  • Coordinate annual Laurence LaPage Society donor thank you event and stewardship plan for all members of the Lepage Society.
  • Maintains a regular and predictable attendance.
  • Performs other duties as assigned.
Qualifications

Education:  A Bachelor’s degree in a related discipline, including but not limited to finance or law.  Knowledge of estate planning, including wills, trusts and estate and gift tax laws.  The incumbent must also know the legal record keeping requirements for fundraising and documenting donations and gifts.

 

Experience:  A minimum of five to seven years’ progressively responsible, professional experience in development and/or planned giving and fundraising. Must have the demonstrated ability, (track-record), to cultivate and solicit high net worth individuals and their advisors.

 

Technical Skills: Proficient use of Microsoft Office software and familiarity with membership-related databases.

Apply