Major & Planned Giving Officer

• Manage a portfolio of 150-200 donors and prospects, soliciting 30-50 planned gifts of $10,000+ per year, with emphasis on 6- and 7-figure gifts.
• Foster strong, life-long relationships with a diverse portfolio of individual donors, with a primary focus on securing documented planned gift commitments, while also setting annual and major giving strategies for assigned donors.
• Solicit and secure present, future, and blended/complex gifts, typically working independently on an assigned portfolio of prospects. At times, assist other members of the Major & Planned Gifts team with planned giving strategies to support donors in their portfolios.
• Develop and execute follow-up strategies for high-capacity leads generated by FreeWill and other planned gift marketing.
• Steward existing members of the Wikipedia Legacy Society in order to retain and increase their commitments.
• Identify prospective major gift donors within Legacy Society membership and develop an appropriate strategy for their cultivation and solicitation.
• Follow IRS regulations regarding planned gift fundraising
• Attend meetings, conferences, seminars and planned giving training sessions (when appropriate and within the budgetary limits), and share learnings with the team.
• Ability to travel occasionally to meet with donors in person and to attend Foundation gatherings.

• Work experience or equivalent degree plus work experience.
• (Bachelor's + 8 years related work experience;
• Master's + 6 years related work experience.)
• Knowledge of and experience with planned giving, including but not limited to bequests, beneficiary designations, qualified charitable distributions, and charitable gift annuities.
• A working knowledge of estate, gift, and income tax laws.
• A desire to continue advancing knowledge of these areas is required.
• Demonstrated ability to communicate and interact effectively with a wide variety of people.
• Ability to work in an open, transparent, and collaborative environment, while respecting donor confidentiality and data security.
• Ability to communicate complex issues in easily understandable language.
• A finely-tuned sense of discretion.

• Experience working in an organization with a distributed workforce.
• Global perspective, with experience living or working internationally.

Namijobs