Major Gifts And Planned Giving Officer
CurrentPlanned Giving/ Major Gifts:•Plan, organize and implement a comprehensive major gift and planned giving program that aligns with the organization’s strategic goals and objectives.•Identify, cultivate, solicit, and steward a portfolio of current and prospective donors, including individuals, foundations and corporations, with the potential to make major gifts ($5,000+) and/or planned gifts (bequests, trusts, annuities, etc.).•Develop and maintain strong relationships with donors and prospects through personal visits, phone calls, letters, emails, and other communication channels.•Create and present customized proposals that match the donor’s interests and needs with the organization’s priorities and opportunities.•Work collaboratively with the individual giving team, the development director, the executive director and other staff to coordinate donor cultivation and stewardship activities.•Educate donors and prospects about the benefits of planned giving and provide them with information and resources to facilitate their gift planning process.•Manage the planned giving recognition society and ensure proper acknowledgement and recognition of planned giving donors.•Track and report on major gifts and planned giving activities and results using the organization’s database and other tools.•Stay abreast of current trends and best practices in major gifts and planned giving fundraising.•Represent the organization at events and meetings as needed.Special Events:•Assist with the planning, execution and evaluation of special events that generate revenue and awareness for the organization.•Engage major donors and prospects in attending or sponsoring special events.