Senior Planned Giving Officer
Current● Develop meaningful relationships and build trust with donors who wish to create a personalized philanthropic legacy through The Rotary Foundation.● Manage portfolio of donors with capacity to make planned gifts of $50,000 - $1,000,000+. ● Cultivate and solicit bequests, life income agreements, donor advised funds, and qualified charitable distributions individually and collaboratively with colleagues and volunteers. ● Provide ongoing stewardship to portfolio, including donors with bequests of $1,000,000+.● Maintain accurate donor reports in Raiser’s Edge in keeping with organization’s best practices. ● Assist volunteer leadership in trainings about Rotary’s Endowment and planned giving opportunities.
Sep 2023 - Present
