The Planned Giving Officer represents the Development Division in the identification, cultivation, solicitation, and relational stewardship of individuals for their interests in financially supporting the mission of The Gideons International and its programs.
This position will focus primarily on planned and deferred gifts, while also pursuing opportunities for major gifts—all with a heart of being donor-centric and promoting Biblical stewardship and generosity. Performance in this position requires functioning with impeccable integrity and securing gift commitments, with an emphasis on planned and deferred opportunities.
The position will represent all of The Gideons International funding needs, matching each donor’s interests with the appropriate gift opportunities. Of equal importance will be collaboration within the Development Division and service to donors, and the accommodation of their best interest in the gift cultivation.
A background in financial planning is preferred, and a legal background (J.D. degree) is a plus. The position reports to the Senior Planned Giving Officer of The Gideons International.
Assist in development and execution of marketing efforts for planned giving, including content for online promotion and printed materials for distribution to prospects explaining gift planning opportunities and tax advantages.
Develop and conduct Planned Giving Seminars to inform prospects of biblical stewardship and philanthropic opportunities through The Gideons International.
Submit call reports and record pertinent donor activities in CRM; use software for developing gift proposals.
Utilize Moves Management protocols to devise cultivation and solicitations plans, working collaboratively to assist other Development Officers in the strategy of their prospects and donors.
A bachelor’s degree is required, and an advanced degree (particularly in Law—J.D.), is especially desirable.
There should be three years’ experience in planned giving or charitable estate planning, trust operations, or finance.
A certified financial planner (CFP) or a similar professional designation is desirable.
Successful completion of a drug and background screen