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Estate Gift Planning Officer

Posted 
July 7, 2020

Overview

The Estate Gift Planning Giving Officer is responsible for supporting the planned giving program by cultivating and closing major, current or deferred gifts to reach more people, build a strong organization and inspire a smarter world  

Key Job Responsibilities

I.  Lead 

  1. In partnership with the Senior Estate Gift Planning Officer, identify, research, cultivate and solicit qualified prospects for planned gifts and potential major gifts to meet both short-term and long-term fundraising objectives for the station 
  2. Research and maintain individual donor profiles on qualified prospects and donors and define a strategic action plan for each prospect based on data available and supervise its use in solicitation of gifts to closure
  3. Support the Senior Estate Gift Planning Officer in executing strategic marketing plan for Estate Gift Planning Program 
  4. Meet with prospects, one-on-one and in groups, locally and regionally
  5. Cultivate estate planning professionals and advisors regarding gift opportunities for their clients; and provide full information and materials for their use and distribution
  6. Support the Senior Estate Gift Planning Officer with stewardship and recognition program, including annual Legacy Circle Luncheon 

II. Manage 

  1. Establish and maintain records systems of established contracts
  2. Track “matured” gifts annually in order to make projections on expectancies

III. Collaborate 

  1. Stay current with trends in philanthropy and technical details on all forms of planned gifts and tax law changes
  2. Maintain confidential database and paper files and chronological histories on planned giving prospects and donors
  3. Other duties, responsibilities and activities may change or be assigned at any time with or without notice

EDUCATION AND EXPERIENCE

  1. Bachelor’s degree or equivalent experience required
  2. Three plus years planned giving and or major gift experience required
  3. Demonstrated successful experience and effectiveness in prospect identification, relationship building and solicitation required
  4. Thorough working knowledge of Word, Excel, Outlook and donor database required

PHYSICAL REQUIREMENTS 

  1. Ability to travel regionally and to Canada as needed 
  2. Ability to work some evenings, weekends and holidays
  3. Ability to view data on a computer screen for long periods of time
  4. Ability to type on a keyboard for long periods of time
  5. Ability to sit or stand for extended periods

Cascade Public Media is committed to building a team that represents a diversity of thought, experience and personal background


     
About the Department

Development

Our Diversity Commitment

We are committed to building a team that represents a diversity of thought, experience and personal background. Read our complete diversity commitment statement here.

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