Estate Gift Planning Officer

Posted 
November 17, 2022

Overview

Are you looking for a front line fundraising position at a well-established organization? If building and stewarding relationships is your “thing” then this is the job for you. At CPM, we’re fortunate enough to have a team of folks, dedicated to raising funds from our generous community in their estate plans. This role will work with the Estate Gift Planning Director and an administrative support staff. In this role, you’ll have a chance to build on a strong foundation of support, be creative in how we connect with current and prospective donors and contribute to building a strong financial foundation for Cascade Public Media while demonstrating CPM’s values of integrity, community, innovation and diversity.

Cascade Public Media is committed to building a team that represents a diversity of thought, experience and personal background. Our organization serves a diverse community, in terms of ethnicity, class, culture, language, sexual orientation and disabilities and we are committed to increasing diversity and inclusion amongst our team members. We encourage everyone interested in this role to apply even if you don’t meet all of the requirements.

Salary: $76,200-$86,000

Seattle, hybrid schedule that requires days onsite each week with other days remote

Proof of vaccination required for employment

CPM offers competitive benefits to team members working 20 hours or more a week. Benefits include:

· 11 paid holidays

· 1 personal holiday

· 4 weeks of Paid Time Off (PTO) to start

· Half-day Fridays during Summer

· Company-matched 401(k) Retirement Plan that is fully-vested immediately

· Employee Assistance Program (EAP)

· Medical 

· Dental

· Vision 

KEY RESPONSIBILITIES/DUTIES

  • In partnership with the Estate Gift Planning Director, 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 
  • 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 legacy gifts and intentions 
  • Support the Estate Gift Planning Director in developing and executing strategic goals and marketing plan for Estate Gift Planning Program 
  • Meet with prospects and current Legacy Circle members, one-on-one and in groups, locally and regionally
  • Cultivate estate planning professionals and advisors regarding gift opportunities for their clients; and provide full information and materials for their use and distribution
  • Support the Estate Gift Planning Director with stewardship and recognition program, including annual Legacy Circle Luncheon 
  • Establish and maintain records systems of established contracts 
  • Track “matured” gifts annually in order to make projections on expectancies
  • Stay current with trends in philanthropy and technical details on all forms of planned gifts and tax law changes
  • Maintain confidential database and paper files and chronological histories on planned giving prospects and donors
  • Collaborate with other team members to foster a positive and productive culture and contribute toward the overall growth of the CPM
  • Other duties, responsibilities and activities may change or be assigned at any time with or without notice

REQUIRED SKILLS/ABILITIES

  • Thorough working knowledge of Word, Excel, Outlook and donor database required

EDUCATION AND EXPERIENCE

  • Bachelor’s degree or equivalent experience required
  • Three years planned giving or major gift experience required
  • Demonstrated successful experience and effectiveness in prospect identification, relationship building and solicitation required

PHYSICAL REQUIREMENTS

  • Ability to travel regionally and to Canada as needed 
  • Ability to work some evenings, weekends and holidays
  • Ability to view data on a computer screen for long periods of time
  • Ability to type on a keyboard for long periods of time
  • Ability to sit or stand for extended periods
  • Must have a valid driver’s license or reliable means of transportation to meet requirements of the job