Senior Estate Gift Planning Officer

Posted 
June 22, 2022

Overview

The Senior Estate Gift Planning Officer is responsible for creating a comprehensive planned giving program to raise funds by cultivating and closing major, current or deferred gifts to reach more people, build a strong organization and inspire a smarter world while demonstrating CPM’s values of integrity, community, innovation and diversity. 

Salary Range: $90,000- $102,000 annually

Benefits information can be found here

Seattle, hybrid schedule available, must reside in WA State

Proof of vaccination required for employment

Cascade Public Media is committed to building a team that represents a diversity of thought, experience and personal background. We deeply value applicants from diverse lived experiences and backgrounds.

KEY RESPONSIBILITIES/DUTIES

  • Lead a comprehensive gift planning program to include all appropriate planned giving vehicles 
  • Lead annual broad-based proactive plan, with a budget to grow and expand the Estate Gift Planning Program
  • Monitor annual Estate Gift Planning results to determine most effective strategies
  • 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
  • Manage Estate Gift Planning Officer and Gift Planning Assistant
  • Lead the strategic marketing plan for Estate Gift Planning Program 
  • Meet with prospects and current Legacy Circle members, one-on-one and in groups, locally and regionally
  • Develop stewardship strategies and benefits for planned giving donors
  • Cultivate estate planning professionals and advisors regarding gift opportunities for their clients; and provide full information and materials for their use and distribution
  • Lead and/or 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
  • Prepare and manage annual budget 
  • Maintain confidential database and paper files and chronological histories on planned giving prospects and donors
  • Advise, and assist where appropriate and collaborate with other Development staff to maximize potential of current donors as major gift or planned giving prospects 
  • 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

  • Extensive knowledge of estate/tax laws as they pertain to planned giving preferred
  • Thorough working knowledge of Word, Excel, Outlook and donor database required

EDUCATION AND EXPERIENCE

  • Bachelor’s degree or equivalent experience required
  • Seven plus years planned giving and/or major giving 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