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Job vacancy Major & Planned Giving Officer
Announced
27 March, 2024
Job Type
Temporary / Contract
Job Status
Full Time
Job Title
Major & Planned Giving Officer
Job Location
eastern province kigali province northern province southern province western province international
Job Presentation
Summary
The Major & Planned Giving Officer will serve as a front-line fundraiser on a team charged with securing annually increasing revenue targets through major, planned, and blended gifts. This newly created role will report to the Director of Major Gifts and Planned Giving (MG&PG) and will bring an increased depth of planned giving expertise to the department.
You are responsible for:
- Manage a portfolio of 150-200 donors and prospects, soliciting 30-50 planned gifts of $10,000+ per year, with emphasis on 6- and 7-figure gifts.
- Foster strong, life-long relationships with a diverse portfolio of individual donors, with a primary focus on securing documented planned gift commitments, while also setting annual and major giving strategies for assigned donors.
- Solicit and secure present, future, and blended/complex gifts, typically working independently on an assigned portfolio of prospects. At times, assist other members of the Major & Planned Gifts team with planned giving strategies to support donors in their portfolios.
- Develop and execute follow-up strategies for high-capacity leads generated by FreeWill and other planned gift marketing.
- Steward existing members of the Wikipedia Legacy Society in order to retain and increase their commitments.
- Identify prospective major gift donors within Legacy Society membership and develop an appropriate strategy for their cultivation and solicitation.
- Follow IRS regulations regarding planned gift fundraising
- Attend meetings, conferences, seminars and planned giving training sessions (when appropriate and within the budgetary limits), and share learnings with the team.
- Ability to travel occasionally to meet with donors in person and to attend Foundation gatherings.
Skills and Experience:
- Work experience or equivalent degree plus work experience.
- (Bachelor’s + 8 years related work experience;
- Master’s + 6 years related work experience.)
- Knowledge of and experience with planned giving, including but not limited to bequests, beneficiary designations, qualified charitable distributions, and charitable gift annuities.
- A working knowledge of estate, gift, and income tax laws.
- A desire to continue advancing knowledge of these areas is required.
- Demonstrated ability to communicate and interact effectively with a wide variety of people.
- Ability to work in an open, transparent, and collaborative environment, while respecting donor confidentiality and data security.
- Ability to communicate complex issues in easily understandable language.
- A finely-tuned sense of discretion.
Additionally, we’d love it if you have:
- Experience working in an organization with a distributed workforce.
- Global perspective, with experience living or working internationally.
Job category : | Health and social professions |
Industries : | IT, software engineering, Internet |
Employment type : | Fixed-term contract |
Region : | Eastern Province - Kigali Province - Northern Province - Southern Province - Western Province - International |
Experience level : | 5 to 10 years |
Educational level : | Bachelor |
Key Skills : | health |
Number of Position(s) : | 1 |
Please report any irregularities by using the candidate contact form and selecting the subject "Report a job ad".
Valid Till
25 May, 2024 (3 days left)
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