Posted on July 27, 2012

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Gift Planning Officer

Summary: The Gift Planning unit at the American Red Cross seeks to secure planned gifts supporting any component of the organization’s mission and to establish the Red Cross as the charity of choice for such gifts. The St. Louis based Gift Planning Officer is a field based position that develops, designs and implements the planned giving program in the St. Louis Area, Greater Ozarks and Southeast Missouri Chapters, focusing on new gift commitments. This role includes coordinating solicitation and cultivation strategies for all prospective planned giving donors and coordinating stewardship for donors who have made commitments. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.

Responsibilities: Develops and manages the gift planning strategy for a portfolio of prospects; develops seminars and recognition events and takes primary responsibility for the stewardship of donors; remains current in philanthropy developments and fundraising techniques by attending meetings and conferences and participating in training programs; provides technical assistance to help assigned chapters increase their fundraising capacity to solicit planned gifts; compiles and analyzes chapter research about potential local contributors to recommend effective cultivation and solicitation strategies; cooperates with various local financial and estate planning associations to maximize the Red Cross position as the charity of choice for planned gifts; reports to the Manager of Gift Planning on a monthly basis about donor, chapter and gift activity; performance reviewed.

Qualifications: Bachelor’s degree required (with an emphasis on financial planning, estate planning, or investment management highly desirable; advanced degree preferred; Training five years in major gift or gift planning fundraising with successful cultivating and soliciting experience and/or relevant financial planning, estate planning, or non-profit experience required; experience promoting and managing major gift or gift planning programs highly desirable; knowledge of the technical aspects of planned giving vehicles and proficiency in planned giving software (PG Calc or Crescendo) desirable; extensive knowledge of fundraising principles and techniques in a large organization highly desirable and familiarity with Red Cross corporate culture preferred; excellent written and oral communication skills, including presentation, negotiation and strong interpersonal skills are required; moderate amount of business travel required.

The American Red Cross National Headquarters is an Equal Opportunity/Affirmative Action Employer.

To APPLY: Please visit americanredcross.apply2jobs.com and search for Requisition Number NHQ24949.