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Gift Officer-Planned Giving, Full-Time

  • Tuesday, October 03, 2023 3:29 PM
    Message # 13262566

    Make-A-Wish Illinois

    Gift Officer-Planned Giving, Full-Time

    Supervisor:                             Individual Giving Director

    Department:                            Development

    Salary Range:                          $76,000-$100,000 (Salary is based on level of experience)

    How to Apply:                

    Job Summary: Reporting to the Individual Giving Director the Gift Officer over Planned Giving is charged with increasing the number of known planned giving donors through identification, cultivation, solicitation, and stewardship. Manage a portfolio of planned giving-focused individuals and estate administrators. Assist the Individual Giving Director to create, implement, and manage a formal planned giving program from prospect identification through realized intentions.

    Major Responsibilities:

    • Secure planned and outright gifts through the identification, cultivation, solicitation, and stewardship of individuals in a portfolio of 125+ prospects and donors
    • Achieve annual performance metrics, including general and substantive actions with individuals (averaging 4 – 6 contacts/day) and in-person visits (40 – 60+/year)
    • Creatively work with individual donors to fulfill their interest in giving, increasing their connection to and engagement with the Make-A-Wish mission
    • Work with attorneys, trust officers, accountants, financial planners, and other estate planning professionals as necessary
    • Utilize and maintain database system and processes to plan, track, and prioritize prospect/donor activity
    • Manage estate administration process to realize donor intentions
    • Create the core infrastructure of a planned giving program at Make-A-Wish Illinois, including a written case for support, leadership engagement, prospect identification, database tracking, new legacy society and correlating recognition, planning and executing special events, communication and marketing, stewardship of existing planned giving donors
    • Manage the partnership with FreeWill, an online resource for will creation
    • Develop and provide training and guidance to frontline fundraisers in tax-wise giving opportunities, recent tax law changes and updates, and solicitation techniques for planned gifts
    • Staff and support fundraising events
    • Represent and travel to all regions of the state to proactively prospect and engage with donors at fundraising events, meetings, and activities
    • Learn and embrace the working structure between Make-A-Wish America and the Illinois Chapter, and benefit from partnership opportunities with peers throughout the MAW enterprise
    • Engage current Make-A-Wish volunteers and friends to develop donor relationships
    • Perform other duties as required or assigned

    Required Skills and Abilities:

    • Self-motivated
    • Drive to achieve and surpass goals
    • Proven record of relationship building, customer service skills, and successful gift solicitations
    • Thorough knowledge of planned/deferred giving with continuous learning of best practices and updates in the field
    • Organized and detail oriented
    • Excellent written and oral/presentation communication skills
    • Able to work both independently and collaboratively as part of a team
    • Proficiency with Microsoft Office applications and customer relationship management (CRM) systems

    Preferred Education and Experience:

    • 5+ years of progressively responsible fundraising experience, preferably in planned giving or in a field providing comparable knowledge of planned giving principles
    • Bachelor’s Degree (required) or equivalent combination of qualifying experience

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