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Organization TypePublic Interest
Years of Experience
Date Last Verified
ProfilePlanned Giving Officer Responsibilities: Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for planned gifts; Design and implement a customized regional broad-based, proactive planned giving marketing plan; Respond to inquiries and meet with prospects, including lay leadership, donors and community members, and their advisors in one-on-one or group settings; Recruit and staff lay committee of the organization’s Planned Giving Committee, including preparation of agendas, notices, minutes and other relevant information; Develop naming opportunities and prepare proposals by targeting donors based on potential for giving and substantive interests and in response to inquiries; Research and maintain individual donor profiles on qualified prospects and donors and ensure that planned gift records and reports are compiled and maintained; Collaborate with major gift team to integrate planned giving goals and objectives in all fundraising activities; Design concepts for and conduct direct mail and advertising campaigns to target planned gifts; Develop guidelines and promotional materials for use by the Board of Trustees, the President and CEO, and lay leaders; Plan and execute a series of donor and prospect-focused events, including donor and professional seminars and donor recognition events; Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients and provide material for their use, exchange up-to-date information on current best practices, request help in obtaining referrals and discuss donor interests; Negotiate terms of planned giving agreements with donors and their advisors; Conduct initial review of completed documents to ensure that they comply with the organization’s standards, IRS guidelines, and are in the organization’s best interest. Forward documents for final approvals; Provide in-service training to professional and support staff on planned giving best practices; Represent at community events.
Qualification and Experience
Qualifications: BA/BS required; Graduate degree in business, finance or related field and/or JD Degree preferred, due to complexity of planned giving field and related laws; 7 years of progressively responsible professional experience in development and/or planned giving and fundraising and progressively responsible program management; Familiarity with financial planning is preferred; Excellent writing and public speaking skills; Excellent interpersonal skills, including demonstrated ability to cultivate and solicit high net worth individuals and their advisors.
American Jewish World Service
45 West 36th Street
New York City, NY 10018