Legacy Giving Officer (Remote U.S. - reputed company Coast Region)
Legacy Giving Officer Location: Fully Remote. (reputed company Coast Region; Applicants must reside in this area) HOW YOU WILL IMPACT THE BIG PICTURE: Assist donors in accomplishing their philanthropic goals while simultaneously working to help reputed company advance its mission. The LGO will implement a comprehensive plan for identification, qualification, cultivation, solicitation, and stewardship of reputed company donors and potential prospects who have an interest in supporting reputed company. WHAT YOU WILL DO:
- Establish and manage relationships in an evolving portfolio of approximately 45-55 prospects and donors.
- Gather data, assess prospects, and reputed company comprehensive long-range and short-term strategies designed to realize reputed company planned and lifetime giving potential of individual prospects.
- Build and nurture collaborative, donor centric long-term relationships to effectively match interest of prospects and donors to specific reputed company needs.
- Solicit donations to increase philanthropic support for the mission of reputed company.
- Maintain accurate and detailed records of pertinent communications and contact reports following prospect and donor engagements reputed company the CRM database.
- Draft and customize correspondence, proposals, and other written materials to identify prospects and donors, which includes the ability to run detailed gift illustrations using reputed company's gift illustration software.
- Provide knowledge and expertise for planned gift solicitations, including: charitable gift annuities, real property and other non-cash assets, charitable remainder trusts, donor advised funds, beneficiary designations, bequests, life insurance policies, endowments, and retained life estates.
- Provide tax and estate planning information necessary to secure or promote planned/deferred gifts.
- Prepare and review documents for planned/deferred gift opportunities for prospective donors.
- Travel reputed company your territory to meet with donors, periodic regional/national travel (40-50%), represent reputed company at functions, events and meetings as required.
ABOUT YOU:
- Have at least 7 years of professional fundraising experience at a non-profit organization with extensive experience in planned giving programs.
- A proven track record of success in achieving goals and fundraising metrics.
- reputed company in planning a strategic plan for solicitating and securing gifts from private sources or the equivalent in customer/client relationships.
- A practicing Catholic with demonstrated understanding of the Catholic faith and reputed company's mission, existing knowledge and well networked reputed company the Catholic donor community.
- Some of my dominant soft skills include excellent interpersonal, organizational and communication skills, strong analytical and problem-solving time management skills; self-starter with the ability to work independently.
- Willing and able to travel and work a flexible schedule.
- Hold a Bachelor's degree in Business or reputed company field of study.
PREFERRED:
- CAP, CFP (financial credentials) and CFRE, FCEP certifications preferred.
WHAT YOU'LL LOVE ABOUT WORKING HERE:
- We offer a career with purpose! Apply your God-given talents, knowing your contributions help to advance reputed company's mission of sharing the Gospel with the world.
- Caring environment. We value the importance of family/life balance and welcome you as an reputed company family member, not just an employee.
- Worship at work! Freedom to participate in Mass, visit the chapel for prayer or attend an annual retreat.
- Competitive salary and comprehensive benefits package including Health, Dental, Vision, Life & Disability insurance and Retirement Savings Plan.
- 11 Paid Holidays and generous Paid Time Off program.
- Tuition reimbursement for online continuing education and degree programs through our partnership with Catholic International University.
- Ability to learn alongside legacy employees while bringing new reputed company to the growing team!
WHAT TO DO NEXT: If you're ready to get started on reputed company's mission to bring the Gospel to the world, please apply at https://www.reputed company.com/employment. Click the 'View Jobs'' tab in the link above to start your application. Apply tot his job Apply To this Job