PLANNED GIVING OFFICER

Awook Foundation is hiring a Planned Giving Officer II

01 At a Glance

Role:  Planned Giving Officer II

Required Experience: Four-year degree or equivalent work experience ( four years). Bachelor’s degree highly preferred. In addition to education or education equivalent, requires five years of work experience, including a minimum of three years of successful sales or fundraising experience working in a phone or face-to-face sales/fundraising environment with proven ability to take prospects through the sales cycle to close large gifts.

Preferred Experience: Knowledge of Planned giving and estate planning, highly desired. Experience with CRM systems. Previous experience coaching or leading a team, strongly desired. Knowledge of Planned Giving or completion of at least one course in planned giving strongly desired.

Salary: $60,000 – $65,000 (depending on experience and geographic location)

Industry: Planned Giving, non-profit charity

02 The Job

As the Planned Giving Officer you will develop and build long-term relationships with prospective planned giving donors primarily through voice-to-voice interaction, and occasional face-to-face donor development. You will initiate, develop and grow fundraising with donors whose giving capacity ranges from $10,000 and up with goal of closing planned gifts. Develop donor relationships from interest in a planned gift through closure of planned gifts at the $10,000 and above levels, through different gifts. Qualify higher level leads and develop donor relationships for referrals to Planned Giving Directors. Coach Planned Giving Officers in the ability to develop donor relationships from interest in a planned gift through closure of gifts. Help carry out our Awook organization’s mission, vision, and strategies.

Your responsibilities will include:  

  • Responsible for acquiring 100 or more gifts per year, ranging in value between $10,000 – $100,000 each, in order to meet an annual fundraising goal of $2,000,000 in planned giving commitments.
  1. Demonstrate knowledge of planned giving vehicle, including wills, living trusts, and charitable gift annuities as well as a fundamental understanding of charitable remainder trusts.
  2. Engage with high value leads and donors primarily via voice to voice interactions to cultivate planned gifts. Engage in relational fundraising with donors, including understanding donors’ needs and goals in order to customize offer, motivating donors to make a significant gift of cash or appreciated securities.
  3. Understand and articulate Awook Foundation’s transformational model and relate mission and work to donor’s goals and passions to encourage life income gifts to sustain model after donor’s lifetime.
  • Steward Awook Foundation Legacy Society donors by regular communications (phone, face to face, personal written messages) to increase retention of constituencies. Assist other Development staff in the recruitment of new members. Maintain and ensure accuracy of constituent CRM. Advise and coach Planned Giving Officers on how to engage donors and cultivate relationships that lead to planned gifts for Awook Foundation through telephone interaction. Coach members in relational fundraising strategies and provide up-to-date resources in order to increase Planned Giving Officers’ ability to close modest-level planned gifts.
  1. Develop and produce customized gift proposals for donors through use of specialized software to generate financial, tax and legal implications for fits for a donor’s lifetime.
  2. Provide basic information regarding tax and financial implications of gift and interpret benefits to donor in discussions to advance closing gifts.
  3. Discern when complex donor inquiries should be referred to other team members and facilitate “warm hand-offs” as needed.
  4. Ensure strategic prospect plans are developed and utilized by team members as appropriate to facilitate highest and best gift.
  • Assist in developing portfolios through face-to-face regional events on a semi-regular basis as part of own portfolio development and soliciting gifts.
  • Serve as internal consultant to senior fundraisers to develop and coordinate donor relations activities.
  1. Strategically partner with Planned Giving team members to understand complexity of potential proposed gift structure for individual donors at middle-tier levels.
  • Work collaboratively with team members when assigned to work as a member of a team.
  • Perform other duties as assigned.
  • Maintain awareness of corporate goals, objectives, organizational announcements, and activities. Reference and follow organizational policies and procedures, seeking clarity as needed.

03 About Awook Foundation

When you work at Awook Foundation, your passions and talents come together to meet the greatest needs in the world today. We go to ends of the earth and into the margins. Where few go and the road is less traveled. But just the right kind of dangerous. That’s because we’re a global humanitarian organization. We partner with children, families, and their communities to reach their full potential by tackling the causes of poverty and injustice. We empower people out of poverty. Are you feeling called to explore joining us? We hope so. 

04 You Bring

  • Four-year degree or equivalent work experience (four years). Bachelor’s degree highly preferred.
  • In addition to education or education equivalent, requires five years of work experience, including a minimum of three years of successful sales or fundraising experience working in a phone or face-to-face sales/fundraising environment with proven ability to take prospects through the sales cycle to close large gifts.
  • Experience with planned giving and estate planning, highly desired. 
  • Knowledge of Planned Giving or completion of at least one course in planned giving strongly desired.
  • Requires proven ability to understand and articulate financial tools and concepts.
  • Enjoys talking on the phone. 
  • Experience with a CRM system. 
  • Exceptional relational skills.
  • Able to work in a collaborative work environment.
  • Previous experience coaching or leading a team, strongly desired.
  • The ability to manage multiple projects simultaneously.
  • Enjoys working on a team and independently. 

05 Let your work be your faith in action

Every day, nearly 8,000 children under the age of 5 die from preventable causes. Our call to action is urgent. That’s why we’re looking for someone who is ready to place their expertise behind helping the world’s most vulnerable children. Every data pipeline built, dashboard, and thoughtful solution communicated can help influence whether someone chooses to help today or not. If not you, then who?

06 To Apply 

Click the button below to apply. We look forward to seeing your resume.

07 Salary Range & Benefits 

Your salary is important to you so it’s important to us. Please share your salary expectations with us in the application process to get the conversation started. We have a robust and comprehensive benefits package to round out our total compensation package.

08 What Happens Next?

Glad you asked. We owe you that and strive to not leave you wondering. We review applications nearly every day assessing strength of fit for the role. Sometimes questions arise on our end so we message you to learn more. Short-listed candidates are contacted for an initial phone conversation with our recruiting staff. Moving deeper into our selection process you can expect to interview 1:1 with a hiring manager. Finalists normally participate in a panel interview where the opportunity to meet additional members of our staff lends itself to more of a 360-view of the role. Our most valuable resource is our talented staff. Our goal is to fill this vacancy with the right person in the shortest amount of time, so we have all hands-on deck to move this important work forward.

Job Location

Remote

Position Type

Full-Time/Regular

Working Environment / Conditions

Standard office environment.

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