Evangelical Lutheran Church in America
Regional Gift Planner (Illinois)
Evangelical Lutheran Church in America, Chicago, Illinois, United States, 60290
Overview
The Regional Gift Planner (Illinois) is a full-time, regular, exempt, location-specific remote position with the Evangelical Lutheran Church in America (ELCA). The ELCA is one of the largest Christian denominations in the United States, with 3 million members in more than 8,600 worshiping communities across the 50 states and the Caribbean. The Lutheran Center (national office) is in Chicago, Illinois.
Description The Regional Gift Planner (RGP) is responsible for identifying, cultivating, soliciting, and securing planned and current gifts from individuals in support of churchwide ministries, congregations, synods, and other ELCA-related ministries. Gift planners work with synods, ELCA-related organizations, and institutions to expand the network of prospective donors, increase support for ELCA-related ministries, and present opportunities to invest in the Endowment Fund Pooled Trust. Gift Planners provide ongoing stewardship of planned giving donors and participants in the Endowment Fund Pooled Trust. The RGP collaborates with bishops in their territory, other regional gift planners, and ELCA gift officers as needed. This position reports to the Director of Gift Planning and is part of a nationwide network of twenty-three professional gift planners. Each Gift Planner lives and works within their assigned territory (home office).
This is a full-time, regular, exempt, location-specific remote position. The eligibility of a candidate for remote or hybrid positions may depend on residency, budget, salary, insurance coverage, and tax considerations. Candidates must reside within the fifty United States or the District of Columbia and be authorized to work in the United States. All hires must verify identity and eligibility to work in the United States upon hire.
Responsibilities
Meet with prospective donors to conduct discovery, present gift plan proposals, and secure planned and current gifts (estate plans, CRTs, CGAs, named endowments, QCDs, cash, properties, and other gifts).
Steward and strengthen relationships among ELCA Foundation, synods, and organizational partners; cultivate additional partnerships with regional ELCA institutions; coordinate with partner organizations to identify gift planning prospects and engage in joint discovery meetings with partner gift officers.
Cultivate and solicit ELCA-affiliated institutions to invest funds in the Endowment Fund Pool Trust and provide ongoing stewardship of these institutions.
Support congregations and ELCA-related ministries in developing and promoting planned giving programs.
Manage ongoing donor/organizational relationships and gift planning activities in CRM software, with regular reviews with the Director of Gift Planning.
Other duties as assigned.
Supervisory Responsibilities
n/a
Qualifications
Bachelor’s degree or equivalent experience/education.
Experience in resource development, planned giving, financial/estate planning, sales, or related field; solid understanding of the development process and planned giving instruments.
Commitment to fundraising best practices and the mission, vision, and values of the ELCA.
Excellent communication and interpersonal skills to interview potential donors, present proposals, and request planned gifts.
Ability to utilize a constituent information system as part of moves management; ability to work independently from home and stay organized.
Experience with Microsoft Office (Word, Excel, Teams, Outlook, etc.).
Commitment to diversity, equity, inclusion, and anti-racism.
Physical and Travel Requirements
Extensive travel – up to 50% of the time, including overnight stays; air and automobile travel.
Physical effort:
Regularly required to talk and hear, and use hands to operate a computer and telephone. May require long periods of sitting. Reasonable accommodations available.
Benefits The ELCA offers a competitive benefits package for eligible employees, including employer-paid health premiums for employees, health and dependent care FSAs, a health savings account with employer contribution, life insurance, and a substantial employer contribution to a 403b retirement plan. Generous paid time off and 17 paid holidays. Benefits commence on the start date.
Location and Contact Location: Remote within the U.S. with home office in Illinois; Chicago, IL area is a reference point for the ELCA.
Contact: If you have questions about this job or your application, please contact People Solutions (HR).
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Description The Regional Gift Planner (RGP) is responsible for identifying, cultivating, soliciting, and securing planned and current gifts from individuals in support of churchwide ministries, congregations, synods, and other ELCA-related ministries. Gift planners work with synods, ELCA-related organizations, and institutions to expand the network of prospective donors, increase support for ELCA-related ministries, and present opportunities to invest in the Endowment Fund Pooled Trust. Gift Planners provide ongoing stewardship of planned giving donors and participants in the Endowment Fund Pooled Trust. The RGP collaborates with bishops in their territory, other regional gift planners, and ELCA gift officers as needed. This position reports to the Director of Gift Planning and is part of a nationwide network of twenty-three professional gift planners. Each Gift Planner lives and works within their assigned territory (home office).
This is a full-time, regular, exempt, location-specific remote position. The eligibility of a candidate for remote or hybrid positions may depend on residency, budget, salary, insurance coverage, and tax considerations. Candidates must reside within the fifty United States or the District of Columbia and be authorized to work in the United States. All hires must verify identity and eligibility to work in the United States upon hire.
Responsibilities
Meet with prospective donors to conduct discovery, present gift plan proposals, and secure planned and current gifts (estate plans, CRTs, CGAs, named endowments, QCDs, cash, properties, and other gifts).
Steward and strengthen relationships among ELCA Foundation, synods, and organizational partners; cultivate additional partnerships with regional ELCA institutions; coordinate with partner organizations to identify gift planning prospects and engage in joint discovery meetings with partner gift officers.
Cultivate and solicit ELCA-affiliated institutions to invest funds in the Endowment Fund Pool Trust and provide ongoing stewardship of these institutions.
Support congregations and ELCA-related ministries in developing and promoting planned giving programs.
Manage ongoing donor/organizational relationships and gift planning activities in CRM software, with regular reviews with the Director of Gift Planning.
Other duties as assigned.
Supervisory Responsibilities
n/a
Qualifications
Bachelor’s degree or equivalent experience/education.
Experience in resource development, planned giving, financial/estate planning, sales, or related field; solid understanding of the development process and planned giving instruments.
Commitment to fundraising best practices and the mission, vision, and values of the ELCA.
Excellent communication and interpersonal skills to interview potential donors, present proposals, and request planned gifts.
Ability to utilize a constituent information system as part of moves management; ability to work independently from home and stay organized.
Experience with Microsoft Office (Word, Excel, Teams, Outlook, etc.).
Commitment to diversity, equity, inclusion, and anti-racism.
Physical and Travel Requirements
Extensive travel – up to 50% of the time, including overnight stays; air and automobile travel.
Physical effort:
Regularly required to talk and hear, and use hands to operate a computer and telephone. May require long periods of sitting. Reasonable accommodations available.
Benefits The ELCA offers a competitive benefits package for eligible employees, including employer-paid health premiums for employees, health and dependent care FSAs, a health savings account with employer contribution, life insurance, and a substantial employer contribution to a 403b retirement plan. Generous paid time off and 17 paid holidays. Benefits commence on the start date.
Location and Contact Location: Remote within the U.S. with home office in Illinois; Chicago, IL area is a reference point for the ELCA.
Contact: If you have questions about this job or your application, please contact People Solutions (HR).
#J-18808-Ljbffr