Conservancy of Southwest Florida
Planned Giving Officer
Conservancy of Southwest Florida, Naples, Florida, United States, 33939
Overview
This position reports to the Director of Development and is a Part-time, regular position. This position is currently funded through a campaign allocation for up to four years. All Conservancy budgets are subject to Board approval on an annual basis. The Planned Giving Officer will develop and lead a comprehensive planned giving program for legacy gifts that supports the Conservancy of Southwest Florida’s mission. This position is primarily responsible for the management and strategic growth of the gift planning program, which involves cultivating relationships and managing a portfolio of prospects in collaboration with internal teams to promote and integrate planning-giving opportunities into the Conservancy’s overall fundraising strategy. Responsibilities
Planned Giving Program Development and Strategy: Responsible for the development and implementation and oversight of proactive strategies designed to market and secure planned and deferred gifts for the Conservancy from current constituents, as well as seeking gifts from those not currently engaged with the Conservancy, but whose interests are aligned with the mission and goals of the Conservancy. Lead in the creation, design and execution of the Conservancy’s planned giving strategies and goals and develop metrics to measure ongoing success and ROI. This includes operationalizing short and long-term planned giving goals and strategies to build upon existing commitments and expand the current donor base of support. Develop annual and multi-year plans to grow planned giving revenue. Collaboration and Integration: Works closely with the Chief Advancement Officer, the President & CEO, and other key members of the Development & Marketing staff to establish and communicate the organizational vision and goals (both multi-year and annual). Develop a strong working knowledge of Conservancy of Southwest Florida funding priorities and objectives specifically in order to articulate a compelling case for support to all constituents. Conduct quarterly Planned Giving Council meetings to engage and keep members apprised of key initiatives. Planned Giving Donor Relations and Cultivation: Build and maintain long-term relationships with donors Planned Giving Council members to ensure their continued engagement and support. Provide timely stewardship of assigned donors and prospects, and track mature estate expectancies to ensure the preservation and timely distribution of all estate gifts. Identify, cultivate, and solicit donors and prospects for planned gifts through direct outreach, events, and personalized communication. Marketing and Outreach: Create and lead comprehensive marketing strategies for planned giving, coordinate and prepare, as needed, planned giving materials including letters, newsletters, brochures, and articles for publications. Provide personalized illustrations of planned gifts and create proposals for prospects. Reporting and Record Management: Manage planned giving records, including documentation of donor intentions, gift agreements, and correspondence. Provide regular updates and reports to leadership on program performance and donor engagement. Stay current on legal, tax, and regulatory changes impacting charitable giving. Maintain an up-to-date list of Eagle Society members. Seniority level
Entry level Employment type
Part-time Job function
Other Industries
Non-profit Organization Management
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This position reports to the Director of Development and is a Part-time, regular position. This position is currently funded through a campaign allocation for up to four years. All Conservancy budgets are subject to Board approval on an annual basis. The Planned Giving Officer will develop and lead a comprehensive planned giving program for legacy gifts that supports the Conservancy of Southwest Florida’s mission. This position is primarily responsible for the management and strategic growth of the gift planning program, which involves cultivating relationships and managing a portfolio of prospects in collaboration with internal teams to promote and integrate planning-giving opportunities into the Conservancy’s overall fundraising strategy. Responsibilities
Planned Giving Program Development and Strategy: Responsible for the development and implementation and oversight of proactive strategies designed to market and secure planned and deferred gifts for the Conservancy from current constituents, as well as seeking gifts from those not currently engaged with the Conservancy, but whose interests are aligned with the mission and goals of the Conservancy. Lead in the creation, design and execution of the Conservancy’s planned giving strategies and goals and develop metrics to measure ongoing success and ROI. This includes operationalizing short and long-term planned giving goals and strategies to build upon existing commitments and expand the current donor base of support. Develop annual and multi-year plans to grow planned giving revenue. Collaboration and Integration: Works closely with the Chief Advancement Officer, the President & CEO, and other key members of the Development & Marketing staff to establish and communicate the organizational vision and goals (both multi-year and annual). Develop a strong working knowledge of Conservancy of Southwest Florida funding priorities and objectives specifically in order to articulate a compelling case for support to all constituents. Conduct quarterly Planned Giving Council meetings to engage and keep members apprised of key initiatives. Planned Giving Donor Relations and Cultivation: Build and maintain long-term relationships with donors Planned Giving Council members to ensure their continued engagement and support. Provide timely stewardship of assigned donors and prospects, and track mature estate expectancies to ensure the preservation and timely distribution of all estate gifts. Identify, cultivate, and solicit donors and prospects for planned gifts through direct outreach, events, and personalized communication. Marketing and Outreach: Create and lead comprehensive marketing strategies for planned giving, coordinate and prepare, as needed, planned giving materials including letters, newsletters, brochures, and articles for publications. Provide personalized illustrations of planned gifts and create proposals for prospects. Reporting and Record Management: Manage planned giving records, including documentation of donor intentions, gift agreements, and correspondence. Provide regular updates and reports to leadership on program performance and donor engagement. Stay current on legal, tax, and regulatory changes impacting charitable giving. Maintain an up-to-date list of Eagle Society members. Seniority level
Entry level Employment type
Part-time Job function
Other Industries
Non-profit Organization Management
#J-18808-Ljbffr