American Red Cross
Gift Planning Officer
American Red Cross
is currently seeking a Gift Planning Officer to support our New England Regions located in MA, VT, NH, and ME. This is a work‑from‑home opportunity and can be located anywhere within the region.
Responsibilities
Develops and manages the gift planning strategy for a portfolio of prospects throughout the Regions to support Red Cross programs and services.
Develop, lead, and implement strategies to substantially grow membership of the Legacy Society.
Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances the profile of the Legacy Society.
Delivers training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.
Remains current in gift‑planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.
Provides technical assistance to the Region’s development team to increase its fundraising capacity to solicit planned and current gifts.
Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position as the charity of choice for bequests, trusts, retirement funds, life insurance policies, and life income arrangements.
Supports the reporting by the Regions of all estate documents to the Office of General Counsel.
Communicates with the Director of Gift Planning on a regular basis about donor and gift activity and utilizes a development prospect management system for reporting and goal management.
Qualifications
A Bachelor’s degree or equivalent experience is required; an advanced degree is preferred.
At least five years in major gift or gift‑planning fundraising with successful cultivating and soliciting experience. Experience promoting and managing such programs is highly desirable. Candidates from financial, estate, philanthropic planning, law, or trust administration fields are encouraged.
Knowledge of the technical aspects of planned giving vehicles and extensive knowledge of fundraising principles and techniques in a large organization.
Excellent written and oral communication skills, including presentation, negotiation, and strong interpersonal skills.
Strong organizational skills and meticulous attention to detail, with demonstrated tact and diplomacy in sensitive situations.
Knowledge of Microsoft Office is necessary; training in PG Calc or Crescendo planned‑giving software is desirable.
Familiarity with Red Cross corporate culture is preferred.
Operational flexibility to meet unpredictable business needs and a moderate amount (20%‑30%) of business travel; must have own transportation.
A valid driver’s license is required.
Competitive Edge Significant gift‑planning experience in Massachusetts, New Hampshire, Vermont, and Maine is a plus. Certificates such as CFRE, CFP, CAP, J.D., LLM are highly preferred.
Salary $95,000–$115,000. The range is aligned to the geographic location of the work. Specific salary information will be shared at phone screening based on your location and qualifications.
Benefits
Medical, Dental, Vision plans
Health Spending Accounts & Flexible Spending Accounts
PTO: Starting 15 days a year; based on type of job and tenure
Holidays: 11 paid holidays (six core and five floating)
401(k) with up to 6% match
Paid Family Leave & Employee Assistance
Disability and Insurance (short & long term)
Service Awards and recognition
How to Apply Apply now! Joining our team will give you the opportunity to make your career a force for good.
The
American Red Cross
is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, veteran status, age, or any other characteristic protected by law.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable Fair Chance Ordinances and laws.
As a partner of the Employers of National Service network, we welcome national service alumni to explore opportunities within our organization.
To view the EEOC Summary of Rights, see the summary provided by the U.S. Equal Employment Opportunity Commission.
#J-18808-Ljbffr
is currently seeking a Gift Planning Officer to support our New England Regions located in MA, VT, NH, and ME. This is a work‑from‑home opportunity and can be located anywhere within the region.
Responsibilities
Develops and manages the gift planning strategy for a portfolio of prospects throughout the Regions to support Red Cross programs and services.
Develop, lead, and implement strategies to substantially grow membership of the Legacy Society.
Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances the profile of the Legacy Society.
Delivers training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.
Remains current in gift‑planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.
Provides technical assistance to the Region’s development team to increase its fundraising capacity to solicit planned and current gifts.
Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position as the charity of choice for bequests, trusts, retirement funds, life insurance policies, and life income arrangements.
Supports the reporting by the Regions of all estate documents to the Office of General Counsel.
Communicates with the Director of Gift Planning on a regular basis about donor and gift activity and utilizes a development prospect management system for reporting and goal management.
Qualifications
A Bachelor’s degree or equivalent experience is required; an advanced degree is preferred.
At least five years in major gift or gift‑planning fundraising with successful cultivating and soliciting experience. Experience promoting and managing such programs is highly desirable. Candidates from financial, estate, philanthropic planning, law, or trust administration fields are encouraged.
Knowledge of the technical aspects of planned giving vehicles and extensive knowledge of fundraising principles and techniques in a large organization.
Excellent written and oral communication skills, including presentation, negotiation, and strong interpersonal skills.
Strong organizational skills and meticulous attention to detail, with demonstrated tact and diplomacy in sensitive situations.
Knowledge of Microsoft Office is necessary; training in PG Calc or Crescendo planned‑giving software is desirable.
Familiarity with Red Cross corporate culture is preferred.
Operational flexibility to meet unpredictable business needs and a moderate amount (20%‑30%) of business travel; must have own transportation.
A valid driver’s license is required.
Competitive Edge Significant gift‑planning experience in Massachusetts, New Hampshire, Vermont, and Maine is a plus. Certificates such as CFRE, CFP, CAP, J.D., LLM are highly preferred.
Salary $95,000–$115,000. The range is aligned to the geographic location of the work. Specific salary information will be shared at phone screening based on your location and qualifications.
Benefits
Medical, Dental, Vision plans
Health Spending Accounts & Flexible Spending Accounts
PTO: Starting 15 days a year; based on type of job and tenure
Holidays: 11 paid holidays (six core and five floating)
401(k) with up to 6% match
Paid Family Leave & Employee Assistance
Disability and Insurance (short & long term)
Service Awards and recognition
How to Apply Apply now! Joining our team will give you the opportunity to make your career a force for good.
The
American Red Cross
is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, veteran status, age, or any other characteristic protected by law.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable Fair Chance Ordinances and laws.
As a partner of the Employers of National Service network, we welcome national service alumni to explore opportunities within our organization.
To view the EEOC Summary of Rights, see the summary provided by the U.S. Equal Employment Opportunity Commission.
#J-18808-Ljbffr