Planned Giving Officer
Company: Deborah Heart and Lung Center
Location: Berlin
Posted on: February 9, 2025
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Job Description:
Job Details
Description
Position Summary: - - - - - - - - - -
The Planned Giving Officer is a key member of the Deborah Hospital
Foundation responsible for identifying, cultivating, soliciting,
and stewarding donors who are interested in making planned gifts
such as bequests, trusts, and other estate-related donations. This
highly motivated, results-oriented individual has a strong
understanding of planned giving strategies and a passion for
philanthropy. Responsible for the implementation and expansion of
our planned gifts program, execution of a comprehensive strategy to
retain, steward, and expand the number of documented planned donors
to the Foundation, active cultivation and appropriate solicitation
and stewardship.
Experience
Required:
3+ years of experience in planned giving, estate planning,
fundraising, or a related field.
Strong understanding of planned giving instruments, including
bequests, charitable trusts, and life insurance.
Highly energetic professional with a proven track record and talent
for building relationships and managing a pipeline of
high-net-worth donors and successfully securing six-figure
gifts.
Experience in researching prospective donors--- capacity.
Ability to work independently and be self-motivated in initiating
contacts with potential donors.
Strong analytic skills and experience developing successful
cultivation and solicitation strategies.
Education
Required: Bachelor---s Degree in a related, e.g., non-profit
management, fundraising, law.
Preferred: Master---s Degree
License and Credentials - -
Required: Valid Driver---s License.
Preferred: CFP, CFA or other relevant professional
certifications.
Skills
Required:
Excellent written and verbal communication, interpersonal, and
presentation skills.
Strong research, analytical, and problem-solving skills.
Proficiency in Microsoft Office Suite and CRM databases (e.g.,
Raiser's Edge,).and social media platforms.
Experience with wealth screening tools and other resources.
Knowledge of estate and tax laws related to charitable giving.
Ability to work independently and collaboratively with colleagues
and peers within the Foundation and medical center leadership, as
well as external partners and volunteers
Self-starter with a passion for working collaboratively with a
small team
Experience with high-level donor cultivation and solicitation.
Experience with donor cultivation event planning and execution.
Affinity with the overall missions of Deborah Hospital Foundation
and Deborah Heart and Lung Center
-Hours: full-time 80 hours per pay period -
EOE
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Keywords: Deborah Heart and Lung Center, Philadelphia , Planned Giving Officer, Other , Berlin, Pennsylvania
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