Overview
Planned Giving Officer Jobs in Bordentown, New Jersey, USA at Deborah Heart and Lung Center
Location: Bordentown
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 :
Bachelors Degree in a related, e.g., non-profit management, fundraising, law.
Preferred:
Masters Degree
License and Credentials
Required:
Valid Drivers 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
Qualifications
Skills
Behaviors
:
Motivations
:
Education
Experience
Licenses & Certifications
Title: Planned Giving Officer
Company: Deborah Heart and Lung Center
Location: Bordentown, New Jersey, USA
Category: Non-Profit & Social Impact
