Overview
Planned Giving Officer – Northwest Region Jobs in San Francisco, California, USA at The Northwest Planned Giving Roundtable
Position: Job Posting: Planned Giving Officer – Northwest Region
Company:Humane Society of the United States
Date Posted:Aug 6, 2024
The general range for this position is $115,000 – 140,000. Salary offers will be commensurate with experience, qualifications, skills, training andeducation.
The Humane Society of the United States (HSUS), the nation’s most effective animaladvocacyorganization, is seeking a Planned Giving Officer for the Planned Giving department. In this position you will cultivate, solicit, and steward current and new donors for the Planned Giving team, within the northwest region of the US (Northern California, Washington, Oregon, Idaho, Montana, and occasionally throughout the Northern US).
You will raise funds towards a set fundraising target.
Responsibilities:
Solicits and documents bequest intentions and beneficiary designations from prospects in assigned region for the Planned Giving team;
Follows up on marketing campaigns, individual inquiries, and personal outreach to generate leads and develop contacts for solicitation;
Stewards Humane Legacy supporters in assigned region, prioritizing high gift commitments and high net worth;
Promotes, solicits, and closes Charitable Gift Annuities;
Generates income to meet set fundraising targets, via outright annual donations from assigned portfolio of donors. Assists donors with methods such as IRA rollovers, gifts of stock and mutual funds, and gifts of non-cash assets;
Keeps abreast of achievements, victories, and other developments in the organization and among affiliates, to ensure the ability to provide donors and prospects with full, accurate, and specific information. Collaborates and maintains relationships with colleagues;
Keeps abreast of trends relevant to technical knowledge and tax law concerning charitable gift planning;
Performs other duties or responsibilities, as assigned.
Qualifications and Requirements:
Bachelor’s degree or equivalent work experience required. CAP, CFRE, CFP, or legal degree preferred;
A minimum of seven (7) years of experience in development, donor engagement, or another related field required;
Knowledge of planned gift models and software, such as PG Calc, preferred;
Knowledge of moves management and CRM database systems preferred;
Leadershipability in work setting. Flexible, willing to learn, and anticipates the needs of self and staff;
Ability to set a positive tone for employees during their day;
Comfortable in afast-paced environmentwith frequent deadlines; high energy, self-motivated and proactive;
Ability to manage issues requiringproblem resolutionand conflict management with excellent interpersonal and intervention skills;
Excellent written and verbalcommunication skills;
Knowledge of business operations, including effective budget development and management processes;
Attention to detailand commitment to excellence, demonstrated by the delivery of quality and timely outcomes;
Willing and able to travel as necessary;
Strong interest in animal protection issues preferred.
This position is required to live in the Northwest region and within 60 miles of a major US airport. Location in the San Francisco/Oakland Bay area, Seattle or Portland is strongly preferred.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age national origin, sexual orientation, gender identity, disability, marital or parental status or protec…
Title: Planned Giving Officer – Northwest Region
Company: The Northwest Planned Giving Roundtable
Location: San Francisco, California, USA
Category: Non-Profit, Management
