Position:  Planned Giving Officer
Location:  Evanston, IL
Job Id:  693
# of Openings:  1

Job Title:           Planned Giving Officer
Area:                  Planned Giving, Planned and Major Gifts
Reports to:        Manager of Planned Giving
Classification:   Exempt
Organization Overview
Rotary unites people from all continents and cultures who take action to deliver real, long-term solutions to pressing issues facing our communities. Each year, Rotary members invest more than $200 million and 16 million volunteer hours to improve lives and create positive change in the world. In exchange for hard work and dedication in support of Rotary’s clubs and humanitarian initiatives, our employees receive competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. To learn more, visit http://www.rotary.org.
Rotary’s Commitment to Diversity
As a global network that strives to build a world where people unite and take action to create lasting change, Rotary values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.
General Overview
Rotary has embarked upon a campaign to grow its endowment to $2.025 billion and is adding additional Planned Giving Officers to its seasoned team of professionals.  The objectives of the Planned Giving Officer Team are to (1) consult as a specialist on structured gift discussions including life income agreements, (2) solicit estate commitments and (3) steward high-level donors.  This position is located in Evanston, IL with quarterly travel to a defined territory.  
You Will Have
  • An amazing personality that can balance attention to detail with entrepreneurial optimism
  • Bachelor's or advanced degree
  • 4 – 6 years of experience working in a fund development role, preferably as a gift officer, in planned giving, or with endowments
  • Knowledge of planned giving vehicles such as Charitable Gift Annuities, Charitable Remainder Unitrusts, Individual Retirement Accounts, and Donor Advised Funds preferred
  • Familiarity with the tax economics of charitable giving, estate law basics, and investment concepts
  • Appreciation for the wisdom and experience of mature donors; ability to develop long-term meaningful relationships while supporting their philanthropic and financial objectives
  • Base knowledge of GDPR and professional discretion regarding data and donor privacy
  • Excellent listening abilities
  • Unquestionable integrity
  • Strong analytical and organizational skills
You Are Good At
  • Written and oral communication
  • Building cultivation plans and tracking your progress
  • Giving and receiving constructive feedback
  • Prioritizing your workload and timely completing assignments
  • Making informed decisions
  • Working autonomously and in a team
You Will Be Responsible For
  • Developing an expert-level understanding of the mission and programs of The Rotary Foundation
  • Sharing your enthusiasm for how Rotary is changing the world
  • Becoming a guru in structured gift options including Bequests, Life Income Agreements, Donor Advised Funds, asset selection, tax economics of charitable giving, etc.
  • Personally developing and maintaining a portfolio of key planned giving prospects with a capacity to make gifts of US$50,000 and more
  • Working closely with colleagues and volunteers
  • Strengthening the development of department objectives; brainstorming innovative tactics to meet individual and group goals.
  • Collaborating with volunteer committees and traveling to regional events, as assigned
  • Other duties as assigned
Why work for Rotary?
  • Your work helps people around the world live happier, healthier lives
  • Generous medical, dental, and vision benefits package
  • Progressive 401k matching contributions
  • Above market and generous paid time off package
  • Tuition reimbursement possible
  • Professional development opportunities
  • Work closely with influential mentors
  • On-site cafeteria and coffee bar with special pricing for Rotary employees
  • Flextime-several different work schedules to choose from
  • Potential to work from home on occasion
  • Close to CTA, Metra, a variety of retailers, and many delicious local food options

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