Position:  Planned Giving Officer
Location:  Evanston, IL
Job Id:  469
# of Openings:  1

Job Title:           Planned Giving Officer
Area:                  The Rotary Foundation, Fund Development
Reports to:        Manager of Gift Planning
Classification:   ​Exempt
 
Organization Overview
Rotary is 1.2 million inspired business and professional leaders, in 35,000 Rotary clubs and more than 200 geographical areas united daily across cultures and occupations addressing illiteracy, disease, hunger, poverty, and lack of clean water. The fervent idea exchange celebrates diverse perspectives and facilitates positive change. Passion and engagement abound at Rotary International. In exchange for hard work and dedication, our employees are rewarded with competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. We offer all this and more. Come join us. Visit www.rotary.org to learn more.
 
Rotary’s Commitment to Diversity
One of Rotary’s values is diversity, which we define as embracing diversity in thought, culture, and perspective. As such, we welcome and encourage highly-qualified candidates with diverse experiences and backgrounds to apply.
 
General Overview
Due to growth in the Planned Giving team, we have a Planned Giving Officer opening.  As a member of a team of professionals the Planned Giving Officer’s primary responsibility is the identification, cultivation and solicitation of individual prospects capable of giving in excess of US$50,000 via planned giving vehicles.  The Planned Giving Officer will secure planned gifts from Rotarians and others who live within a defined U.S. territory and may include international gift discussions and structures.  This position will be located in Rotary’s headquarters in Evanston, IL. 
 
Education
Bachelor’s degree required; advanced degree preferred
 
Knowledge and Skills
Detailed knowledge of planned giving vehicles such as Charitable Gift Annuities, Charitable Remainder Unitrusts and Donor Advised Funds, among other vehicles.
Specialized knowledge in the tax economics of charitable giving, the probate process, estate law basics, charitable trusts, banking and investment strategies
Appreciation of the wisdom and experience of mature donors; ability to develop long-term meaningful relationships while supporting their philanthropic and financial objectives.
Excellent listening abilities.
Unquestionable integrity
Demonstrated track record
Self-motivated and able to work independently
Attention to detail
Outstanding oral and written communication skills  
Excellent interpersonal skills with the ability to interact with high-level donors and volunteers, as well as the ability to collaborate with other gift officers
Ongoing continuing education in planned giving instruments, advancements and regulation
Able to prioritize, manage and organize multiple projects and tasks simultaneously
Computer competency with all Microsoft Windows software, PG-Calc planned giving software, Netforum and Raiser’s Edge
 
 
Specific Duties
PLANNED GIFTS
  • Personally develop and maintain a portfolio of key planned giving prospects with a capacity to make gifts of US$50,000 and more by maintaining frequent communication with prospects as part of a contact management system.  Responsible for a portfolio of approximately 100 planned giving prospects within a defined territory.
  • Prepare illustrations for life income agreements using PG-Calc software and letters in support of planned giving solicitations for own portfolio and to support other Rotary Gift Officers.
  • Average 10 face-to-face meetings per month with prospects through identification, cultivation and stewardship visits.
  • Average 30 stewardship and/or cultivate phone calls per month.
  • Conduct or facilitate 20 or more planned gift solicitations annually.
  • Maintain performance standards and workflow processes established as part of a contact management system.
  • Gather, record and properly store information about prospects and donors utilizing Raiser’s Edge.
  • Follow department strategy to use demographic overlay information for planned gift identification, qualification, cultivation and solicitation.
  • Work closely with Annual and Major Giving colleagues to identify and solicit planned gifts.
  • As needed, train other gift officers on the principals and techniques associated with planned giving and financial and estate planning.
  • As needed, prepare post-gift correspondence and gift administration once a life income gift is received.
  • Incorporate the bequest initiatives into Zone interaction and individual donor strategies, including the cultivation and stewardship of spouses of deceased Rotarians.
  • Assist in building the Endowment including utilizing materials, promotions, possible event planning, etc.
  • Participate in the development of department objectives and strategies and develop tactics to meet individual and group goals.
  • Travel and work with volunteer committees on Annual and Endowment development matters at Rotary Institutes, district conferences and other Rotary meetings, as assigned.
  • Develop and administer appropriate cultivation/stewardship events as needed, including estate planning seminars and major/planned gift prospect functions. 
 
GIFT AND ESTATE PLANNING GROUP (GEPP)
  • Understand the Gift and Estate Planning Professionals group and promote it to Zone and District leaders, and potential members
  • Work with GEPP members to structure gifts
  • Train Zone and District leaders on the GEPP Group
  • Monitor GEPP growth and activity in assigned Zones and work toward reaching goals
 
DONOR ADVISED FUND
  • Remain proficient in the purpose of the Donor Advised Fund and the intricacies of account benefits and limitations
  • Train Zone and District leaders, and others on the value of the DAF
 
PUBLICATIONS/PROMOTION
  • Assist in the production of the quarterly printed and electronic publications of the Visions newsletter, including the preparation of materials, responses, and reporting of results and other publications as needed
 
GENERAL
  • Prepare Trustee items and committee materials as requested.
  • Other duties as assigned.
 
Prior Experience
Minimum of six years of relevant experience.
 
Supervisory Responsibility
Project management supervision as needed.  Manage department when Manager is traveling. 
 
Budget Responsibility
Budget preparation and compliance in preparing the section budgets under supervision of the section manager and ensures that expenditures are in compliance.  Prepare and submit expense reports as needed.
 
Travel
Frequent travel, including weekends, within assigned geographic territory is required.
 
Internal Contacts
In addition to the Planned Giving team, this position will work in conjunction with all Rotary Foundation areas as needed.
 
External Contacts
Close and regular contact with major donors.  Extensive contact with Senior Rotary volunteers such as current and past Trustees, Directors, Regional Rotary Foundation Coordinators, other Foundation team volunteers.

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