|Position: Planned Giving Officer|
|Job Id: 469|
|# of Openings: 1|
Job Title: Planned Giving Officer
Area: The Rotary Foundation, Fund Development
Reports to: Manager of Gift Planning
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.
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.
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.
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
GIFT AND ESTATE PLANNING GROUP (GEPP)
DONOR ADVISED FUND
Minimum of six years of relevant experience.
Project management supervision as needed. Manage department when Manager is traveling.
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.
Frequent travel, including weekends, within assigned geographic territory is required.
In addition to the Planned Giving team, this position will work in conjunction with all Rotary Foundation areas as needed.
External ContactsClose 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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