Planned Giving Officer II

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish enduring relationships with potential planned giving donors, primarily through voice interactions, with occasional in-person donor engagement.

• Initiate, nurture, and expand fundraising efforts with dedicated donors whose capacity for giving starts at $10,000 and above.

• Assess higher-level leads and cultivate donor connections for referrals to Planned Giving Directors.

• Manage and support World Vision Legacy Society donors to enhance retention rates.

• Mentor Planned Giving Officers in the skills necessary to cultivate and maintain a pipeline of planned gifts.

• Assist in furthering our Christian organization's mission, vision, and strategies.

• Accountable for fostering relationships and nurturing loyal donors to achieve an annual fundraising target of at least $1,500,000 in planned giving commitments.

• Exhibit knowledge of planned giving methods, including wills, living trusts, and charitable gift annuities.

• Interact with high-value leads and donors mainly through voice communication to foster planned gifts.

• Engage with World Vision Legacy Society donors through regular communications (such as phone calls, face-to-face meetings, and personal written correspondence) to enhance retention of constituents.

• Maintain and ensure the accuracy of the constituent CRM.

• Provide support to other Planned Giving Officers on effective donor engagement and relationship cultivation that leads to planned gifts for World Vision US via telephone interactions.

• Identify when complex donor inquiries should be referred to other team members and facilitate "warm handoffs" as necessary.

⛳️ Requirements

• A two-year degree or equivalent work experience (four years); a bachelor's degree is preferred.

• A minimum of five years of work experience is required, including at least three years of successful sales/fundraising experience in a phone or face-to-face setting, with a proven track record of guiding prospects through the sales cycle to secure large gifts.

• Demonstrated ability to comprehend and articulate financial tools and concepts is essential.

• Completion of at least one course in planned giving is highly desirable.

🏝️ Benefits

• Must be authorized to work in the U.S.A for any employer.