American Red Cross: Senior Gift Planning Officer – Virginia Region
American Red Cross
Senior Gift Planning Officer – Virginia Region
As one of the nation’s premier humanitarian organizations, the American Red Cross is dedicated to helping people in need throughout the United States and, in association with other Red Cross networks, throughout the world. We depend on the many generous contributions of time, blood, and money from the American public to support our lifesaving services and programs. If you share our passion for helping people, join us in this excellent career opportunity.
The Gift Planning Unit at the American Red Cross seeks to secure planned gifts supporting any component of the organization’s mission and to establish the Red Cross as the charity of choice for such gifts.
Reporting to the Director of Gift Planning, the Gift Planning Officer (based in Richmond, VA) develops, designs, and program within the Virginia Region, focusing on new gift commitments for the organization. This role includes identifying, qualifying, cultivating, soliciting and stewarding gift planning prospects and donors in the Region. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.
- Develops and manages the gift planning strategy for a portfolio of prospects throughout the Region to support Red Cross programs and services.
- Develop, lead, and implement strategies to substantially grow membership of the Legacy Society.
- Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances the profile of the Legacy Society.
- Deliver training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.
- Remain current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.
- Provides technical assistance to help the Southern Texas Region increase its fundraising capacity to solicit planned and current gifts.
- Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position as the charity of choice for bequests, trusts, retirement funds, life insurance policies, and life income arrangements.
- Supports the reporting by the Region of all estate documents to the Office of General Counsel.
- Communicates with the Director of Gift Planning on a regular basis about donor and gift activity. Utilizes development prospect management system to facilitate regular reporting of donor and gift activity and to manage achievements of fundraising and personal goals.
- A Bachelor’s degree, or equivalent years of experience is required and an advanced degree is preferred.
- A minimum of seven years in major gift or gift planning fundraising with successful cultivating and soliciting experience is preferred. Experience promoting and managing such programs is highly desirable. Experienced candidates from the financial, estate and/or philanthropic planning, law, and trust administration fields are encouraged to apply.
- Knowledge of the technical aspects of planned giving vehicles as well as an extensive knowledge of fundraising principles and techniques in a large organization is desired.
- Excellent written and oral communication skills, including presentation, negotiation, and strong interpersonal skills are required.
- Strong organization skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential.
- Knowledge of Microsoft Office is necessary. Training in PG Calc or Crescendo planned giving software is desirable.
- Familiarity with the Virginia area is beneficial. Familiarity with Red Cross corporate culture is preferred.
- Operational flexibility to meet sudden and unpredictable business needs and a moderate amount (10-25%) of business travel are required. Must have your own transportation.
The American Red Cross is a nonprofit organization that offers employees growth and development; team spirit; a competitive salary; and a comprehensive benefits package.
External Candidates – apply by clicking the link below or contact Laurie Brown.
Internal Candidates – please apply thru the internal career site.
The American Red Cross is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.
The Humane Society of the United States: Manager, Estates and Trust
The Humane Society of the United States
Manager, Estates and Trust for the Office of the General Counsel
The Humane Society of the United States (HSUS), the nation’s most effective animal protection organization, is seeking a Manager, Estates and Trust for the Office of the General Counsel. The primary purpose of this role is to provide day-to-day management and administration of HSUS and HSUS affiliates portfolio of active estates and trusts, and subject to annual review by HSUS’s outside auditors.
This Position will be Responsible for:
- Reviewing and analyzing estate documents to determine HSUS’s and/or HSUS affiliates’ interests and potential receivables;
- Identifying any potential issues and informing Senior Associate General Counsel and/or Senior Manager, Estates and Trusts;
- Reviewing and analyzing various forms of accountings and using the information to project potential receivables as well as requesting additional information from executors, trustees, attorneys, etc., as necessary;
- Preparing and processing initial correspondence and responding to routine requests for information;
- Monitoring estate/trust activity from notification through closure;
- Reviewing receipts, releases, refunding bonds, claim forms, etc., requesting additional information, correcting errors, and/or making/suggesting revisions;
- Completing document(s), securing appropriate signature(s), adding attachments, and returning originals;
- Updating paper and database files with all relevant new information;
- Drafting responses for non-routine estates and trusts-related matters for review;
- Organizing and managing estates administration and bequest income records and files;
- Preparing and processing weekly deposits;
- Reporting required information to the CFO and/or Accounting Department, and/or other departments or affiliates;
- Providing information to Senior Manager, Estates and Trusts for report to CEO, CFO, and
- Accounting Department as requested or based upon pre-established guidelines;
- Assisting with coordination of matters related to annual review by outside auditors;
- Receiving and processing incoming mail when necessary;
- Handling other estate-related paraprofessional tasks.
Qualifications and Requirements:
- High school diploma and either formal paralegal training or equivalent experience required;
- Minimum of seven years’ experience in a law firm, nonprofit or corporate legal office, bank or trust department dealing with a very large and complex workload required;
- Proven ability to interpret wills, trusts, notices, petitions, pleadings, correspondence, telephone calls, emails, etc., to determine HSUS’s and/or its affiliates’ interest;
- Ability to recognize and highlight areas of concern to HSUS and/or HSUS affiliates in wills, trust documents, probate pleadings, and estate administration documents;
- Demonstrated critical thinking and analytical skills, as well as the ability to handle complex situations and demonstrate sound judgment and problem-solving;
- Demonstrated ability to be proactive and self-motivated in completing assigned responsibilities;
- Organizational, project, and priority management skills for planning, executing and following up on issues, projects and daily responsibilities in order to meet established deadlines;
- Attention to detail and commitment to excellence demonstrated by the delivery of quality and timely outcomes;
- Strong problem-solving skills with the ability to manage multiple and often changing priorities and issues of varying complexity, while meeting time sensitive deadlines and deliverables;
- Excellent, comprehensive understanding of probate and estate administration procedures;
- Must be highly organized, have extraordinary attention to detail, and able to work in a fast-paced environment with minimal supervision;
- Ability to efficiently manage several priorities daily, be adaptable, creative, self-motivated, and accommodate frequent changes in priorities;
- Ability to maintain confidentiality of matters being handled, including financial and tax information, and to use the utmost discretion in carrying out duties;
- Ability to use intelligence and sound judgment in making independent, effective decisions within limits of established routines;
- Excellent knowledge and utilization of the English language, oral and written. Excellent math skills;
- Ability to communicate successfully, effectively, and diplomatically with people of all educational and experience levels;
- Proficient in the latest version of Microsoft Office, particularly Microsoft Word and Excel. Ability to create, update, and modify records in a ROI database application;
- Ability to manage entire estate/trust portfolio for short periods in absence of other staff;
- Ability to work both independently and as an effective team member.
When applying, please upload your cover letter and resume together as one document.
To apply, please visit: https://usr56.dayforcehcm.com/CandidatePortal/en-US/humanesociety/Posting/View/722
This position is located in Washington, DC.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identify, disability, marital or parental status, or protected veteran status. EOE