National Foundation for Cancer Research
Position Title: Planned Giving Officer
Reports To: Senior Director of Development
Direct Reports: None
Date: November 17, 2017
Overall Objective: The overall purpose of the position
The Planned Giving Officer is a member of the Foundation’s fundraising team who cultivates and leads planned giving development activities to raise funds for long-term, transformative cancer research that promotes discoveries in cancer prevention, detection and treatment as well as funding for related public education. The incumbent’s expertise must include successful planned giving fundraising and an in-depth understanding of the technical, legal and financial intricacies of planned giving and a successful track record of capturing future donations in the present.
Duties: Key functions and responsibilities; what is done is more important than how
- Leads the Foundation’s planned giving program; meeting with donors, financial planners and responding to inquiries to achieve planned giving fundraising goals as a critical component of the Foundation’s strategic fundraising plan.
- Conducts donor discovery through research and data mining to identify, contact, solicit and steward planned giving prospects to meet measurable goals, including developing and executing a full range of donor cultivation activities.
- Regularly informs Foundation leadership of planned giving fundraising performance as compared to budgeted projections.
- Answers current and prospective donor inquiries; designs and distributes planned giving packages based on donor requests.
- Maintains relationships with existing donors through regular contact, providing annual reports and account statements; oversees donor recognition events and data collections activities.
- Works with the donor relations team to recognize planned giving donors and promote interaction with planned giving prospects.
- Leads team efforts to diversify funding resources and engage in long-term financial planning including creation of endowment and other permanent financial resources.
- Represents the Foundation at research and fundraising events; may develop and make presentations, as needed.
- Participates in speaking engagements and planned giving seminars.
- Writes correspondence, reports, proposals and marketing materials; enters data in the donor database and assures accurate electronic and hard copy files of planned giving donors and prospects.
- Ensures that all planned giving activities comply with local, state, and federal regulations and laws governing non-profit business operations.
Accountability: Level of position authority and scope of role
Serves as a member of the Foundation’s fundraising team responsible for the success of the planned giving program. Internally and externally facing individual contributor role. Responsible for the operational execution and success of planned giving and its coordination with donor relations. Carries out responsibilities in accordance with Foundation policies and applicable laws.
Skills/Competencies: Knowledge, Skills & Abilities; Education/Experience needed for success
Knowledge, Skills and Abilities
- Fundraising: Considerable knowledge of planned giving instruments and techniques. Skill in identifying and interacting with prospective donors, cultivating current donors and coordinating activities with colleague fundraisers. Knowledge of legal recordkeeping requirements for fundraising and documentation of donations.
- Interpersonal/Communications: Energetic, enthusiastic, rapport-building people person with skill in building and sustaining relationships; a persuasive negotiator able to achieve results. Ability to work independently, and on a team, and successfully meet goals and objectives. Excellent writer and presenter, with the ability to inspire commitment and action in others. Demonstrates genuine caring for cancer victims and motivated to find a cure.
- Organizational/Financial: Knowledge of estate planning, including wills, trusts, and estate and gift tax laws. Skill in using word processing and spreadsheet software, as well as planned giving and/or fundraising software. Ability to research and analyze large sets of data. Self-motivated, well organized and detail oriented.
Education and Experience
- Bachelor’s degree in a business, finance, marketing or related field.
- Three of more years of experience with a proven fundraising track record in planned giving, preferably in a non-profit organization or academic setting.
- Certified Fund-Raising Executive (CFRE) or other fundraising related certifications offered by the Association of Fundraising Professional preferred.
Work Environment: Intermittent or consistent requirements of a physical or unusual nature
Physical demands are representative of those expected of an individual contributor manager in a non-profit organization. Work is performed generally in an office environment. Time commitments outside of regular office hours may be frequent. Ten to twenty percent travel.
How to Apply:
NFCR offers a competitive salary, commensurate with experience, and a generous benefits package. Please send us a cover letter and resume to email@example.com.