Major & Planned Giving Officer

Summary

The Major & Planned Giving Officer will serve as a front-line fundraiser on a team charged with securing annually increasing revenue targets through major, planned, and blended gifts. This newly created role will report to the Director of Major Gifts and Planned Giving (MG&PG) and will bring an increased depth of planned giving expertise to the department.

You are responsible for:

• Manage a portfolio of 150-200 donors and prospects, soliciting 30-50 planned gifts of $10,000+ per year, with emphasis on 6- and 7-figure gifts.
• Foster strong, life-long relationships with a diverse portfolio of individual donors, with a primary focus on securing documented planned gift commitments, while also setting annual and major giving strategies for assigned donors.
• Solicit and secure present, future, and blended/complex gifts, typically working independently on an assigned portfolio of prospects. At times, assist other members of the Major & Planned Gifts team with planned giving strategies to support donors in their portfolios.
• Develop and execute follow-up strategies for high-capacity leads generated by FreeWill and other planned gift marketing. 
• Steward existing members of the Wikipedia Legacy Society in order to retain and increase their commitments. 
• Identify prospective major gift donors within Legacy Society membership and develop an appropriate strategy for their cultivation and solicitation. 
• Follow IRS regulations regarding planned gift fundraising 
• Attend meetings, conferences, seminars and planned giving training sessions (when appropriate and within the budgetary limits), and share learnings with the team. 
• Ability to travel occasionally to meet with donors in person and to attend Foundation gatherings.

Skills and Experience:

• Work experience or equivalent degree plus work experience.
• (Bachelor’s + 8 years related work experience;
• Master’s + 6 years related work experience.)
• Knowledge of and experience with planned giving, including but not limited to bequests, beneficiary designations, qualified charitable distributions, and charitable gift annuities.
• A working knowledge of estate, gift, and income tax laws.
• A desire to continue advancing knowledge of these areas is required.
• Demonstrated ability to communicate and interact effectively with a wide variety of people. 
• Ability to work in an open, transparent, and collaborative environment, while respecting donor confidentiality and data security. 
• Ability to communicate complex issues in easily understandable language.
• A finely-tuned sense of discretion. 

Additionally, we’d love it if you have:

• Experience working in an organization with a distributed workforce.
• Global perspective, with experience living or working internationally.