Job Title:            Planned Giving Officer

Area:                   Polio and Philanthropy

Reports to:         Manager of Planned Giving

Classification:    Exempt

Location:            Fully Remote  (Rotary International is headquartered in Evanston IL)                          

Employee may work from IL, CA, IN, OR, NC, MN, WI, TN, TX, MI, GA, VA, MA, and AZ and will not have a workspace at One Rotary Center but may reserve space.  Remote employees may be required to come to ORC for business matters, team building events etc., whereupon expenses for coming to the Chicagoland area would be reimbursed.

Position Overview

Rotary has embarked upon a campaign to grow its endowment to $2.025 billion and is adding additional Planned Giving Officers to its seasoned team of professionals.  The objectives of the Planned Giving Officer Team are to (1) consult as a specialist on structured gift discussions including life income agreements, (2) solicit estate commitments, and (3) steward high-level donors.  This position is remote and covers a defined territory.  

You Will Have

• An amazing personality that can balance attention to detail with entrepreneurial optimism
• Bachelor's or advanced degree 
• Minimum 4 years of experience working in a fund development role, preferably in planned giving or endowments
• Knowledge of planned giving vehicles such as Charitable Gift Annuities, Charitable Remainder Unitrusts, Individual Retirement Accounts, and Donor Advised Funds
• Familiarity with the tax economics of charitable giving, estate law basics, and investment concepts
• Appreciation for the wisdom and experience of mature donors; ability to develop long-term meaningful relationships while supporting their philanthropic and financial objectives
• Base knowledge of GDPR and professional discretion regarding data and donor privacy
• Excellent listening abilities
• Unquestionable integrity
• Strong analytical and organizational skills
• Multi-cultural competency

You Are Good At

• Written and oral communication
• Building cultivation plans and tracking your progress
• Giving and receiving constructive feedback
• Prioritizing your workload and following up on assignments
• Making informed decisions
• Working autonomously and in a team

You Will Be Responsible For

• Developing an expert-level understanding of the mission and programs of The Rotary Foundation
• Sharing your enthusiasm for how Rotary is changing the world
• Becoming a guru in structured gift options including Bequests, Life Income Agreements, Donor Advised Funds, asset selection, tax economics of charitable giving, etc.
• Developing and maintaining a portfolio of key planned giving prospects with a capacity to make gifts of US$50,000 and more
• Working closely with colleagues and volunteers
• Strengthening the development of department objectives; brainstorming innovative tactics to meet individual and group goals
• Collaborating with volunteer committees and traveling to regional Rotary Institutes, district conferences and other Rotary events, as assigned
• Striving to make 50 donor contacts per month and 36 solicitations per year
• Cultivate and solicit new Life Income Agreements, Bequest and Donor Advised Funds as well as promote the Endowment within the territory.
• Maintain a portfolio of 100 individuals capable of giving $50k or more.
• Travelling in assigned region
• Other duties as assigned

Leadership Attributes

• Engagement: Foster relationships by hearing, recognizing, and valuing others.
• Communication: Be open to receiving ideas from diverse viewpoints and able to communicate messages so that they are universally understood.
• Collaboration: Builds partnerships and works jointly with others to meet shared objectives.
• Presence: Demonstrate composure and confidence.
• Productivity: Able to generate results that moves Rotary toward achieving its goals.
• Accountability: Have a clear sense of ownership and take personal responsibility for actions.
• Strategy: Identify Rotary’s opportunities and design approaches that align with our strategic goals.

Why work for Rotary?

• Generous medical, dental, and vision benefits package
• Progressive 401k matching contributions
• Above market and generous paid time off package
• Tuition reimbursement
• Professional development opportunities
• On-site cafeteria and coffee bar with special pricing for Rotary employees
• Several flextime work schedules to choose from
• Close to CTA, Metra, a variety of stores, and many food options

Please note

Rotary does not provide VISA sponsorship or relocation assistance.

To learn more and apply:

https://www.rotary.org/en/about-rotary/careers-search