Rotary International- Planned Giving Officer

  • 01/09/2018 1:13 PM
    Message # 5669473
    Organization Overview
    Rotary is 1.2 million inspired business and professional leaders, in 34,000 Rotary clubs and more than 200 geographical areas united daily across cultures and occupations addressing illiteracy, disease, hunger, poverty, and lack of clean water. The fervent idea exchange celebrates diverse perspectives and facilitates positive change. Passion and engagement abound at Rotary International. In exchange for hard work and dedication, our employees are rewarded with competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. We offer all this and more. Come join us. Visit to learn more.
    Rotary’s commitment to diversity
    One of Rotary’s values is diversity, which we define as embracing diversity in thought, culture, and perspective. As such, we welcome and encourage highly-qualified candidates with diverse experiences and backgrounds to apply. 
    General Overview
    Due to expansion in the planned giving area, we are adding two new Planned Giving Officer positions.  As a member of a team of professionals, the Planned Giving Officer’s primary responsibility is the identification, cultivation, and solicitation of individual prospects capable of giving in excess of US$50,000 via planned giving vehicles. The Planned Giving Officer will secure planned gifts from Rotarians and others who live within a defined U.S. territory.  This position will be located in Rotary’s headquarters in Evanston, IL. 
    Bachelor’s degree required; advanced degree preferred
    Prior Experience
    At least three years of specific planned or major gift development experience with charitable gift annuities and bequests is required.
    Specific Duties
    • Maintain communication with a portfolio of approximately 100 prospects and established planned gift donors in a defined U.S. territory with a capacity to make gifts of $50,000 or more
    • Conduct or facilitate 24 or more planned gifts per year
    • Recommend appropriate outright, planned, and blended gift options for prospects based on their financial and charitable goals; partner with the Gift Planning team as well as other Rotary Gift Officers and Specialists to help maximize opportunities for major, planned, and blended gifts
    • Maintain current records of your activity and donor contact in Raiser’s Edge; average 36 stewardship and/or cultivation phone calls per month
    • Partner with volunteer leadership including committees on Annual and Endowment development matters at Rotary Institutes, district conferences, and other Rotary meetings, as assigned
    • Oversee analysis of defined territory to identify prospects, determine potential and implement training for cultivation and stewardship by regional leaders.
    • Travel frequently, including weekends, within the assigned geographic region
    Required Knowledge and Skills
    • Exceptional interpersonal skills; confidence in developing and sustaining meaningful relationships with high net worth individuals through visits, calls, correspondence, and donor engagement activities
    • Outstanding written communication, specifically the ability to draft professional correspondence and proposals that are articulate, compelling, and creative
    • Expert or developing knowledge of planned giving vehicles including bequests, gift annuities, charitable remainder trusts, real estate, business assets, and gifts of life insurance or retirement assets
    • Strong work ethic with demonstrated experience working independently and in conjunction with other professional fundraising staff
    • Excellent organizational skills; proven ability to effectively manage multiple projects, exceed goals, and meet deadlines 
    • Familiarity with fundraising software; Raiser’s Edge and PG-Calc is preferred
    • Specialized knowledge in the tax economics of charitable giving, the probate process, estate law basics, charitable trusts, banking, and investment strategies

    For more information and to apply, please COPY & PASTE URL:

    Last modified: 01/09/2018 2:51 PM | Karena Bierman

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