Gift Planning Officer - American Red Cross

  • 01/17/2018 8:31 AM
    Message # 5687518

    American Red Cross

    Gift Planning Officer

    Northern Illinois and Wisconsin Regions

    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 Chicago) develops, designs, and implements the planned giving program for the Northern Illinois and Wisconsin Regions of the American Red Cross (with Community Chapters currently located in Rockford, Romeoville, Milwaukee, Madison, Oshkosh, Wausau, and Altoona), focusing on new gift commitments for the organization. This role includes identifying, qualifying, cultivating, soliciting and stewarding gift planning prospects and donors in the Regions. 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 enchances 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 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 five 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 Northern Illinois and Wisconsin 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. 

    For more information, please contact:

    Bob Hartley

    Director, Gift Planning,

    American Red Cross


    To apply COPY & PASTE the following URL:

    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.

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