Gift Planning Partner
Company: American Red Cross
Location: San Francisco
Posted on: April 19, 2024
Job Description:
Please use Google Chrome or Mozilla Firefox when accessing
Candidate Home.By joining the American Red Cross you will touch
millions of lives every year and experience the greatness of the
human spirit at its best. Are you ready to be part of the world's
largest humanitarian network?Join us-Where your Career is a Force
for Good!Job Description:WHY CHOOSE US? 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. When you join our team, you have a direct impact on a
meaningful mission, and you can help save lives every day. If you
share our passion for helping people, join us in this excellent
career opportunity. Work where your career is a force for good.We
are committed to the diversity of our workforce and to delivering
our programs and services in a culturally competent manner
reflecting the communities we serve. Our work environment is
collaborative, respectful, and inclusive with a focus on building
allyship and a culture of belonging that empowers all team members.
Come to learn, grow, and succeed while sharing your passion for
making a difference.The Red Cross supports a variety of cultural
and community resource groups for employees and volunteers. From
the Ability Network, our Asian American & Pacific Islander Resource
Group, the Latino Resource Group, and Red Cross PRIDE, to the Umoja
African American Resource Group, our Veterans+ Resource Group, and
the Women's Resource Group, these networks provide connections,
mentoring and help give voice to important concerns and opinions.At
the American Red Cross, your uniqueness can shine!WHAT YOU NEED TO
KNOW: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. Under general guidance, develop, implement, and manage
planned giving programs. Actively cultivate and solicit new
opportunities and development strategies for planned giving donors.
Provide support, development and/or leadership guidance to all
volunteers.Perform all duties and responsibilities in compliance
with standard operating procedures and other applicable Federal,
State and local regulations.WHERE YOUR CAREER IS A FORCE GOOD:
- Manage overall gift planning strategy for complex portfolio and
/or line of service needs.
- Compile and analyze information about potential contributors
for the development of sales strategy.
- Contact potential contributors and persuade them to contribute
planned gifts.
- Implement and assist in the development of procedures for
receiving, acknowledging and reporting planned gifts.
- Implement and assist in the development of programs and
marketing strategies to attract potential donors.Scope: Individual
contributor that is fully proficient in applying subject matter
knowledge. Knowledge based acquired from several years of
experience in particular area. Work independently and may instruct
or coach other professionals.WHAT YOU NEED TO SUCCEED:A Bachelor's
degree in philanthropy studies, nonprofit management, law, finance,
insurance, trust services, real estate, or other related field
required. Certification in one or more of the following areas is
preferred: CFRE, CFP, CAP, J.D., LLM
- A Minimum 5 years of major gift or gift planning experience or
equivalent combination of education and related experience
required. Experience with gifts of assets and life income gifts
including charitable gift annuities, charitable trusts, and pooled
income funds is preferred. Experience promoting, managing,
cultivating and soliciting such programs is highly desirable.
- Knowledge of applicable principles, concepts, practices, and
standards of planned giving vehicles and fundraising is desired.
Excellent interpersonal, verbal, and written communication,
presentation, and negotiation skills are required.
- Basic proficiency in use of Personal Computer, word-processing,
spreadsheet applications, and database applications when
applicable. Strong organization skills and good attention to detail
are essential. Demonstrated tact and diplomacy in difficult or
sensitive situations is essential.
- Familiarity with the Northern California area is beneficial.
Familiarity with Red Cross corporate culture is preferred.
- Must have own transportation. Ability to work on a team.
- Travel: 10% - 25% business travel is required.* Combination of
candidate's education and general experience satisfies requirements
so long as the total years equate to description's minimum
education and general experience years combined (Management
experience cannot be substituted).WHAT WILL GIVE YOU THE
COMPETITIVE EDGE:
- Knowledge of current trends in Gift Planning
- Collaborative leader who focuses on accuracy, consistency and
best practices
- Great interpersonal skills, commitment to the cause and
adaptability. Expertise with Northern California funding community
highly desirable.BENEFITS FOR YOU:We take care of you, while you
take care of others. As a mission-based organization, we believe
our team needs great support to do great work. Our comprehensive
benefits help you in balancing home and work. With our resources
and perks, you have amazing possibilities at the American Red Cross
to advance the learn.
- Medical, Dental Vision plans
- Health Spending Accounts & Flexible Spending Accounts
- PTO + Holidays
- 401K with 5% match
- Paid Family Leave
- Employee Assistance
- Disability and Insurance: Short + Long Term
- Service Awards and recognition
- Pay for Performance
- The salary range for this position is: $95,216.00 -
$112,000.00*Note that American Red Cross salaries are aligned to
the specific geographic location in which the work is primarily
performed. Other factors that may be used to determine your actual
salary may include your specific skills, how many years of
experience you have and comparison to other employees already in
this role.Physical Requirements: The physical demands described
here are representative of those that must be met by an employee to
successfully perform the essential functions of this job. While
performing the duties of this Job, the employee is regularly
required to sit; use hands to handle or feel; and talk or hear. The
employee is frequently required to reach with hands and arms. The
employee is occasionally required to stand; walk and stoop, kneel,
crouch, or crawl. The employee must frequently lift and/or move up
to 15 pounds and occasionally lift and/or move up to 30 pounds.
Specific vision abilities required by this job include close
vision, distance vision, color vision, peripheral vision, depth
perception and ability to adjust focus. The work environment will
consist of moderate noise (i.e. business office with computers,
phones and printers, light traffic). The employee must have the
ability to work in a small cubicle and have the ability to sit at a
computer terminal for an extended period of time.DISCLAIMER: The
above statements are intended to describe the general nature and
level of work being performed by individuals assigned to this
position. They are not intended to be construed as an exhaustive
list of responsibilities, duties and skills required of personnel
so classified.Apply now! Joining our team will provide you with the
opportunity to make a difference every day.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.Interested in
Volunteering?Life's emergencies don't stop, and neither do American
Red Cross volunteers, who represent more than 90 percent of our
workforce to help prevent and alleviate human suffering. You can
make a difference by volunteering in a position that appeals to you
and allows you to use your unique skills and talents. The Red Cross
relies on generous volunteers who give their time and talent to
help fulfill our lifesaving mission.Visit
redcross.org/volunteertoday to learn more, including our
most-needed volunteer positions.To view the EEOC Summary of Rights,
click here: Summary of Rights
Keywords: American Red Cross, Novato , Gift Planning Partner, Other , San Francisco, California
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