SVN | Second Story Real Estate Management

• This position reports directly to the Director of Planned Giving and Trust Services (PGTS) and assists with responsibilities in the PGTS Department. • The Trust Officer serves by building quality relationships with donors and potential donors. • Communicate to them the organization’s vision and mission so they can participate in funding its evangelistic goals. • Represent the Ministry and/or speak at seminars, major donor events, conferences, convocations, and Partnership events as assigned. • Plan travel to maximize travel budget by seeing as many donors as possible in a geographic territory on the same trip. • Assist donors with planned gifts, including but not limited to cash, non-cash gifts, gift annuities, life insurance gifts, wills, charitable trusts, and revocable trust plans. • Remain continuously in contact with donors with a healthy balance of phone and written communications and face-to-face visits. • Interview donors at every opportunity to learn about their spiritual and financial situation and assist them as needed with their giving goals. • Explain and assist donors with the planned giving program and processes: Explain planned giving to prospective donors and share educational materials. • Maintain updated donor records and files, making sure that all donor data is properly entered into the database. • Complete reports that are required by the PGTS department or It Is Written. • Participate in regularly scheduled phone/video meetings and share recent progress and activities along with upcoming plans.