You Matter and You Are Loved!
Regional Gift Planner – Southeastern Synod, Florida/Bahamas Synod
Location
Illinois
Posted
48 days ago
Salary
$78.9K - $118.3K / year
Seniority
Senior
Job Description
Regional Gift Planner – Southeastern Synod, Florida/Bahamas Synod
St. Mark Ministries
• Meet with prospective donors to conduct discoveries, present gift plan proposals and secure planned and current gifts through estate plans, CRTs, CGAs, named endowments, QCDs, cash, properties, and other gifts. • Steward and strengthen the relationship between the ELCA Foundation, synods, and organizational partners. Cultivate and develop additional partnerships with relevant regional ELCA affiliated institutions. Coordinate with partner organizations in identifying gift planning prospects and engage in joint discovery meetings with partner gift officers. • Cultivate and solicit ELCA affiliated institutions to invest funds in the Endowment Fund Pool Trust and provide ongoing stewardship of these institutions. • Support congregations and ELCA related ministries in the development and promotion of planned giving programs. • Manage ongoing donor/organizational relationships and gift planning activities in CRM software, having regular reviews with the Director of Gift Planning. • Other duties as assigned.
Job Requirements
- Bachelor’s degree, or an equivalent combination of experience and education.
- Experience in resource development, planned giving, financial/estate planning, sales, or related career, with a solid understanding of the development process and planned giving instruments.
- A commitment to supporting best practices in fundraising and development. Excellent communications and interpersonal skills with the ability to effectively interview potential donors about their passions for ministry and available assets, present proposals, and ask for planned gifts.
- Ability to utilize a constituent information system as an integral part of the moves management strategy.
- Ability to work independently from home, while remaining self-disciplined and organized to be most effective.
- Appreciation for the mission, vision, and values of the ELCA.
- Commitment to diversity, equity, inclusion, and anti-racism.
- Minimum Technical Competency: Computer knowledge that enables you to operate a Windows Computer and follow basic troubleshooting instructions. Software skills to efficiently use computer programs and applications. Ability to leverage computer knowledge and software skills to understand new software, follow process, and identify opportunities for improvement. Experience using Microsoft Office applications (Word, Excel, Teams, Outlook, etc.) preferred.
Benefits
- employer paid health premiums for employees
- health and dependent care FSA’s
- health savings account (HSA) with an employer contribution
- life insurance
- substantial employer contribution to 403b retirement plan (no match required)
- generous paid time-off policy including 17 paid holidays
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