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Description
COMMITMENT TO RACIAL EQUITY
The Missouri Historical Society commits to a process of listening attentively to one another and leveraging best practices and resources across our organization to promote a culture of inclusion where individuals from all racial and ethnic identities; ages; nationalities; social and economic statuses; sexual orientations; gender identities/expressions; religious, political, and ideological perspectives; and abilities are able to be engaged, feel valued, and thrive. click here for the full Commitment to Racial Equity
Position Summary:
The Planned Giving Officer reports to the Managing Director of Philanthropy. This position is responsible for integrated fundraising initiatives to secure major and planned gifts. The planned giving officer will develop, manage, and implement strategies for identification, cultivation, solicitation, and stewardship of donors through individualized plans leading to transformational gifts.
Essential Functions:
- Develop strategic plans to identify, cultivate, and solicit prospective and current donors with attention to advancing the major and planned giving programs in achieving annual, campaign, and legacy goals.
- Refine processes to promote major and planned gifts; create donor communications plans to ensure effective stewardship.
- Educate and promote planned giving opportunities including bequests, trusts, and other opportunities to donors and stakeholders.
- Create and maintain a portfolio of planned giving prospects and personally solicit and secure deferred and current gifts from prospects and donors.
- Provide continuous stewardship of Chouteau Society and monitoring of those gifts to ensure donor satisfaction.
- Create and manage the marketing of the planned giving program including social media and website in coordination with the MD of Philanthropy and communications department.
- Letter and proposal writing.
- Record all relevant donor data and interactions in Altru and use the system's analytical capabilities to support strong donor engagement and communication practices.
- Adhere to the professional fundraising ethics of the Association of Fundraising Professionals (AFP).
Qualifications:
- Comprehensive knowledge of planned giving fundraising, estate planning, or financial planning.
- Ability to develop and maintain effective working relationships with donors, staff, and volunteers.
- Solid understanding of development principles, protocols and best practices, especially those related to planned giving.
- Must have excellent written and verbal communication skills.
- Must be a team player, a self-starter, and perform well with minimum supervision.
- Ability to work well in a team-oriented environment.
- Must demonstrate ability to think independently and exercise sound judgment.
- A positive attitude and willingness to do whatever it takes to get the job done.
- Excellent time management and attention to detail.
- Excellent organizational skills with ability to manage short-term and long-term plans and goals.
- Must be proficient in Microsoft Office and Altru (or comparable donor software).
- Travel required fulfilling donor and constituent relationship building and fundraising goals.
- Position requires working occasional nights and weekends.
- Possess a current, valid driver's license.
Education and Experience:
- Bachelor's degree in nonprofit management, philanthropy, or related field; minimum of five years of demonstrable achievement in nonprofit fundraising with major gifts and planned gifts.
- Demonstrated experience in working with planned gift vehicles and planned giving software/calculators.
- Certified Fundraising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), or Certified Financial Planner (CFP) designation.
Deadline to Apply: Open until filled.
Please upload cover letter and resume when applying.
*External job boards: Please click this link, to apply.
An Equal Opportunity/Affirmative Action Employer
Services Provided On A Non-Discriminatory Basis