Planned Giving Officer

The Planned Giving Officer plays a crucial role in the stewardship and marketing of Hadassah’s charitable gift annuity program and 1912 Legacy Society (the recognition society for individuals who have included a gift to Hadassah in their will or other estate plan).

Duties and Responsibilities

• Work with staff, volunteers and outside vendors to plan and run stewardship events for Legacy Society members
• Analyze responses to department marketing initiatives and recommend follow-up
• Interpret data regarding Legacy Society members
• Communicate with Legacy Society members for purposes of marketing and stewardship
• Forecast expected revenue from pipeline of current open estates
• Promote charitable gift annuities and legacy giving in internal Hadassah publications and with prospects and donors
• Coordinate and manage the department’s marketing projects
• Conduct targeted planned giving donor research and recommend strategies for stewardship and promotion of planned gifts
• Attend relevant industry conferences and webinars to stay current on planned giving trends and best practices, and share acquired knowledge with the team to drive innovation and improvement
• Other duties as assigned 

Required Knowledge, Education, Experience 

• A minimum of a Bachelor's degree (BA or BS) is required, plus 5-7 years of related experience. Experience in Marketing, Charitable Fundraising, Event Planning, and/or Planned Giving is strongly preferred
• Proficiency in Microsoft Suite
• Familiarity with Salesforce or other CRM platforms

Required Skills

• Excellent oral and written communication skills, with an emphasis on business writing and interpersonal communication
• Strong attention to detail and precision in managing data and documentation
• Demonstrated ability to exercise good judgment, sensitivity, and discretion when interacting with donors and their representatives
• Proven ability to work collaboratively with a diverse team of professionals and adapt to changing priorities

Apply for Planned Giving Officer using the link below:
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=56f83f41-5ea6-479b-8798-d916f7f745c1&ccId=19000101_000001&jobId=506102&lang=en_US