Officer, Planned Giving

The Officer, Planned Giving, will work with donors and prospects in an assigned geography across the Southern U.S. to support an increased number of legacy gift commitments and a growing and engaged legacy society.

Major Responsibilities:

• Manage an assigned portfolio of planned gift prospects and donors.
• Provide timely follow-up to new marketing leads to educate prospects, creating new planned gifts for the IRC.
• Implement meaningful engagement opportunities for planned giving donors and prospects, in line with the team's stewardship plan, to deepen their understanding of the mission and the benefits of legacy giving and gifts of complex assets.
• Execute regional donor trips, with travel plans approved by manager, maximizing geographic clusters of donors and prospects.
• Focus on significant interactions during in person visits, events, and digital and mail communications.
• Support engagement with the IRC legacy society (Changemakers) to recognize and retain committed donors.
• Partner with Major Gifts and Principal Gifts colleagues on planned gift conversations for appropriate prospects within their portfolios.
• Contribute to internal education across ER teams and IRC regional office leadership (RAI) on planned giving's role and process with the organization.
• Successfully meet individual goals for significant interactions, prospect conversions, lead identification, and outright giving.
• Review donor file data (Salesforce) to flag prospects and bring portfolio balance recommendations to manager.
• Timely and accurately input opportunity data into Salesforce to drive pipeline activity, report on progress towards goals, and find areas of improvement.

Job Requirements:

• 3-5 years of experience working with individual donors, preferably in major gifts, annual giving, or planned giving.
• Knowledge of or familiarity with planned giving vehicles and benefits preferred.
• Ability to communicate effectively with older donors about the IRC's mission and planning tools.
• Ability to manage multiple priorities and meet deadlines, in consultation with manager.
• Effective collaboration with colleagues at all levels across the organization.
• Proficient with Microsoft Office; experience with CRM databases such as Salesforce or Raiser's Edge preferred.
• Outstanding attention to detail and commitment to timeframes.
• Commitment to respect and maintain confidentiality of donor information.
• Work successfully in a sophisticated, fast-paced organization.
• Driver's license and ability to travel up to 25% of the time, including overnight travel, is required.