Theluckyfoundation

Theluckyfoundation

Development and Grants - Planned Giving Officer

USA

Sponsorship not specifiedDetected 649 days ago
ExpressLeadershipProblem SolvingOrganizational Skills

About the role

  • TLF is looking for a dynamic, experienced professional to cultivate, solicit and steward planned gifts from individuals and families.
  • We seek a candidate based in a major metropolitan market.
  • The ideal candidate will have experience and success in cultivating and securing a variety of annual campaigns and/or high net worth individuals and families.

Requirements

  • Superior interpersonal skills, including ability to listen, observe and interact well with diverse individuals and groups.
  • Results oriented with ability to meet deadlines and goals.
  • Team leader and team player with ability to work collaboratively with national staff and volunteers.
  • Must be available for evening and weekend work as required Bachelor's degree required.

Nice to have

  • Contributes to the assessment and enhancement of the national planned giving program.
  • Assists with creating and managing planned giving budgets for assigned areas.
  • Adhere to professionalism in fundraising best practices as demonstrated by moves management industry standards and donor-centered methodology.
  • Handle other planned giving responsibilities as needed.
  • Required Skills/Abilities Demonstrated success in personal cultivation, solicitation, stewardship and closing of gifts and/or sales with individuals, families or households.
  • 3-5 years minimum required experience in donor facing fundraising or client facing sales.
  • Excellent, persuasive and diplomatic communicator - in person, over the phone and in writing - with the ability to prepare proposals, briefing materials, reports and correspondence.

Skills

  • Strong problem solving and negotiating skills.

Company info

  • Background on The Lucky Foundation The Lucky Foundation, a 501(c)(3) Non-Profit Public Benefit Corporation who was founded to honor the fallen, empower communities, and preserve the legacy of service, is seeking volunteer leaders to join its dynamic Advisory Board Committee.
  • Honoring our fallen heroes, both those who have served and those who protect our local communities, is a vital act of remembrance and gratitude.
  • It is our duty to recognize their sacrifices, not only at a national level but also within our local communities and at a personal level.
  • Community involvement has a crucial role in honoring our heroes.
  • It allows us to collectively express our appreciation and uphold the values our heroes embodied.
  • Moreover, it enables families to pass down the legacy of their loved ones, instilling in younger generations the importance of patriotism, integrity, and selflessness.
  • Numerous ways exist to honor our heroes, their families, and their sacrifices.
  • Through volunteering, donating, or simply expressing our gratitude, we can individually contribute to preserving their memory and upholding the ideals they fought for.
  • These acts of remembrance serve as a reminder of the unwavering commitment and bravery of those who have given so much to safeguard our freedoms and protect our communities.
  • Unite with us in honoring our fallen heroes.
  • The Lucky Foundation (TLF) is seeking an Planned Giving Officer to join our Advisory Board.
  • The Planned Giving Officer will be part of the Leadership Committee of the Advisory Board of Directors, a position which comes with more responsibilities than joining as a member.
  • The Planned Giving Officer position will be responsible for providing direction, guidance, and leadership.
  • Job Summary TLF is looking for a dynamic, experienced professional to cultivate, solicit and steward planned gifts from individuals and families.
  • The ideal candidate will also have experience in qualifying and cultivating planned giving prospect leads.
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