Development Officer, Planned Giving
Duties and Responsibilities:
You will : 1) manage and grow a portfolio of 200 qualified planned gift prospects from the constituent relationship management (CRM) database within defined geographic territories;
2) assist Special/Major Gift colleagues and local regional Habitats in cultivating and soliciting planned gifts; and
3) respond to inquiries from the planned giving mailbox, website and marketing efforts.
50% - Cultivation
You will complete and document 120 substantive calls and/or face-to-face visit per year with planned gift prospects. Substantive calls either include an “ask” for a planned gift or clearly advance the relationship toward an ask Example: present a gift annuity proposal and follow up with an ask for the donor to fund the annuity.
20% - Database Integrity
You will keep CRM records updated to demonstrate progress towards goals and track collaborations with other development officers, and secure and record updated biographical data. You will use CRM to prepare weekly, monthly and quarterly reports and evaluate cultivation/solicitation strategy effectiveness. In the process you much keep CRM skills current and stay informed on tax law changes and planned giving techniques.
10% - Local Habitat activities
You will encourage and assist local Habitat offices as they establish their own Planned Giving programs by directing them to the Resource Development Expertise Hub for training and working collaboratively with them on complex planned gifts. This collaborative approach may include the preparation of joint gift proposals and joint donor presentations.
Required:
Preferred:
- 3+ years collaborating, cultivating and closing planned gifts; demonstrated track record
About Habitat for Humanity
Habitat for Humanity, founded in 1976, is a global, Christian-based nonprofit organization that grew out of an intentionally multi-racial community in rural Georgia. Seeking to put God’s love into action, Habitat brings together people of all faiths and people of no faith to build homes, communities and hope. Working alongside each other, we help families and individuals build and improve places to call home and achieve the strength, stability and self-reliance they need to build better lives for themselves. Habitat seeks individuals who have a willingness to affirm these principles and values.
Habitat for Humanity International is an equal opportunity employer and seeks to employ and assign the best qualified personnel for all our positions in a manner that does not unlawfully discriminate against any person because of race, color, religion, gender, marital status, age, national origin, physical or mental disability, sexual orientation, veteran/reserve national guard status, or any other status or characteristic protected by law.