Clearwater Regional Chamber of Co
Major Gifts & Planned Giving Manager
Clearwater Regional Chamber of Co, Largo, Florida, United States, 34640
Job Title:
Major Gifts & Planned Giving ManagerDepartment:
DevelopmentReports To:
Chief Development OfficerSalary Status:
Exempt, Full-TimeSalary:
Commensurate with experienceAbout us:Pinellas Education Foundation is a nationally recognized, dynamic non-profit organization committed to transforming students’ lives, empowering them to achieve their full potential, and providing teachers with the resources they need to excel in the classroom. Through innovative initiatives, a strong partnership with Pinellas County Schools, and collaboration with community partners, the Foundation works tirelessly to accelerate educational achievement for all students.What we are looking for:We are looking for our next team member who wants to contribute to making a difference for students in Pinellas County. This position is responsible for managing and growing a portfolio of donors who have committed to the Foundation through estate planning, including bequests, charitable gift annuities and charitable remainder trusts. This position currently has no supervisory responsibility but works closely with support personnel as needed to implement and coordinate planned giving fundraising strategies.What we offer:We offer an excellent comprehensive benefits package to eligible employees including health, dental and vision insurance, life insurance, STD/LTD, 403B retirement plan with profit sharing contributions, flexible and dependent care spending accounts, and misc. worksite benefits. For the current plan year, we pay 100% of the employee’s premium for one of the comprehensive medical plans offered. Eligible employees will receive 11 paid holidays plus 1 week off around Christmas and New Year’s, PTO days, and more!Responsibilities:Participate as a key member of the Development team in planning fundraising strategies and developing procedures for meeting the department’s objectives.Work with the Chief Development Officer to develop and execute a comprehensive planned giving strategy aimed at motivating donors to significantly increase the number and size of planned gifts.Identify, market, cultivate, solicit and steward donors and prospects with the capacity to make planned gifts.Steward and grow a portfolio of donors who have committed to the Foundation through estate planning, including bequests, charitable gift annuities and charitable remainder trusts.Conduct donor meetings, presentations, and events to educate, market, and engage prospects about planned giving options.Integrate planned giving strategies into the Foundation’s fundraising efforts in collaboration with team members, the Board of Directors and other stakeholders.Maintain accurate records and track progress using Raiser’s Edge, donor management system.Collaborate with the Communications department to utilize multi-channel marketing strategies to reach current and prospective donors.Manage incoming planned giving inquiries in collaboration with Foundation team members.Provide reports of updates and activities toward development goals.Skills and Attributes:Demonstrated success in identification, cultivation, solicitation, and stewardship of planned gifts.Excellent interpersonal and communication skills, both written and verbal.Ability to work independently and collaboratively with a team, managing multiple projects and deadlines.Entrepreneurial mindset and self-starter attitude, capable of driving initiatives with minimal supervision.Proficiency in using donor management software, preferably Raiser’s Edge.Proficient in Microsoft Office software, including Word, Excel, PowerPoint and Outlook.Educational/Experience Requirements:Bachelor’s degree required-Combination or education and equivalent experience will be considered in lieu of Bachelor's degreeCFRE preferredMinimum of 3 years of relevant experience in planned giving, major gifts or related fundraising rolesExperience with fundraising databases, preferably Raiser’s Edge.Physical Demands:The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.Prolonged periods of sitting at a desk, working on a computer, and standing.Must be able to lift up to 15 pounds at times.Standing, walking, carrying, bending, sitting, lifting, and driving.This position works out of our Largo office. Traveling to and attending occasional morning, afternoon, night, or weekend events will be required.Job Type:
Full-timeSchedule:Evenings as neededMonday to FridayApplication Question(s):Please provide your salary requirements for this position.Education:Bachelor's (Required)Experience:Microsoft Office: 1 year (Preferred)Fundraising, planned giving and/or major gifts: 3 years (Required)Ability to Commute:Largo, FL 33773 (Required)Ability to Relocate:Largo, FL 33773: Relocate before starting work (Required)Work Location:
Hybrid remote in Largo, FL 33773
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Major Gifts & Planned Giving ManagerDepartment:
DevelopmentReports To:
Chief Development OfficerSalary Status:
Exempt, Full-TimeSalary:
Commensurate with experienceAbout us:Pinellas Education Foundation is a nationally recognized, dynamic non-profit organization committed to transforming students’ lives, empowering them to achieve their full potential, and providing teachers with the resources they need to excel in the classroom. Through innovative initiatives, a strong partnership with Pinellas County Schools, and collaboration with community partners, the Foundation works tirelessly to accelerate educational achievement for all students.What we are looking for:We are looking for our next team member who wants to contribute to making a difference for students in Pinellas County. This position is responsible for managing and growing a portfolio of donors who have committed to the Foundation through estate planning, including bequests, charitable gift annuities and charitable remainder trusts. This position currently has no supervisory responsibility but works closely with support personnel as needed to implement and coordinate planned giving fundraising strategies.What we offer:We offer an excellent comprehensive benefits package to eligible employees including health, dental and vision insurance, life insurance, STD/LTD, 403B retirement plan with profit sharing contributions, flexible and dependent care spending accounts, and misc. worksite benefits. For the current plan year, we pay 100% of the employee’s premium for one of the comprehensive medical plans offered. Eligible employees will receive 11 paid holidays plus 1 week off around Christmas and New Year’s, PTO days, and more!Responsibilities:Participate as a key member of the Development team in planning fundraising strategies and developing procedures for meeting the department’s objectives.Work with the Chief Development Officer to develop and execute a comprehensive planned giving strategy aimed at motivating donors to significantly increase the number and size of planned gifts.Identify, market, cultivate, solicit and steward donors and prospects with the capacity to make planned gifts.Steward and grow a portfolio of donors who have committed to the Foundation through estate planning, including bequests, charitable gift annuities and charitable remainder trusts.Conduct donor meetings, presentations, and events to educate, market, and engage prospects about planned giving options.Integrate planned giving strategies into the Foundation’s fundraising efforts in collaboration with team members, the Board of Directors and other stakeholders.Maintain accurate records and track progress using Raiser’s Edge, donor management system.Collaborate with the Communications department to utilize multi-channel marketing strategies to reach current and prospective donors.Manage incoming planned giving inquiries in collaboration with Foundation team members.Provide reports of updates and activities toward development goals.Skills and Attributes:Demonstrated success in identification, cultivation, solicitation, and stewardship of planned gifts.Excellent interpersonal and communication skills, both written and verbal.Ability to work independently and collaboratively with a team, managing multiple projects and deadlines.Entrepreneurial mindset and self-starter attitude, capable of driving initiatives with minimal supervision.Proficiency in using donor management software, preferably Raiser’s Edge.Proficient in Microsoft Office software, including Word, Excel, PowerPoint and Outlook.Educational/Experience Requirements:Bachelor’s degree required-Combination or education and equivalent experience will be considered in lieu of Bachelor's degreeCFRE preferredMinimum of 3 years of relevant experience in planned giving, major gifts or related fundraising rolesExperience with fundraising databases, preferably Raiser’s Edge.Physical Demands:The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.Prolonged periods of sitting at a desk, working on a computer, and standing.Must be able to lift up to 15 pounds at times.Standing, walking, carrying, bending, sitting, lifting, and driving.This position works out of our Largo office. Traveling to and attending occasional morning, afternoon, night, or weekend events will be required.Job Type:
Full-timeSchedule:Evenings as neededMonday to FridayApplication Question(s):Please provide your salary requirements for this position.Education:Bachelor's (Required)Experience:Microsoft Office: 1 year (Preferred)Fundraising, planned giving and/or major gifts: 3 years (Required)Ability to Commute:Largo, FL 33773 (Required)Ability to Relocate:Largo, FL 33773: Relocate before starting work (Required)Work Location:
Hybrid remote in Largo, FL 33773
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