Position Summary: Responsible for implementing marketing and outreach strategies to increase awareness of SARRC’s gift planning program. This Gift Planning Manager will also serve as the staff lead for SARRC’s Professional Advisory Council and Grandparents Support Group. The position holder will leverage and optimize volunteers to plan and execute educational events for donors, program participants, professional advisors, volunteers, and community members. 

 

• Continually research, identify, solicit, and develop productive relationships with qualified prospects to secure gifts and grow SARRC’s Legacy Circle

• Steward donors through various methods including in-person meetings, telephone, e-mail, and special events

• Coordinate and implement direct outreach campaigns to reach potential prospects for SARRC Legacy Circle

• Partner with members of Professional Advisory Council to broaden circle of influence and expand awareness of SARRC’s gift planning program 

• Works effectively with the Professional Advisory Council and development staff to coordinate and implement educational events on various topics related to estate, charitable gift, and special needs planning

• Serve as staff lead for SARRC’s Grandparents Support Group and plan monthly educational events October through March 

• Develop a marketing plan and coordinate production of gift planning marketing materials and awareness efforts with Marketing Director 

• Maintain and update all relevant giving history, communications, and pertinent information for all gift planning qualified prospects in Raiser’s Edge

• Expand knowledge and stay current on all areas of gift planning and gift tax laws, serving as a resource for donors, board, and staff

• Collaborate with development team for SARRC special events and other tasks as assigned

• Bachelors’ degree from an accredited college or university

• Minimum of (5) years of experience within a not-for-profit enterprise in a development role, with a knowledge of fundraising and marketing preferred 

• Knowledge of charitable gift and estate planning, including wills, trusts, and gift tax laws

• Recent history of highly successful prospect qualification, relationship building, and overall fundraising results 

• Proficiency with computers, Microsoft Office applications, and constituent database software (Raiser’s Edge preferred)

• Certified Fundraising Executive (CFRE) or Chartered Advisor in Philanthropy® (CAP®) designation strongly preferred