Gift Planning Partner

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By joining the American Red Cross  you will touch millions of lives every year and experience the greatness of the human spirit at its best.  Are you ready to be part of  the world's largest humanitarian network?

Join us—Where your Career is a Force for Good!

Job Description:

The Red Cross supports a variety of cultural and community resource groups for employees and volunteers. From the Ability Network, our Asian American & Pacific Islander Resource Group, the Latino Resource Group, and Red Cross PRIDE, to the Umoja African American Resource Group, our Veterans+ Resource Group, and the Women’s Resource Group, these networks provide connections, mentoring and help give voice to important concerns and opinions.

At the American Red Cross, your uniqueness can shine!

The American Red Cross is currently seeking a Gift Planning Officer to support New York City and the surrounding communities.   This is a work from home opportunity and can be located anywhere within the region.   

WHAT YOU NEED TO KNOW:

The Gift Planning Unit at the American Red Cross seeks to secure planned gifts supporting any component of the organization’s mission and to establish the Red Cross as the charity of choice for such gifts. Reporting to the Director of Gift Planning, the Gift Planning Officer develops, designs, and implements the gift planning program within the North and South Carolina Regions of the American Red Cross focusing on new gift commitments for the organization. This role includes identifying, qualifying, cultivating, soliciting, and stewarding gift-planning prospects and donors in the Region. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.

WHERE YOUR CAREER IS A FORCE GOOD:

• Develops and manages the gift planning strategy for a portfolio of prospects throughout the Regions to support Red Cross programs and services.
• Develop, lead, and implement strategies to substantially grow membership of the Legacy Society.
• Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances the profile of the Legacy Society.
• Deliver training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.  
• Remain current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.
• Provides technical assistance to the Region’s development team to increase its fundraising capacity to solicit planned and current gifts.
• Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position as the charity of choice for bequests, trusts, retirement funds, life insurance policies, and life income arrangements.
• Supports the reporting by the Regions of all estate documents to the Office of General Counsel.
• Communicates with the Director of Gift Planning on a regular basis about donor and gift activity.
• Utilizes development prospect management system to facilitate regular reporting of donor and gift activity and to manage achievements of fundraising and personal goals.

PAY INFORMATION:

The salary range for this position is $115,000 - $140,000. 

Note that American Red Cross salaries are aligned to the specific geographic location in which the work is primarily performed. Other factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have, and comparison to other employees already in this role.  

WHAT YOU NEED TO SUCCEED:

• A Bachelor’s degree or equivalent years of experience is required and an advanced degree is preferred.
• A minimum of five years in major gift or gift planning fundraising with successful cultivating and soliciting experience is preferred. Experience promoting and managing such programs is highly desirable. Experienced candidates from the financial, estate, and/or philanthropic planning, law, and trust administration fields are encouraged to apply.
• Knowledge of the technical aspects of planned giving vehicles as well as an extensive knowledge of fundraising principles and techniques in a large organization is desired.
• Excellent written and oral communication skills, including presentation, negotiation, and strong interpersonal skills are required.
• Strong organizational skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential.
• Knowledge of Microsoft Office is necessary. Training in PG Calc or Crescendo planned giving software is desirable.
•  Familiarity with Red Cross corporate culture is preferred.
• Operational flexibility to meet sudden and unpredictable business needs and a moderate amount (20-30%) of business travel are required. Must have your own transportation.
• A valid driver’s license is required.

PHYSICAL REQUIREMENTS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Regularly required to sit; use hands to handle or feel and talk or hear.
• Frequently required to reach with hands and arms.
• Required to stand; walk and stoop, kneel, crouch, or crawl.
• Frequently lift and/or move 15 to 30 pounds.
• May require ordinary ambulatory skills sufficient to visit other locations.  
• The work environment will consist of moderate noise (i.e. business office with computers, phones, and printers, light traffic).  
• Ability to work in a small cubicle and the ability to sit at a computer terminal for an extended period.  
• Overall mobility is essential.  
• It may also include driving a vehicle and working under challenging conditions.

WHAT WILL GIVE YOU THE COMPETITIVE EDGE:

Significant gift-planning experience in the NYC market. A certification in one or more of the following areas is highly preferred:  CF

BENEFITS FOR YOU:
We take care of you, while you take care of others. As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive benefits help you in balancing home and work. With our resources and perks, you have amazing possibilities at the American Red Cross to advance the learn.

•             Medical, Dental Vision plans

•             Health Spending Accounts & Flexible Spending Accounts

•             PTO + Holidays

•             401K with 5% match

•             Paid Family Leave

•             Employee Assistance

•             Disability and Insurance: Short + Long Term

•             Service Awards and recognition

Apply now!  Joining our team will provide you with the opportunity to make a difference every day.

The American Red Cross is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

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AmeriCorps, the federal agency that brings people together through service, and its partners — the Peace Corps, AmeriCorps Alums, National Peace Corps Association, and the Service Year Alliance — launched Employers of National Service to connect national service alumni with opportunities in the workforce. American Red Cross is proud to be an EONS partner and share our employment opportunities with the network of organizations.

Interested in Volunteering? Visit redcross.org/volunteertoday to learn more, including our most-needed volunteer positions.

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