Charitable Advisors LLC
  • 25-May-2018 to 28-Jun-2018
  • - Riley Children’s Foundation
  • Indianapolis, IN, USA
  • Full Time

Working as part of the fundraising team and reporting to the Assistant Vice President, Planned Giving, the Planned Giving Officer creates and implements strategies to meet budgeted planned gift revenue goals and builds relationships toward gifts of passion through the process of donor development.  The Planned Giving Officer supports planned gift activities as assigned, and works with fundraising team members and volunteers to identify, cultivate, solicit and engage donor prospects in support of hospital priorities and Foundation goals.
Key Responsibilities for the Planned Giving Officer
Marketing plan:  In coordination with the Assistant Vice President, Planned Giving, execute an annual planned giving marketing plan in partnership with the Communications Department.
Portfolio:  Build and manage a portfolio of current planned gift donors and planned gift prospects.
Face-to-Face visits:  Conduct face-to-face visits with donors and track through contact reports in Luminate CRM.
Solicitations:  Solicit gifts at the $10K+ level.
Collaboration:  Collaborate with other fundraising staff to create solicitation strategies that include a planned gift component.
Stewardship:  In coordination with the Assistant Vice President, Planned Giving, create and execute stewardship/donor engagement events for current planned gift donors and donor prospects.
Planning Giving Education:  In collaboration with the Assistant Vice President, Planned Giving, provide educational opportunities on planned giving to Foundation staff and key external audiences.
Administrative:  Maintain accountability to administrative systems and procedures including submitting expense reimbursements, credit card reconciliations, invoices, reports, RCF calendar additions, etc., by the deadlines assigned.
Meetings:  Prepare for and actively participate in all Riley Children's Foundation meetings as appropriate.  Ensure expectations and tools for meeting agendas and follow-up are implemented.
Budget:  In coordination with the Assistant Vice President, Planned Giving, develop, manage and monitor the budget, staying within overall budget guidelines.
Technology:  Understand and effectively use the technology available at the Riley Children's Foundation.
Compliance:  Work closely with the Leadership Team to ensure strict compliance with bylaws, federal laws and regulations governing 501(c)(3) transactions, donor expectations and agreements, and with Riley Children's Foundation Board of Governors' policies and procedures.
Riley Children's Foundation Representative
Presentations:  Represent Riley Children's Foundation through delivering public speeches about the organization and its mission to the external public (using Presentation Advantage guidelines).
Tours:  Give tours of the hospital, and provide information on Riley Hospital, Riley Children's Foundation, JWR Museum Home and Wells Center for Pediatric Research as appropriate.
Other Duties as Assigned
Riley Children's Foundation Events:  Participate in Riley Children's Foundation events as requested.
To perform this job successfully, an individual must have the following education and/or experience.
Education:  Bachelor's degree required.  JD or CFRE preferred.
Experience:  Minimum 5-7 years progressive fundraising experience or equivalent client-focused environment. Basic understanding of planned gift vehicles and how to engage donors in planned gift conversations and opportunities. High level of knowledge of an overall donor or customer experience model.
Skills: Solid relationship building.  Ability to interact successfully with others, both in person and through phone, e-mail, and written correspondence.  Understanding of individual donor needs and perceptions. Strong ability to speak in public.  Excellent written communication.  Sensitivity to needs of donors.  Problem-solving, research and analytical skills.  Attention to detail and organization.  Proficiency in Microsoft Office products with a key focus on Word, Excel and Outlook; experience with SharePoint is a plus. Proficiency in use of databases.
Qualities: Personal belief in Riley Children's Foundation vision, mission, core values and strategic direction.  Results oriented.  Ability to work under pressure and effectively prioritize a varied and diverse workload.  Inquisitive and sharp minded.  Self-motivating and self-starting.  Quiet pride in one's work.  Perseverance.  Highly energetic.  Sense of humor.  Optimistic and positive.  Team player.  Must adhere to the highest ethical standards.  Professional demeanor.  Must be willing to travel.  Occasional weekend and evening work
About Riley Children's Foundation
Riley Children's Foundation is the fundraising arm of Riley Hospital for Children at Indiana University Health and the founding organization that opened Riley Hospital in 1924. Today Riley Hospital is recognized as one of the best children's hospitals in the nation and is the only comprehensive children's research hospital in the state of Indiana. Our mission is to raise funds statewide to support Riley Hospital funding priorities:  pediatric research and patient care, maternity and newborn health and family support programs. Riley Children's Foundation also funds Camp Riley and the James Whitcomb Riley Museum Home and Billie Lou Wood Visitor Center.

For more information, visit
Click the APPLY button to apply online by June 18, 2018.

This position has been closed and is no longer available.
Charitable Advisors LLC


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