Charitable Advisors LLC
  • 10-Jan-2020 to 10-Feb-2020
  • - National FFA Organization
  • Indianapolis, IN, USA
  • Full Time

Do you possess an excellent track record for obtaining fundraising results with 3 or more years of experience in non-profit or fundraising with an emphasis on planned giving, estate planning, tax laws, wills, trusts and estates? If so, National FFA Organization would like to consider you for the role of Planned Giving Officer!

National FFA Organization is a national youth organization of 669,989 student members as part of 8,630 local FFA chapters in all 50 states, Puerto Rico and the U.S. Virgin Islands. The organization is supported by 459,514 alumni members in 2,236 local FFA Alumni chapters throughout the U.S. The FFA mission is to make a positive difference in the lives of students by developing their potential for premier leadership, personal growth and career success through agricultural education. The National FFA Organization operates under a federal charter granted by the 81st United States Congress and it is an integral part of public instruction in agriculture. The U.S. Department of Education provides leadership and helps set direction for FFA as a service to state and local agricultural education programs. For more, visit the National FFA Organization online at FFA.org and on Facebook, Twitter and the official National FFA Organization blog.

The Planned Giving Officer will manage all aspects of the National FFA Foundations' planned giving program including, but not limited to, identifying and soliciting  individuals with a focus on deferred giving, estate planning, bequest donations, life income gifts and related from donors to achieve the Foundation's planned giving/fundraising goals; developing and implementing a marketing and communications plan for stakeholders to encourage individuals to identify as planned giving prospects; communicating with attorneys, accountants, and financial representatives about the benefits of supporting National FFA Foundation through a planned gift; and internal administration of realized planned gifts.

ESSENTIAL FUNCTIONS:
• Leads the Foundation's planned giving program, meeting with donors and their advisors, and responding to inquiries to achieve planned fundraising goals as part of the strategic plan.
• Creates innovative and effective planned gift proposals.
• Answers current and prospective donor inquiries; designs and distributes planned giving packages based on donor requests.
• Leads team efforts to diversify funding resources and engage in long-term financial planning including creation of endowment and other permanent financial resources.
• Works with donor relations team to recognize planned giving donors and promote interaction with planned giving prospects.
• Conducts donor discovery through research and data mining to identify, contact, solicit and steward planned giving prospects, including developing and executing a full range of donor cultivation activities.
• Maintains relationships with existing donors through regular contact, providing annual reports and account statements.
• Oversees donor recognition events and data collection activities.
• Regularly informs Foundation leadership of planned giving fundraising performance as compared to budgeted projections.
• Represents the Foundation at fundraising events; may develop and conduct presentations as needed.
• Participates in speaking engagements and planned giving seminars.
• Writes correspondence, reports, proposals and marketing materials; enters data in donor database and assures accurate electronic and hard copy files of planned giving donors and prospects.
• Ensures that all planned giving activities comply with local, state and federal regulations and laws governing non-profit business operations.
• Determines annual planned giving goals for all solicitation strategies and builds strategic and tactical plans for achieving these goals.
• Focuses on effective engagement and solicitation activities identified as having potential for growth.
• Collaborates effectively with other internal members of the fundraising team and staff.
• National travel required between 20-30%.
• Team player with the ability to work independently in a frequently changing environment.
• Excellent interpersonal, listening, written and verbal communication, follow-up and project management skills and initiative.
• Excellent customer service skills to internal and external customers.
• Ability to effectively prioritize, organize, use time-management skills, and be adept at multi-tasking.
• Ability to problem-solve/analyze, demonstrate detail-orientation, demonstrate accuracy, and ability to maintain confidentiality.
• Computer literate (Word, Excel, fundraising software) and ability to make and receive telephone calls.
• Confident and energetic in speaking in front of small and large groups.
• Other duties as assigned.

EDUCATION/EXPERIENCE
•                     3-5 years of previous non-profit or fundraising with an emphasis on planned giving, estate planning, tax laws, wills, trusts and estates;
•                     In-depth understanding of the complexities (technical, legal and financial) intricacies of planned gift giving and a successful track record capturing future donations at present.
•                     Public relations, agriculture, sales/marketing experience preferred.
•                     Bachelor's degree required in a related field. Doctorate degree in law or finance-related field preferred.

Click the APPLY button to submit cover letter and resume to Denise Weathersbe.



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Charitable Advisors LLC

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