Development Executive, Planned Giving & Endowments

Major Responsibilities:

Solicit planned gifts through face-to-face visits, zoom, phone and written communication
Develop and implement outreach plan for community planned giving prospects, designed to foster and nurture meaningful long-term relationships
Collaborate with the Entertainment, Health Care, Lawyers, Russian and Young Leaders Divisions, and other divisions to identify planned giving prospects, engage in legacy conversations and obtain legacy gifts from donors
Develop, plan and execute prospecting and stewardship events for the Heritage Society and/or the team overall as needed
Use data and research to identify planned giving prospects
Make daily calls to planned giving prospects with the goal of building relationships and obtaining in-person meetings
Develop targeted mailings to planned giving prospects
Record outreach and other activity in database in order to track and measure success in engaging planned giving prospects
Personalize donor illustrations on the philanthropic and financial benefits, as well as the tax implications, of charitable gifts
Work with prospects and/or existing donors and their advisors on creating bequests, charitable gift annuities, endowments, and life insurance policies
Gain knowledge of planned giving vehicles including regular attendance at educational and professional seminars
Other assignments as needed or directed by departmental management

Competencies and Skills

Bachelor’s degree required
Excellent communication and writing skills necessary
Strong interpersonal skills and ability to develop a good rapport with a wide range of people
Ability to work independently, as well as part of a team
Proactive, creative, and detail-oriented
Demonstrated ability to prioritize and multitask in a demanding work environment
Proficient in Microsoft Office Suite; comfortable working with various databases