Summary of Position:
Responsible for developing relationships and executing strategies that result in planned gift income to Cincinnati Children’s Hospital Medical Center. This position will maintain a portfolio of 100-150 prospects and his/her work is expected to result in $3 million annually.
Identify, assess, cultivate, solicit and close planned gifts from individuals. Develops cultivation and solicitation strategies for each individual. Strategically move planned giving prospects through the development cycle from qualification to cultivation to solicitation to closing to stewardship. Understands, identifies, suggests and utilizes multiple giving vehicles for the donor. Uses moves management database system to track progress and results. Meets monthly and yearly metrics: with respect to prospect and donor visits, solicitations, and dollars raised. Coordinates donor interests with the priorities of the organization and develops funding proposals to match interests with needs.
- External communications:
Senior Gift Planning Officer also fulfills an important, externally-oriented role, representing Cincinnati Children’s to donors, prospects, medical center leaders, volunteers and potentially, national resources as part of the overall effort to raise awareness of and generate support for Cincinnati Children’s both locally and nationally. Specific tasks may include: preparing written and verbal presentations and proposals and delivering this information personally to potential funders, representing CCHMC at local foundation, family foundation and not-for -profit board meetings, communicating on behalf of CCHMC in donor meetings, at events, in fund-raising committee meetings and at check presentations. Responsible for all written communications with donors, such as gift verification letters and emails, gift agreement drafts, stewardship reports and email messages to coordinate medical center donor visits with leadership. Help to recruit and staff campaign and special project committees.
- Project Management:
Lead one or more targeted planned giving projects and is accountable for reaching project goals. Also assist in departmental projects, events and programs. Must remain current on legal and programmatic changes affecting development functions.
- Relationship Management:
Oversees and manages a portfolio of donors and prospects. Establishes a program of personal visits with past, current and prospective planned giving donors. Senior gift planning officer also coordinates stewardship reports to communicate with donors concerning the use of their gifts. Provides staff support to Foundation Board members and other leaders as needed and requested by Director of Gift Planning. Effectively utilizes resources of department, medical center and CCHMC personnel. Works collaboratively with Major Gift Officers and other development staff to maximize donors’ gifts to support CCHMC. Also provides primary stewardship of legacy society members to grow already existing planned gifts, including personalized outreach.
- Bachelor’s degree in related discipline
- 7 years of professional fundraising experience including at least 3 years demonstrated success raising planned gifts from individual donors face-to-face OR 7 years of professional estate or financial planning experience including at least 3 years of demonstrated success raising major or planned gifts from individual donors face-to-face or related experience
- Valid state driver’s license and access to personal vehicle
- Working knowledge of current gift planning and fundraising trends, techniques and strategies
- Development experience and proven track record of success raising planned gifts in a large complex medical center or large university setting
- Advanced degree or certification in financial and/or tax field, such as JD, MBA, CTFA, CFRE, CFA or CPA
Skills & Competencies:
Accountability/Flexibility/Independence/Resilience/Achievement: Must be creative, flexible, responsible, and be able to balance a variety of activities. Ability to remain composed and calm in the face of setbacks, rejection, stress or pressure. Takes a problem-solving approach when faced with a difficult situation. Comfortable setting and accomplishing challenging goals, producing high quality work, and utilizing benchmarking results and metrics to evaluate individual performance.
Planning/Prioritization/Dialogue: Strong organizational, analytical, and prioritization skills. Uses time efficiently and productively. Excellent verbal, written and interpersonal communication skills. Demonstrate diplomacy, tact, and a professional demeanor. Meets people with ease and relates well to donors and prospects.
- Professional Knowledge:
Passion/Energy/Knowledge Application: Performs well in a collaborative environment and is motivated by the Cincinnati Children’s mission and vision. Proven fundraising performance. Comfortable working in a fast-paced environment. Possesses a strong grasp of development principles and a strong working knowledge of development support functions such as prospect research, communications, annual fund and events.
Computer literate and working knowledge of software applications (word processing, spreadsheet, and fund raising database). Ability to travel extensively in the greater tristate area and when needed, to visit with prospects/donors across the nation.
- Experience using PG Calc or Crescendo software to create planned gift illustrations