Donor Advisor, Planned Giving-Home Office
Job Title: Donor Advisor, Planned Giving-Home Office
Location: Remote, major metropolitan market in the Western United States (including Chicago, Denver, Phoenix, Seattle, San Francisco, San Diego, etc.)
Work Hours: Full-time (based on a 37.5 hour work week)
Reports To: Director, Planned Giving
Who We Are:
The Alzheimer’s Association is the leading voluntary health organization in Alzheimer’s care, support and research. Our mission is to lead the way to end Alzheimer's and all other dementia - by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.
At the Alzheimer’s Association, our employees are at the core of all we do. Our network of more than 1,700 employees across the United States makes a difference each and every day for those impacted by Alzheimer’s and those at risk for the disease.
We warmly invite qualified applicants to consider this opportunity to make a life changing impact on the millions living with Alzheimer’s, their caregivers and those that may be diagnosed with the disease in the future. Read on to learn more about the role, then visit our website www.alz.org to find out more about who we are and why we've been recognized as a Best Place to Work the last eleven years in a row.
The Alzheimer’s Association National Office is looking for a dynamic, experienced professional to cultivate, solicit and steward planned gifts from individuals and families. We are seeking a planned giving fundraiser to work remotely from their home office in a major metropolitan market, with close proximity to an airline hub, in the western United States. Markets such as Chicago, Minneapolis, Houston, Denver, Phoenix, Los Angeles, San Diego, San Franciso, and Seattle would be considered. The ideal candidate will have experience and success in cultivating and securing a variety of planned gifts including gifts of complexity and gifts from high net-worth individuals and families. The ideal candidate will also have experience in qualifying and cultivating planned giving prospect leads from a national direct marketing and planned giving marketing program.
Essential functions and responsibilities include, but are not limited to:
- Qualifies, cultivates, solicits and stewards planned gifts through personalized contact including phone calls, correspondence and personal visits with assigned donors according to moves management protocols.
- Using assigned planned giving software, prepare gift illustrations and proposals for charitable gift annuities and other planned giving opportunities, prepare written materials such as visit strategies/briefings, correspondence, solicitation/proposal and pledge documents.
- Assists in delivering Founders Society benefits and stewardship as assigned.
- Proactively and strategically manages an assigned planned giving portfolio and assigned planned giving prospects.
- Assists in implementation of a national planned giving program within assigned area.
- Maintain strong and accurate records of activities, as directed by team protocol using the national database.
- Adhere to professionalism and fundraising best practices as demonstrated by moves management industry standards and donor-centered methodology.
- Collaborates with chapter staff as assigned to qualify, cultivate and steward planned gifts.
- Bachelor’s Degree required.
- 3-5 years of experience in planned giving fundraising required.
- CFRE or advanced degree preferred.
Knowledge, Skills and Abilities:
- Experience in and basic understanding of a variety of planned giving vehicles, current trends in philanthropy and estate and financial planning for individuals including tax implications of charitable giving.
- Demonstrated success in personal cultivation, solicitation, stewardship and closing of planned gifts.
- Experience with planned giving software such as Crescendo or PG Calc is preferred.
- Excellent, persuasive, and diplomatic communicator – in person, over the phone, and in writing – with the ability to prepare proposals, briefing materials, reports, and correspondence.
- Strong organizational skills with ability to analyze data and information to drive strategic development of portfolio – includes the evidenced ability to research donor database and historic giving for planned giving potential.
- Travel up to 50%
Employees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, tuition reimbursement, generous PTO as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing. They are also eligible for our gold standard 401(k) retirement plan.
Full time employees (37.5 hours/week), will enjoy all of the above plus an annual School Visitation Day an Elder Care Facility Day of their choosing, plus Caregiver Leave.
The Alzheimer’s Association is committed to diversity, equity and inclusion in the workplace and provides consideration for an employment relationship without regard to race, color, religion, sex, sexual orientation, gender expression, gender identity, genetic predisposition, national origin, ethnicity, disability, veteran status, or any other characteristic protected by federal, state or local law.