Planned Giving Officer (Donor Advisor)
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 seek a candidate based in a major metropolitan market, preferably in the Central or Western United States. The ideal candidate will have experience and success in cultivating and securing a variety of from annual campaign and/or high net worth individuals and families. The ideal candidate will also have experience in qualifying and cultivating planned giving prospect leads. This position reports to Sr Director, Planned Giving.
- Proactively and strategically manages an assigned planned giving portfolio and prospects within geographic area
- Qualifies, cultivates, solicits and stewards planned gifts through personalized contact including phone calls, correspondence and personal visits with assigned donors.
- Collaborates with chapter staff and major gift donor advisors, as assigned, to qualify, cultivate and steward planned gifts.
- Creates, executes and participates in donor events as assigned
- Leads implementation of a national planned giving program within assigned area.
- Contributes to the assessment and enhancement of the national planned giving program.
- Assists with creating and managing planned giving budget for assigned area.
- Maintain strong and accurate records of activities, as directed by team protocol using the national database.
- 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.
- Adhere to professionalism in fundraising best practices as demonstrated by moves management industry standards and donor-centered methodology.
- Handle other planned giving responsibilities as needed.
- Demonstrated success in personal cultivation, solicitation, stewardship and closing of gifts and/or sales with individuals, families or households.
- 3-5 years minimum required experience in donor facing fundraising or client facing sales. Planned giving, annual campaign or major gifts background 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 problem solving and negotiating skills. Highly creative/innovative with abilities to persuade and motivate others.
- Strong organizational skills with ability to analyze data and information to drive strategic development of portfolio
- Self-starter, ability to work independently on complex donor strategies.
- Superior interpersonal skills, including ability to listen, observe and interact well with diverse individuals and groups.
- Results oriented with ability to meet deadlines and goals.
- Team leader and team player with ability to work collaboratively with chapter, national staff and volunteers.
- Must be available for evening and weekend work as required, and able to travel as needed, up to 50% of the time, including overnight travel.
- Bachelor’s degree required. CFRE or advanced degree a plus.
- Experience with software such as Crescendo or PG Calc is preferred
Position Location: Chicago, IL or Remote
Full time based on 37.5 hours per week
Position Grade: 510; estimated salary range: $85,400 - $113,000
Reports To: Sr 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 1,900 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 develop the disease in the future. Read on to learn more about the role, then visit our website www.alz.org/jobs to explore who we are and why we've been recognized as a Best Place to Work for the last twelve years in a row.
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, long term care insurance, tuition reimbursement, generous Paid Time Off, 12 annual holidays and Paid Family Leave, 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 and an Elder Care Facility Day of their choosing.
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.