Reporting to the Chief Advancement Officer, the Planned Giving Officer is responsible for strategically managing, cultivating and soliciting a defined portfolio of planned giving prospects and donors. The Planned Giving Officer will proactively participate in activities that specifically promote the engagement and expand the pipeline of new planned giving prospects to meet specific annual goals and objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Strategically manage a portfolio of planned giving (Legacy Society) donor prospects through phone calls, written correspondence and personal appointments for cultivation, solicitation and stewardship.
Identify new Legacy Society prospects / leads via collaborative fundraising, data mining, planned giving newsletters (through Stelter Marketing), and direct marketing response.
Personally follow up on existing and newly-identified prospects generated through various marketing channels and expressed interest by donors.
Develop an annual plan for the Planned Giving program, including a strategic 12-month calendar for Legacy Society, direct marketing, and digital fundraising approaches.
Direct all Planned Giving marketing efforts in collaboration with the Chief Advancement Officer and the Director of Communications.
Collaborate with Major Gift Officers to cultivate and solicit key donors, maximizing their philanthropic potential.
Close a specific number of planned gifts each year to meet annual goals and objectives.
Capture, track and update donor interactions in donor management database.
Continually deepen knowledge of planned giving, including tax law changes related to charitable giving.
Prepare regular Planned Giving reports to communicate program performance.
Work as a member of the Advancement team and participate in agency-wide activities as needed.
OTHER DUTIES MAY BE ASSIGNED TO MEET BUSINESS NEEDS.
Training and Experience:
Minimum of a Bachelor’s degree in Business, Nonprofit Management, Public Relations or related fields, or equivalent experience. Legal experience is a plus.
Minimum six (6) years nonprofit experience, with a strong track record in planned and major gift solicitation.
Strong self-motivation and leadership skills, including the ability to prioritize and handle multiple competing tasks under strict deadlines and shifting priorities.
Excellent written and verbal communication / presentation skills.
Awareness and sensitivity to the issues facing members of the LGBT community and to people living with HIV.
Working knowledge of estate planning, including wills, trusts and estate gift tax laws.
High-level computer literacy skills, including knowledge of Microsoft Word and Excel, and experience with internet research techniques.
Working knowledge of donor management databases (such as DonorPerfect) preferred.
Provide excellent customer service with the utmost integrity and professionalism.
Develop and maintain positive and productive relationships with staff, volunteers, and donors, especially with older adults.
Travel locally and work some weekday evenings and weekends as required
WORKING CONDITIONS/PHYSICAL REQUIREMENTS:
This is primarily an office position that requires only occasional bending, reaching, stooping, lifting and moving of office materials weighing 25 pounds or less. The position requires daily use of a personal computer and requires entering, viewing, and revising text and graphics on the computer terminal and on paper.
Must possess a valid California driver’s license; proof of auto liability insurance; and have the use of a personal vehicle for work related purposes.
Additional Salary Information: APLA Health is currently seeking a Planned Giving Officer to join our team! We offer great benefits, competitive pay, and great working environment!
•Dental Insurance (no cost for employee)
•Vision Insurance (no cost for employee)
•Long Term Disability
•Group Term Life and AD&D Insurance
•Employee Assistance Program
•Flexible Spending Accounts
•11 Paid Holidays
•2 Personal Days
•10 Vacation Days
•12 Sick Days
•Metro reimbursement or free parking
•Employer Matched 403b Retirement Plan
Internal Number: Advancement
About APLA Health
APLA Health’s mission is to achieve health care equity and promote well-being for the LGBT and other underserved communities and people living with and affected by HIV. We are a nonprofit, federally qualified health center serving more than 14,000 people annually. We provide 20 different services from 15 locations throughout Los Angeles County, including: medical, dental, and behavioral health care; PrEP counseling and management; health education and HIV prevention; and STD screening and treatment. For people living with HIV, we offer housing support; benefits counseling; home health care; and the Vance North Necessities of Life Program food pantries; among several other critically needed services. Additionally, we are leaders in advocating for policy and legislation that positively impacts the LGBT and HIV communities, provide capacity-building assistance to health departments across the country, and conduct community-based research on issues affecting the communities we serve. For more information, please visit us at aplahealth.org.
A dynamic, diverse staff, a team oriented, collaborative environment, an excellent benefits package, competitive salaries, exciting advancement opportunities, and extensive professional development.