Development Officer, Planned Giving

The Planned Giving Officer is responsible for identifying, cultivating, soliciting and stewarding planned gift prospects through a qualified portfolio within a geographic territory, responding to planned giving inquiries, and working collaboratively with special and major gift colleagues as well as local Habitat offices.

Essential Duties and Responsibilities:
 
20% - Portfolio Development
You will : 1) manage and grow a portfolio of 200 qualified planned gift prospects from the constituent relationship management (CRM) database within defined geographic territories;
2) assist Special/Major Gift colleagues and local regional Habitats in cultivating and soliciting planned gifts; and
3) respond to inquiries from the planned giving mailbox, website and marketing efforts.

50% - Cultivation
You will complete and document 120 substantive calls and/or face-to-face visit per year with planned gift prospects.  Substantive calls either include an “ask” for a planned gift or clearly advance the relationship toward an ask  Example: present a gift annuity proposal and follow up with an ask for the donor to fund the annuity.

20% - Database Integrity
You will keep CRM records updated to demonstrate progress towards goals and track collaborations with other development officers, and secure and record updated biographical data. You will use CRM to prepare weekly, monthly and quarterly reports and evaluate cultivation/solicitation strategy effectiveness. In the process you much keep CRM skills current and stay informed on tax law changes and planned giving techniques.

10% - Local Habitat activities
You will encourage and assist local Habitat offices as they establish their own Planned Giving programs by directing them to the Resource Development Expertise Hub for training and working collaboratively with them on complex planned gifts. This collaborative approach may include the preparation of joint gift proposals and joint donor presentations.

Required:
• Bachelor's Degree or equivalent work experience
• 5+ years in fundraising and planned giving.
• Fondness for and appreciation of the wisdom and experiences of our more mature citizens; ability to gain their trust.
• Excellent listening skills.
• Superior presentation and communication skills, including the ability to write and speak clearly and effectively.
• Solid understanding of planned giving and significant experience with planned giving conversations.
• Attentive to detail and commitment to full utilization of CRM software for recordkeeping.
• Unquestionable integrity.
• Creative self-starter with high energy level, self-confidence and positive attitude, and the ability to work remotely in an effective manner during the COVID-19 pandemic.
• Passion for and commitment to the HFH vision.
• Working knowledge of planned giving techniques.
• Ability and fondness for working collaboratively with colleagues.
• Ability to work in a dynamic environment requiring the ability to adapt to changing priorities.
• Active support of HFHI Values:
o Humility – We are part of something bigger than ourselves
o Courage – We do what’s right, even when it is difficult or unpopular
o Accountability – We take personal responsibility for Habitat’s mission
• Safeguarding: HFHI requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of Habitat for Humanity’s code of conduct.

Preferred:
• 3+ years collaborating, cultivating and closing planned gifts; demonstrated track record
• Estate and financial planning or gift planning certification a plus