Planned Giving Officer
Planned Giving Officer
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USD 70000 - 85000
1 Vacancy
Job Description
WHO WE ARE
Volunteers of America Colorado is a nonprofit faithbased organization dedicated to helping those inneed transform their lives. Through more than 50 distinct human service programs Volunteers of America changes the lives of more than 140000 vulnerable Coloradoans each year. VOA services include housing and emergency shelters hunger and nutrition services and many other community support programs. Our work touches the mind body heart and ultimately the spirit of those we serve. VOA integrates compassion with highly effective programs that build and strengthen communities.
WHAT MAKES VOA SPECIAL VOAC recognizes the unique needs of the older adult who needs a wheelchair ramp to stay at home safely and the preschooler whose family needs additional resources. VOAC supports veterans efforts to exit homelessness as well as provides a safe place for survivors of domestic violence. Wherever VOAC goes it combines relationshipbuilding volunteers and quality services to lift and support our neighbors efforts to become selfsufficient and reach their full potential.
** The Planned Giving Officer supports the mission of Volunteers of America Colorado by developing and managing a planned giving program focused on longterm philanthropic support across Colorado communities. This role is responsible for cultivating meaningful relationships with donors professional advisors and community partners to encourage legacy gifts that address critical social needs such as housing food security and family support services. Working collaboratively with the development team and executive leadership the Planned Giving Officer will identify and engage prospective donors design targeted outreach strategies and ensure the proper documentation recognition and stewardship of planned gifts. The ideal candidate brings expertise in charitable estate planning deep empathy for human services work and a passion for helping donors make a lasting impact in the lives of Coloradoans.
Essential Duties and Responsibilities
Develop and manage a comprehensive planned giving program to support the organizations longterm fundraising goals.
Identify cultivate solicit and steward relationships with donors and prospects interested in estate and planned gifts.
Collaborate with development staff to integrate planned giving strategies into overall fundraising initiatives and campaigns.
Work closely with financial advisors attorneys and estate planners to facilitate complex gift arrangements such as bequests charitable gift annuities trusts and other planned giving vehicles.
Conduct personalized donor meetings to provide education about planned giving opportunities and benefits.
Create and implement marketing strategies for planned giving including print digital and eventbased outreach.
Maintain accurate donor records and track activities and outcomes in the Salesforce.
Ensure compliance with legal ethical and financial standards related to charitable giving and tax regulations including Coloradospecific requirements.
Provide ongoing education and training for staff board members and volunteers about planned giving opportunities.
Prepare reports and presentations for leadership to monitor and evaluate planned giving program performance.
Stay informed on trends legislation and best practices in planned giving and nonprofit fundraising.
Represent the organization at community events professional gatherings and donor functions to build and enhance relationships.
Supervisory Responsibilities
Position does not currently supervise staff.
Working Conditions and Physical Requirements
Bending Climbing Stooping Kneeling Reaching Crouching Squatting Lifting (30 to 50 pounds) Balancing Standing Sitting Hand/Foot motions Walking Seeing (Close and distant vision Detect Determine Perceive Identify Recognize Judge Observe Inspect Assess Estimate) Depth Perception Hearing/Listening Speaking/Shouting (Communicate Discern Convey Express Exchange) Use of Hands/Fingers (Grasping Holding Touching) Thinking Calculating Memory/Recall Exposure to Indoor and Outdoor environments
Position Type and Expected Hours of Work
Full time 40 hours a week plus occasional evenings and weekends.
Location
Administration Office at 2660 Larimer Street Denver CO 80205
Salary Range: $70000$85000 annual exempt
Employee must be able to perform essential job functions with or without reasonable accommodation and without posing a direct threat to safety or health of self or others. To perform this job successfully an individual must be able to perform each essential function satisfactorily. Employee will perform job according to applied laws. The requirements listed above are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. If you require a reasonable accommodation to perform this role please contact to begin the Interactive Process.
Benefit eligibility is based on job type/status
Vacation Time
Separate Sick Time
Paid Holidays
Floating Holidays
Personal Days
Volunteer/Wellness Day
Tuition Assistance
Pension Plan
403b Retirement Plan with Agency Match
Health Dental Vision Pet Insurances
Life Insurance
Accident Insurance
Employee Assistance/Work Life Balance Program
Employee Discount Program
LifeLock with Norton
Public Service Loan Forgiveness
Volunteers of America is an EEO Employer
Position will remain open until filled
VISA SPONSORSHIP IS NOT OFFERED FOR THIS ROLE
Veterans are strongly encouraged to apply
Competencies
Relationship Management
Fundraising Expertise
Written and Verbal Communications
Financial and Legal Acumen
Project Management
Minimum Qualifications of Position
Bachelors degree.
46 years of experience in planned giving major gifts fundraising or donor relations.
Demonstrated success in cultivating and securing planned gifts such as bequests charitable gift annuities or trusts.
Experience collaborating with legal and financial professionals on estate planning and charitable giving strategies.
Preferred Qualifications of Position
Ability to respond with urgency to the needs and requests of others (both internal and external) ensuring a high degree of responsiveness to all donors without regard to their giving level.
Willingness and ability to adjust to changing conditions or priorities.
Demonstrated ability to: manage numerous complex tasks simultaneously; anticipate and meet deadlines; use time effectively; problemsolve independently in a small staff atmosphere; and function in an often stressful and quick turnaround environment.
Goaloriented selfmotivated reliable detailoriented articulate and poised.
Personal integrity sound judgment and a sense of humor.
Willingness to work nights and weekends as situations warrant including donor meetings events etc.
Ability to maintain a high level of confidentiality
Deep and abiding commitment to a high level of donor constituent satisfaction.
Ability to work individually and as part of a team.
Must possess a Colorados drivers license and statemandated automobile insurance.
Travel required.
Demonstrated proficiency with widely used business management software programs (e.g. Microsoft Word Excel PowerPoint) as well as donor database programs); Salesforce experience preferred.
Knowledge and Skills
Demonstrates compassion for helping those that are the most vulnerable in our community.
Demonstrates knowledge of or a strong willingness to learn about poverty human service government programs Volunteers of America Colorados solutions and services homelessness aging veterans atrisk youth and helping those most vulnerable in our society.
Models core culture attributes of VOA Colorado that include AIRS (Accountability Integrity Respect and Service). Also models and pursues with vigor VOA Colorados three strategic critical virtues of HHS (Hungry Humble People Smart).
Required Experience:
Unclear Seniority
Employment Type
Full-Time
