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By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the worlds largest humanitarian network

Join usWhere your Career is a Force for Good!

Job Description:

WHY CHOOSE US
Joining The American Red Cross is like nothing else its as much something you feel as something you do. You become a vital part of the worlds largest humanitarian network. Joining a team of welcoming individuals who are exceptional yet unassuming. Diverse yet uncompromising in unity. You grow your career within a movement that matters where success is measured in people helped communities made whole and individuals equipped to never stop changing lives and situations for the better.

When you choose to be a force for good youll have mentors who empower your growth along a purposeful career path. You align your lifes work with an ongoing mission thats bigger than all of us. As you care for others youre cared for with competitive compensation and benefits. You join a community that respects who you are away from work as much as what you do while at work.

Where Your Career is a Force for Good!

*This is a remote position where you will meet with North Texas/Oklahoma donors in person by phone and video.

WHAT YOU NEED TO KNOW:

The Gift Planning Unit at the American Red Cross seeks to secure planned gifts supporting any component of the organizations mission and to establish the Red Cross as the charity of choice for such gifts.

Reporting to the Director of Gift Planning the Gift Planning Officer (based in Dallas or Fort Worth preferred) develops designs and implements the planned giving program for the North Texas/Oklahoma Regions of the American Red Cross (with Community Chapters currently located in Dallas Fort Worth Lubbock Tyler Wichita Falls Abilene Amarillo Oklahoma City Stillwater Shawnee and Tulsa) focusing on new gift commitments for the organization. This role includes identifying qualifying cultivating soliciting and stewarding gift planning prospects and donors in the Regions. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.

WHERE YOUR CAREER IS A FORCE GOOD:

• Develops and manages the gift planning strategy for a portfolio of prospects throughout the Regions to support Red Cross programs and services.
• Develop lead and implement strategies to substantially grow membership of the Legacy Society.
• Maintains and enhances a stewardship program for all planned giving donors. Raises and enhances the profile of the Legacy Society.
• Deliver training as appropriate on gift planning to advance knowledge and foster opportunities in gift conversations and strategy development.
• Remain current in gift planning trends and fundraising techniques by attending meetings and conferences and participating in training programs.
• Provides technical assistance to help the Regions increase their fundraising capacity to solicit planned and current gifts.
• Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position as the charity of choice for bequests trusts retirement funds life insurance policies and life income arrangements.
• Supports the reporting by the Regions of all estate documents to the Office of General Counsel.
• Communicates with the Director of Gift Planning on a regular basis about donor and gift activity. Utilizes development prospect management system to facilitate regular reporting of donor and gift activity and to manage achievements of fundraising and personal goals.

Scope: Individual contributor that is fully proficient in applying subject matter knowledge. Knowledge based acquired from several years of experience in particular area. Work independently and may instruct or coach other professionals.

WHAT YOU NEED TO SUCCEED:

A Bachelors degree in philanthropy studies nonprofit management law finance insurance trust services real estate or other related field required. Certification in one or more of the following areas is preferred: CFRE CFP CAP J.D. LLM

• A Minimum 5 years of major gift or gift planning experience or equivalent combination of education and related experience required. Experience with gifts of assets and life income gifts including charitable gift annuities charitable trusts and pooled income funds is preferred. Experience promoting managing cultivating and soliciting such programs is highly desirable.
• Knowledge of applicable principles concepts practices and standards of planned giving vehicles and fundraising is desired. Excellent interpersonal verbal and written communication presentation and negotiation skills are required.
• Knowledge of Microsoft Office is necessary. Training in PG Calc or Crescendo planned giving software is desirable.
• Strong organization skills and good attention to detail are essential. Demonstrated tact and diplomacy in difficult or sensitive situations is essential.
• Familiarity with the North Texas and Oklahoma is beneficial. Familiarity with Red Cross corporate culture is preferred.
• Must have own transportation. Ability to work on a team.
• Travel: 10% - 25% business travel is required.

* Combination of candidates education and general experience satisfies requirements so long as the total years equate to descriptions minimum education and general experience years combined (Management experience cannot be substituted).

WHAT WILL GIVE YOU THE COMPETITIVE EDGE:

• Knowledge of current trends in Gift Planning
• Collaborative leader who focuses on accuracy consistency and best practices
• Great interpersonal skills commitment to the cause and adaptability.
• Expertise with the Texas funding community highly desirable.

BENEFITS FOR YOU:
We take care of you while you take care of others. As a mission-based organization we believe our team needs great support to do great work. Our comprehensive benefits help you in balancing home and work. With our resources and perks you have amazing possibilities at the American Red Cross to advance the learn.

• Medical Dental Vision plans
• Health Spending Accounts & Flexible Spending Accounts
• PTO: Starting at 15 days a year based on the type of job and tenure
• Holidays: 11 paid holidays comprise of six core holidays and five floating
• 401K with 6% match
• Paid Family Leave
• Employee Assistance
• Disability and Insurance: Short Long Term
• Service Awards and recognition
• Pay for Performance

* This role may be eligible for relocation assistance

Apply now! Joining our team will provide you with the opportunity to

make your career a force for good!

The American Red Cross is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex gender identity sexual orientation race color religion national origin disability protected veteran status age or any other characteristic protected by law.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers San Diego Fair Chance Ordinance the California Fair Chance Act and any other applicable state and local laws.

AmeriCorps the federal agency that brings people together through service and its partners the Peace Corps AmeriCorps Alums National Peace Corps Association and the Service Year Alliance launched Employers of National Service to connect national service alumni with opportunities in the Red Cross is proud to be an EONS partner and share our employment opportunities with the network of organizations.

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