Associate Gift Planning Officer

The Associate Gift Planning Officer position is part of the Planned Giving department which functions as a service department to the fundraising segments within Focus on the Family and to our donors directly. This position exists to assist the Gift Planning Officer with the donor customer service and the processing and cataloging of planned gifts namely estate gifts that come to us through bequests. Additionally this position must have a high-level understanding of other planned gifts and financial planning concepts to assist and educate donors by answering questions and by being a resource to them. These activities involve extensive contact with both donors and industry professionals that require considerable initiative and independent judgment daily with only general direction from the Gift Planning Officer. The role consists of roughly 10% Project Coordinating 40% Customer Service and 50% administrative tasks related to the previous two Duties/Responsibilities:The Focus on the Family Planned Giving department oversees four major gift categories. This position will assist the Gift Planning Officer in the following ways:Wills & Bequests:Is a proactive Focus on the Family advocate encouraging appropriate donors to add us to their estate planReceives and reviews all estate documents to ensure that due diligence is completed in the process of closing estate giftsWorks with the Gift Planning Officer on the marketing strategy and content for bequest campaignsManages the follow up process for bequest prospectsMaintains an accurate record of bequest notifications in our donor data baseAdministrates thank you responses for bequest notificationsGathers and prepares monthly reports of bequest notificationsNon-Cash Gifts/ IRA Charitable Rollovers:Is a proactive Focus on the Family advocate encouraging appropriate donors to give to us from their IRAAdministrates IRA Charitable Rollover giftsWorks with the Gift Planning Officer to the marketing strategy and content for IRA Charitable Rollover campaignsMaintains an accurate record of IRA Charitable Rollover gifts in our donor data baseGathers and prepares monthly reports of IRA Charitable Rollover giftsGifts of Business or Real Estate:Is a proactive Focus on the Family advocate encouraging appropriate donors to give a gift from their business or real estateMaintains a working knowledge of business and real estate gifts to refer donors to the appropriate gift solutionCharitable Gift Annuities:Is a proactive Focus on the Family advocate encouraging appropriate donors to open a Charitable Gift Annuity with Focus on the FamilyHandles in-bound gift annuity calls and prospects creating personalized illustrations for donorsManages the follow up process for gift annuity prospectsCoordinates live and recorded educational events for donors related to Planned Giving and Estate Planning TopicsDevelops and maintains familiarity with issues of taxation and valuation of outright gifts and deferred giftsCommunicates with attorneys trustees and executors to complete transfers of estate giftsMaintains an in depth understanding of the ministrys core programs and initiativesIdentifies needs of donors through high value questions and interpersonal communicationCultivates relationships for further engagement; responding to initial contact by donor answers questions and gives direction and provides educational resources for appropriate gift typesWorks through follow up process until completion of gifts; communicates appreciation and a desire to serve donorsOther Duties/Responsibilities:Performs other duties as assignedManagerial Breadth/Scope of Job:NoneWorking Environment/Physical Requirements:Office environmentWilling to travel for occasional trainings or presentationsThis role may require occasional travel including nights and weekendsJOB QUALIFICATIONS/REQUIREMENTSCharacter/Spiritual: Exemplifies Ephesians 5:1-2 Therefore be imitators of God as dear children and walk in love as Christ also has loved us and given Himself for the Great Commission given by Jesus Christ in Matthew 28:19-20 Go therefore and make disciples of all the nations baptizing them in the name of the Father and of the Son and of the Holy Spirit teaching them to observe all things that I have commanded you; and lo I am with you always even to the end of the a consistent witness for Jesus Christ; maintains a courteous Christ-like attitude in dealing with people within and outside of Focus; adheres to theStandard of Moral ConductandStatement of Faith; upholds Focus on the Familys ministry in prayerPrays personally for Focus on the Familys staff and constituents and may occasionally lead in a public prayerEngages in Christian ministryDemonstrates behaviors aligned withFOF core valuesPersonal Characteristics:Articulate approachable teachable concerned for longterm effectiveness for both face to face and over the telephone communication detail-oriented personable self-accountable self-motivated and team-orientedKnowledge/Experience:Bachelors Degree in Business Administration and/or Accounting and/or Finance preferredFamiliar with a variety of Financial Planning concepts and principlesSales experience telemarketing or retail2 - 4 years of experience in Planned Giving or Business-related field preferredAdministrative experience; enjoys developing and maintaining systemsSkills Abilities and Special Talents/Gifts:Attitude of service to Focus donorsEnjoys working with people - this position will deal intensely with donors and various supporting industry professionalsExcellent conversational human relations and telephone skillsIndependent self-starterAbility to work with limited supervisionProactive and creative problem solver; does not accept weve always done it this wayAbility to work well in a fast-paced environment with shifting priorities: flexibleAble to meet high-capacity workload and deadlinesEnjoys working with complex situations and assisting in solving problemsExtreme accuracy and attention to detail requiredStrong knowledge of Excel and WordStrong written and grammar skillsAbility to regularly deal with sensitive and confidential informationAbility to minister to constituents who are grievingPay Range: $58236 to $67077Application Materials Required: Cover Letter Resume/CV*Colorado Residents: In any materials you submit you may redact or remove any age-identifying information such as age date of birth or dates of school attendance or graduation. You will not be penalized for redacting or removing this Materials Instructions: Please identify the job specific minimum qualifications you possess in your cover letter and be sure your resume includes any and all relevant experience to be accurately assessed against the qualifications listed in the posting. To apply please submit the following application materials to this posting. 1. A current resume. 2. A cover letter that specifically addresses the job requirements and outlines on the Family puts a high value on our team members and offers a unique benefit scheduled for 20 hours or more per week are eligible for:Norton LifeLock ID Theft CoverageLegal Shield/ID Shield CoverageAFLAC403B Retirement PlanVacation Time & Vacation PayoutSick TimeHolidaysService AwardsCommunity Service DaysBookstore DiscountFitness CenterEmployees scheduled for 30 hours or more per week are eligible for all the above and:Medical PlanDental PlanVision PlanLife InsuranceDisability InsuranceFlexible Spending AccountsEAP (Employee Assistance Program)Tuition ReimbursementWarehouse Membership ReimbursementNote: This is a summary and should not be construed as future promises to continue to provide benefits as outlined above. For complete and definitive language refer to the governing plan documents.*Temporary employees are not eligible for benefits except for:Sick TimeBookstore DiscountFitness CenterTentative Search Timeline:Priority will be given to applications submitted by April 9 2026 However this posting will remain open until potential employee start date is April 13 2026Posting date: March 9 2026Un-posting date: ongoing until filledPosting contact email: