Presbyterian Homes & Services · 21 hours ago
Gift Planning Officer
Eastern, KY
Full-time
Onsite
Senior Level
5+ years expPresbyterian Homes & Services (PHS) is a nonprofit organization providing high-quality housing and care options for older adults. The Gift Planning Officer will be responsible for cultivating donor relationships and securing major and planned gifts to support PHS's mission in the Milwaukee area.
Hospital
Responsibilities
Collaborate with Foundation colleagues and PHS leaders to advance the mission of PHS through philanthropy
Identify prospective donors (residents, family members, and friends) with capacity and affinity for the mission
Develop and implement strategies to identify, qualify, cultivate, and solicit major and planned gifts
Manage a portfolio of 100–120 donors and prospects, conducting an average of 20+ face-to-face visits per month
Prepare and present personalized gift proposals, including planned giving illustrations, to prospective donors
Negotiate and document gift agreements to ensure alignment with donor intent
Qualification
Required
B.A./B.S. degree required; CFRE certification or advanced degree preferred
Demonstrated passion for fund development and the mission-driven work of gift planning
Minimum of five years of experience working with major and planned gift donors, with a proven track record of cultivating and closing gifts. Experience in senior housing or long-term health care is beneficial
Strong knowledge of charitable gift vehicles and a comprehensive understanding of IRS regulations related to planned giving
Proficiency with donor management systems (preferably Donor Perfect) to track and manage donor portfolios, in addition to other common computer programs
Demonstrated ability to develop meaningful, mission-driven relationships with donors and prospective donors
Exceptional written and oral communication skills, with the ability to convey complex giving options clearly and persuasively
Experience organizing and executing fundraising campaigns, including donor identification and committee collaboration, highly desired
Strategic thinker with strong problem-solving skills, high professional initiative, and the ability to manage competing priorities
Collaborative, approachable, and a skilled listener with the ability to work effectively across all levels of the organization
Proven leadership ability, with evidence of successfully managing projects or initiatives with limited staff support
Well-organized with demonstrated enthusiasm for advancing the mission and vision of PHS
Ability to travel within the assigned region frequently. If out of state, ability to travel to the Twin Cities for specified meetings and events on occasion
Demonstrated compatibility with PHS' mission and operating philosophies
Preferred
CFRE certification or advanced degree preferred
Experience in senior housing or long-term health care is beneficial
Experience organizing and executing fundraising campaigns, including donor identification and committee collaboration, highly desired
Benefits
Health, and dental, including applicable HSA & FSA
Employer Contribution to HSA for eligible Health Plans
Life insurance (AD&D)
Retirement, with eligibility for an employer match
Holiday pay and extended sick
Vision insurance
Voluntary short-term & long-term disability
Accident & hospitalization coverage
Education assistance programs
Accrue PTO (Paid time off)
Same-day pay
Employee assistance program (EAP)
College partnership educational discounts
Access to Learn to Live Resources
Company
Presbyterian Homes & Services
Presbyterian Homes & Services is a non-profit, faith-based organization.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Becky Rauen
Senior Vice President and Chief HR Officer
Debra Waedt
VP Partnership Management & Systems Alignment
Recent News
Minneapolis / St. Paul Business Journal
2024-12-17
Minneapolis / St. Paul Business Journal
2024-02-14
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