Development and Grants - Planned Giving Officer
The Lucky FoundationUnited States
Posted October 11, 2024
Full Time
About the Company
The Lucky Foundation is a 501(c)(3) non-profit organization dedicated to educational and charitable purposes. As a public benefit corporation, it operates exclusively for the greater good, without private gain or personal enrichment. The foundation's property and funds are irrevocably dedicated to its mission, and all activities are transparently reported on its website.
Job Description
The Lucky Foundation is seeking a Planned Giving Officer to join its Advisory Board. The ideal candidate will have experience in cultivating and securing planned gifts from individuals and families, and will be responsible for providing direction, guidance, and leadership.
Requirements
- Proactively and strategically manage an assigned planned giving portfolio and prospects
- Qualify, cultivate, solicit and steward planned gifts through personalized contact
- Collaborate with staff to qualify, cultivate and steward planned gifts
- Create and execute donor events
- Lead implementation of a national planned giving program
- Contribute to the assessment and enhancement of the national planned giving program
- Maintain strong and accurate records of activities
- Prepare gift illustrations and proposals for charitable gift annuities and other planned giving opportunities
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan