Planned Giving Officer


General Description:
This position contributes to the marketing, cultivation, solicitation and stewardship of planned gifts to increase both the quantity and size of estate, life-income, and other planned gifts in support of the House Ear Institute. In a highly collaborative environment, this individual will be expected to coordinate efforts with development staff and Institute executives where appropriate.

Areas of Responsibility:
1. Planned Gift Cultivation and Solicitation
a. Build and maintain relationships with a portfolio of assigned planned gift donors and prospects. Manage in varying stages of involvement a caseload/portfolio of prospects and donors to ensure that timely steps are taken toward solicitation.
b. Make solo and joint (with development colleagues) contacts with prospects to counsel and assist them in their charitable gift planning; design and present planned gift illustrations.
c. File periodic electronic contact reports on donors and prospects contacted and participate in team prospecting analysis and strategy meetings.
2. Planned Gift Education, Planned Giving Expertise, and Other Responsibilities
a. Provide planned gift expertise to development staff, Institute executives and Trustees through educational presentations.
b. Maintain proficiency in the latest planned giving vehicle features and charitable gift law changes.
c. Utilize appropriate gift software programs to develop gift illustrations for presentation to prospects and donors.
3. Planned Gift Marketing
a. In collaboration with EVP, Development and Director of Marketing, provide input to planned gift marketing materials and strategies, including: developing key educational messages, identifying target audiences, and selecting donors to be profiled.
b. In collaboration with EVP, Development and the Director of Communications, coordinate the publication of planned giving newsletters and other periodic marketing pieces.
c. Make presentations to appropriate audiences on estate and gift planning related topics.
4. Planned Gift Stewardship and Other Initiatives
a. Participate in annual Heritage Group luncheon event planning and execution.
b. Initiate and monitor stewardship activities for assigned planned gift donors in portfolio.
c. Collaborate with development colleagues to facilitate stewardship activities for all Heritage Group members.
d. Perform other projects and serve on committees and task forces at the Institute as assigned by the EVP Development.

Qualifications:
1. Bachelor’s degree required, advanced or professional degree preferred.
2. Minimum five years of previous experience in planned giving or closely related field such as estate planning, trust management, or development/fundraising with strong emphasis on planned giving activities.
3. Prefer demonstrated leadership experience in either a professional or volunteer organization setting and campaign-related planned giving or major gift fundraising experience.
4. Demonstrated excellent writing, editing, research and presentation skills. Excellent attention to detail and demonstrated analytical and problem-solving skills.
5. Demonstrated intermediate level experience using Microsoft Office software, including Word, Excel and PowerPoint.
6. Ability to work effectively with Boards, staff and donors. Excellent interpersonal skills, with the ability to establish and maintain relationships at all organizational levels. Ability to take initiative and function independently and as part of a team.


Dan Graham
EVP Development, Communications, and Marketing
House Ear Institute
2100 W. Third Street
Los Angeles, CA 90057
jobs@hei.org