Planned Giving Officer - St Paul, United States - Twin Cities PBS

Description

Every day, TPT uses the power of media to advance the arts, spur learning, help young people succeed and help adults age vitally.

Twin Cities PBS has a growing Giving Team and we have an exciting new role The Planned Giving Officer is responsible for the developing and implementing a comprehensive planned giving program to secure financial support through bequests, trusts, endowments, and other planned giving instruments.

The Planned Giving Officer will lead the development and help refine program strategies, processes, and activities that lead to successfully meeting growth goals.

Specifically, the Planned Giving Officer will create broad donor communications, develop, and execute fundraising strategies, work collaboratively with other Major Gift staff members to secure contributions, and steward new and current donor relationships to grow TPT's Visionary Society.

The Planned Giving Officer will also raise current gifts as part of the gift planning process when such gifts are in the best interests of donors and TPT.

Donor Relations (60% of time) Consistently meet or exceed revenue and growth goals through donor cultivationManage a portfolio of planed giving prospect to identify, qualify, cultivate, solicit, and steward supportersDevelop and maintain strong relationships with donors, financial advisors, and legal professionals to facilitate planned giving discussionsIdentify donors' passions and interests, build relationships, and steward relationships into meaningful support opportunitiesServe as point of contact for individuals with interest in planned giving and those who document a gift, and build a process to welcome, cultivate and track their donor journeyProvide ongoing guidance to the members of the development team, TPT senior staff, Board members, and other key volunteers to secure planned giftsFully utilize the CRM to track communications, deepen data points, and leverage data to inform and prioritize activities and strategies Works with staff to assist in complex planned gifts, including annuity illustrations, etc.

Solicit annual operating gifts from donors a personal portfolio, when appropriateActively participate in the creation and execution of fundraising activities and events, including station tours, donor visits and events hosted by the Development TeamCommunicate the value and impact of TPT while representing the TPT brand to our community Planned Giving Strategy and Processes (20% of time) Build and lead giving strategies and processes related to the planned giving programCollaborate cross-functionally to build and implement a full range of giving campaigns to secure planned and current giftsCreate and deliver presentations, seminars, and other informational sessions to promote planned giving opportunitiesManage the Visionary Society donor recognition program to steward and further cultivate existing program donorsCollaborate with the fundraising team to integrate planned giving into overall fundraising strategies Develop, implement, and evaluate planned giving communication, stewardship, and engagement strategiesOversee external vendor relationships to develop significant value to donors and the programStay informed about tax laws, investment strategies, and other factors affecting planned giving, and communicate relevant information to donorsAnalyze data to inform and prioritize individual and planned giving strategiesMeet or exceed individual goals as well support the team to reach larger departmental revenue goalsManage process improvements as needed Planned Giving Administration (15% of time) Monitor and participate in the administration of probate and trust estates to ensure TPT receives all funds intended by donorsConsult with TPT's General Counsel on gift planning legal matters, as neededCoordinate with Finance regarding the expected amount of pending estate gifts that should be considered for booking Oversee gift processing and acknowledgement of all realized planned gifts Tracks all realized planned gift revenue and regularly report status to the VP, Development.

Other Duties as Assigned (5% of time) Participate as an active member of the Advancement divisionConstantly act as an internal and external ambassador of the Major Gifts teamContribute to shared goals and collaborate with colleagues to achieve prioritiesComplete other tasks as assignedRequired Experience8 years combination of education and successful work experience may be considered in lieu of a bachelor's degree8-10 years of fundraising experience with a demonstrated record of accomplishment with major and planned gift areaPreferred Experience10+ years of fundraising experience with demonstrated record of accomplishment with major and planed gift areaExpertise in estate planning and trust and estate administration Experience with tax, legal, and financial requirements, and benefits of charitable estate planning.

Proficiency managing a CRM to maximize relationship management Ability to use discretion when handling and communicating sensitive information The ability to create effective, high-quality relationships with excellent interpersonal, written, and verbal communication skillsThe ability to work independently and motivate self to achieve success by taking initiative and being detail orientedFamiliarity with process of probate and trust estate administration, including interacting with estate attorneys, executors, and trusteesAbility to communicate with donors, and staff about complex gift planning and estate issues clearly and diplomaticallyAbility to interact on a professional level with donors' legal and financial advisorsAbility to write and develop letters, proposals, and other communication promoting and communicating planned gifts.

Computer proficiency required, including experience with CRM, PG Calc (or other planned giving software), Word, Excel, and PowerPoint highly desirable Must be able and willing to learn new technology, processes, and systemsAbility to work collaboratively and communicate effectively with all team membersConstant commitment to advancing Inclusion, Diversity, Equity and Accessibility (IDEA) priorities within the organization Ability to travel to locations in the greater metro area on a frequent basis, partake in some evening and weekend hours for meetings and eventsOccasional travel out of the state, as neededWe know that engaging, building trust, and making a difference relies on the collective wisdom and strength of a truly diverse organization.

With this in mind, and as an equal opportunity employer, we encourage and strongly welcome candidates of all identities, lived experiences, orientations, and communities to apply.

Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.