Regional Gift Planner -NE PA and SE PA

    • Job Tracking ID: 512830-600575
    • Job Location: Deployed, Other
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: December 06, 2017
    • Years of Experience: Any
    • Starting Date: ASAP
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Job Description:

Closing date: 1/31/2018

Job Context Information

The Mission Advancement unit is responsible for communicating with constituents and donors, handling marketing and public relations and directing fund appeals in order to most effectively communicate around a clear identity and churchwide mission while also motivating donors to respond with financial gifts.The ELCA Foundation, an integral part of the Mission Advancement unit, is responsible for major gifts and deferred giving programs for individual donors and pooled investment opportunities for ELCA related ministries.

Job Purpose

The Regional Gift Planner (RGP) will be responsible for identifying, cultivating, soliciting and securing new and ongoing gifts from individuals in support of churchwide ministries, congregations, synods and related ELCA ministries. The RGP works in partnership with synods, ELCA related organizations and institutions to expand the network of prospective donors and increase support for all Lutheran ministries.

Job Responsibilities

1. Meet with prospective donors to conduct discovery interviews; present gift plan proposals and ask for planned gifts on subsequent meetings

2. Make follow up calls to attendees to schedule appointments for discovery interviews, as well as calls to prospective donors from lists generated by CRM reports

3. Meet with pastors and key congregational leaders to explore vision and mission goals of their congregations. Present multi-faceted programs to congregational decision makers, resulting in workshops, events and additions to ELCA Pooled Trust endowment vehicle.

4. Lead planned giving workshops in congregations, synod assemblies, and for other ELCA-related organizations.

5. Complete Weekly Tracker for activity metrics. Update Pipeline Report for current stage and potential gift type/size and close date. Participate in weekly one on one activity calls. Enter all contacts and meeting notes in CRM.

Travel.

Must be willing and able to travel extensively by air and automobile.

Physical Effort.

While performing the duties of this job, the employee is regularly required to talk and hear, use hands and fingers to operate a computer and telephone. This position requires sitting for long periods of time. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.

Experience and Skills:

1. Demonstrated commitment to the mission of the ELCA, institutional and supporting partners and the donors who support the church’s ministry through outright and deferred gifts.

2. Seven years of experience in resource development, planned giving, financial/estate planning, sales, or related career with a solid understanding of the pipeline process.

3. Excellent communications skills with the ability to relate one-on-one and in large groups. Effectively interview potential donors about their passions for ministry and available assets, as well as present proposals, and ask for planned gifts.

4. Ability to utilize a constituent information system as an integral part of the moves management strategy.

5. Ability to work independently from home, while remaining self-disciplined and organized to be most effective.