Location: Nashville, Tennessee International Headquarters (Not a remote opportunity)
Purpose and Scope
The Planned Giving Officer represents the Development Division in the identification, cultivation, solicitation, and relational stewardship of individuals for their interests in financially supporting the mission of The Gideons International and its programs.
This position will focus primarily on planned and deferred gifts, while also pursuing opportunities for major gifts—all with a heart of being donor-centric and promoting Biblical stewardship and generosity. Performance in this position requires functioning with impeccable integrity and securing gift commitments, with an emphasis on planned and deferred opportunities.
The position will represent all of The Gideons International funding needs, matching each donor’s interests with the appropriate gift opportunities. Of equal importance will be collaboration within the Development Division and service to donors, and the accommodation of their best interest in the gift cultivation.
A background in financial planning is preferred, and a legal background (J.D. degree) is a plus. The position reports to the Senior Planned Giving Officer of The Gideons International.
Essential Job Functions
Provide Information on Charitable Estate Planning. Initiate regular communications to prime prospects among the various constituencies of The Gideons International. Respond to inquiries. Speak to interested groups. Sponsor seminars and workshops for financial advisors and potential donors.
Identify Prospective Donors. Identify prospects through the research of office records, referrals, direct mail, seminars, database analytics, and other means including collaboration with Donor Researcher, as appropriate. Maintain an effective record system and an efficient follow-up procedure to assure that all initial contacts receive appropriate attention through the discovery stage.
Develop and Cultivate the Prospects’ Interests. Relationships with prospects are carefully cultivated primarily through personal contacts, in an effort to engage and involve them in the ministry of The Gideons International. Patiently and persistently connect and gain the prospect’s trust through phone calls, correspondence and personal meetings . Answers all of the prospects’ questions and keeps them mindful of the ministry and its programs. As much as possible, gains the prospect’s trust.
Assess Various Contribution Options. Assist donors in assessing their philanthropic intentions by developing plans for the use of their gifts through gift agreements, letters of intent, or similar means. Works closely with the office’s fundraising, professional and administrative staffs, in developing plans for those donors for whom others have the primary contact.
Develop Solicitation Strategies and Proposals. Devises appropriate means to elicit financial support through a verbal or written request, often committing the plan to paper in a manner that is both convincing and understandable to the prospect and the prospect’s advisors. As necessary and appropriate, counsels with experts to work out details.
Ensure that Arrangements are Properly Executed. Facilitates gift plan with related parties (attorneys, trust departments, estate executors, TGI Finance Division, etc.) to ensure proper execution according to the donor’s intentions.
Maintain the Commitment of the Donor. Properly expresses appreciation and impact of their contribution in advancing the mission of winning others to Christ. Ensures that the donor maintains confidence in The Gideons International and in the wisdom of his or her charitable donation with ongoing communication and relationship building. Keeps vigilant to the possibility of additional gift planning with the donor or a referral.
Keep Current and Informed. Keep abreast of the legal and technical developments in the areas of estate planning and charitable donations. Maintain professional knowledge about tax laws and other technical aspects of planned giving. Attend workshops, seminars, conferences, and keep current with professional reading. Remain current and conversant with current trends in the non-profit ministry in general, and The Gideons International in particular—its goals, programs, its mission, and its vision.
Engage in the Mission and Vision of The Gideons International. Maintains a personal commitment to the mission of the ministry and is an enthusiastic booster of our cause through personal involvement as a member of the Association, which lends credibility and firsthand knowledge to inspire others in their support. This may including Undertake occasional ministry-related assignments in the US and other countries to build relationships, and experience and further understand TGI activities.
Undertake management or participation of special projects as assigned.
Assist in development and execution of marketing efforts for planned giving, including content for online promotion and printed materials for distribution to prospects explaining gift planning opportunities and tax advantages.
Develop and conduct Planned Giving Seminars to inform prospects of biblical stewardship and philanthropic opportunities through The Gideons International.
Submit call reports and record pertinent donor activities in CRM; use software for developing gift proposals.
Utilize Moves Managementtm protocols to devise cultivation and solicitations plans, working collaboratively to assist other Development Officers in the strategy of their prospects and donors.
Reports To: Sr. Planned Giving Officer
People Management Responsibility: None
Works Closely With: Director of Development, Chief Program Advancement Officer, USA Field Managers, All Development Personnel
Essential Knowledge, Skills, and Training & Development
Follow verbal and written instructions
Ability to use PC and widely-used software applications, especially Microsoft Office applications and donor database (ideally RaisersEdge) CRM
Ability to provide analytical skills
Knowledgeable of estate planning and tax laws, including wills and trusts
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is required to stand, walk, sit, talk, and hear. Specific vision abilities required by the job include close vision.
Travel by automobile and air.
Mission Critical Competencies
Mental Ability. The ability to acquire and apply the requisite technical knowledge (i.e., an understanding of estate planning and tax laws.); a facility with numbers, the ability to comprehend legal documents.
Judgment and Decision Making. The ability to think on one’s feet; to evaluate relevant information, recognize alternatives, and reach logical conclusions based on the evidence at hand without undue vacillation; to handle day-to-day problems in a practical and effective way.
Planning and Organizing. The discipline to structure personal activities to maximize productivity and efficiency; to arrange documentation and information in a systematic manner; to establish objective and measurable plans for accomplishment of goals; to set priorities.
Communication Skills. The talent to speak effectively and to make oneself understood in personal interactions and group presentations; to listen effectively to acquire and respond with relevant information to project credibility and sincerity. The ability to present a written message in a clear, direct, interesting, and compelling manner.
Human Relations Understanding and Skill. The sensitivity to perceive and react with consideration to the needs and feelings of others; skill in developing relationships that enhance understanding and engagement.
The Ability to Motivate. The skills to influence, persuade, motivate, and convince others to the worthwhileness of the cause and appropriateness of the gift.
High Initiative. Work in accordance with self-imposed work standards and discipline; to be a self-starter willingness to devote extra effort to get a job done.
Persistence. Determination to continue to pursue objectives, despite disappointments and rejections.
Self-Assurance. Realistic faith in one’s self-worth and abilities, which elicits the respect of others.
Flexibility. Ability to adapt and respond appropriately to the demands of a variety of situations.
Maturity. The willingness to delay immediate gratification and short-term rewards in order to achieve long-range goals; emotional and behavioral self-awareness; concern and consideration for the consequences of actions; ability to handle frustration and ambiguity constructively.
Commitment. Loyalty to The Gideons International and a strong advocacy in the value of our ministry.
Integrity. Demonstrates high standards of moral, legal and ethical behaviors. Exercises care and discretion in dealing with confidential donor information.
This Job Description is for general purposes and guidelines only and should not be considered all-inclusive. Neither does the receipt of this job description constitute an employment contract. Furthermore, it should be known that this list of job requirements is subject to change without written notice.
Work Environment and Time Requirements
Climate-controlled office environment
8-hour workday, with variations in work volume sometimes require extended working hours
Travel required as necessary, up to 50 percent
A bachelor’s degree is required, and an advanced degree (particularly in Law—J.D.), is especially desirable. There should be three years’ experience in planned giving or charitable estate planning, trust operations, or finance. A certified financial planner (CFP) or a similar professional designation is desirable. Successful completion of a drug and background screen
Internal Number: 2019-215
About The Gideons International
Changing lives since 1899...The Gideons International is an interdenominational association of Christian business and professional men and their wives who are members of protestant/evangelical churches. Our members are dedicated to winning the lost to Christ through personal witnessing and the distribution of God's Word in some 200 countries, territories and possessions.
Our members live around the world and serve in their local communities, making us very effective and efficient because:
*These Gideons know the local language and customs;
*They know the locations of the hotels, schools, prisons, hospitals, and other venues where Bibles and New Testaments need to be distributed;
*Sometimes, we're able to establish local groups of Gideons in countries where traditional missionaries aren't allowed to go.
For more information, see www.gideonsteam.org