Charles E. Smith Life Community, a premier provider of sub-acute, dementia, long-term care, and independent and assisted living services is searching for an energetic self-starter to work as a PLANNED GIVING OFFICER.
Located on a 34-acre campus in suburban Rockville, MD, our system provides a continuum of care encompassing long-term care at the Hebrew Home of Greater Washington, assisted living at Landow House, memory care assisted living at Cohen-Rosen house, independent living at Ring and Revitz House, and the Hirsh Health Center, an outpatient health clinic. With a rich history of over one hundred years of service to the community, we deliver quality services to over one thousand residents each day.
Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for planned gifts
Implement short- and long-term planned giving goals and strategies to build upon existing commitments and expand the current donor base to support Charles E. Smith Life Communities’ mission
Collaborate with the other members of the Development team to develop a strategic, comprehensive approach to generating planned gift support leveraging donors from both the mid-level and direct response program
Provide expertise in structuring complex gifts and working with colleagues to close new planned gift intentions
Oversee effective handling and processing of estate gift administration to ensure appropriate stewardship and closure of realized gifts
Manage the internal budget, track all invoices/expenses, provide regular written reports to the Vice President, and manage vendor relationships
Direct and oversee stewardship and recognition programs for planned giving donors and ensure effective regular communication and retention. Collaborate with major gift team to integrate planned giving goals and objectives in all fundraising activities
Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients and provide material for their use, exchange up-to-date information on current best practices, request help in obtaining referrals and discuss donor interests
Provide in-service training to professional and support staff on planned giving best practices
Prepare timely and complete gift proposals and illustrations, transfer documents, bequest language and other relevant gift agreements
Work with prospects and their professional advisors, and volunteers to develop appropriate solicitation and gift strategies
Create and implement multichannel marketing strategies including direct mail, marketing collateral, online communications, and events
Work closely with finance departments to oversee the administration of estates to ensure prompt settlement and payment of bequests
Set annual performance goals and report at least quarterly regarding progress toward goals, challenges, successes, etc.
Acts consistently with ethical guidelines and organizational core values and beliefs
Establishes, cultivates and stewards strong relationships with donors and friends to build and maintain lifelong partnerships and trust
Acts decisively to achieve results
Collaborates with Vice President of Development and Community Engagement Team to grow the planned giving program which increases revenue to support the strategic direction of Charles E. Smith Life Communities
Develops fundraising strategies and plans that integrate into the organization’s mission, priorities and goals.
Charles E. Smith Life Communities offers an attractive compensation and benefits package, including health, pension and flexible spending plans, various scholarships and tuition reimbursement. Submit resume and salary requirements to:
Bachelors degree in a relevant course of study required
Ten or more years of professional experience in fundraising or related field
Understanding of ethical standards and fundraising principles
Individual must be a highly motivated, well-organized professional with a progressive record of achievement and level of responsibility in fundraising
Must have proven record in prospecting, donor cultivation and gift solicitation experience resulting in successful gift solicitations
General knowledge of the law, with specific emphasis on charitable aspects of tax, estate planning and probate law
Superior written and verbal communication skills
High level of tact and diplomacy is required to work well with donors, trustees, volunteers, and staff at all levels
Ability to establish and maintain confidential communication with lawyers and financial advisors, verbally and in writing
Keen sense of personal integrity and discretion when handling sensitive information
Ability to establish and maintain positive working relationships with others, both internally and externally, to achieve the CESLC’s Pillars of Strength
Ability to foster teamwork, work cooperatively with others to set goals, resolve problems and make decisions that enhance organizational effectiveness
Ability to set priorities, monitor progress towards goals, create and implement action plans, and evaluate the process and results
Possesses a strong intellectual curiosity, passionate interest in ideas in the broadest sense, current events and trends, and especially those related to the work and mission of Charles E. Smith Life Communities
Proficiency with Microsoft Word and Excel; Raiser’s Edge and PG Calc required
Team player, able to work both independently as a self-starter, and cooperatively in a challenging, fast-paced, complex organization
Proven success in closing traditional and complex planned gifts, including but not limited to, bequests, gift annuities, remainder trusts, and gifts of real estate.
Manage multi-channel marketing and communications efforts to promote planned giving to prospective donors and help build a robust pipeline of donors and prospects.
Successfully managed a targeted portfolio of donors who have made deferred or planned gifts through trusts, charitable annuities, life insurance, wills, and bequests.
About Charles E. Smith Life Communities
Nearly a century of caring, wisdom and experience has a brand new name: introducing the Charles E. Smith Life Communities. Comprised of the Hebrew Home of Greater Washington, Ring House, Revitz House, Landow House, and a world-renowned Research Institute, we are a premier provider of sub-acute, long-term, and Alzheimer’s care. With a shared commitment to the Jewish value of honoring the elderly and ensuring the dignity of each individual, we offer a full range of senior services. We are a local, not-for-profit organization, and our doors are open to all in the community. Become part of a progressive operation whose roots go back to 1910 and see why over 200 staff have been with us for over 10 years. We offer an outstanding compensation and benefit package that includes health, dental, flexible spending and pension plans for full time employees. We are an equal opportunity employer which prohibits any form of discrimination in employment opportunities or practices based on race, color, religion, sex, national origin, age, disability, veteran status or any other characteristic protected by law. Employment decisions are based on merit, qualifications, and abilities. We are a smoke-free and drug-free workplace.