Gift Officer, Planned Giving

Work Area:Development

FULL TIME

MEMPHIS, TENNESSEE

Posted Sept. 27, 2019

Apply NowPrint this Job

JOB DESCRIPTION

The Gifts Officer will coordinate, cultivate and steward donors with the objective of obtaining planned gifts. The employee will be expected to take a portfolio of prospects, develop relationships with them, educate them about Church Health’s plans and needs, engage with planned giving advisors, coordinate with development staff on planned giving and secure gifts over $2,500.

 

  • Develop relationships with donors; educate them regarding Church Health’s mission, priorities and needs; and solicit maximum gifts, including planned gifts as appropriate.
  • Work as a partner with Director of Development and other staff and planned giving volunteers to develop and document strategies for identifying, cultivating and soliciting donors through phone calls, print materials digital tolls, donor events, in-person visits and tours.
  • Devise and activate stewardship plan for donors, donor families, each donor in the planned gifts and select major gifts portfolios. Participate in the execution of the plan as appropriate. Attend donor events, including memorial services, as appropriate.
  • Devise appropriate new donor recognition, bequest and memorial recognition and appreciation, family outreach and second-generation engagement.
  • Tracking and data management. Document and upload notes on constituents in Raiser’s Edge and keep donor files up to date. Report on results and support communications on planned gifts, bequests and related donor engagement. Write acknowledgement letters and solicitations and processing logs when needed.
  • Helps Director coordinate Planned Giving Advisory Council and Legacy Society communications, events and meetings. Actively participate in planned networking opportunities, including professional associations, congregational groups and community events.
  • Stay appraised and current on planned giving vehicles, policies, protocols and best practices.

 

 

RESPONSIBILITIES

The Gifts Officer will coordinate, cultivate and steward donors with the objective of obtaining planned gifts. The employee will be expected to take a portfolio of prospects, develop relationships with them, educate them about Church Health’s plans and needs, engage with planned giving advisors, coordinate with development staff on planned giving and secure gifts over $2,500.

QUALIFICATIONS

  • A college degree and 2 years work experience in the Area of Development is preferred.
  • Excellent computer and typing skills.
  • Superb Customer Service skills.
  • Good communication skills.

SPECIAL SKILLS & KNOWLEDGE

  • Must have ability to interact with major donors and planned giving prospects professionally and independently in different work and social settings.
  • Ability to interpret giving patterns and familiarity with giving vehicles and planned giving strategies.
  • Exceptional written and oral communications as well as interpersonal skills; and ability to set and achieve specific fundraising goals.
  • Familiarity with Raiser’s Edge or comparable development software.
  • The ideal candidate must be sophisticated and able to deal comfortably with senior professional and volunteer leadership.

 

Compensation & Benefits 

 

 

Compensation

Church Health offers competitive wages to attract and retain employees with great skills and ideas that align with our missionand to reward achievement. Regular performance reviews are held between each employee and his or her direct manager to ensure that achievements are recognized, and that goals and expectations are being met.

 

Medical, Vision & Dental

Church Health offers employees working 20 or more hours per week group major medical, vision and dental coverage, effective the 1st of the month following 30 days of employment.

Medical and vision is currently offered through BlueCross BlueShield of TN. Dependent coverage is also available. The organization currently pays approximately 50% - 80% of premiums dependent upon coverage level and number of hours worked per week.  

Affordable dental coverage is currently available through Delta Dental of TN, and spouse and dependent dental coverage is also available.

 

 

 

 

 

Flexible Spending Accounts &
Health Savings Accounts

Church Health offers two flexible spending account options, allowing you to save and pay for you and your family’s eligible medical, dental, vision and childcare expenses.

For participants in the High Deductible Health Plan, Church Health offers an HSA. Church Health also offers a one-time lump sum and a per pay period match for those who enroll in an HSA!

 

 

 

 

Basic Life & AD&D Insurance

Church Health offers basic life and AD&D insurance at no cost to employees.  This also covers a spouse and dependent children at no cost to the employee.  Employees may purchase additional supplemental group term life and AD&D for themselves, their spouses, and dependent children.

 

 

 

 

Short-Term and Long-Term Disability

Church Health offers short term and long term disability coverage at no cost to employees after 90 days of employment.  Short term coverage pays 70% of an employee’s eligible pay for up to 11 weeks.  Long term coverage pays 60% of an employee’s eligible wages after short term has been exhausted.  Employees must be on an approved leave of absence.

 

 

 

 

401k 

Employees working 20 or more hours per week may participate in a 401(K) deferred compensation plan that is designed to provide income for all covered employees beyond the working years.  Church Health will contribute a 3% safe harbor after one year of service and match up to an additional 1% if the employee participates.

 

 

 

 

Paid Vacation

Paid Time Off (PTO) is a benefit provided to full-time and regular part-time employees each year based on years of service and scheduled hours per week. PTO is accrued throughout the year and employees are eligible to use their accrued PTO after 90 days of employment.  Employees working less than 20 hours per week are not eligible for PTO.

Church Health also observes 10 paid holidays per year. 

 

 

 

 

Employee Assistance Program

All employees and members of their household have access to Church Health’s EAP provided by Lincoln Financial Group.  This service offers free and confidential assistance on topics ranging from stress management to substance abuse.

 

 

 

 

Professional Development

Church Health offers various opportunities for professional development, including Church Health University, our Quality Curriculum Course and external training and seminars such as Dale Carnegie Training.  

 

 

 

Staff Health Program

All employees are eligible for Church Health's Staff Health Program. Participants are rewarded in cash or PTO (if eligible for PTO) based on the number of points earned for making healthy decisions and participating in other events and activities. 

 

 

ABOUT CHURCH HEALTH

Church Health has served people since 1987 with our clinical services and outreach programs. Church Health seeks to reclaim the Church’s biblical commitment to care for our bodies and our spirits.

COMMITMENT TO DIVERSITY

At Church Health, we are committed to diversity, striving to create a staff that reflects the diverse communities with which we work. We seek individuals of all backgrounds to join our team.

Church Health

Pin It on Pinterest

Shares