Now Recruiting For: Planned Giving and Major Gifts Officer Lancaster, PA

• Develop and implement a strategy for each planned-giving and major donor
• Expand target audience of potential givers by exploring private foundations, businesses and professionals, including lawyers accountants and wealth managers
• Communicate to potential and existing planned-giving and major donors regarding key projects supported by CLF, and encourage donors to contribute through a variety of giving solutions, including cash, marketable securities, real estate, life insurance products, endowments, trusts, bequests and charitable gift annuities
• Conduct regular visits with planned-giving and major donors
• Organize regional donor activities and special events
• Attend relevant professional conferences to continue professional development and networking
• Assist with special events as approved by senior management
• Meeting the annually set goal for assets under management and restricted gifts in support of CLF general and administrative budget
• Attend CLF staff functions and one-on-one meetings with senior management as needed
• Track donor contact, which includes activities such as monitoring number of face-to-face visits, phone calls, emails, personalized correspondence, funding proposals presented, new donor inquiries, etc.
• Use CLF data collection systems to the fullest, including MS Outlook products and Foundant C Suite software
• Stay current with trends in philanthropy and technical details on all forms of planned gifts and tax law changes, keeping staff informed of such changes; serve as a knowledgeable resource for CLF
• Report to CEO weekly on progress on the approved planned-giving goals

Required Personal Attributes/Skills

• Excellent verbal and written communication skills.
• Excellent interpersonal, negotiation, and conflict resolution skills.
• Enthusiastic leader capable of, managing diverse teams to reach a common goal; Initiating and completing projects; Make timely, effective and ethical decisions; Embody the entrepreneurial spirit; A self-starter who crafts creative solutions and opens doors to new donor relationships.
• Actively and consistently listen to all constituents, focus especially on donor needs, and know how to identify mutual benefits. Communicate excellently and compel audiences through writing and speaking.Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Ability to prioritize tasks, and to delegate them, when appropriate.
• Ability to act with integrity, professionalism, and confidentiality.
• Thorough knowledge of employment-related laws and regulations.
• Proficient with Microsoft Office Suite or related software.
• Proficiency with or the ability to quickly learn the organization’s CLF data collection systems to the fullest, and Foundant C Suite software
• We want to see you dream of transforming struggling organizations into successful ones, good ones into great ones, and that you know how to actualize your aspirations.