Gift Planning Officer
Oxfam America 4 reviews - Boston, MA

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  • Plan and recommend program priorities, budget projections, financial risks, and financial and activity goals for the Gift Planning program. Implement program as agreed upon and approved by the Deputy Director.
  • Develop and implement a cost effective marketing plan to reach the maximum number of new planned giving prospects. Identify and test promotional and marketing strategies, including but not limited to direct mail, website, publications, and ads. Analyze program effectiveness.
  • Manage the cultivation and solicitation of the planned giving prospect portfolio. Assess giving potential, identify and prioritize top donors and prospects, develop individualized cultivation and solicitation strategies. Manage stewardship of the Legacy Circle members.
  • Coach other members of the Individual Giving team to ensure that all know how to include planned giving topics in interactions with donors.
  • Plan strategies for and conduct face-to-face visits and other high-level interactions with donors and prospects, and file trip/contact reports that recommend next moves and update strategies. Prepare follow-up written proposals as appropriate and close gifts. Coordinate donor travel with other members of the Individual Giving team.
  • Coach and collaborate with the Estate Officer. Oversee tracking, monitoring, and processing realized revenue from estates, including annuities, bequests, trusts, and other beneficiary designations of deceased donors. Assure that all donor gifts are acknowledged appropriately and in a timely manner.
  • Share responsibility for the timely and accurate completion of routine projects such as gift acknowledgements, mailings, annual report listing, call lists, invitation lists, and verification of database coding. Monitor the maintenance of Gift Planning donor records and other information such as contact reports, individually customized reports, letters and proposals.
  • Manage gift annuity program and interface with outside managers (Boston Private Bank and PGCalc). Monitor statements, reports, check distributions, and other output indicators of service quality, and assess whether vendors are serving donor interests well. Maintain institutional relationship with legal counsel for the Gift Planning program, and interface with donors’ legal and financial counsel.
  • Manage annual state registration process.
  • Maintain the gift acceptance policy manual, in collaboration with the Deputy Director.
  • Perform other related duties as required.


    ¨ The incumbent will stay abreast of professional standards, trends and issues affecting this set of responsibilities, demonstrating continuous learning of the field.

    ¨ S/he will work effectively and collaboratively in support of building a team-based culture of work, will perform all duties appropriately for a multi-cultural environment, treating all persons with dignity and respect, and will be familiar with and committed to Oxfam America mission and goals.

    ¨ Must be able to travel approximately 25% of work time, (approx. 8-9 weeks).


    Education: Bachelor’s degree

    Experience and Core Competencies:

    ¨ At least five years’ experience in direct planned giving or major gifts solicitation at the $10,000+ level, or in the Financial services or Legal profession.
    ¨ Demonstrated knowledge of and experience with Gift Planning principles, gift types, marketing techniques, and donor strategies, and of professional resources available for planned giving fundraising.
    ¨ Commitment to meeting goals, high degree of initiative.
    ¨ Self-motivated.
    ¨ Superior oral and written communication, interpersonal, and motivational skills.
    ¨ Ability to develop and follow through on creative and effective solicitation strategies.
    ¨ Ability to work successfully in a team environment.

    ¨ Capital campaign gift cultivation and solicitation experience.
    ¨ Experience in project management and/or implementation of cultivation events.
    ¨ Experience working with executive staff, board members and major gifts volunteers.
    ¨ Public speaking experience.
    ¨ Knowledge of basic finance or accounting principals
    ¨ Prior cause-related fundraising experience in a national organization.


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