The Planned Giving Officer is responsible for managing a portfolio of planned giving prospects, cultivating donor relationships, and leading the planned giving program. Responsibilities include solicitation, stewardship, and collaboration with staff to enhance the program.
Background on The Lucky Foundation
The Lucky Foundation, a 501(c)(3) Non-Profit Public Benefit Corporation who was founded to honor the fallen, empower communities, and preserve the legacy of service, is seeking volunteer leaders to join its dynamic Advisory Board Committee.
Honoring our fallen heroes, both those who have served and those who protect our local communities, is a vital act of remembrance and gratitude. It is our duty to recognize their sacrifices, not only at a national level but also within our local communities and at a personal level.
Community involvement has a crucial role in honoring our heroes. It allows us to collectively express our appreciation and uphold the values our heroes embodied. Moreover, it enables families to pass down the legacy of their loved ones, instilling in younger generations the importance of patriotism, integrity, and selflessness.
Numerous ways exist to honor our heroes, their families, and their sacrifices. Through volunteering, donating, or simply expressing our gratitude, we can individually contribute to preserving their memory and upholding the ideals they fought for. These acts of remembrance serve as a reminder of the unwavering commitment and bravery of those who have given so much to safeguard our freedoms and protect our communities. Unite with us in honoring our fallen heroes.
The Lucky Foundation (TLF) is seeking an Planned Giving Officer to join our Advisory Board. The Planned Giving Officer will be part of the Leadership Committee of the Advisory Board of Directors, a position which comes with more responsibilities than joining as a member. The Planned Giving Officer position will be responsible for providing direction, guidance, and leadership.
Job Summary
TLF is looking for a dynamic, experienced professional to cultivate, solicit and steward planned gifts from individuals and families. We seek a candidate based in a major metropolitan market. The ideal candidate will have experience and success in cultivating and securing a variety of annual campaigns and/or high net worth individuals and families.
The ideal candidate will also have experience in qualifying and cultivating planned giving prospect leads.
Reports to: Chief Development Officer
Responsibilities
- Proactively and strategically manages an assigned planned giving portfolio and prospects within geographic area
- Qualifies, cultivates, solicits and stewards planned gifts through personalized contact including phone calls, correspondence and personal visits with assigned donors.
- Collaborates with staff, as assigned, to qualify, cultivate and steward planned gifts.
- Creates, executes and participates in donor events as assigned
- Leads implementation of a national planned giving program within the assigned area.
- Contributes to the assessment and enhancement of the national planned giving program.
- Assists with creating and managing planned giving budgets for assigned areas.
- Maintain strong and accurate records of activities, as directed by team protocol using the national database.
- Using planned giving software, prepare gift illustrations and proposals for charitable gift annuities and other planned giving opportunities, prepare written materials such as visit strategies/briefings, correspondence, solicitation/proposal and pledge documents.
- Adhere to professionalism in fundraising best practices as demonstrated by moves management industry standards and donor-centered methodology.
- Handle other planned giving responsibilities as needed.
Required Skills/Abilities
- Demonstrated success in personal cultivation, solicitation, stewardship and closing of gifts and/or sales with individuals, families or households.
- 3-5 years minimum required experience in donor facing fundraising or client facing sales. Planned giving, annual campaign or major gifts background preferred.
- Excellent, persuasive and diplomatic communicator - in person, over the phone and in writing - with the ability to prepare proposals, briefing materials, reports and correspondence.
- Strong problem solving and negotiating skills. Highly creative/innovative with abilities to persuade and motivate others.
- Strong organizational skills with ability to analyze data and information to drive strategic development of portfolio
- Self-starter, ability to work independently on complex donor strategies.
- Superior interpersonal skills, including ability to listen, observe and interact well with diverse individuals and groups.
- Results oriented with ability to meet deadlines and goals.
- Team leader and team player with ability to work collaboratively with national staff and volunteers.
- Must be available for evening and weekend work as required
- Bachelor’s degree required. CFRE or advanced degree a plus.
- Experience with software such as Crescendo or PG Calc is preferred
Thank you for your interest!
The Lucky Foundation™ - Let United Compassion Keep You℠
The Lucky Foundation is proud to be an Equal Employment Opportunity employer that is committed to a diverse and inclusive workforce. The Lucky Foundation will not discriminate based on race, color, ancestry, national origin, religion, creed, age, disability (mental and physical), sex, gender (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity, gender expression, medical condition, genetic information, marital status, military or veteran status, or any other status protected under federal, state, or local law.
Similar Jobs
Healthtech • Other • Social Impact • Software • Telehealth
Manage financial operations using Pigment, leading AI adoption in Finance, optimizing workflows, and ensuring data integrity across planning cycles.
Top Skills:
AILookerPigmentSQLTableau
Big Data • Cloud • Software • Database
The Staff Developer Advocate focuses on enabling strategic customers to effectively use MongoDB technology, guiding developers through design and implementation of scalable database solutions, and mentoring teams on best practices.
Top Skills:
AWSCloud-Native PlatformsGCPAzureMongoDB
Fintech • Financial Services
As a Collections Specialist, you will manage SMB customer accounts, negotiate payment plans, achieve recovery targets, and document accounts in Salesforce CRM.
Top Skills:
Salesforce CRM
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
