Location: Tampa, FL
Company: Ronald McDonald House Charities Of Tampa Bay
Mc Donald House Charities of Tampa Bay, our mission is to create, find and support programs that directly improve the health and well-being of children and their families. We accomplish this through our core values of compassion, hospitality, trustworthiness, kindness, and professionalism.
Ronald Mc Donald House Charities of Tampa Bay (RMHCTB) has been working to improve the health and well-being of children and their families since 1980. Our primary program, the Ronald Mc Donald House, provides a place to stay for families that have children receiving medical treatment at Tampa Bay hospitals and outpatient centers. RMHCTB operates 4 Ronald Mc Donald Houses in Tampa Bay, 3 located in
St. Petersburg and 1 located in Tampa. Overview Benefits: RMHC-TB covers 100% of employee health and dental, provides 401k with annual contribution, offers two weeks of paid leave with annual leave increase plus an additional 12 flexible days for holidays + accrued sick leave.
Work location: Business Office, 35 Davis Blvd. Tampa, FL 33606 Schedule: Mon - Thurs and typically remote Fridays if desired. Occasionally Friday on-site work may be necessary and about 6-8 evenings a year for board meetings or signature events. T itle: Ronald Mc Donald House Charities - Legacy Giving Officer Reports to: Director of Development & Marketing POSITION SUMMARY The Legacy Giving Officer is responsible
for building and implementing our planned giving program and overseeing our legacy society.
This team member is a self-starter eager to meet with donors in order to identify, cultivate and solicit planned gift commitments. This position is part of a growing initiative to build our development team and will serve as a subject matter expert for donors, volunteers and staff. This team member will focus on creating a portfolio of planned gift prospects by deepening current donor relationships and identifying potential legacy donors. This position will oversee all planned giving marketing efforts and stewardship of our newly formed legacy society. This position will work with the staff leadership, board committee members and other volunteers to advance our philanthropic efforts and grow our legacy society.
This hands-on position is an integral component of the Administrative Office Team. All functions will be performed while maintaining the safety and security of the house and residents, and with hospitality, compassion, and professionalism. ESSENTIAL FUNCTIONS: Donor Relationships Work collaboratively with Director of Development & Marketing, Chief Executive Officer, Gift Officers, and Development & Marketing Committee to identify planned giving prospects Identify, cultivate, and solicit planned gift commitments through in-person meetings with current annual giving donors and some major gift prospects Identify, cultivate, and solicit tax-efficient lifetime gifts from qualified donors, including qualified charitable contributions, gifts of stock and other securities, and other non-cash gifts as appropriate Steward current and future legacy society donors and identify opportunities to recognize, engage, and celebrate legacy supporters throughout the year Apply moves management and solicitation best practices to secure planned gift commitments from individuals Host planned giving event(s) to steward current legacy society donors and cultivate potential new planned gift commitments Develop relationships with legal, financial, and other estate professionals with charitable gift planning experience to serve as partners and resources Attend meetings to regularly share updates on donor portfolio progress and identify opportunities to collaborate with Director of Development & Marketing, Chief Executive Officer, and Gift Officers on blended gifts or planned gift commitments from major gift donors Goals will be set annually for new legacy society members secured and value of new planned gift commitments Assist and attend RMHC stewardship events and signature events Marketing Work in conjunction with the marketing team to execute annual planned giving marketing strategy Develop surveys to gauge donor interest in planned giving Manage any collateral and website marketing Donor Analysis & Reporting Refine prospect research processes on donor capacity and work with team members to identify and qualify planned gift prospects Develop additional processes with team members to track touchpoints and donor cultivation and solicitation Ensure all donor outreach is properly entered into the database in a timely manner EDUCATION AND EXPERIENCE REQUIREMENTS: Bachelor's Degree or equivalent experience required 3+ years working in development at a nonprofit, 1+ years working directly with donors KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Ability to read, write, speak, and understands English fluently Excellent communication and interpersonal skills Strong writing skills Must be customer service oriented Ability to evaluate objectively, fairly, and consistently Demonstrate understanding of planned giving vehicles, including bequests, beneficiary designations, qualified charitable contributions, etc.
or show a competence for and genuine interest in learning the processes and tax benefits of non-cash and testamentary gifts Ability to work occasional night or weekend events or meetings Effectively implement planned gift fundraising best practices Proficient in computer programs such as Microsoft Word, Access, Power Point and Excel Ability to use wealth screening software and donor database tools Ability to multitask PLEASE NOTE: Management reserves the right to change or otherwise modify the functions of this job to meet the needs of the company.
Additional duties may also be assigned. Consideration will be given to make reasonable accommodations for individuals with disabilities. Mission Statement: Employment contingent upon the successful completion of a background check.
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