The Planned Gift Officer is responsible for identifying prospective planned gift donors and is expected to spend at least 50% of time traveling, approximately two weeks of every month. The Officer will visit current donors encouraging them to support the Southern Poverty Law Center’s (SPLC’s) advocacy initiatives on the local, regional and national levels through completed planned gifts and estate planning vehicles.
Primary Job Functions:
Develops and manages a portfolio of gift annuitants and planned givers;
Communicates with donors, legal advisors, estate planners, and financial planners concerning planned giving opportunities;
Assists donors with SPLC-directed gift selections;
Maintains relationships with SPLC-planned giving consultants.
Education and Related Work Experience:
Bachelor's degree required; law degree preferred; tax law degree or estate planning background a plus;
Minimum 5 years fundraising experience (or related field) with an emphasis on effective relationship building;
Knowledge of planned giving vehicles and knowledge of tax law relating to charitable giving, both current and planned, including trusts and estates.
Knowledge, skills, and abilities:
Ability to work remotely and navigate in major cities and to work evenings and weekends as necessary;
Proficient in computer skills, especially Microsoft Word, Excel, PowerPoint, Outlook;
Excellent oral and written communications skills required, with public presentation experience;
Ability to creatively problem solve while managing a portfolio of approximately 100 planned gift prospects each year;
Experience working in a highly collaborative environment;
Ability to prepare and support senior leaders for donor events;
Sense of humor coupled with a strong work ethic;
Demonstrated commitment to social justice.
Other Special Considerations:
The Planned Giving Officer is expected to spend at least 50% of their time traveling, approximately two weeks of every month.
This job is performed under general office conditions and is not subject to any strenuous physical demands or dangerous conditions.
The statements herein are intended to describe the general nature and level of work being performed by the employee in this position. These statements are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of a person in this position.
An Equal-Opportunity Employer with a Commitment to Diversity
Southern Poverty Law Center (SPLC) is proud to be an equal opportunity employer, and as an organization committed to diversity and the perspective of all voices, we consider applicants equally of race, gender, gender identity, color, sexual orientation, religion, marital status, disability, political affiliation, national origin, or prior record of arrest or conviction.
Employer will assist with relocation costs.
About Southern Poverty Law Center
Civil rights lawyers Morris Dees and Joseph Levin Jr. founded the SPLC in 1971 to ensure that the promise of the civil rights movement became a reality for all. Since then, we’ve won numerous landmark legal victories on behalf of the exploited, the powerless and the forgotten.Our lawsuits have toppled institutional racism and stamped out remnants of Jim Crow segregation; destroyed some of the nation’s most violent white supremacist groups; and protected the civil rights of children, women, the disabled, immigrants and migrant workers, the LGBT community, prisoners, and many others who faced discrimination, abuse or exploitation.Our Intelligence Project is internationally known for tracking and exposing the activities of hate groups and other domestic extremists.Our Teaching Tolerance program produces and distributes – free of charge – anti-bias documentary films, books, lesson plans and other materials that reduce prejudice and promote educational equity in our nation’s schools.We also built and maintain the Civil Rights Memorial and its interpretive center, the Civil Rights Memorial Center, in Montgomery, Alabama, the birthplace of the modern civil rights movement.We’re based in Montgomery and have offices in Atlanta, Miami, New Orleans, and Jackson, Miss.