Job Posting (1)
Date Posted July 15, 2008

Name: Grace Reitzfeld

 

Organization: University Advancement/USC

 

Phone: 213-740-8148

 

Email: wygr@usc.edu

 

Job Posting Text: University of Southern California (Los Angeles, CA)

University Advancement, Office of Planned Giving

Open Position: Director of Planned Giving

 

The USC Office of Planned Giving seeks a Director of Planned Giving to join its team.  The Director serves as an expert or lead development professional in a sophisticated planned giving program with over $330 million in current planned gifts.  The position provides a high profile opportunity for the right person to develop their career in central Advancement at USC.

 

Specific duties include:

 

- Identifies major prospects and develops strategic plans for cultivation;

- Advises donors in the use of charitable giving strategies, such as charitable reminder trusts, charitable gift annuities, and life insurance;

- Offers seminar style presentations on a variety of planned giving topics;

- Works in stewardship and donor relations for existing donors and beneficiaries;

- Participates in professional meetings and conferences and/or contributes to journals or publications to maintain professional contacts and visibility; and

- Reports to the Executive Director of Planned Giving.

 

Preference will be given to candidates with at least 10 years of work experience, including at least five years of planned giving or non-profit fundraising.

 

Minimum Education: Bachelor’s Degree in Business Administration.  Preferred Education: MBA or JD.

 

Competitive compensation package with full benefits based on experience.

 

Interested parties should email their resumes to wygr@usc.edu or fax them to 213-740-8149.

=================================================================================
===============================================================================

Job Posting (2)
Date Posted July 25, 2008

JOB DESCRIPTION – Planned Giving Associate, Western States

Under the direct supervision of the Director of Planned Giving, the Associate will perform a variety of duties to ensure that the planned giving program continues to grow and realize fundraising revenue in the Western States. The main geographic focus of this position is California, with an emphasis on Southern California.  Additionally, the Associate will cultivate and solicit donors by phone, mail and in person in other Western states as assigned, with an emphasis on Colorado, Washington, Nevada, Arizona, and New Mexico.  

 

MAJOR DUTIES AND RESPONSIBILITIES

The Associate will be responsible for lead generation and follow-up with interested potential donors.  Associate will communicate with donors and prospects concerning their goals regarding charitable estate planning.  Associate will assist donors in developing charitable giving plans and will impart technical knowledge as requested.   This will require travel in order to conduct personal solicitations and meetings.  Associate will steward relationships with donors and potential donors. 

Work with donors in establishing their planned gifts, including transferring assets and preparing documentation.   

Utilize PG Calc Planned Giving computer software to calculate and describe financial benefits of individual planned gifts. 

Associate will be responsible for coordinating production of estate planning seminars and donor cultivation events in geographic areas described above.   

 

QUALIFICATIONS

Must be outgoing, personable, and comfortable with senior community.

Must be familiar with fundraising techniques.

Experience with estate and tax planning principals, including charitable planning techniques is a plus. 

Background in Jewish communal service and/or social work is a plus. 

Familiarity with Jewish community in Southern California is also a plus.

Please email cover letter and resume to jobs@bnaibrith.org

Contact Person – Bernadette Richardson (202) 857-2757

========================================================================
========================================================================

==============================================================================================================
==============================================================================================================

Job Posting (4)
Date Posted July 28, 2008

===================================================================================================================================
===================================================================================================================================

Job Posting (5)
Posted July 29, 2008

ST. FRANCIS MEDICAL CENTER FOUNDATION
Lynwood, California (L.A. County)
www.stfrancismedicalcenter.org

POSITION ANNOUNCEMENT

Senior Director of Development

Established in 1945, St. Francis Medical Center (SFMC) is a highly regarded, mission-driven medical center located eight miles southeast of downtown Los Angeles. SFMC is the only comprehensive, not-for-profit healthcare center serving a moderate- to low-income region of more than 2.5 million people who live and work in the catchment area. SFMC provides the full range of diagnostic and treatment services to a population that is 60% Hispanic, 35% African-American, and 3% Anglo.  The region is characterized by attributes common to an impoverished inner-city area, with St. Francis Medical Center’s playing a leadership role in the community’s efforts to address these challenges.

About the Position

In preparation for a major fundraising campaign, St. Francis Medical Center Foundation (SFMCF) seeks an energetic and experienced development professional to join a 6-person Foundation team.  The Foundation’s focus is “to provide resources to ensure that St. Francis Medical Center becomes the leading healthcare provider in Southeast Los Angeles by delivering compassionate healthcare and community services to bring renewed hope and well being to all who turn to us in need.”

Description:Reports to the CEO of SFMCF. Responsible for developing and executing strategies for prospecting, cultivating, and soliciting major and deferred gift prospects for gifts of $10,000 or more. Strong emphasis on increasing the number of new donors by aggressively researching, cultivating, and soliciting major gifts from these new prospects. Establishing an active estate/gift planning program is a top priority. Position supervises the Director of Development; Director of Foundation Relations; and the Director of Corporate Relations positions.

Qualifications:minimum of 10 years combined leadership and major gift fundraising experience within complex nonprofit organizations. Essential skills include: a working knowledge of how to apply leading planned gift vehicles; experience with advanced prospecting and research tools; excellent writing and oral communication skills; ability to make effective one-on-one and group presentations; extensive experience working with volunteers; ability to balance competing priorities, complex situations, and tight deadlines. Bachelor’s degree is required, with an advanced degree and/or professional certification a plus. Compensation: salary of up to $150,000, with excellent benefits.

Successful Candidate will possess:  

• Dedication to the mission and values of St. Francis Medical Center and its Foundation.
• Ability to work effectively with internal and external constituents of diverse socioeconomic, ethnic, and cultural backgrounds.
• Ability to work independently and collaboratively. An understanding of accountability for assigned responsibilities and duties. 
• Strong communication skills, including the ability to write and speak persuasively about SFMC in one-on-one and group settings.
• Commitment to carrying out roles and responsibilities with the highest degree of professionalism and integrity.

 

St. Francis Medical Center encourages men and women applicants from diverse backgrounds and cultures. Catholic background or religious preference is not a requirement.

For a complete job description and to express your interest in this position, please contact:  Kristin J. Bertell, Senior Vice President, The Greenwood Company, 388 Market Street, Suite 800, San Francisco, CA 94111-5311. 

Email: bertell@TheGreenwoodCompany.com (Please note in the Subject Line:  SFMCF Search)
==================================================================================================================================
==================================================================================================================================

Job Posting (6)
Posted July 29, 2008

California State University, Fullerton

University Advancement
Office of Estate and Trust Planning

Open Position: Director of Planned Giving

Phone:   (714) 278-3947

E-mail:  stanenbaum@fullerton.edu

The Fullerton office of Estate and Trust Planning seeks a Director of Planned Giving to join its team.  The position reports directly to the Senior Director of Estate and Trust Planning in Central Advancement at Fullerton.

Specific duties include:

• Identify, cultivate, and solicit major prospects for planned gifts including charitable remainder trusts, charitable gift annuities, charitable lead trusts, and bequests;
• Work with development officers and their assigned prospects to facilitate planned gifts;
• Develop promotional and marketing strategies to educate donors about planned gifts;
• Develop stewardship events for planned gift donors;

Essential qualifications include at least five years experience of successful fundraising experience in a non-profit environment, with at least two years of planned giving experience or its equivalent

Minimum Education: Bachelor’s degree.  Preferred Education: Master’s of Business Administration, Juris Doctorate or Certified Public Accountant designation.

A competitive salary commensurate with experience is offered.

Interested individuals should e-mail their resume and cover letter to stanenbaum@fullerton.edu or fax their resume and cover letter to (714) 278-7191 by August 14, 2008.

==================================================================================================================================
==================================================================================================================================

Job Posting (7)
Posted July 31, 2008

Job Posting (8)
Posted August 6, 2008

ORGANIZATION: Braille Institute of America, Inc.

POSITION: Development Associate, Planned Giving & Major Gifts

ABOUT BRAILLE INSTITUTE:
Founded in 1919 in Los Angeles, California, the mission of Braille Institute of America, Inc. is to eliminate blindness and severe sight loss as a barrier to a fulfilling life.  Assisting more than 70,000 people each year, the Institute provides all programs and services free of charge, and relies almost entirely upon private philanthropy for support.  Direct services focus on the 10 Southern California counties, although the Institute also provides services nationally and internationally.  Physical locations include the headquarters in Los Angeles and regional centers in Anaheim, Rancho Mirage, San Diego and Santa Barbara.  Our annual operating budget is $24.2 million.

SUMMARY:
Under supervision of the Department Director, Planned Giving & Major Gifts, the Development Associate helps to develop, promote, implement and manage the Institute’s planned giving and major gifts program, including building a donor portfolio and developing and managing the Institute’s prospect research program for planned and major gifts.

LOCATION: Los Angeles Sight Center, our headquarters

DUTIES AND RESPONSIBILITIES:

• Builds and maintains a portfolio of viable major (current and deferred) gift prospects in the LA region for cultivation, solicitation and stewardship; maintains donor records and files for own donor portfolio.
• Manages the Braille Institute Individual Prospect Research Program, submitting reports of “best” prospects to the appropriate Director of Planned Giving & Major Gifts.
• For all regions: prepares gift annuity contract documents; coordinates gift annuity contract administration; serves as annuitant Accounting Dept. liaison; maintains gift annuity files; and maintains master deferred gift-related files in LA office.
• For all regions: develops and maintains excellent telephone relationships with planned giving and major gift donors/prospects and promotes Braille Institute Planned Giving vehicles.
• For all regions: serves as primary liaison for all system-wide planned giving telephone inquiries; coordinates and/or responds to all requests for planned giving information, ensures inquirers receive prompt follow up, and maintains inquiry tracking report and monthly planned giving reports.
• Assists Director of Planned Giving & Major Gifts, Los Angeles in donor cultivation efforts, including making personal “thank-you” calls; writing personal notes and personally visiting donors, especially those who come to the LA Sight Center; preparing and delivering charitable gift annuity proposals; and establishing excellent correspondence relationships with donors not wishing to be personally visited.
• Maintains relationships with all pooled income fund participants and tracks pooled income fund data and rates of return.
• Coordinates events specific to Planned Giving in conjunction with the Development Associate, Annual Giving & Donor Relations.
• Coordinates small-scale planned giving & major gifts mailings at the request of the Department Director, Planned Giving & Major Gifts.
• Maintains effective working relationships with and knowledge of Braille Institute departments and programs as they relate to planned giving and major gifts donors and programs.
• Demonstrates and maintains skill competencies relative to areas of responsibility.
• Performs miscellaneous job-related duties as assigned by the Department Director, Planned Giving & Major Gifts.

MINIMUM JOB REQUIREMENTS:

• Bachelor’s degree in a relevant field (communications, marketing, journalism, English, etc.) or comparable work experience.
• Strong English communications skills.
• Strong written and verbal communications skills.
• Two years of relevant work experience in marketing, sales, communications, etc.

SKILLS/KNOWLEDGE/LICENSES/CERTIFICATIONS:

• General knowledge of and interest in fundraising and/or planned giving gifting techniques.
• Courteous English phone manner and the ability to calm upset individuals.
• Strong writing and editing skills.
• Strong organizational skills that translate into the ability to accurately and efficiently multitask and communicate with Directors of Planned Giving located in other Regional Centers.
• Strong interpersonal and communications skills and the ability to work effectively with a wide range of constituencies in a diverse community.
• Advanced working knowledge of Microsoft Office products including Word and Excel, and the willingness and ability to learn planned giving software.
• Ability to foster a cooperative work environment.

SALARY: DOE. We provide an excellent benefits package and work environment.

HOW TO APPLY: Please do not send applications via email.

Submit cover letter, salary history and resume to:

Suzanne Zolfo, CSPG
Department Director, Planned Giving & Major Gifts
Braille Institute of America, Inc.
741 N Vermont Ave
Los Angeles, CA 90029
Phone: 323-906-3155
Fax: 323-663-1428

Braille Institute of America, Inc. is an Equal Opportunity Employer.
===========================================================================================================
===========================================================================================================

Job Posting (9)
Posted August 6, 2008

Organization: City of Hope

Job Posting Text: Senior Gift Planning Officer

City of Hope's Development Group is responsible for communicating with individuals, corporations, foundations and charitable groups with the
goal of securing financial support for our organization's groundbreaking research and world-class patient care. With offices in major cities
nationwide, the Development Group works to sponsor events and reach out to donors who are interested in furthering the cause of cancer research
and treatment.

Duties and Responsibilities:
Under the general direction of and reporting to the Vice President of Gift Planning, the Senior Gift Planning Officer plans, directs and
implements programmatic and capital fundraising programs.  This position will work closely with the leadership of the Sheri & Les Biller Patient
& Family Resource Center, Supportive Care and Populations Sciences programs to identify, cultivate and solicit major and planned gifts in
support of these areas.  The Biller Resource Center and Supportive Care programs provide a wide range of services to meet the psychological,
social and spiritual needs of our patients and their families.  The Population Sciences Program is dedicated to improving the quality of
life for cancer survivors.  Exercises considerable judgment in the management and development of fundraising proposals and presents
proposals to prospective donors and/or their advisors.  The position develops marketing strategies to create maximum participation by City of
Hope constituencies; will utilize marketing and communications and donor recognition materials and programs to implement effective donor
relations.  Arranges and coordinates tours of City of Hope with prospects and donors.  Prepares monthly progress reports detailing
prospect and donor activity.

Requirements:
Bachelor's Degree in related field required (Master's Degree preferred) 5-8 years experience in a non-profit or health care
institution, or 5-8 years experience in direct management of fundraising programs including major and planned gifts programs.  Travel is required
and occasionally, nights and weekends work be be necessary.

For interested parties, please contact or send your resume to: Diana DeRamus, HR, at dderamus@coh.org.

About City of Hope
City of Hope is a leading research and treatment center for cancer,
diabetes and other life-threatening diseases. Designated as a
Comprehensive Cancer Center, the highest honor bestowed by the National
Cancer Institute, and a founding member of the National Comprehensive
Cancer Network, City of Hope's research and treatment protocols impact
care throughout the nation. Founded in 1913, City of Hope is a pioneer
in the fields of bone marrow transplantation and genetics and shares its
scientific knowledge with medical centers locally and globally, helping
patients battling serious diseases.

Learn more about our mission, team and organization at www.cityofhope.org.
===================================================================================================================================
===================================================================================================================================

Job Posting (10)
Posted August 7, 2008


Organization: American Red Cross


Job Posting Locations:
Los Angeles – 7186BR | San Antonio/Austin – 7107BR | Chicago – 7199BR

The American Red Cross, a visionary humanitarian organization, responds to nearly 70,000 disasters each year.  The depth and breadth of our services - whenever and wherever they’re called for - is simply unmatched by any organization in the world.  If you share our passion for helping people, join us in this excellent career opportunity.  We are currently seeking Gift Planning Officers.

The Gift Planning Officer will develop, design and implement the planned giving program at the chapter level, focusing on new gift commitments for the organization.  This role includes coordinating solicitation and cultivation strategies for prospective planned giving donors in the chapter jurisdiction and coordinating stewardship for donors who have made commitments.  Responsibilities include developing strategies to increase funding capacity and maximize donor relationships, developing seminars and recognition events and planning meetings that maximize the Red Cross as the charity of choice.  

Qualified candidates will have a Bachelor’s degree or equivalent experience emphasizing Financial Planning, Estate Planning, or Financial or Investment Management. Advanced degree preferred..  A minimum of five years in major gift or gift planning fundraising with successful cultivating and soliciting experience is required.  Knowledge of fundraising principles and techniques in a large organization, the technical aspects of planned giving vehicles and MS Office are necessary.  Proficiency in planned giving software is essential, training in PG Calc or Crescendo planned giving software preferred. Experience in promoting and managing planned giving programs and familiarity with the Red Cross corporate culture are desirable.  Flexibility and a moderate amount of business travel are required.

We offer a competitive salary as well as excellent employee benefits and working conditions.

For more information or to apply, visit the Jobs page of the American Red Cross website at www.redcross.org/jobs and search for appropriate keyword. Please submit your Resume/CV and cover letter with salary requirement. Qualified candidates will be contacted by phone or email.

The American Red Cross is an Equal Opportunity/Affirmative Action Employer
===================================================================================================================================
===================================================================================================================================
Job Posting (11)
Posted August 8, 2008