The Planned Giving & Major Gifts Officer is responsible for coordinating Iowa Natural Heritage Foundation’s planned giving program and interactions with major donors.
This full-time, exempt position typically involves 40 hours per week, Monday through Friday, based out of our Des Moines office with weekly statewide travel. You will report to the Director of Philanthropy, and together you will work to deepen existing and build new relationships with donors, encourage donor engagement, and guide donors through the process of making meaningful legacy gifts.
Duties & Responsibilities
Planned Giving (60%)
- Serves INHF donors and friends by assisting them with their estate planning as it relates to INHF’s mission.
- Establishes and maintains relationships with people who plan to leave legacy gifts to INHF.
- Works with President and Director of Philanthropy to arrange visits with prospective planned giving donors, complete visits personally, and plan next steps in the relationships.
- Responds to requests for planned giving information.
- Works with INHF team members to include planned giving promotion in existing and new communications.
Major Gifts (30%)
- Maintains relationships and seeks new major gifts from individuals or family foundations that align with donor interests and INHF’s mission. Includes research, proposal preparation, and personal visits.
- Works with development team to coordinate one-on-one asks for giving to current campaigns for INHF projects and programs.
- Coordinates these efforts with the Director of Philanthropy and the development team.
Professional Development & Internal Responsibilities (10%)
- Uses INHF donor database (Salesforce) to keep file notes on each visit or conversation, and to track information about planned and major gifts and pledges.
- Participates in appropriate professional development training to keep current on fundraising and planned giving techniques and opportunities.
- Trains and educates board and staff on planned gift techniques.
- Participates in staff and board meetings.
- Assists staff on special projects as needed.
Please note: This job description is not a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Education & Qualifications
- Bachelor’s degree preferred.
- Interest in nonprofit work, and personal alignment with INHF’s mission.
- Demonstrated ability to work well with others, in and out of the office.
- Comfort being a self-starter and representing INHF in business and social settings.
- Familiarity with planned giving tools
- Friendly demeanor, personable, excellent listening skills
- Team-centered with impressive verbal and written communication skills.
- Proficient in donor database use (preferably Salesforce NPSP) and Microsoft Office.
Our ideal Planned Giving & Major Gift Officer is quick to make others feel comfortable, delights in hearing stories shared around a kitchen table or over the phone, balances listening with action, can read a room, loves to explore Iowa, has impeccable follow-through, is an effective communicator, and is dedicated to INHF’s success.
Salary and Benefits
Iowa Natural Heritage Foundation values our team members and takes pride in providing competitive compensation for the field, generous medical and dental benefits, ample vacation and sick leave accrual, retirement matching, and opportunities for professional and personal growth. The salary range for this position is $60,000-$70,000.
Physical requirements include driving a vehicle, sitting and/or standing at a desk, and some light lifting. Must be able to work in an office environment with low to moderate noise levels. This position will have use of a company car.
Please submit a resume and cover letter to Kari Walker, Human Resources Director, at firstname.lastname@example.org. References may be requested for applicants that advance in the hiring process. Applications are due no later than Monday, May 16, 2022.
Iowa Natural Heritage Foundation provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing or service in the military.