The Planned Giving Officer is responsible for the planning and oversight of a comprehensive planned giving program that is fully integrated into overall fund development goals. This position manages program planning, implementation and evaluation, including activities for identification, cultivation, solicitation and stewardship of Legacy Society members and prospects In addition, this position also oversees administration of trusts and bequests provided to the SF SPCA. The Planned Giving Officer works closely with the Vice President of Development, General Counsel, executive leadership, and key volunteers, as well as other SF SPCA representatives and will coordinate with all members of the development team to ensure that goals are met.
Essential Duties and Functions:
- Maintains and develops a portfolio of prospects; and accountable for clear financial goals
- Identify, cultivate and solicit planned giving prospects for Legacy Society and Sido programs
- Increase annual gifts from current donors and obtain gifts from different vehicles that will substantially contribute to the SF SPCA’s future
- Advise and assist prospective donors and their professional advisors in charitable and estate planning efforts
- Enhance donor communications and education on all aspects of planned giving
- Oversee administrative procedures and compliance with legal, financial, fiduciary and SF SPCA legacy gift acceptance policies
- Lead role in monitoring legislative changes regarding supporting foundations, donor-advised funds, gifts of IRA’s and other giving vehicles. Prepare documentation and work in conjunction with inside/outside counsel on legacy gifts
- Work in collaboration with other SF SPCA departments to promote, market, and assure segmented asks for legacy gifts to fund successful SF SPCA operations
- Primary contact and process officer for receiving, tracking, filing and acknowledging estates and trusts in which the San Francisco SPCA is named as a beneficiary. Maintains all bequest files.
- Plans and implements events and seminars for current, prospective donors, and professional advisors.
- Oversees maintenance of files, moves management and donor acknowledgment process for bequests
- Builds the Sido Program including marketing, development of collateral materials, online materials and personal interactions for Sido program prospects and participants. Coordinate with hospital, shelter and other departments to arrange care for Sido animals
- Schedule board and Vice President of Development for donor calls and visits where appropriate.
- Develops marketing plans, cultivation strategies, and prospect qualification procedures. Manage relationship with planned giving content partners at Stelter to develop printed and online collateral including website, Legacy Society News newsletter, forms and brochures.
- Oversees and adheres to budgets
Mission, Vision and Values
- Thoroughly understand the Society’s mission and all of its programs; serve as an enthusiastic, effective advocate of these programs internally and throughout the community
- Practice and promote the humane treatment of animals
- Attend various special events, promotions and community functions as a representative of the SFSPCA
- Provide quality customer service to clients, volunteers and staff while actively promoting our mission, services, programs and events
- Provide leadership and development for the SF SPCA’s volunteer corps and ensure effective use of resources and talents
- Work cooperatively with all volunteers and recognize the talent
- Ensure a safe work environment following all safety guidelines and modeling safe work practices
- Take immediate action to address any safety concerns that could put a staff member, volunteer, customer, animal or the organization at risk
Diversity and Inclusiveness
- Work effectively with individuals from diverse communities and cultures.
- Facilitate open, direct communication throughout the Society.
- Embrace and promote the Society’s BLISS direct communication program.
Physical Requirements and Work Environment:
- Work is performed in an office setting within an animal shelter and care facility
- Regularly sits at a computer station and operates electronic equipment
- Frequently lifts, carries and positions objects weighing up to 30 pounds when moving supplies and managing special events
- Typically stands, bends, stoops and crouches while working special events
- Regularly moves about the campus to coordinate work
- Occasional weekend and evening work
- Consistently exposed to animals in the workplace and animal allergens under conditions with limited alternatives available
Reporting Relationships and Contacts:
- Reports to the VP of Development