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Planned Giving Officer

Job Summary: This position will support LLUHS s strategic plan and the organization s mission to continue the teaching and healing ministry of Jesus Christ, while embracing the core values of Compassion, Integrity, Excellence, Teamwork, and Wholeness. Works under the direction of the Director of Planned Giving to operate a comprehensive planned giving program which results in funds raised through the cultivation and closing of outright, irrevocable and revocable deferred gifts. Responsible for developing and monitoring a personal portfolio of planned giving prospects and securing planned gifts from alumni, grateful patients and friends of Loma Linda. Performs other duties as needed. Job Specifications: Proficiency in Crescendo planned giving software and Raiser's Edge fundraising software preferred. Must have the ability to work independently and to be self-motivated. Must possess sound judgment and have capacity for short and long-range planning. Ability to effectively and professionally present information one-on-one or in a group setting. May be required to make public presentations. Able to read; write and speak with professional quality; use computer and software programs necessary to the position, e.g., Word, Excel, Power Point; operate/troubleshoot basic office equipment required for the position. Able to relate and communicate positively, effectively, and professionally with others; provide leadership; be assertive and consistent in enforcing policies; work calmly and respond courteously when under pressure; lead, supervise, teach, and collaborate; accept direction. Able to communicate effectively in English in person, in writing, and on the telephone; think critically; work independently; Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, decimals, rates, ratios, and percentages. Ability to deal with problems and carry out instructions furnished in written, oral or diagram form; manage multiple assignments; compose written material; work well under pressure; problem solve; organize and prioritize workload; recall information with accuracy; pay close attention to detail. BA/BS degree in Business, Philanthropy or a related field required. Master of Business Administration preferred. Minimum five (5) years experience in charitable fundraising, marketing, finance, financial planning, sales or other related field required, preferably in healthcare or high education. Experience in charitable estate planning preferred. NAD Planned Giving & Trust Administration Certification required within one year of hire date. Certified Specialist in Planned Giving certification preferred. 79181
Salary Range: NA
Minimum Qualification
5 - 7 years

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