Gift Planning Officer

Overview
Presbyterian Homes & Services Foundation is seeking a Full Time Gift Planning Officer - Major and Planned Gifts.
The Presbyterian Homes Foundation (PHF) is seeking a professional who must embody and reflect the values of PHS and be enthusiastic and committed to its mission, Christian culture, and vision. The ideal candidate will be self-directed, experienced in establishing trusting relationships, and deeply passionate about "honoring God by enriching the lives and touching the hearts of older adults."
Preference will be given to candidates who have the ability to identify, qualify, engage, and close both major and planned gifts to advance the mission of PHS. This professional must be comfortable initiating relationships and moving a relationship thru cultivation to closing a charitable gift, as well as reaching established goals. Previous experience in planned giving desired. The Foundation Office is located in Roseville, MN and work will occur in PHS Twin Cities communities to established annual fundraising goals.
Reporting Structure:
The Gift Planning Officer reports to the Vice President, Presbyterian Homes Foundation
Responsibilities
Key Accountabilities:

1. Collaborate with colleagues and PHS leaders to enthusiastically advance the mission of Presbyterian Homes & Services.
2. Identify potential residents and family members who have capacity to make gifts; match their passions with approved opportunities within PHS.
3. Develop strategies to identify, cultivate and solicit major and future gifts through estate plans beneficiary designations to achieve established annual goals.
4. Identify and manage a portfolio of 100-120 potential donors (individuals/couples) which includes completing call/action reports after each contact, determining status/classification and meeting deadlines for each assigned donor.
5. Schedule and set strategies for individual visits with high-priority donors and prospects (average 20 per month) by utilizing a cultivation process to achieve solicitation status.
6. When appropriate, advise and engage the Foundation head, the campus administrator(s) and/or CEO to increase philanthropic support from residents, family members and friends of PHS.
7. Prepare gift proposals, including planned gift illustrations, to present to prospective donors.
8. Create and close documented gift agreements to clarify purpose of significant gifts with donor.
9. Record conversations and pertinent information into the DonorPerfect database; update donor records, contact reports in RE, and background data to facilitate periodic reports on activities, expenses, and results.
10. Promote a collegial atmosphere within the Foundation and PHS communities working cooperatively with all colleagues to help them and the department achieve overall financial and stewardship goals.

Qualifications
Experience, Skills, and Education Required:
• Proven track record in developing meaningful relationships and closing gifts with prospective donors.
• Quiet presence, keen listener, and strategic thinker.
• Disciplined and enthusiastic about setting up personal visits, phone calls, or other types of contact with those assigned to a portfolio.
• Excellent time manager and ability to juggle multiple projects.
• Self-starter and finisher who is creative and focused, as well as collaborative across all levels of the organization.
• Clear evidence of leadership success including the ability to manage competing and complex priorities.
• Effective engagement with colleagues.
• Competence in connecting with multiple generations and diverse types of donors.
• High degree of competence in interpersonal, written and oral communications.
• Proven problem-solving skills.
• Well-organized, with demonstrated ability to convey genuine enthusiasm about mission and vision.
• Ability to execute against plan and adjust, when necessary.
• Strong professional initiative, persistence and confidence.
• Demonstrated skill in effective conflict management.
• Ability to manage with limited staff support.
• Knowledge of, and experience in, long-term health care is beneficial.
• B.A./B.S. degree; advanced degree preferred.
About PHS
Presbyterian Homes & Services (PHS), based in St. Paul, Minnesota, is a non-profit, faith-based organization providing a broad array of high quality housing choices, and care and service options for older adults. Over 7,100 employees serve more than 26,000 older adults through 59 PHS-affiliated senior living communities in Minnesota, Iowa and Wisconsin, and through Optage® home and community services. PHS is also co-owner of Genevive, the largest geriatric primary care practice in Minnesota, providing comprehensive care for over 15,000 older adults. Established in 1955, PHS has earned the reputation as an innovative leader dedicated to promoting independence, purposeful living, and overall well-being for those they serve. Today, PHS is one of the largest nonprofit providers of senior housing and services in the nation.
We believe employees are the most important resource in our ministry and we are committed to an environment where employees are valued and empowered to make a difference. With a strong commitment to grow our employees from within, the development opportunities with us are virtually unlimited. We offer competitive wages, opportunities for advancement, ongoing training, and incredible benefits like education assistance and nursing loan forgiveness.
If you have a desire to honor God by enriching the lives and touching the hearts of older adults, consider answering the call and join our team.
PHS is an EEO/AA employer. All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.