Philanthropy Officer for Planned Giving

Grand Canyon Conservancy seeks a visionary and experienced individual to lead the growth and transformation of GCC’s Planned Giving programs. This key leader will work with a highly skilled and dynamic team of professionals focused on raising private, institutional, and corporate funds in support of GCC’s mission and key initiatives at Grand Canyon National Park.

This position is ideal for a creative and experienced fundraising professional who is passionate about cultivating long-term relationships with donors and possesses a deep understanding of various giving vehicles including bequests and charitable trusts. Development, implementation, and management of a comprehensive planned giving program is central to this role, particularly as it relates to growing the number of Bright Angel Circle donors who focus their charitable contributions on long-term planned giving goals.

In addition, the Philanthropy Officer for Planned Giving is focused on building and maintaining relationships to steward a robust donor portfolio while also collaborating with internal colleagues who also encourage the opportunity for legacy giving among their own donor constituents. Whether partnering with the team in the Philanthropy division, those within other departments at GCC, or stakeholders outside of the organization, our next Philanthropy Officer for Planned Giving will be highly collaborative and possess both confidence and drive in fulfilling strategic objectives.

This is a remote, full-time exempt and benefit-eligible position reporting to the Senior Philanthropy Officer for Individual Giving. It requires episodic travel for donor visits and engagement opportunities in various locations throughout the U.S. as well as functions which are held at Grand Canyon National Park.

ABOUT GRAND CANYON CONSERVANCY

Grand Canyon Conservancy (GCC) is the official nonprofit partner of Grand Canyon National Park. Serving as a collaborative partner for Park leadership, our team focuses on GCC’s mission to inspire generations of park champions who cherish and support the natural and cultural wonder of Grand Canyon. GCC raises private funds, operates retail shops within the park, and provides premier experiential programs about the cultural and physical history of the region and the impact on individuals throughout the world.
Underlying how we approach our important work, GCC has identified four core values representing how we foster interactions with our employees, partners, visitors, supporters, and followers. Our values include the following:

• Integrity: We are honest, respectful, inclusive, caring, and accountable for our actions. We operate at a high level of excellence, utilizing our resources to their best and fullest potential.
• Education: We are a dynamic learning organization uniquely positioned to cultivate the “awe” of the Grand Canyon.
• Service: We embrace our role as a valued partner of the National Park Service at Grand Canyon National Park and will provide the highest level of excellence in every interaction with employees, partners, visitors, supporters, and donors.
• Connection: We foster a sense of wonder and adventure for the Grand Canyon.

PRIMARY RESPONSIBILITIES

The essential functions of the Philanthropy Officer for Planned Giving position are centered around duties which may include, but are not limited to:

Strategy and Program Leadership
• Work with the Senior Philanthropy Office of Individual Giving and the Chief Philanthropy Officer to grow and develop GCC’s current planned giving offerings into a robust, comprehensive planned giving program.
• Manage a portfolio of planned and major giving donors, with the ability to give gifts of $25,000+; this includes preparing 15 or more giving proposals each year, and closing at least 75% of these solicitations.
• Develop personalized donor cultivation strategies, conduct personal and virtual visits, and increase planned gift donor engagement.
• Provide strategic guidance and oversight for the Bright Angel Circle (BAC) to strengthen this key constituency’s engagement and giving at the $25K level.
• Recruit, manage, and steward GCC’s Planned Giving Advisory Council (PGAC), while also coordinating a minimum of two meetings each year which focus on providing strategic organizational and programmatic updates that enhance the value of PGAC members’ roles and responsibilities.
• Stay current on organizational priorities, programs, and initiatives to ensure prospects and donors receive accurate and compelling information.

Internal and external partnerships

• Join forces with GCC's Donor Relations Manager to design, develop, and implement personalized stewardship strategies for BAC members.
• Collaborate with colleagues on cultivation and solicitation plans for legacy prospects and donors who are in managed portfolios, including developing tools and training to support the rest of the fundraising team.
• Develop promotional planned giving concepts with the support of the Philanthropy Services Team and GCC’s Marketing Team using direct mail, email, and social media efforts to promote and solicit legacy giving.
• Collaborate with external legal, financial, and estate planning professionals to facilitate planned gifts.
• Participate in donor events held at both Grand Canyon National Park and other locations around the country while serving in roles that include spearheading outreach programs and/or supporting other event leads or speakers as a member of the Philanthropy team; specific duties are determined depending on the event audience and strategy.

Operational Oversight

• Develop, execute, and oversee the program budget for maximum utilization of revenues and expenses.
• Maintain working knowledge of CRM (Raiser’s Edge) to enter and track donor information, actions, and proposals.

MINIMUM QUALIFICATIONS

• Bachelor’s degree or significant professional experience in a related field.
• Minimum of 5 years of fundraising experience, including working with and closing major and planned gifts.
• Knowledge regarding the latest estate planning vehicles, including bequests, beneficiary designations, CRTs, life insurance, etc.
• Ability to work independently and collaboratively as a part of a team who engage donors, prospects, and partners in the vital work of our organization
• Excellent written and verbal communication skills.
• Ability to maintain confidential donor, management, and organization information.
• Ability to travel and/or work flexible hours on occasion.

PREFERRED QUALIFICATIONS, SKILLS, AND CHARACTERISTICS

• Demonstrated organizational, relationship-building, and networking skills.
• Experience with projects, strategic planning, and budgets.
• Experience developing planned giving proposals for potential donors.
• Proven ability to work on multiple projects, simultaneously paying attention to detail and meeting deadlines.
• Proficiency in Microsoft Office Suite and fundraising/CRM software, preferably Raiser’s Edge.
• Preference will be given to candidates with additional certifications (i.e., CFRE, CFRM, CPA, CAP, CSPG, CPGM) and training or coursework specific to Planned Giving.

WORKING CONDITIONS AND PHYSICAL DEMANDS

• Perform 60% of job duties in an office setting, 40% outside of the office.
• Sit for long periods, up to 4 consecutive hours.
• Work may periodically require evening or occasional weekends, as events and donor schedules dictate and to meet deadlines.
• Ability to occasionally lift to 25 lbs.

TOTAL COMPENSATION

This is a full-time, exempt, benefit-eligible position. Target salary rate is $100K annually plus fringe benefits including employer-sponsored health insurance options with free or low cost premiums and select HSA contributions; life, disability, and AD&D insurance policies at no charge; eligibility for participation upon hire in retirement plans with employer match and financial planning services; paid time off, leaves, and sick time; and discounted retail store and GCC-sponsored outdoor training classes. A complete list of GCC support with the Total Compensation Program is available through the Human Resources Department.

Grand Canyon Conservancy is an Equal Opportunity Employer

To apply, visit: https://apptrkr.com/7242449

Grand Canyon Conservancy

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Philanthropy Officer for Planned Giving