Compassion International

  • Planned Giving Relationship Manager II

    Job ID
    2018-17623
    Location Name
    Regional
    Category
    Marketing
  • Overview

    This experienced relationship manager develops, builds, and manages a highly-valuable and complex planned giving portfolio of prospective and current donors in order to meet Compassion's annual revenue goals. Strategizes and builds customized campaigns and strategic efforts to further engage high-value constituents with Compassion's ministry objectives. Conducts major, complex revenue generating strategies for Planned Giving initiatives. 

    Essential Job Functions

    Responsibilities

    • Maintains a personal relationship with Jesus Christ. Is a consistent witness for Jesus Christ, maintains a courteous, Christ-like attitude in dealing with people within and outside of Compassion, and faithfully upholds Compassion’s ministry in prayer.
    • Acts as an advocate for children – raising the awareness of the needs, neglect, nurture, and potential of children in poverty and challenging and enabling those within one’s influence to greater involvement and effectiveness on behalf of children.
    • Serves as a leading planned giving relationship manager in a professional fundraising environment with particular emphasis on qualification, cultivation, solicitation, and stewardship of a complex portfolio of highly valuable donors and constituents of Compassion's ministry. Actively advances growth in the planned giving area and is accountable for achieving revenue goals established by leadership.
    • Creatively crafts and customizes unique, complex estate planning and cultivation activities/campaigns targeted to high-value donors for the purpose of generating revenue, increasing retention, identifying prospects, and acquiring commitments/sponsorships.
    • Advocates on behalf of Compassion's ministry of Christian child development to audiences such as current and prospective major donors, constituents, foundations, etc. Develops and executes on strategy to drive engagement and build strong relationships with planned portfolio of constituents through regular personal visits, phone calls, proposals, presentations, and other correspondence.
    • Sets multi-faceted large scope fundraising forecasts. Sets strategy and timelines for each constituent relationship and qualified prospect in order to achieve fundraising goals. Develops framework for fundraising and stewardship reporting based on both internal use and constituent use.
    • Serves as key participant and may lead Compassion tours and project visits, meetings, and special events. As appropriate, also includes constituents in visits and events.
    • Frequently responsible for various types of speaking engagements in both small and large group settings advocating for Compassion or children in need.

    Qualifications

    Faith

    • Has a personal relationship with Jesus Christ.



    Culture

    • Accountable for supporting, upholding, and engaging in Compassion's core "Cultural Behaviors" in all internal and external communication and relationships.


    Education

    • Bachelor's Degree 


    Work Experience

    • Ten years' experience in complex estate planning.

    Licenses and Certifications

    • Generally not required.


    *** Equivalent education, training and/or certification may be substituted for experience and education shown above ***



    Working Environment: office or remote/work from home.

    Physical Demands: Sitting, standing, and/or walking for up to 8 hours per day

    Travel Requirements: May be required to travel up to 50% of normal schedule



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