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Baltimore Community Foundation
Gift Planning Officer
Job Description

The Search

The Baltimore Community Foundation (BCF) seeks a Gift Planning Officer to play a key role in a fastpaced, dynamic organization dedicated to enlightened civic leadership and to inspiring donors to improve the quality of life in the Baltimore region through grantmaking, initiatives and advocacy. With assets of $150 million and grants in 2010 totaling $23 million, BCF is developing a plan to have $1,000,000,000 in discretionary assets by 2050, beginning with a campaign to raise $25,000,000 in current support for Baltimore and $75,000,000 in discretionary endowment from 2012-2014. The Gift Planning Officer will play an important role in both the immediate and long term plan.

The Position

The Gift Planning Officer must have a thorough background and successful record as a major gifts officer with expertise in planned giving. S/he reports to the Vice President, Development and works closely with the president, trustees and staff to facilitate deferred and testamentary gifts from existing and prospective donors. The Gift Planning Officer must also cultivate and maintain good relationships with professional advisors and be a resource for promoting charitable giving to their clients whether to open funds at BCF or to implement their clients' planned giving strategies.

Description

The individual will work closely with the Vice President, Development to expand BCF's relationships with current and prospective donors and professional advisors (i.e., attorneys, wealth advisors, brokers, life insurance professionals and accountants). This position will involve working with professional advisors to educate them about BCF's services and charitable giving options. The Gift Planning Officer also works closely with the Vice President on the identification and cultivation of prospects for planned gifts and for providing for stewardship of such gifts.

Primary Responsibilities

  • Gift Planning – Respond to inquiries from potential donors, donor representatives and professional advisors regarding current and planned gifts. Work collaboratively with BCF's Director of Communications to develop new print and online materials about charitable giving options for prospective donors and professional advisors. Help with professional advisor and donor research. Draft and prepare fund agreements, obtain documentation and work with philanthropic services and the finance department to ensure completion of all paperwork. Maintain a high level of expertise regarding state and federal taxes, gift and estate giving methods and the legal aspects of charitable giving.
  • Professional Advisor Services – Develop and hold meetings with professional advisors to educate them about BCF. This will include large and small group sessions. Promptly and accurately respond to professional advisor requests for information about BCF services and charitable giving options. Expand and update BCF's database of professional advisors; identify new advisors and track contacts with advisors and client referrals. Manage and promote Giving Advice, BCF's e-mail resource available through the BCF website. Develop and maintain BCF's professional advisors marketing material. Rev. 12/2011
  • Gift Acceptance – Under the direction of the CEO and Vice President, Development, engage and serve as primary contact with legal counsel on issues related to unusual or complex gifts. Update the gift acceptance policies as needed.
  • Special Events – Participate in recognition events for professional advisors. Help design and participate in targeted prospective donor and professional advisor educational programs. Participate in other BCF events as needed.
  • Participate in the creation of annual development department plans, goals and strategies
  • Attend staff meetings and serve on internal committees as appropriate
  • Contribute to BCF publications and marketing materials by providing data, reports, content and proofreading as needed
  • Represent BCF at meetings and events which may occur during or outside of normal work hours
  • Perform additional duties as assigned

Qualifications

  • Bachelor's degree and a minimum of five years of experience in development, planned giving or related financial or legal fields
  • B.A. Required; Advance Training preferred (CFP, MBA, JD)
  • Understanding of estate planning, income, capital gain and estate tax issues
  • Ability to initiate conversations with professional advisors and prospective and current donors
  • Ability to speak to groups of individuals from various professions and backgrounds
  • Excellent computer skills, especially in Word, Excel, Outlook and relational database programs
  • Extremely high level of diplomacy skills
  • Maintain confidentiality and use good judgment, discretion, decision-making and professional and ethical work standards within a fast-paced environment
  • Project a positive, helpful attitude and a commitment to customer service in all internal and external interactions
  • Ability to prioritize and organize workloads to meet deadlines and balance work among multiple duties
  • Possess excellent written, oral, and interpersonal communications skills
  • Work independently with minimal supervision and as a member of a team
  • Work well with coworkers, especially across departments
  • Receive training and maintain working knowledge of all office equipment and software
  • Possess a valid driver's license, reliable personal transportation and current auto insurance
  • Be able to occasionally lift and carry up to 30 pounds

To Apply

The Baltimore Community Foundation offers a competitive salary and benefits package. To apply, please submit a cover letter and resume to koharo@bcf.org, or via mail to Kimberly O'Haro, Human Resources Manager, Baltimore Community Foundation, 2 East Read Street, Baltimore, MD 21202.

Telephone inquiries are strongly discouraged
The Baltimore Community Foundation is an equal opportunity employer and seeks a diverse pool of candidates in this search.


Senior Development Associate

THE ASSOCIATED: Jewish Community Federation of Baltimore is currently seeking a Senior Development Associate. Candidate will cultivate and develop planned and major gifts to THE ASSOCIATED. Responsibilities will include, but are not limited to, the cultivation of philanthropic funds, endowments and major gifts by working with donors, their families and their legal/tax advisors, allowing donors to reach their charitable goals.

Qualified candidate will have a minimum of three years experience in major gift development; planned giving experience a plus. Must have the ability to communicate effectively both verbally and written with diverse populations. Knowledge and understanding of Baltimore Jewish community preferred. Ability to manage multiple tasks accurately and efficiently is a must. Marketing and presentation skills are also a plus.

Interested candidates will send resume, cover letter and salary requirement to: THE ASSOCIATED: Jewish Community Federation of Baltimore, Attn: Human Resources, 101 W. Mt. Royal Ave, Baltimore, MD 21201, or resume@associated.org, or fax to 410-837-1279. Equal Opportunity Employer

June 2010:  The IRS has released its updatedCharitable Contributions-Substantiation and Disclosure Requirements.  This pamphlet outlines the current rules and regulations governing tax deductable charitable contributions.  This useful tool can be found at the IRS website.

 


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