Legacy Events Jobs (NOW HIRING)

This position is eligible for remote work within the United States. The posted salary range reflects the compensation established under the organization's compensation structure for positions based in Silver Spring, Maryland. Compensation for remote employees may vary based on the employee's primary work location, applicable laws, and other relevant factors.

The Adventist Development and Relief Agency is a global humanitarian organization of the Seventh-day Adventist Church that demonstrates God’s love and compassion. ADRA works with people in poverty and distress to create just and positive change through empowering partnerships and responsible action.

ADRA International is a religiously qualified Equal Opportunity Employer under Title VII of the Civil Rights Act. As such we have the right to prefer a member of the Seventh-day Adventist (SDA) church in the hiring process. In the event that a qualified SDA candidate is not found, we will give the opportunity to candidates who must understand, respect and honor the mission, purpose, and identity of ADRA International

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SUMMARY

The Legacy Giving Officer will be responsible for directing, planning, and organizing the administration of ADRA’s planned giving program. They will be involved in a full range of donor identification, cultivation, solicitation, and stewardship duties, including working with other team members to integrate planned giving as a critical component of the Growth Marketing and Philanthropy unit’s strategic fundraising plan.

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PRE-REQUISITES

Required

· Relevant undergraduate degree in business, accounting, finance, public relations, communications, marketing, or a related field of study.

• A minimum of five years experience as a planned gifts or trust officer in a non-profit organization, or equivalent experience.

• A proven track record in closing planned gifts.

• Exceptional communications skills and the ability to work effectively with a wide range of constituencies in diverse communities.

Preferred

· North American Division of Seventh-day Adventists Planned Giving and Trust Services Certification.

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BEHAVIORAL COMPETENCIES

· Persuading and Influencing (3.2)- Makes a strong personal impression on others; gains clear agreement and commitment from others.

· Presenting and Communicating Information (3.3)- Speaks clearly and fluently; expresses opinions, information and key points of an argument clearly.

· Formulating Strategies and Concepts (5.3)- Works strategically to realize organizational goals; sets and develops strategies.

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RESPONSIBILITIES

Functional Responsibilities

· Support a comprehensive planned giving program, including bequests, trusts, appreciated stock, IRA distributions, beneficiary donations, and charitable gift annuities. Works with Director of Philanthropy to ensure program remains part of an integrated plan within the overall development efforts.

· Identify, cultivate, and solicit gifts from planned gift donors and prospects within the Legacy Giving Director’s portfolio, negotiate agreements with potential donors, and close planned/deferred gifts.

· Meet with planned giving prospects and their advisors, prepare financial illustrations of proposed gifts, and draft gift agreements for review by prospects and their advisors.

· Work with ADRA staff and other ADRA stakeholders orchestrate the cultivation and solicitation of donor prospects.

· Maintain sufficient records, contact reports, and background data to facilitate periodic evaluation of ADRA’s programs and impact. Communicate with planned giving donors through regular interactions and stewardship programs.

· Support ADRA’s legacy giving program in harmony with ADRA’s overall marketing program, including print advertising, annual reports, brochures, direct mail, emails, presentations, and other strategies designed to motivate donors to provide support for ADRA programs.

· Maintain a current North American Division of SDA Planned Giving and Trust Services (PGTS) organizational accreditation and personal certification, as well as keep abreast of current tax laws changes that pertain to charitable giving solicitation and administration.

· In coordination with ADRA’s Major Gifts Officer, identify, cultivate, solicit, and steward those legacy giving donors and prospects within the Legacy Giving portfolio who have a concurrent interest and capacity to make a legacy gift.

· Other duties as assigned.

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TRAVEL

Up to 35% domestic and international travel required. Must have the ability to travel on short notice if necessary.

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MENTAL/EMOTIONAL REQUIREMENTS:

Must be able to work in a fast-paced and customer service-oriented environment; to perform duties under pressure and meet deadlines in a timely manner; to work as part of a team as well as to complete assignments independently; to take instructions from supervisors; to exercise problem-solving skills; and to interact with co-workers, supervisors, network employees, donors and the public in a professional and pleasant manner.

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PHYSICAL REQUIREMENTS / OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION (OSHA)

Person must be able to perform essential job functions with or without accommodation. Incumbent should be in optimal health for difficult and temporary below-basic living conditions at overseas location and for field travel in general.

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SAFEGUARDING

ADRA personnel are expected at all times to act to protect the interests of children and vulnerable adults and to prevent the occurrence of sexual exploitation, abuse and harassment in the course of their duties. This includes ensuring strict compliance with ADRA’s Code of Conduct, Safeguarding Policy, Child Safeguarding Policy, Protection from Sexual Harassment, Exploitation and Abuse (PSHEA) Policy and relevant guidelines. Failure to comply with the expectations set out in ADRA’s Code of Conduct and

policies may lead to disciplinary action or termination of your employment or engagement with ADRA. ADRA personnel are required to undergo relevant background checks and to report any reasonable suspicion of a breach of ADRA Safeguarding policies in which a child, vulnerable adult or other person may be adversely affected (including compliance with mandatory reporting obligations.