Associate Gift Planning Officer

Headquartered in Colorado Springs, Colorado, Focus on the Family has nearly 700 employees who work to achieve the mission of enriching the lives of families, engaging the culture, advocating for life and spreading the Gospel of Jesus Christ. The work is meaningful, the culture is rewarding, and the purpose is eternal.

The Associate Gift Planning Officer position is part of the Planned Giving department, which functions as a service department to the fundraising segments within Focus on the Family and to our donors directly. This position exists to assist the Gift Planning Officer with the donor customer service and the processing and cataloging of planned gifts, namely estate gifts that come to us through bequests. Additionally, this position must have a high-level understanding of other planned gifts and financial planning concepts to assist and educate donors by answering questions and by being a resource to them. These activities involve extensive contact with both donors and industry professionals that require considerable initiative and independent judgment daily with only general direction from the Gift Planning Officer. The role consists of roughly 10% Project Coordinating, 40% Customer Service and 50% administrative tasks related to the previous two categories.

Essential Duties/Responsibilities:
The Focus on the Family Planned Giving department oversees four major gift categories. This position will assist the Gift Planning Officer in the following ways:

Wills & Bequests:

• Is a proactive Focus on the Family advocate encouraging appropriate donors to add us to their estate plan
• Receives and reviews all estate documents to ensure that due diligence is completed in the process of closing estate gifts
• Works with the Gift Planning Officer on the marketing strategy and content for bequest campaigns
• Manages the follow up process for bequest prospects
• Maintains an accurate record of bequest notifications in our donor data base
• Administrates thank you responses for bequest notifications
• Gathers and prepares monthly reports of bequest notifications

Non-Cash Gifts/ IRA Charitable Rollovers:

• Is a proactive Focus on the Family advocate encouraging appropriate donors to give to us from their IRA
• Administrates IRA Charitable Rollover gifts
• Works with the Gift Planning Officer to the marketing strategy and content for IRA Charitable Rollover campaigns
• Maintains an accurate record of IRA Charitable Rollover gifts in our donor data base
• Gathers and prepares monthly reports of IRA Charitable Rollover gifts

Gifts of Business or Real Estate:

• Is a proactive Focus on the Family advocate encouraging appropriate donors to give a gift from their business or real estate
• Maintains a working knowledge of business and real estate gifts to refer donors to the appropriate gift solution

Charitable Gift Annuities:

• Is a proactive Focus on the Family advocate encouraging appropriate donors to open a Charitable Gift Annuity with Focus on the Family
• Handles in-bound gift annuity calls and prospects, creating personalized illustrations for donors
• Manages the follow up process for gift annuity prospects

Coordinates live and recorded educational events for donors related to Planned Giving and Estate Planning Topics
Develops and maintains familiarity with issues of taxation and valuation of outright gifts and deferred gifts
Communicates with attorneys, trustees, and executors to complete transfers of estate gifts
Maintains an in depth understanding of the ministry’s core programs and initiatives
Identifies needs of donors through high value questions and interpersonal communication
Cultivates relationships for further engagement; responding to initial contact by donor, answers questions, and gives direction and provides educational resources for appropriate gift types
Works through follow up process until completion of gifts; communicates appreciation and a desire to serve donors

Other Duties/Responsibilities:

• Performs other duties as assigned

Working Environment/Physical Requirements:

• Office environment
• Willing to travel for occasional trainings or presentations
• This role may require occasional travel including nights and weekends

JOB QUALIFICATIONS/REQUIREMENTS

Character/Spiritual:
Exemplifies Ephesians 5:1-2, “Therefore be imitators of God as dear children and walk in love, as Christ also has loved us and given Himself for us...”

Pursues the Great Commission given by Jesus Christ in Matthew 28:19-20, “Go therefore and make disciples of all the nations, baptizing them in the name of the Father and of the Son and of the Holy Spirit, teaching them to observe all things that I have commanded you; and lo, I am with you always, even to the end of the age.”

Is a consistent witness for Jesus Christ; maintains a courteous, Christ-like attitude in dealing with people within and outside of Focus; adheres to the Standard of Moral Conduct and Statement of Faith; upholds Focus on the Family's ministry in prayer

Prays personally for Focus on the Family’s staff and constituents and may occasionally lead in a public prayer

Engages in Christian ministry

Demonstrates behaviors aligned with FOF core values

Personal Characteristics:

• Articulate, approachable, teachable, concerned for long–term effectiveness for both face to face and over the telephone communication, detail-oriented, personable, self-accountable, self-motivated, and team-oriented

Knowledge/Experience:

• Bachelor's Degree in Business Administration and/or Accounting and/or Finance preferred
• Familiar with a variety of Financial Planning concepts and principles
• Sales experience, telemarketing, or retail
• 2 - 4 years of experience in Planned Giving or Business-related field preferred
• Administrative experience; enjoys developing and maintaining systems

Skills, Abilities, and Special Talents/Gifts:

• Attitude of service to Focus donors
• Enjoys working with people - this position will deal intensely with donors and various supporting industry professionals
• Excellent conversational, human relations and telephone skills
• Independent self-starter
• Ability to work with limited supervision
• Proactive and creative problem solver; does not accept “we’ve always done it this way”
• Ability to work well in a fast-paced environment with shifting priorities: flexible
• Able to meet high-capacity workload and deadlines
• Enjoys working with complex situations and assisting in solving problems
• Extreme accuracy and attention to detail required
• Strong knowledge of Excel and Word
• Strong written and grammar skills
• Ability to regularly deal with sensitive and confidential information
• Ability to minister to constituents who are grieving

Salary Range: $58,236 to $67,077/yr
Application Materials Required: Cover Letter, Resume/CV

• Colorado Residents: In any materials you submit, you may redact or remove any age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Application Materials Instructions: Please identify the job specific minimum qualifications you possess in your cover letter and be sure your resume includes any and all relevant experience to be accurately assessed against the qualifications listed in the posting. To apply, please submit the following application materials to this posting. 1. A current resume. 2. A cover letter that specifically addresses the job requirements and outlines qualifications.
Focus on the Family puts a high value on our team members and offers a unique benefit package.

Employees scheduled for 20 hours or more per week are eligible for:

• Norton LifeLock ID Theft Coverage
• Legal Shield/ID Shield Coverage
• AFLAC
• 403B Retirement Plan
• Vacation Time & Vacation Payout
• Sick Time
• Holidays
• Service Awards
• Community Service Days
• Bookstore Discount
• Fitness Center

Employees scheduled for 30 hours or more per week are eligible for all the above and:

• Medical Plan
• Dental Plan
• Vision Plan
• Life Insurance
• Disability Insurance
• Flexible Spending Accounts
• EAP (Employee Assistance Program)
• Tuition Reimbursement
• Warehouse Membership Reimbursement

Note: This is a summary and should not be construed as future promises to continue to provide benefits as outlined above. For complete and definitive language, refer to the governing plan documents.

• Temporary employees are not eligible for benefits, except for:
• Sick Time
• Bookstore Discount
• Fitness Center

Tentative Search Timeline:

• Priority will be given to applications submitted by February 24, 2025. However, this posting will remain open until filled.
• The potential employee start date is March 3, 2025.

Posting date: February 3, 2025
Unposting date: ongoing until filled
Posting contact email: job@fotf.org
Helping Families Thrive in Christ! Focus on the Family is a 501c3 Christian Non-Profit Ministry.

Helping Families Thrive in Christ! Focus on the Family is a 501c3 Christian Non-Profit Ministry.

Salary : $58,236 - $67,077