advancement: Regional Advisor (Planned Gifts)

Posted: October 19, 2015

Job Purpose:

The Regional Advisor (Advisor) is a member of the Development team and is responsible to secure financial resources in the form of planned gifts from individual donors in support of the American Bible Society and its mission. This work is performed within an assigned geographical area and within an assigned caseload of donors. The Advisor reports to the Director of PG.

Essential Duties and Responsibilities

  • Work to achieve annual planned gift income goals.
  • Maintain an aggressive schedule of donor visits, being in personal contact with donors and prospects to establish and strengthen relationships with donors who have potential to make planned gifts.  Maintaining this personal contact schedule may require extensive weekly travel by the Advisor
  • Inform donors of ABS activities and programs designed to fulfill its mission
  • Advise donors of ABS planned gift benefits in a manner that builds interest and participation and offer opportunities for major gift participation, when appropriate.
  • Determine appropriate cultivation steps for donors and through the Director of PG recommend appropriate participation by other Development Office staff Directors, the Executive Vice President for Development, and/or the President, in this process.
  • Complete (post, input or insert for Blackbaud) all activity reports on any donor contacts, as defined by the Director of PG, in a timely and comprehensive manner.
  • Work in partnership with Advisors or Directors of other ABS divisions where beneficial and as directed
  • Speak publicly on behalf of ABS as appropriate, in advancing development programs
  • Pursue an active program of professional growth and development

Performance and Evaluation Metrics

  • Total amount of PG expectancies closed (Wills, Trusts, Annuities, Endowments)
  • Number of PG proposals presented
  • Number of Major Gift Advisors donor referrals
  • Number of $250,000+ opportunities in pipeline
  • Number of FTF appointments with $100,000+ plus giving opportunities

Essential Skills

Minimum qualifications individual must possess when entering position

  • Fervent belief in the mission of the American Bible Society
  • Passion for the Bible cause and its ability to impact lives, and the mission and core values of ABS
  • A bachelor’s degree from an accredited college or university
  • Knowledge of planned giving vehicles, tax, financial, and estate planning concepts
  • Three years’ experience in planned gift field work
  • Initiative and ability to work independently on a regional basis
  • Personal presence, demeanor and desire to work face-to-face with donor prospects and advisors
  • Exceptional written and oral communications

Preferred Skills

  • Excellent oral and written communication skills
  • Excellent interpersonal skills
  • Full working knowledge of Microsoft Word, Excel, PowerPoint, PG Calc and Crescendo

Education and/or Training

  • Thorough knowledge of all types of Planned Giving Instruments and their uses.

Supervisory Responsibilities

None.

Working Conditions

Your work will be primarily in the field and out of the office visiting donors and prospecting for new donors.  You will also spend 40% of your time in the office making sure every donor is properly served and the accountability standards will be met for your record keeping and follow up of donors.

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