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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and managing planned giving programs, with a strong focus on cultivating and soliciting legacy gifts. Possesses in-depth knowledge of estate planning, tax law, and charitable giving vehicles to effectively support philanthropic initiatives.
Highest-signal resume keywords
Planned Giving Program DevelopmentEstate Planning KnowledgeCharitable Giving Vehicles ExpertiseFundraising ExperienceCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Planned Giving StrategiesFundraisingEstate PlanningTax LawCharitable Gift AnnuitiesWillsTrustsComplex Gift CultivationDonor StewardshipLegacy Gifts
Soft Skills
Interpersonal SkillsPresentation SkillsCollaborative WorkStrategic Thinking
Certifications & Qualifications
Bachelor's DegreeAdvanced DegreeCFRE
Industry Keywords
Philanthropic SupportMercy Health FoundationDonor CultivationFundraising Efforts
About the role
Key responsibilities & impact- responsible for developing, implementing, and managing a comprehensive planned giving program to secure future philanthropic support for Mercy Health Foundation.
- focus on cultivating, soliciting, and stewarding donors who wish to make legacy gifts through wills, trusts, charitable gift annuities, and other planned giving vehicles.
- serve as the subject matter expert on planned giving strategies and work collaboratively with Foundation leadership, gift officers, and other stakeholders to integrate legacy giving into overall fundraising efforts.
Requirements
What you’ll need- Bachelor's degree required; advanced degree or CFRE preferred.
- Minimum of 5 years of experience in fundraising, with at least 3 years focused on planned giving.
- Strong knowledge of estate planning, tax law, and charitable giving vehicles.
- Proven ability to cultivate and close complex gifts.
- Excellent communication, interpersonal, and presentation skills.
- Ability to work collaboratively and strategically within a team environment.
Benefits
Comp & perks- medical, dental, and vision coverage
- paid time off
- tuition support
- matched retirement plans for team members working 32+ hours per pay period