Donor Engagement Planned Giving Officer

You Are Good At

• Written and oral communication
• Project management and prioritization of simultaneous deadlines
• Finding solutions to detailed, complex projects
• Collaborating with multiple teams to achieve a shared goal
• Being responsive to key stakeholders, high-level donors, and volunteers

You Are Open To

• Travel to events to promote The Rotary Foundation as needed
• Taking on new, unexpected projects
• Acquiring new technology skills as new fundraising platforms become available
• Continuing to develop non-profit skillsets through professional development

You Will Be Responsible For Planned Giving Marketing Assets

• Develop, update, and distribute planed giving related digital content and assets Manage annual review of existing Planned Giving publications Collaborate with Global Communications and Planned Giving to develop digital assets to support Foundation communications Develop strategic, promotional marketing pieces highlighting Rotary’s Promise Club program and our Legacy Society
• Create supportive marketing materials accessible to Rotary members on a global scale. This can include materials such as PowerPoints, learning topics, and promotional graphics regarding our Endowment, Donor Advised Fund, Bequests, and Retirement Assets.

Creating strategic Planned Giving communications

• Develop and distribute global philanthropic communications to encourage giving to our Endowment, leaving a Bequest, and using Retirement Assets to support our Foundation.
• Prepare stewardship communications to engage donors supporting our Endowment and members of Rotary’s Promise Clubs.
• Identify innovative ways to promote giving to our Endowment

Perform analysis of completed communications

• Review results of each communication campaign and perform a thorough analysis of its results including both financial and engagement performance to inform future versions
• Track results in team communications calendar
• Must be able identify key data trends and use data visualization techniques to present communication results to key stakeholders

Serve as the Subject Matter Expert for Planned Giving content

• Work closely with the Donor Engagement Manager and Planned Giving subject matter expert(s) to accurately promote emergent goals to collaborate with our Global Communications colleagues for multiple publications and digital content opportunities.
• Support Planned Giving in distributing three evergreen pieces annually

Leadership Attributes

• Engagement : Foster relationships by hearing, recognizing, and valuing others.
• Communication : Be open to receiving ideas from diverse viewpoints and able to communicate messages so that they are universally understood.
• Collaboration : Builds partnerships and works jointly with others to meet shared objectives.
• Adaptability : Respond to changes willingly and recognize when to adjust based on the situation.
• Innovation : Move Rotary beyond traditional ways of thinking

Why work for Rotary?

• Generous medical, dental, and vision benefits package
• Progressive 401k matching contributions
• Above market and generous paid time off package
• Tuition reimbursement
• Professional development opportunities
• On-site cafeteria and coffee bar with special pricing for Rotary employees
• Flextime-several different work schedules to choose from
• Close to CTA, Metra, a variety of stores, and many food options

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