In Southern California, there are not many opportunities for experienced, high caliber professionals to work in a large, distinguished ministry. The Orange County Rescue Mission has been serving the Least, the Last, and the Lost in our community for over 50 years. Our $22 million budget is solely funded solely by private donations, which enables us to provide meaningful, Christ-centered service to those in need, unencumbered by government regulation or restrictions. Employment at the Orange County Rescue Mission is a unique opportunity to make a profound impact in your community, while fulfilling your calling to serve Jesus Christ.
The Planned Gift Officer works with the development team to determine appropriate strategies for the Charity has planned giving goals, and for ensuring that the Charity meets its annual development goals. While the Planned Gift Officer actively solicits planned gifts for the Charity, this position also works with leadership to identify, cultivate and solicit planned and blended gifts for restricted and non-restricted projects. The Planned Gift Officer will serve as a senior member of the development team and will be instrumental in developing overall strategies as well as specific fundraising plans.
- Builds, implement, manage and oversee a comprehensive planned giving program and develop strategies for names assign in caseload.
- Identifies and contacts planned giving prospects.
- Actively solicit gift prospects for current, capital and planned and blended gifts, and manage an assigned caseload of up to 150 planned gift donors.
- Develops solicitation strategies for new and current planned gift prospects within assigned portfolio;
- Develops relationships with prospects through various cultivation calls, letters and handwritten notes;
- Completes a specified number of significant contacts/moves annually with prospects from portfolio in accordance with assigned definitions for activity;
- Solicits and close gifts in accordance with annual goals as set by TITLE
- Serve as a senior member of the development team. In that capacity, the Director will develop overall division strategies as well as specific fundraising strategies and plans.
- Coordinate with the development staff to maximize results, avoid duplication of effort, and ensure comprehensive follow-up.
- Create strategies for securing planned gifts from individual donors for major annual fund support and for special programmatic, capital and endowment needs of the Charity.
- With the Development Director, develop and prepare fundraising and expense budget projections for the Planned Gifts program, and monitor and report periodically on the status of the budget.
- Meet with select leadership and other key volunteers to plan strategies for planned gift donor cultivation and solicitation, including their participation in opening doors and making personal visits.
- Remains current on relevant laws, regulations, and techniques through self-study, professional memberships, conferences, and webinars.
- Participate in prospect review sessions, departmental and division meetings, appropriate donor events and other Charity activities as required.
Other duties may be assigned or removed depending on the needs of the department and organization.
- A personal relationship with Jesus and member of a Bible believing church.
- A completed and signed Orange County Rescue Mission employment application and acknowledgment of the Statement of Faith.
- Bachelor’s Degree required, with a preference for an advanced degree in a field such as finance, business, law or non-profit management.
- 3 years or more experience in fundraising, or in a similar area such as financial sales, estate planning, or insurance.
- Knowledge of planned giving, estate planning, financial planning or tax issues, and a willingness to learn more about planned giving.
- Experience working with leadership and volunteers to assist in finding and cultivating donors
- Experience building relationships in a strategic and intentional manner leading to fundraising and/or sales success.
- Ability to work independently, research, analysis, set goals, communication and manage projects to completion is required.
- Excellent communication abilities (written and verbal) to communicate and relate to different personality types ensuring that prospective donors can see and feel our vision/mission/goals securing Planned Giving commitments.
- Proficient in Microsoft software (Word, Excel, Outlook, PowerPoint, Explorer) along with basic database entry, reporting, and maintenance. Salesforce is strongly preferred.
- Organized, and detailed in administrative work.
- Willingness to work occasional non-traditional hours including evenings and weekends when needed for projects, events and last minute urgent needs.
- Maintains an acceptable driving record (in accordance with our insurance carrier, less than 2 DMV points on driving record).
- Regular scheduled timely attendance on site at OCRM.
- The Orange County Rescue Mission is considered an “Essential Employer” during community crisis/disasters/emergencies, therefor this employment is considered “essential” and you will be expected to show up and perform your essential job duties as designated by the organization.
To apply for this position you must complete a Rescue Mission Employment Application and the Statement of Faith. Please take the link below “APPLY HERE” to the Orange County Rescue Mission online employment portal to complete the application and statement of Faith. A PDF version of the application is available for download on our main employment page and a hard copy application is available for at our main office location: 1 Hope Drive, Tustin, CA 92782. Please submit any hard copy applications via email, fax (714)566-6461, in person at our front desk, or by mail (attention Human Resources). Salary is contingent on experience and full benefits will be offered at the time of hire. This position is open until filled.