Estate & Gift PlanningOfficer

Development Department

Position Description

Supervisor:Director of Estate and Gift Planning

Status:Exempt

Location: National

To advance the purpose of InterVarsity, this position will work in partnership with the Director of Planned Giving and the wider Development Team to secure deferred and current funding for InterVarsity priorities.

MAJOR RESPONSIBILITIES

Personal:

  • Be a maturing disciple of Jesus Christ: growing in love for God, God's Word, God's people of every ethnicity and culture, and God's purposes in the world
  • Be able to articulate a holistic sense of God’s purposes for the world

Contribute to the effectiveness of InterVarsity’s planned giving program:

  • Cultivate a personal portfolio of 75 plus planned gift donorsand prospects through building relationships and soliciting and closing gifts that meet fund development short and long term goals
  • Implement a gift acquisition strategy for prospects and donors capable of gifts in excess of $25,000
  • Execute plans to help ensure successful planned giving results in all national InterVarsity capital campaigns
  • Identify and nurture planned gift prospects from among InterVarsity’s constituencies
  • Spend at least 70% of time doing direct fund development (pre-call planning, the call, post-call planning)
  • Work in partnership with National Advancement Officers and InterVarsity staff to achieve funding objectives
  • Report quarterly on prospects and donors that meet annual fund development goals
  • Assist donors, prospects and their professional advisors, with gift planning strategies and ideas that are tailored to the stewardship objectives of the donor
  • Follow the Planned Giving and Gift Acceptance policies
  • Create ways of providing recognition and honor to thank planned gift donors
  • Stay abreast of current planned giving trends, educational opportunities, and legal requirements
  • Refer all gifts requiring approval along with background information to the Gift Acceptance Committee

Communicate the planned giving program:

  • Be knowledgeable in various planned giving instruments
  • Assist with the execution of the annual marketing plan which promotes planned giving options through electronic and print communications, and various existing communications vehicles
  • Provide training for staff on recognizing and following up on planned gift opportunities

Work in collaboration:

  • Partner with the Accounting, Donation Services, Legal, and Communications departments to assure the timely and accurate processing and administration of existing and future gift arrangements in accordance with legal requirements and industry standards
  • Collaborate with and assisting field and National Advancement Officers in presenting planned giving options to donors
  • Serve as a resource for national staff, field staff, and Trustee members on planned giving techniques

Personal Fund Development:

  • Develop a personal support team for prayer and financial support through visits, phone calls, and regular prayer letters
  • Raise a minimum of 10% of salary and benefits annually

Foster a collective Development team environment:

  • Be a contributing member of the Development team meetings
  • Attendand be a contributing member of the Advancement and NSC Community gatherings
  • Attend and work InterVarsity events as assigned (Urbana, National Staff Conference, Guest Programs, etc)
  • Other responsibilities as assigned

QUALIFICATIONS

  • Annually affirm InterVarsity’s Statement of Faith
  • Bachelor’s degree required
  • 5-10 years of transferable professional experience required in the area of major gift work and/or planned giving
  • Self-starter/takes initiative
  • Excellent interpersonal skills with donors, prospects and their professional advisors
  • Possess a strong work ethic and an ability to work independently and solve problems
  • Theological and spiritual maturity
  • A passion for students and faculty
  • A personal calling to campus ministry
  • Ability to communicate effectively with staff directors, members of the Board, and members of the national fundraising team
  • Ability to close planned giving gifts
  • Knowledge of and the ability to communicate gift planning techniques, taxes, and financial and estate planning issues
  • Ability to prepare illustrations and complete gift agreements for the full range of planned giving arrangements
  • Proficiency with gift planning software, such as Crescendo or PGCalcpreferred
  • Excellent oral, writing, and presentation skills
  • Organization skills and a strong attention to detail
  • Ability to work independently with minimal supervision
  • Demonstrated ability and commitment to work in a diverse team environment
  • Ability and willingness to travel as required (75-90 days annually)
  • A working knowledge of Microsoft Office software applications

Estate and Gift Planning Officer

InterVarsity Christian Fellowship/USA

Frame of Reference

All staff members subscribe annually to the Purpose Statement of InterVarsity:

In response to God’s love, grace and truth:

The purpose of InterVarsity Christian Fellowship/USA is

to establish and advance at colleges and universities

witnessing communities of students and faculty

who follow Jesus as Savior and Lord:

growing in love for God,

God’s Word,

God’s people of every ethnicity and culture

and God’s purposes in the world.

This purpose is admittedly more limited than the Great Commission. As a mission extension of the local church, we have adopted boundaries on our activities based on our call to serve a defined group of God’s people. Within the context of InterVarsity’s purpose, all of the relationships and tasks that staff members engage in as part of their work for InterVarsity have both eternal and temporal components.

Values:

InterVarsity is committed to developing men and women from diverse cultures, backgrounds, and generations, whom God calls to work with us for both shorter and longer periods of service, as we pursue the call of God in the university world.

Maturing Disciple of Jesus Christ:

Every InterVarsity staff member is to be a maturing disciple of the Lord Jesus Christ, growing in obedience to the Scriptures. The marks of a long-term love relationship with Christ in the fullness of His Spirit are described in Galatians 5:22: “The fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness and self-control.” In the workplace, this fruit is revealed in healthy working relationships which encourage all staff to accomplish their work and enhance their focus on the spiritual aspects of their work.

Team Work:

Each individual staff person is a vital member of Christ’s body. This means that we will work with one another in ways that honor and encourage all to grow in Christ while accomplishing His work. Our community requires that each individual serve as a team member in a collegial and open environment based on values, relationships, and vision as well as structure and position.

InterVarsity staff, both employees and volunteers, commit to serve God and all InterVarsity colleagues, students, and partners, with sensitivity to both the eternal and temporal dimensions of our work. “Whatever your task, work heartily, as serving the Lord.” (Colossians 3:23a)

TR, 6.2014, 6.2017