Career Corner

We provide this Career page as an affordable service to the planned giving community. Members and non-members are welcome to participate. Chesapeake Planned Giving members can post a career notice free of charge. The fee to nonmembers is $99 per notice. Send your career notices to in an email or as an email attachment. An attachment should be an original file [IE: Microsoft Word]. A notice will remain online for 30-days, but can be renewed for an additional 30-days at the same rate.

Payment needs to be received in full before the career posting is uploaded to the website.

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Posted on May 14, 2019

Job Description

Acts Legacy Foundation, Inc., a nonprofit supporting organization of Acts Retirement-Life Communities, Inc., seeks an experienced fundraising and planned giving professional to identify, cultivate and secure legacy commitments, major gifts and expand charitable giving for programs and funds in the Acts Chesapeake Region (Southern Delaware, Eastern Shore Maryland, and Carroll & Frederick Co, MD.), with the Regional Office located in Eldersburg, Maryland

The successful candidate will have completed a bachelor’s degree in finance, nonprofit management, social sciences or similar discipline and have demonstrated a successful track record, including five or more years of related work identifying and securing annual, capital, life-income gifts and bequests.

This full-time position is available July 2019, and requires advanced knowledge of fundraising techniques, planned giving, tax benefits of charitable giving, and the principles of gift stewardship and fundraising ethics.  Strong interpersonal skills and ability to relate to mature donors; excellent listening, verbal, written communication and public speaking skills are expected. 

Please provide resume and cover letter detailing demonstrated successes when submitting application.

For information on the Acts Legacy Foundation:

Click here to apply

Planned Giving Specialist - Life Income Gifts

Posted on May 13, 2019

Position Status


Job Description

Job Title: Planned Giving Specialist -- Life Income Gifts
Internal Title: Specialist I
Department/Location: Charitable Giving - Planned Giving, Baltimore, Maryland
Reports To: Planned Giving Operations Officer
About CRS:
Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. CRS works to save, protect, and transform lives in need in more than 100 countries, without regard to race, religion or nationality. CRS' relief and development work is accomplished through programs of emergency response, HIV, health, agriculture, education, microfinance and peacebuilding.

Primary Function:

Working under the supervision of the Planned Giving Operations Officer, the Planned Giving Specialist is part of the Planned Giving Team. Responsibilities include the maintenance and enhancement of a comprehensive program for Life Income Gifts including Charitable Gift Annuities and Pooled Income Fund Gifts. This position also works with Bequest Estate Administration in a limited capacity with regards to Irrevocable Trusts and Beneficiary Designations and may process other basic bequests as assigned.

Job Responsibility:

  1. Oversight and management of CRS Life Income Gifts including responding to phone and letter inquiries concerning CRS Charitable Gift Annuities or Pooled Income Funds, prepare CGA illustrations, and prepare CGA agreements.
  2. Work closely with M&T Bank, financial planners, and attorneys to bring gifts to closure.
  3. Implement Stewardship acknowledgement opportunities for Life Income Gift Donors to include phone calls, written correspondence, and Donor visits as scheduled with supervisor.
  4. Maintain all related records in ClearView and GiftWrap software (coordinated with M&T Investment Group).
  5. Process Beneficiary Designation Bequests received by CRS including the completion of all necessary forms and communication.
  6. As assigned, manage Irrevocable Trust assets including necessary communications with trusts, and updating status and value of irrevocable trusts on a quarterly basis.
  7. As assigned, process estate bequests including monitoring the will through probate, proactively follow up with estate attorneys/executors to ensure timeliness and accuracy of distributions, and prepare acknowledgement letters.
  8. Works collaboratively with other PG Specialist to ensure timeliness in processing of all distributions.
  9. Complete approved accrual process as needed.
  10. Ensure all PG policies and procedures are followed, and compliance is clearly documented.
  11. Identify, recommend and implement business process improvements associated with Planned Giving.
  12. Provide cross-training to other Charitable Giving staff on all aspects of Life Income gifts.
  13. Cross-train with other Planned Giving staff in order to respond to donor inquiries and provide backup for the administration of such gifts.
  14. Stay current regarding CRS programming, news, and world events.
  15. Other tasks as assigned by supervisor.
  16. Ensure accurate and complete tracking and reporting of insurance policies.

Agency-wide Competencies

These are rooted in the mission, values, and guiding principles of CRS and used by each staff member to fulfill his or her responsibilities and achieve the desired results.
* Integrity
* Continuous Improvement & Innovation
* Builds Relationships
* Develops Talent
* Strategic Mindset

* Accountability & Stewardship

Supervisory Responsibilities: N/A
Internal: All Charitable Giving Units including Major Gifts, Donor Services, Analytics Unit, Annual Giving; Office of Legal Counsel; Finance.
External: CRS donors and their personal representatives, attorneys and financial advisors, M&T Bank, other PG vendors and consultants.
  1. BA or BS minimum requirement
  2. 3-5 years related experience as an account representative, fundraiser, accountant or similar field a plus.
  3. Excellent written, verbal and interpersonal communication skills, including ability to communicate effectively and empathetically. Ability to explain sophisticated planned gifts in a clear and easily understood manner to PG donors.
  4. Strong analytical and research skills.
  5. Familiarity with processing legal documents and forms, particularly estate-related documents a plus.
  6. Maturity, ability to handle multiple tasks simultaneously in a deadline-oriented environment.
  7. Computer literacy (MS Office: Word, Outlook, Excel); knowledge of fundraising databases a plus.

Personal/Professional Skills:

  1. Strong time management skills, a structured and detailed oriented individual who is able to work under tight deadlines.
  2. Requires minimal supervision. Takes initiative and asks pertinent questions, yet knows when to involve others. Good problem-solving skills.
  3. Ability to work well with others including co-workers, supervisors and various units within Charitable Giving.
  4. Positive and energetic attitude, enjoys and works well in a collegial, team-oriented, sharing environment, yet self-motivated with personal initiative for expanding the planned giving portfolio.
  5. Friendly and outgoing manner, flexible and attentive approach, and open to many options to reach agreed upon goals.
  6. Understands of basic fundraising concepts and donor psychology.
  7. Project a positive donor service attitude in all aspects of duties internally and externally.
  8. Willing to acquire a working knowledge of various planned gift vehicles.
Physical Requirements/Environment: Based in Headquarters; normal conditions akin to an office environment
Foreign Language Required: N/A
Major Responsibilities of Position:
Legal, Gift Administration, Finance and Donor Stewardship

All interested applicants must be authorized to work in the U.S. at the time of application.
Disclaimer: This job description is not an exhaustive list of the skill, effort, duties, and responsibilities associated with the position.

CRS' talent acquisition procedures reflect our commitment to protecting children and vulnerable adults from abuse and exploitation.
- CRS is an Equal Opportunity Employer.

Click here to apply

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