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Join the Presbyterian Homes Team! We are an independent, non-profit senior living care organization offering full continuum of care from independent and assisted living to skilled nursing and memory care at four luxury retirement communities. Presbyterian Homes has achieved national recognition and accreditation for senior living leadership and expertise. We were established in 1904 and have an excellent reputation for providing a wide range of living options to seniors to live every day as they wish. Our team members have consistently rated Presbyterian Homes as a great workplace in confidential engagement surveys.

Position Overview

Reporting to the Senior Director of Development of the Geneva Foundation, the Planned Giving Officer will be responsible for identifying, engaging, cultivating, soliciting, and stewarding current and prospective planned giving donors. He/she will also be responsible for providing outstanding and responsive customer service to an established portfolio of donors and prospects, ensuring the attainment of their personal philanthropic goals.

Why choose us?!

• Health Insurance: Medical, Dental, & Vision plans

• Long-term and short-term Disability plan

• Confidential Employee Assistance Program (EAP)

• Generous Paid Time Off (PTO)! PTO rollover & PTO sellback options

• 403(b) retirement plan with employer match and baseline

• Scholarship programs including tuition reimbursement.

  Essential Functions

• Full alignment with the Presbyterian Homes and Geneva Foundation Mission vision and values.

• Develop and manage a donor portfolio. Build relationships, identify and document planned gifts for the support of the Geneva Foundation through personal visits and meaningful contacts with residents, donors, and prospective donors towards the interest of planned gifts and their future impact within the campus communities and overall charitable mission.

• Ability and passion to create opportunities for people to advance the communities of Presbyterian Homes through financial stewardship and generosity toward the Geneva Foundation.

• Draft and present written and verbal planned giving proposals, presentations, and other communications to effectively align donor’s planned giving desires and interests within the communities of Presbyterian Homes and the charitable mission of the organization.

  Skills/Qualifications

• Bachelor’s degree with advanced education or Certification as a Fund-Raising Professional a plus.

• Minimum of five years of development experience, possessing roles with increasing levels of responsibility with emphasis on major gift work within a non-profit organization, preferably related to working with older adults, healthcare, or not-for-profit retirement communities.

• Demonstrated technical knowledge around charitable vehicles and managing a planned giving program, specifically with bequests, trusts, annuities, and giving through retirement plans.

  IndeedSJ