IMPORTANT: This Advertiser has requested that applicants MUST be National Residents / Valid Work Permit-holders. Other applicants need not apply.
The Wilderness Society (TWS), a national non-profit organization whose mission is to protect wilderness and inspire Americans to care for our wild places, is seeking an experienced full-time Senior Planned Giving Officer to join its Membership & Development team in Washington, DC.
The incumbent will develop and maintain personal contacts with a portfolio of donors and prospects located throughout the United States, including all aspects of closing irrevocable and revocable planned gifts through identification, discovery, cultivation and stewardship contacts to maximize revenue to TWS. This person will be an experienced professional with the skills and diligence to implement all fundraising aspects of a comprehensive planned giving program.
General responsibilities include: calling prospects, responding to inquiries, preparing planned giving illustrations and proposals, assisting with written materials for marketing materials and other related literature, assisting and advising staff with planned giving strategies, including developing gift strategies.
Expectations & Responsibilities
- Develop and manage a portfolio of 150-200 planned giving donors and prospects through a moves management system to increase funding capacity, maximize donor relationships and close new gift commitments.
- Create and implement planned gift strategies through written proposals, personalized visits and other contacts to engage prospects in establishing a planned gift compliance with TWS Gift Acceptance policies and procedures.
- In collaboration with the Major Gift Officers, create and implement combination gifting strategies that present the donor with an overall coordinated fundraising effort to maximize the gift opportunity.
- Act as a resource to Development staff and volunteers on the techniques of planned giving, and when appropriate, advise best gift strategy to orchestrate the stewardship and cultivation of a planned gift.
- Assist in the development and contribution of the planned giving marketing pieces including donor testimonials, Echo newsletter articles, advertisements, solicitations and brochures.
- Remain current in philanthropic developments and planned giving by attending meetings, training and conferences, as well as staying current on changes in tax and gift laws as they pertain to charitable giving and the administration of planned gifts.
- Maintain sufficient records, contact reports and background data to facilitate periodic reports, costs and results.
- Develop and maintain strong collaborative working relationships with TWS staff and assume other responsibilities as they arise.
Qualifications
- Bachelor’s degree and at least 5 years of work experience in planned giving or a related field (legal training or financial planning) or an equivalent combination of education and experience. Law degree and experience in the practice of law, including specific emphasis in the areas of taxation, trust and estates, probate, corporations, contracts and real estate is preferred.
- Working knowledge of planned giving techniques, current trends in philanthropy, and basic estate and financial planning for individuals, including tax implications of charitable giving.
- Ability to work with donors at all levels.
- Proven success in securing gifts through face-to-face solicitations.
- Familiarity with the conservation environment and a commitment to the mission and values of The Wilderness Society.
- Demonstrated ability to organize time, manage multiple projects simultaneously, meet deadlines, be self-motivated and be able to participate effectively in a team.
- Proficiency in Microsoft Word and Excel and planned giving software, preferably PG Calc Manager and PG Calc Giftwrap.
- Superior oral and written communications skills; excellent organizational and analytical skills; creativity, energy and an entrepreneurial spirit.
- Ability to travel 25% of the time.
The Wilderness Society offers a very competitive salary and benefits package, including: health, dental, vision, life and disability insurance; sick and vacation leave; and a pension plan. TWS is an equal opportunity employer and actively works to ensure fair and equal treatment of its employees and constituents regardless of culture, socioeconomic status, race, marital or family situation, gender, age, ethnicity, religious beliefs, physical ability, or sexual orientation.
For consideration, please submit cover letter and resume to:https://home.eease.adp.com/recruit/?id=2456161
