Planned Giving Senior Specialist

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Job description

We're looking for a highly organized and collaborative person to join our team in the role of Planned Giving Specialist. This individual will contribute to a vibrant planned giving program helping donors realize their charitable goals through informed and impactful giving in support of our mission.

The planned giving program is responsible for current and future support through a wide range of giving vehicles to meet the varied needs of a diverse membership including simple bequests, charitable gift annuities, charitable remainder and lead trusts, an endowment, and a pooled income fund. Donors expressing an intention to support our future work are welcomed into our legacy society, the Robert Marshall Council. The Council is comprised of those members who share a desire to confront the most pressing conservation challenges of our day; climate change, species extinction and inequitable access to nature's benefits. The Planned Giving Specialist will be responsible for the discovery and cultivation of prospects, as well as enriching the engagement of legacy society members through animated stewardship and personalized contact.

This position plays an important role in supporting an inclusive organizational culture that is grounded in trust and accountability to shared goals and outcomes. Our client has made diversity, equity, and inclusion strategic priorities for the organization and the Planned Giving Specialist will integrate these priorities throughout their work. Across our team, we aspire to be campaign oriented, nimble, collaborative, innovative, transparent, and supportive of staff - our greatest asset.

ESSENTIAL DUTIES & RESPONSIBILITIES

Primary tasks and expectations of this position are to:

• Develop and enrich donor relationships leading to new planned gift commitments from a

portfolio of 100-150 prospects through personalized correspondence such as emails, phone

calls, and letters, as well as personal visits.

• Assist in the development and creation of planned giving marketing materials to appeal to a diverse range of donors through newsletters, advertisements, online media and website, print solicitations and brochures.
• Respond to planned giving inquires with individualized service and engagement necessary to establish relationships and ascertain charitable goals.
• Serve as a resource to staff on the techniques of planned giving, and when appropriate, offer advice and guidance in the development of new planned gifts. This includes collaborating with the Major Gift Officers to create and implement strategies that present the donor with opportunities to maximize the benefit and impact of their charitable giving.
• Maintain knowledge of developing trends within philanthropy and the field of planned giving by attending meetings, training sessions 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.
• Prepare gift illustrations and proposals for vehicles such as charitable gift annuities.
• Maintain donor records, including gift annuity and pooled income fund records, in physical form as well as our database and gift administration software.
• Seek the advice of tax, legal and other advisors on complex matters when appropriate.

QUALIFICATIONS

Experience and Competencies

The ideal candidate will have skill in the following areas:

• An equivalent combination of education and experience that includes membership or donor engagement experience leading to enriched and trusted relationships; or a bachelor's degree and at least 3-5 years of work experience in planned giving or a related field such as legal training or financial planning.
• Working knowledge of planned giving techniques, current trends in philanthropy, and basic estate and financial planning for individuals, including tax implications of charitable giving.
• Clear and effective communication skills, oral and written, including excellent listening skills and an ability to relate well with people of diverse backgrounds and experiences.
• A collaborative team member with emotional intelligence, creativity, flexibility, initiative and a track record of working in a solution-oriented manner.
• Able to work independently in a dynamic environment, exercise good judgment and decision-making to achieve time sensitive goals and meet project deadlines.
• Demonstrated ability to meet deadlines and manage multiple projects simultaneously
• Ability to work independently, as well as working successfully in teams representing a rich mix of talent, backgrounds, and perspectives.

Desired Characteristics

In addition to the required qualifications the ideal candidate will know/have:

• Familiarity with conservation and equity issues sufficient to share the mission and values of the company with prospects and donors.
• Possess general computer proficiency in Microsoft Office, a CRM database and planned giving software, preferably PG Calc Manager and PG Calc Giftwrap.
• Ability to travel to meet with donors and prospects.
• Excellent organizational and analytic skills as well as adaptability.