National Capital Gift Planning Council

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Job Opportunities

 

(Added 10/20/2017)

World Wildlife Fund (WWF)
Development Officer for Gift Planning

(Added 10/20/2017)

World Wildlife Fund (WWF), the world's leading conservation organization, seeks a Development Officer for Gift Planning at our Washington, DC office. The Development Officer cultivates, solicits, closes, and manages the stewardship of donors and prospects who are interested in including WWF in their will, trust or other long-range financial and estate plans. Also works with donors who are interested in life income gift arrangements. Works toward achieving World Wildlife Fund's fundraising goals for gift planning and the overall Development department.

  1. Develops and maintains ongoing relationships with donors and prospects. Conducts stewardship visits and gift planning prospects visits to enhance commitment to WWF, screens for planned gift marketing purposes, and helps generate repeat gifts. Refers qualified prospects to the regional philanthropy officer as appropriate.
  2. Prepares life income gift proposals for donors and their advisors and follows up via telephone, correspondence, or visits as needed.
  3. Upon notification of future gift intention or closure of life income gift, ensures donors are thanked and contracts are drafted promptly and properly. Records donor information, and updates records as needed in appropriate database.
  4. Responds to inquiries or leads generated and follows up with appropriate cultivation, and stewardship tactics. Identifies additional giving opportunities and implements approved projects for increasing and cultivating prospects and donors. Works across regional philanthropy and annual giving on collaborative efforts to increase bequest commitments, inquiries, and close gifts. Keeps abreast of programmatic developments to share with donors, as appropriate.
  5. Provides the gift planning director and staff with information and insights gleaned from extensive donor contacts in order to help refine marketing materials, program offerings and procedures.
  6. Performs other duties as assigned.
  • A Bachelor's degree is required.
  • Position requires a minimum of 4 years of demonstrated success in fundraising, including the cultivation and solicitation of donors.
  • Knowledge of conservation issues is preferred.
  • Knowledge of development practices and techniques is required.
  • Ability to manage multiple tasks, set priorities and meet deadlines
  • Strong oral and written communication skills
  • Flexible and responsive
  • Excellent organizational ability
  • Interest in and commitment to the goals of WWF is essential

To Apply:

  • Please visit our Careers Page, Requisition #17092, to submit an online application including resume and cover letter
  • Due to the high volume of applications we are not able to respond to inquiries via phone

As an EOE/AA employer, WWF will not discriminate in its employment practices due to an applicant's race, color, religion, sex, national origin, age, marital status, genetic information, sexual orientation, gender identity and expression, disability, or protected Veteran status.

Apply Here: http://www.Click2apply.net/xf3ytkqy5k8jwwrn

PI99838231

(Added 10/13/2017)

Benedictine Foundation
Associate Director

(Added 10/13/2017)

The Associate Director is a key member of the Benedictine Foundation team. The Associate Director manages and supervises the daily activities of the Foundation staff and works with the Director in fundraising, development, strategic planning, and office management functions.

Need more details? Here are the primary duties and responsibilities:

  • Manage and evaluate the performance of the Foundation staff.
  • Develop and execute fundraising, marketing and public relations initiatives that secure needed financial resources for Benedictine Programs and Services, with special emphasis on annual giving, appeals, special events, and staff and volunteer management.
  • Assist the Director with development and implementation of strategic goals for the Foundation.
  • Encourage and oversee professional development of the Foundation staff, including individual skills, team dynamics, and technological expertise in the field of development, such as proper utilization of database software.
  • Provide and model effective project management skills that lead to excellence in productivity and achievement of desired outcomes.
  • Establish and maintain cooperative and effective working relationships with staff, parents, board members, donors, volunteers, vendors and contractors.

Sound like the job for you? Here are the requirements you must meet:

  • Bachelor’s degree in related field required.
  • Minimum 5 years’ experience in the nonprofit sector in development, with demonstrated success in securing charitable gifts from individuals and organizations at varying levels.
  • Prior experience effectively managing staff and volunteers required.
  • Must be a strong communicator, able to develop powerful and inspiring messaging that moves donors to action. Strong verbal and written communication skills. Effective presentation skills.
  • Excellent planning and organizational capabilities.
  • Strength in decision-making and problem-solving; able to resolve conflicts, build consensus, and negotiate solutions.
  • Strong interpersonal skills, able to work collaboratively.
  • Prior experience developing and managing a department budget.

Please contact the recruiter, Erin, at 410-364-9616 for more information or apply online HERE.

Benedictine is an Equal Opportunity Employer

(Added 10/12/20/2017)

Human Rights Campaign
Director of Estate Planning

(Added 10/12/20/2017)

Position Summary:
The Director of Estate Planning will lead HRC’s efforts to grow and expand HRC’s planned giving program. This position is responsible for overall management of the program and for establishing short and long-term goals, strategies and initiatives for the program. The Director will provide overall direction and strategic management of the program in consultation with the Vice President of Development.

Position Responsibilities:

  • Identify, research, contact, cultivate, solicit and steward current and prospective planned giving donors to increase individual planned gifts as well as growing the overall donor base and prospect pool. In conjunction with the Planned Giving Officer, track and coordinate moves management for current and prospective planned giving donors.
  • Develop and implement short and long-term strategies to secure planned gifts, such as gifts by will or trust, retirement funds, payable on death accounts, life insurance and life income gifts. This will include a comprehensive marketing, lead-generation and stewardship plan for purposes of promoting planned giving internally and externally, including the cultivation and stewardship of current and prospective planned giving donors to ensure that they are engaged and active in HRC’s mission.
  • Work closely with donors and their professional advisors to structure planned gifts appropriately. Prepare timely and complete gift proposals and illustrations, transfer documents, bequest language and other gift agreements to secure planned gifts.
  • Collect, conserve, administer, and distribute all the realized planned gifts to HRC. Work directly with executors, trustees, and other fiduciary/financial custodians, as well as the HRC General Counsel and Finance Department, to receive the full value of planned gifts in a timely and efficient manner and ensure against mismanagement and waste.
  • Monitor the receipt of all non-cash gifts to HRC and provide staff support to the Gift Acceptance Committee to assess the acceptability of such property offered as a gift to HRC.
  • Work cross-organizationally to implement effective fundraising strategies for planned giving, including strategic coordination with Communications & Marketing, Membership & Online Strategy, Data & Analytics and Major Gifts teams.
  • Manage at least one employee including, when applicable, interviewing, hiring, conducting performance reviews, coaching, motivating, and disciplining employees.
  • Serve as a resource to all development teams, including major gifts and other annual giving teams regarding all aspects related to planned giving.
  • Provide leadership in the area of developing appropriate systems and processes for managing the program.
  • Develop and manage budgets for the planned giving program.
  • Prepare and implement a plan of action on an annual basis. Report to the Vice President of Development regarding progress toward goals, successes, problems, etc. At all times participate in decisions regarding the administrative and programmatic aspects of the planned giving program.
  • Other duties as assigned.

Position Qualifications:

  • A Bachelor’s degree or equivalent work experience required.
  • An advanced degree, such as a JD, and/or relevant professional certifications is preferred due to complexity of planned giving field and related laws.
  • At least 7-10 years of related experience as a gift or estate planning professional, which includes outright gifts and revocable and irrevocable deferred giving vehicles. Nonprofit experience is strongly preferred.
  • Broad and thorough knowledge of the legal, tax and procedural aspects of estate planning, estate administration, probate, fiduciary duties and accounting required.
  • Ability to interact professionally and effectively with donors, corporate and individual fiduciaries, attorneys, accountants, financial custodians, surviving family members, and key internal partners within HRC.
  • Exceptional ability to establish and maintain rapport with donors.
  • Ability to manage confidential information with discretion and tact.
  • Ability to work collegially and collaboratively in a team setting with exceptional work ethic and track record of personal initiative.
  • Experience in budget development and management.
  • Must be highly organized, detail-oriented and able to handle multiple projects simultaneously in a fast-paced environment.
  • Must have excellent writing skills and strong verbal communication skills.
  • Strong skills with Microsoft Office applications (Word, Excel, and PowerPoint) and Google Apps (Gmail, Google Docs and Drive).
  • Flexibility with work schedule; this position does require occasional evening and weekend work.
  • Willingness and ability to travel to meet with donors, prospects and participate in occasional HRC events around the country.
  • Must have and maintain a valid driver’s license.
  • Strong interest in and knowledge of the rapidly changing LGBTQ equality movement.

All positions at the Human Rights Campaign may require travel on a regular basis or periodically. Where the need arises for business travel, appropriate compensation as outlined by the Fair Labor Standards Act will apply.

(Added 10/06/2017)

Wolf Trap Foundation for the Performing Arts
Coordinator, Planned Giving

(Added 10/06/2017)

Wolf Trap Foundation for the Performing Arts is the official partner to the National Park Service in providing concert and performance programming within Wolf Trap National Park for the Performing Arts. As a non-profit organization, the Foundation is dedicated to creating excellent performing arts experiences for the enrichment, education, and enjoyment of diverse audiences. In addition to the work at the park, the Foundation programs and produces music year-round at The Barns at Wolf Trap, manages Wolf Trap Education’s varied programs for life-long learning and operates Wolf Trap Opera’s internationally renowned training and performance program.

Wolf Trap Foundation for the Performing Arts seeks a Coordinator, Planned Giving to coordinate the internal operations of the Foundation’s Planned Giving program, including the development and execution of marketing, cultivation, stewardship, and administration plans. Serve as a key Planned Giving team member in managing multi-faceted communications for donors, prospects, and advisors, while developing correspondence, marketing materials and strategies, and creative content. Manage electronic data and confidential records. With the Foundation’s Special Events team, coordinate cultivation and stewardship events, including seminars with advisors and activities related to the Catherine Filene Shouse Legacy Circle, Wolf Trap Foundation’s planned giving society. Manage administration and stewardship for named endowment funds, as well as memorial and tribute giving.

DUTIES AND RESPONSIBILITIES:

Donor and Prospect Relations

  • Develop and manage cultivation and stewardship for Legacy Circle members, prospects, and advisors.
  • Coordinate all aspects of communications, including phone, email, personalized correspondence, direct mail, and creative content.
  • Develop written communications, including acknowledgements, proposals, donor profiles, and stewardship reports.
  • Manage planned gift inquiries, track and cultivate prospects, and determine and execute effective follow-up actions.
  • Collaborate with Wolf Trap Foundation’s Special Events Team to plan, execute, and evaluate planned giving events, including the annual Legacy Circle Dinner and seminars. Identify and implement other opportunities to engage planned giving donors and prospects in Wolf Trap Foundation’s mission.
  • Schedule and lead event debrief meetings and oversee follow up activities.
  • Attend Wolf Trap fundraising and cultivation events; provide occasional on-site assistance working guest registration and other duties as assigned.

Marketing

  • Create and update marketing strategy and materials, including digital and print content.
  • Manage direct mail process, including print materials, mailing lists, time lines, and vendor relationships.
  • Prepare materials for seminars.

Data/Information Management

  • Manage key information for planned gift donors, prospects, and advisors in The Raiser’s Edge database, including proposal records, prospect actions, profiles, gift agreements, and gift detail.
  • Create reports and develop strategic mailing lists.
  • Manage recognition for legacy and endowment fund donors, including updates to recognition listings.

Administration

  • Manage calendar and project time lines for planned giving program.
  • Process planned gifts and intentions, estate gifts, and memorial and tribute gifts.
  • Manage pledge reminders and multi-year payment schedules as needed.
  • Coordinate charitable gift annuity program marketing and administration.
  • Process gifts of personal property.
  • Manage all aspects of memorial and tribute giving, including website information, online giving, gift processing and acknowledgment, and serving as point of contact.
  • Maintain and update confidential files.
  • Other duties as assigned by Director, Planned Giving.

EDUCATION AND EXPERIENCE:

  • BA/BS degree and 2-4 years related experience
  • Experience in a non-profit organization preferred; experience in planned giving a plus

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

  • Excellent customer service skills, with particular interest in working with older donors
  • Strong written and oral communication skills, proofreading, and attention to detail
  • Demonstrated ability to manage projects, handle multiple tasks, and meet deadlines
  • Proficient in Microsoft Office programs; familiarity with The Raiser’s Edge preferred
  • Sensitivity to confidentiality and ethical considerations related to prospect and donor information
  • Independent, responsible, creative, and self-motivated, with the ability to participate effectively in a team environment
  • Ability to work some evenings and weekends, especially over the summer season
  • Sensitivity and commitment to the mission of Wolf Trap Foundation for the Performing Arts

Qualified candidates can apply online at www.wolftrap.org.

Wolf Trap Foundation for the Performing Arts is an Equal Opportunity Employer.

(Added 09/29/2017)

DRG — Executive Search Consultants
Capital Camps & Retreat Center Chief Development Officer Rockville, MD

(Added 09/29/2017)

Background
Capital Camps & Retreat Center (CCRC), a member of the Jewish Community Center Association and accredited by the American Camp Association, provides transformative camping experiences to approximately 1,000 campers each summer. Founded in 1987, Capital Camps has enjoyed steady growth and is now close to capacity each summer with children ages eight to 17 on a sprawling renovated campus in the Catoctin Mountains of Pennsylvania. The Retreat Center, which hosts approximately 125 groups each year, is a center of learning and rejuvenation for adults, families, and organizations.

For more information about the camp, go to capitalcamps.org, and capitalretreat.org for information about the retreat center.

The Position
CCRC seeks a dynamic Chief Development Officer to join its senior management team and lead/direct its fundraising and volunteer engagement efforts. The Chief Development Officer will work in direct partnership with the CEO and Board of Directors to continue to elevate the agency's development program and its system for securing and growing support, while creating a positive culture of philanthropy and engagement within the CCRC community.

Responsibilities
Overall Vision and Implementation

  • Drive fundraising for the organization and serving as a motivational force in fundraising efforts
  • Design a development plan to systematically institutionalize an annual campaign fundraising strategy
  • Implement the development plan in a methodical, organized, and transparent way
  • Evaluate the agency's strategies for fundraising and set new goals each year to create a donor-centered and segmented fundraising approach
  • Identify and cultivate new donors in the parent, grandparent, alumni, and broader community, and steward existing donors in partnerships with the CEO and Board members

CEO/Board Partnership

  • Serve as a partner with the CEO and Board in addressing fundraising needs and ensure that all campaigns are coordinated and integrated where appropriate
  • Direct and support the CEO and Board members in developing fundraising opportunities and prepare them for outreach efforts

Board Relations

  • Partner with the Board chair, CEO and Development Committee Chair in creating a culture of philanthropy on the Board and throughout entire camp community
  • Train Board members and other volunteers to fundraise for Capital Camps & Retreat Center
  • Help to build the Board's Development Committee and partner with the Board Chair, CEO and Development Committee in setting fundraising strategy and goals as related to the development plan

Community Relations

  • Serve as an ambassador for camp and build a broad base of volunteer ambassadors, who can outreach in the community to build positive identification with and support for Capital Camps
  • Track development opportunities and directing them through the process of identification, cultivation, asks, and stewardship

PR/Communications/Marketing

  • Review all fundraising materials and work with Development Committee members to update and revise materials to capture the “story” of Capital Camps through effective marketing, communication and PR
  • Partner with CCRC's marketing firm to create materials and new communications in order to concretize the brand

Staff Management and Supervision

  • Supervise and support the agency's full-time development associate and half-time Special Projects Manager
  • Provide oversight to ensure that gifts are recorded and donors are recognized appropriately

Qualifications
The successful candidate will possess the skills and personality to manage a complex organization with qualifications that include:

  • Knowledge of development best practices related to donor identification, cultivation, solicitation, and stewardship
  • Drive, ambition and passion to lead a team
  • Ability to successfully solicit major gifts
  • Annual campaign experience, as well as other major gifts campaigns
  • Experience working directly with board members
  • The ability to establish objectives to organize and motivate volunteers to achieve fundraising goals
  • Excellent analytical, marketing, writing, and presentation skills
  • Strong project-management skills
  • Skill in working with volunteers and maintaining positive relationships with all constituents
  • Ability to work both independently and collaboratively, and to multi-task efficiently
  • Experience and facility with database technology
  • Sensitivity to the dual role of leading and supporting development efforts

Compensation
An attractive and competitive package, commensurate with level of experience is available.

For more information, to submit a resume or recommendation, please contact:

David Edell, President
Sarah Raful Whinston, Consultant

DRG — Executive Search Consultants
275 Madison Avenue, Suite 1203
New York, NY 10016
Phone: (646) 237-5959
Fax: (212) 983-1687
ccrc@drgnyc.com
Visit us at: www.drgnyc.com

(Added 09/26/2017)

Jewish Federation of Greater Washington
Director of Planned Giving

(Added 09/26/2017)

Are you an experienced and strategic relationship builder that has a passion for securing the future for our Jewish community?

Do you thrive in a creative, fast-paced team environment where you can express your leadership potential?

Do you care about and understand the needs and interests of the Jewish community?

If you answered yes to these questions, we may be a perfect match!

The Director of Planned Giving is an experienced relationship builder responsible for a fundraising portfolio of key planned giving donors and prospects and is a seasoned professional committed to excellent donor service. Responsible for creating and implementing the overall planned giving strategy, the Director is a high-profile leader on the team working with key donors and the organization’s most senior lay leadership.

Desired Skills and Experience

  • 8-10 years of experience with some combination of annual fundraising, planned giving and solicitation of other major gifts
  • Bachelor’s degree required with MBA or Master’s level degree in a related field preferred
  • Prior nonprofit or private sector experience in a community foundation, sales/marketing of financial instruments and/or planned charitable gifts, providing financial and/or legal advice to high net worth individuals and/or major donor solicitation will be considered
  • First-hand knowledge of the Jewish community, its customs and practices
  • Knowledge of fundraising systems and experience in prospect identification
  • Demonstrated knowledge of, or potential to learn, about the various methods and tools to make planned gifts and can articulate the advantages or disadvantages of each
  • Experience in strategic and operational planning
  • Experience as an executive responsible for revenue development, outreach and promotion
  • Significant experience in management of membership or volunteer operations and working volunteer committees
  • Strong donor-relations skills: proven ability in creating strategies to cultivate prospects and channel donor engagement leading to greater charitable support
  • Strong supervisory skills to sustain performance of subordinates, nourish growth, and maintain a mutually supportive working environment
  • Excellent verbal communication skills, in order to respond effectively and diplomatically with donors, volunteers, community leaders and the general public
  • Proven ability to work collaboratively and effectively with peers in the organization and staff who do not report to the Director, and whose support is needed to implement goals and objectives of the position

For more information or to apply, contact Carin@Sageviewconsulting.com

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