People For the American Way: Legacy Giving Coordinator
People For the American Way
Legacy Giving Coordinator
People For the American Way is a national organization with over 1 million members dedicated to defending constitutional rights under attack by the Trump administration and the Right Wing and is deeply engaged in campaigns ranging from defending the Supreme Court to fighting Islamophobia to engaging Latino voters in elections. Our affiliate People For the American Way Foundation conducts research, legal, and education work on behalf of First Amendment freedoms and democratic values and works to diversify the leadership of the progressive movement through its Young People For youth leadership programs and its Young Elected Officials Network.
The Legacy Giving Coordinator is an integral part of People For the American Way’s fundraising team who will be responsible for sustaining and growing a newly revitalized planned giving program. The Coordinator helps implement our legacy marketing efforts, leads the personal cultivation and solicitation of planned giving prospects via personalized relationship building, manages the legacy giving society, and carefully oversees the administration of all open estate gifts. The Legacy Giving Coordinator reports to the Vice President for Constituent Engagement and works closely with both major gifts and membership/annual giving staff. This position is located in Washington, D.C., and requires at least 25% travel throughout the United States.
- Manage marketing strategy to build awareness of legacy giving opportunities among our current donors and members, including planned giving newsletters, surveys, and letters.
- Manage a portfolio of approximately 500 legacy donors and prospects and build relationships via phone calls, personalized email communications, ongoing written contact, and small events.
- Generate new leads for the planned giving pipeline and develop strategy for cultivating and soliciting donors at different stages in the pipeline to close gifts.
- Respond promptly to all planned giving inquiries and leads and ensure all donors with new gift intentions are thanked and recognized properly.
- Maintain and promote the Liberty Circle, our legacy giving recognition society, and create stewardship plans to maintain ongoing relationships with donors in the Liberty Circle.
- Visit at least 100-120 donors (or more) each year to qualify, cultivate, and solicit planned giving prospects and steward existing Liberty Circle members.
- Closely track all open estates and work with estate representatives and People For legal and finance staff to ensure prompt and accurate processing of associated paperwork to facilitate timely distributions.
- Communicate regularly with program staff to maintain awareness of People For programs and activities in order to effectively communicate about our work with donors.
- Maintain accurate and complete records of all donor communications and prepare regular reports on campaign activities.
- Help set, track, and report on program budget goals and KPIs.
- Other duties as assigned.
- Bachelor’s degree and 3-5 years fundraising experience (or equivalent combination of education/experience); experience with planned giving or other relationship fundraising strongly preferred.
- Strong computer skills, including Word and Excel (including mail merge) and fundraising databases.
- Outgoing personality with ability to enjoy direct communication with donors and prospects and the ability to collaborate with other staff and external vendors.
- Demonstrated verbal and written communications skills including experience in reviewing direct mail appeals, acknowledgment letters, emails, and other similar correspondence; experience with proofreading.
- Ability to handle simultaneous projects and manage competing deadlines.
- Discretion and mature judgment in handling sensitive and confidential information.
- Commitment to People For’s core mission.
Send resume and statement of interest with writing sample to: Human Resources, People For the American Way, and 1101 15th Street, NW, Suite 600, Washington, DC 20005. Email email@example.com. No telephone calls please. Job posting: http://www.pfaw.org/jobs/legacy-giving-coordinator/.
People For the American Way is an equal opportunity employer.
Human Rights Campaign: Planned Giving Officer
Human Rights Campaign
Planned Giving Officer
Position Description: Planned Giving Officer
Reporting Line: Director of Estate Planning
Location: HRC Headquarters, Washington, DC
To apply, please visit: www.hrc.org/careersPosition Summary:
The Planned Giving Officer qualifies, cultivates, solicits, closes, and manages the stewardship of donors and prospects who are interested in including a planned gift to the Human Rights Campaign (HRC) in their will, trust, or other estate plan. This will be accomplished through interactive and highly personalized relationship-building. Face-to-face visits, phone conversations, and personalized correspondence will be the foundation for growing meaningful connections. The impact of this work will result in significant growth of planned gifts and gift commitments that will help ensure that HRC’s work will continue for future generations.Position Responsibilities:
- Qualifies, cultivates, solicits and stewards current and prospective planned giving donors, through personalized correspondence, telephone calls and face-to-face visits.
- Develops and maintains ongoing relationships with planned giving donors and prospects. Conducts stewardship visits to enhance commitment to HRC.
- Responds to planned giving inquiries or leads generated and follows up with appropriate cultivation and stewardship methods to close gifts.
- Upon notification of a planned giving gift intention, ensures donors are thanked promptly and properly. Records donor information and updates records as needed in appropriate database.
- Prepares life income gift proposals for donors and their advisors and follows up via telephone, correspondence, or visits as needed.
- Tracks and reports on progress, including contacts, leads, and closed gifts.
- Exhibits respect for and excellent service to donors and all supporters of HRC through prompt and courteous communication.
- Embraces a mission-driven, cohesive, and supportive attitude within the organization.
- Works collaboratively with mid and senior level Development staff.
- Provides mid and senior level Development staff with information and insights gleaned from extensive donor contacts to identify prospects for Major Gifts and other lifetime giving streams.
- Strategizes with Board of Directors to identify prospects and gifting strategies.
- Other duties as assigned.
- Bachelor’s degree or equivalent in experience required plus five or more years of proven fundraising experience with an emphasis in soliciting planned gifts and stewarding planned giving donors.
- Working knowledge of estate planning and/or planned giving fundraising is required. Experience explaining basic planned gift options, and soliciting and closing basic planned gifts is required.
- Proficient in PG Calc software desired.
- Must adhere to the highest ethical standards, demonstrate an empathetic disposition, have perseverance, reflect an optimistic and positive attitude, and convey sensitivity to needs of donors.
- Must be well organized, detail-oriented and have proven experience in all aspects of prospect identification, moves management, and effective solicitation.
- Must be self-motivated and skilled at building strong donor relationships and bringing planned gift opportunities to fruition.
- Demonstrated proficiency in writing and strong communications skills. In particular, the individual should have public speaking experience or skills, be able to represent HRC in a variety of settings, and possess exceptional strength in the area of donor relations.
- Must have excellent interpersonal skills and a demonstrated record of completing assignments.
- Flexibility with work schedule; Must be willing to travel and work evening and weekend hours. Must be willing to travel extensively, as at least 60% of work time may be out of the office.
- Proficient in Microsoft Office applications (Word) and Google Apps (Gmail, Google Docs and Drive).
- 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.
B’nai B’rith International: Assistant Director of Planned Giving
B’nai B’rith International
Assistant Director of Planned Giving
Position: Assistant Director of Planned Giving
Department: Department of Planned Giving
Reports To: Director of Donor and Member Services
B’nai B’rith International is seeking an experienced, outgoing and personable candidate for our Assistant Director of Planned Giving position. From our Washington, DC office, this individual will perform a variety of duties to ensure that all aspects of the planned giving program, including revenue, continue to grow. To accomplish these goals, he or she will work closely with other staff members, primarily in the Donor Development, Fiscal Operations and Communications departments.
- Generates leads and follows-up with potential donors. Communicates with donors concerning their financial status and goals regarding charitable estate planning. Works with donors to establish their planned gifts, including transferring assets and preparing documentation.
- Establishes and maintains regular contact with current planned giving donors to develop relationships that will lead to future gifts.
- Travels to consult with potential donors and coordinate estate planning seminars, as well as other regional and local planned giving programs. Responsible for planning one seminar each year and assisting in the planning and logistics of other fundraising events.
- Serves as primary contact for individuals requesting information on donations, bequests, charitable gift annuities, charitable remainder trusts and other planned giving vehicles. Prepares paperwork involved in establishing and documenting planned gifts including charitable gift annuities and charitable remainder trusts.
- Oversees The 1843 Society legacy recognition program by maintaining and updating the list of donors and potential donors and sending out appropriate acknowledgements and certificates.
- Handles routine correspondence by mail, email and phone with estate attorneys who have notified B'nai B'rith of a bequest in a will or trust. Acknowledges bequests in writing and maintains estate files.
- Acts as primary liaison with endowment and scholarship fund managers. Manages distributions from, and additions to, our multi-million dollar endowment fund.
- Writes donor testimonial articles for magazine.
- Performs other related duties as assigned.
- Processes all donations received by the planned giving department. Answers the telephone lines and email inquiries for the department and ensures they are handled or directed to the appropriate staff member. Acts as the primary backup for these responsibilities for the Department of Donor Development.
- Maintains and updates planned giving donor database for donors, foundations and estates.
- Handles routine copying, filing, mailing invoice requests, and inventory duties for the department. Prepares expense and travel authorizations, as well as other forms related to department operations.
All candidates for this position will have a four year college degree and will be highly organized, able to prioritize multiple tasks and work independently with minimal supervision. Prior nonprofit or finance experience required; planned giving experience preferred. Candidates should be familiar with the Jewish community, have experience working and communicating with seniors, and be willing to travel when necessary to meet with prospective planned giving donors. Knowledge of Microsoft Office, PG Calc and Enterprise CS (our development database program) is an integral part of this position and highly desired. Good written and verbal communications skills are necessary, as is the ability to work effectively with other departments and field staff.
Interested candidates can email their resume and cover letter (including salary requirements) to: firstname.lastname@example.org.