Aga Khan Foundation U.S.A.: Planned and Legacy Giving Program Associate
Aga Khan Foundation U.S.A.
Planned and Legacy Giving Program Associate
Title: Planned and Legacy Giving Program Associate
Organization: Aga Khan Foundation U.S.A.
Location: Washington, D.C.
Reports to: Associate Director, Planned Giving
ABOUT AGA KHAN FOUNDATION U.S.A. (AKF USA)
Established in 1981, AKF USA is a private, non-denominational, non-profit international development organization committed to alleviating poverty, hunger, disease and illiteracy, primarily in Africa and Asia. Its mission is to address the root causes of poverty by investing in innovative solutions in health, education, rural development, civil society and the environment. The Foundation supports community-based programs in the areas of health, education, rural development and civil society. Aga Khan Foundation is an agency of the Aga Khan Development Network (www.akdn.org), a group of 11 private development agencies working to empower communities and individuals, often in disadvantaged circumstances, to improve living conditions and opportunities, especially in Africa and Asia.
Aga Khan Foundation U.S.A. (AKF USA), , is seeking an Associate to assist with managing the Foundation's newly expanding Planned and Legacy Giving (PLG) Program. The legacy component of our planned giving offering has been a life insurance program whereby donors can gift a life insurance policy to the Foundation. In addition to supporting and growing that existing program, this Associate will support the delivery and administration of other new planned giving offerings. This Associate reports to the Assoc. Director for Planned Giving and is part of AKF's Resource Development Department, consisting of a team of people focused on individual and corporate fundraising. This position is based in Washington DC and is available immediately.
Main duties and responsibilities
- Administer the PLG Program with major duties in our life insurance policy program;
- Dialogue with donors, volunteers, applicants, insurance agents, insurance companies and brokers;
- Maintain instructions, systems, guidelines, data, documents and archives for the PLG Program;
- Maintain up-to-date inventory, valuation and assessment of life insurance and other planned giving assets.
- Implement necessary remedial actions to address any impaired assets.
- Provide orientation to insurance agents and volunteers in the field;
- Respond to donor and volunteer inquiries;
- Process donor contributions and disbursements to insurance companies;
- Analyze and prepare reports for management on status and progress of the PLG Program;
- Assist with preparation of schedules for audits;
- Write copy for materials marketing our new PLG program;
- Execute stewardship activities, including managing the printing and mailing of letters and cards, to PLG Program donors;
- Assist in all other ways and do all other things as may be required in connection with the administration of the PLG Program.
- Bachelors Degree preferably in Business, Finance, Fundraising or related field;
- Proficiency with Microsoft Office with an emphasis in Excel;
- Prior knowledge of Planned Giving programs and life insurance is highly desirable;
- Be detailed oriented with strong analytic skills
- Excellent inter-personal and communications skills;
- Excellent organizational and leadership skills;
- Ability to work in a fast paced, culturally diverse environment;
Please submit all resumes to: firstname.lastname@example.org. Dead line to apply is December 6th, 2017
University of Virginia: Senior Associate Director of Gift Planning
University of Virginia
Senior Associate Director of Gift Planning
The University of Virginia is hiring a Senior Associate Director of Gift Planning.
As the University enters its third century and embarks on its next campaign, Gift Planning remains essential to reaching future fundraising goals that align with UVA's educational mission. As a cornerstone program of one of America's most distinguished fundraising organizations, Gift Planning is focused on generating new support by increasing visits with donors, engagement with alumni, and outreach efforts to parents, community members, and friends.
The Senior Associate Director of Gift Planning will join a team of eight seasoned fundraising professionals and represent the University of Virginia, its programs, policies, personnel, traditions, philosophy, and objectives to all constituent groups. The main focus of this position will be to cultivate relationships with individuals (alumni, faculty, family, and friends of the University of Virginia) to actively solicit major outright, deferred, and future support gifts to benefit the entire UVA enterprise. He/She will partner with and offer guidance to gift officers in various schools and units across Grounds. The Senior Associate Director will work closely with individuals and their professional advisors (financial, real estate, investment, tax, and legal) regarding the structure of and providing solutions for lifetime and testamentary plans that will benefit the University. Of the $3 Billion dollars raised in our last campaign, planned gifts accounted for about 25% of the total. The team is poised to make a significant contribution to our upcoming campaign!
The ideal candidate will be goal oriented and have demonstrated success and experience in securing planned gifts. He/she will possess exceptional interpersonal skills with the ability to interact effectively with major gifts prospects, fundraising colleagues, academic leaders, faculty, alumni, and volunteers. The position requires an ability to travel on behalf of the University and occasional evening and weekend responsibilities. A Bachelor's degree from an accredited college or university is required. A Master's degree or JD is preferred.
For additional information and to apply, please visit https://jobs.virginia.edu and search for Posting Number 0621680.
World Wildlife Fund (WWF): Development Officer for Gift Planning
World Wildlife Fund (WWF)
Development Officer for Gift Planning
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.
- 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.
- Prepares life income gift proposals for donors and their advisors and follows up via telephone, correspondence, or visits as needed.
- 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.
- 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.
- 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.
- 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
- 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
Benedictine Foundation: Associate Director
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
Human Rights Campaign: Director of Estate Planning
Human Rights Campaign
Director of Estate Planning
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.
- 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.
- 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.
Wolf Trap Foundation for the Performing Arts: Coordinator, Planned Giving
Wolf Trap Foundation for the Performing Arts
Coordinator, Planned Giving
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.
- 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.
- 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.
- 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.