National Capital Gift Planning Council

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Job Opportunities

(Added 02/07/2020)

LET’S GO Boys and Girls
Development Director

(Added 02/07/2020)

Do you have a passion for helping others obtain their goals? Can you work independently focusing on a well-defined mission? Are you a good listener? Will you work part-time? Do you like sales?

Consider becoming the Development Director for LET’S GO Boys and Girls, a non-profit founded ten years ago by Dr. Clark (Corky) Graham of Annapolis, Maryland.

We are looking for an experienced fund raiser to work part-time:

  • Experienced in raising money for worthwhile causes.
  • Who enjoys interacting with individuals, corporate executives and senior managers.
  • Who’s integrity is non-negotiable.
  • Who is goal and mission focused.
  • Who is able to work independently, yet knows when to seek help.
  • Who unfailingly puts the needs of others before their own.

LET’S GO Boys and Girls is a non-profit that is singularly focused on helping underserved youth develop a strong STEM interest/identity, increase academic performance, mature workplace skills, and obtain a well-paying job. Our annual budget of approximately $650,000 comes from grants (40%), individual contributors (30%), and the schools who benefit directly from our teaching services (30%). Our mission is to “Break the Cycle of Poverty through STEM Education and Workforce Development”.

As Development Director, you will:

  • Provide stewardship to our current donors.
  • Prepare and present grant requests to private foundations, corporations, and government agencies.
  • Solicit donations and multi-year financial pledges from individual contributors.
  • Seek to enhance the fees paid by schools and youth organizations utilizing LET’S GO’s services.

Your benefits will include:

  • Medical insurance
  • Retirement savings
  • Mileage allowance
  • Disability insurance
  • Flexible hours

Why be the Development Director for LET’S GO Boys and Girls? You will be an integral and essential part of our team of 15 highly motivated professionals. Through your fundraising efforts, we will be able to expand our work by adding DC, Baltimore, and Annapolis schools and teaching many more students the STEM skills needed to obtain well-salaried employment.

You will report directly to the Chief Executive Officer and the Board of Directors. They, in turn, will:

  • Help you meet qualified donors.
  • Teach you how to present LET’S GO Boys and Girls in grant requests.
  • Introduce you to the school administrators and teachers.
  • Provide administrative services to assist your donor stewardship.

Interested? Want to apply for the job or know more about us? Visit with the CEO, Dr. Clark Graham?

Contact us at 1-443-994-3730 or clark@letsgoboysandgirls.com.

Visit us on our website: http://www.letsgoboysandgirls.com/

(Added 02/07/2020)

United States Navy Memorial Foundation
Director of Major Gifts

(Added 02/07/2020)


Title: Director of Major Gifts
Supervisor’s Title: Vice President

The United States Navy Memorial Foundation:

As a Navy embassy, the US Navy Memorial tells the stories of the men and women of the sea services, represented by the iconic Lone Sailor, through thought provoking programs, unforgettable events, and immersive exhibit experiences that are unique and easily accessible in our nation’s capital and beyond.

The Navy Memorial Foundation’s (Foundation) vision is “to be a lifelong connection for the men and women of the sea services and a gateway for the public, through understanding and engagement, to foster a greater appreciation for their service,” created by a team that works in an “employee owned environment.”

The mission of the Foundation is “to Honor, Recognize and Celebrate the men and women of the Sea Services, past, present and future, and to Inform the public about their service.” With a $5M+ annual budget, the Foundation completes our mission with a Visitor Center, 230-person Arleigh Burke Theater, Navy Log, Ship’s Store and office spaces located adjacent to the United States Navy Memorial (Plaza).

Nature of the Position:

The Director of Major Gifts will design, develop and implement our major gift program and work with team members leading the Direct Mail Program and the Corporate Giving Program to generate the resources needed to execute the mission. You’ll be responsible for managing and cultivating relationships with existing major gift donors and identifying new prospects. An ability to empathize with donors and clearly communicate our organization’s mission is key. The Director reports to the Vice President. The Director interacts routinely with the President & CEO who also serves as the Chief Development Officer and personally leads Development.

Duties and Responsibilities:

  • Create and implement short, intermediate and long-term major gifts donor strategies that include identification, cultivation, solicitation, stewardship and retention for both current and prospective donors.
  • Oversee and manage all aspects of the planned giving program, to include bequests, trusts, charitable gift annuities, and other planned giving vehicles.
  • Oversee and manage individual giving programs including Lone Sailor statue (City), Lone Sailor statue (ship), Constellation, Theater Chairs and Commemorative Plaques and others as created.
  • Steward our donors to accomplish their philanthropic goals and ambitions by creating strong relationships with our organization.
  • Establish and maintain a donor cultivation cycle and gift stewardship program to ensure that new major donors are developed.
  • Maintain thorough records and status of prospect and donor engagement.
  • Generate new ideas that increase revenue and donor loyalty.
  • Work collaboratively with others on Team, including Membership Services Coordinator and Director of Corporate Development, to align efforts and set goals.
  • Report on program progress to senior management.

Ongoing Activities:

  • Maintain long-term relationships with existing donors.
  • Manage existing portfolio of donors and prospects.
  • Identify and build relationships with new and prospective donors; Create reasonable financial goals for each donor, which is based on the donor's giving and the potential.
  • Create a personal contact and ask plan that takes into account the individual donor's interest, motivations, giving patterns and ask preferences, for each donor on his or her caseload, in a timely and cost-effective manner, and retains and upgrades donors.
  • Manage systems and software to track and cultivate donors and prospects, including our donor database and wealth screening tools.
  • Make direct, face-to-face solicitations, and assist the President & CEO and other staff with their solicitation (e.g. provide portfolio development support, strategic counsel, and help with donor communications).
  • Acknowledge major donors through public and private recognition.
  • Secure project and organization information and create and write effective offers, proposals and asks.
  • Secure information that can be sent back to donors to report on how their money was used.
  • Create timely reports that reflect caseload and performance.
  • Manage people, process, deadlines and budget while adhering to the policies and procedures of the organization.
  • Project Manage identified fundraising projects.
  • Track and report progress using specific metrics.
  • Initiate and steward the development of marketing materials for all major gifts activities.

Budgetary Responsibilities:

  • Propose budget and meet budget goals for:
    • Major Gifts
    • Bequests and CGA’s
    • Lone Sailor Statue Programs
    • Special Fundraising Opportunities (such as theater chairs, commemorative plaques)
  • Report financial metrics monthly to leadership team

Measures of Performance:

  • Work collaboratively with the TEAM.
  • Develop and meet or exceed annual revenue goals for each program.
  • Develop a qualified caseload of donors that represent the highest giving potential for the organization.
  • Work collaboratively with the TEAM, get along with peers, subordinates and management and maintain a positive and constructive attitude while solving problems.
  • Protect the mission, goals and values of the organization.

Key Qualifications:

As a prerequisite, the successful candidate must believe in the core values of the Foundation and be driven by its mission. We are seeking a candidate that has proven experience in Major Giving and a demonstrated ability to generate donations.

The successful candidate will most likely have at least five to seven years of Development experience. Experience working with the Navy or like organization is essential. This is an organization driven by the values of its people, so experience working in a “values-driven” organization will be highly prized.

Additional Requirements Are:

  • Navy – A strong understanding of the Navy and an inherent appreciation for the mission of the Foundation.
  • Working with TEAMs – An exceptional capacity for hands-on fund-raising; a team builder who has experience in scaling up development programs; able to support the President & CEO at the high levels, collaboratively work with the team to achieve synergy, and demonstrate initiative engaging with prospects and donors.
  • Results -- Proven track record of effectively spearheading and leading fundraising projects, exceeding goals and a bottom-line orientation; evidence of the ability to consistently make good decisions through a combination of analysis, wisdom, experience, and judgment.
  • Experience in the C-suite with a combination of marketing and fundraising experience.
  • Successful experience in making donor calls as well as developing cultivation and solicitation strategies.
  • Excellent interpersonal skills and a demonstrated record of completing assignments.
  • Experience working with a “values-driven” organization desirable.
  • Be willing to travel.
  • Action Oriented—Enjoys working hard and looks for challenges; able to act and react as necessary, even if limited information is available.
  • Undergraduate degree strongly valued; Experience using SalesForce and Excel beneficial.

Compensation:

This is an outstanding opportunity for a highly motivated professional to assume a pivotal role in the evolution of a fast- growing, highly respected organization. We are seeking an individual of outstanding quality with a respected track record. Navy Memorial is prepared to offer a competitive compensation package, including a base salary and Performance Based Supplemental Income as well as health, 403(b) matching, and vacation benefits.

How to Apply:

POC: Scott Matirne. Please email Scott at smatirne@navymemorial.org.

(Added 02/04/2020)

The Wilderness Society
Planned Giving Estate Administrator

(Added 02/04/2020)


Position Title: Planned Giving Estate Administrator
Department: Planned Giving
Classification: Exempt Status/Grade
Reports To: Director of Planned Giving
Location: Washington, D.C.
General Description:

The Wilderness Society seeks a Planned Giving Estate Administrator to contribute to a vibrant planned giving program helping donors realize their charitable goals through informed and impactful giving in support of our mission. The primary role of the Planned Giving Administrator is to oversee the administration of estates and testamentary trusts, of revocable and irrevocable planned gifts and the charitable gift annuity state regulatory compliancy. The administrator is responsible for monitoring the maturation of estates and ensuring delivery of revenue. Additionally, the administrator is responsible for providing excellent service and key stewardship to all applicable parties.

This position plays an important role in supporting an inclusive organizational culture that is grounded in trust and accountability to shared goals and outcomes. TWS has made diversity, equity, and inclusion strategic priorities for the organization and the Planned Giving Estate Administrator 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 AND RESPONSIBILITIES:

Estate and Trust Administration:

The Estate Administrator will…

  • Administer TWS interests in estates in probate, manage testamentary trusts and oversee resolution of planned gifts to ensure donor’s intentions are realized.
  • Review legal documents, prepare correspondence, complete forms and produce documentation as necessary, and maintain a comprehensive record of estate activity in TWS database.
  • Be able to work independently as a decision maker, addressing a wide range of estate issues that include tax compliance, investment oversight, the securing of distributions, and providing reports and information for audits.
  • Maintain both paper and electronic files to track gift intentions, anticipated income, and the status of open estates. Ensure that all bequests are distributed according to the donor's wishes and in line with TWS gift acceptance policies.
  • Maintain the necessary account information for donor/estate related matters, including providing documentation (i.e. death certificate) to custodian, recording deaths and issuing necessary documents and reports to family members and/or executors/attorneys. Ensure donor-estate recognition in annual report, mailings, tributes, etc. as appropriate.
  • Acknowledge all gifts received and send condolences in a timely manner.
  • Establish and cultivate relationships with executors, family members, co-beneficiaries, trustees and attorneys to ensure active communication with all relevant parties until maturation of an estate.
  • Maintain files and monitor account information on a portfolio of revocable and irrevocable testamentary trusts where TWS has been named as remainder, perpetual, or discretionary beneficiary. Review reporting from trustee and ensure timely and accurate recording of new irrevocable gifts according to FASB rules and coordinate efforts with trustee to ensure delivery of trust information for annual revaluation of trusts.
  • Act as liaison with TWS planned giving asset custodian and/or trustee for the administration of the charitable gift annuity funds to ensure accurate recording of data and donor information, including the preparation of the necessary reporting for both the finance department and State Insurance Commissions to ensure compliance, and the timely submission of state filings.
  • Use existing queries and reports to pull data relevant in assisting the director with analysis of the program and evaluating closed estates.
  • Work with both the Strategic Services and Finance teams to ensure accurate processing of all planned gifts.

QUALIFICATIONS:

Experience and Competencies:

The Estate Administrator will have…

  • Experience in estate administration, planned giving or a related field such as finance or law with 3-5 years of related activity; or a bachelor’s degree in the field of business, law or finance; or an equivalent combination of education and experience in these fields.
  • Working knowledge of planned giving techniques, current trends in philanthropy, and estate and financial planning for individuals.

Desired Characteristics:

The Estate Administrator will be/have…

  • 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.
  • Clear and effective communications skills, in person or via telephone, in a manner that can be understood by those with whom the Estate Administrator is speaking.
  • Working successfully in teams representing a rich mix of talent, backgrounds, and perspectives.
  • Possess general computer proficiency in Microsoft Office, a CRM database and planned giving software, preferably PG Calc Manager and PG Calc Giftwrap.

The Wilderness Society offers a competitive salary and benefits package, including: health, dental, vision, life and disability insurance; sick and vacation leave; a sabbatical program; and a retirement plan. TWS is an equal opportunity employer and actively works to ensure fair treatment of our employees and constituents across culture, socioeconomic status, race, marital or family situation, gender, age, ethnicity, religious beliefs, physical ability, veteran status or sexual orientation.

As an organization, we aspire to being inclusive in the work that we do, and in the kind of organization we are. Internally this means working as a team that listens to different points of view, recognizes the contributions of every employee and empowers each employee to bring their whole selves to work every day. Externally this means ensuring that public lands are inclusive and welcoming, so that our shared wildlands can help people and nature to thrive. We are committed to equity throughout our work, which we define as our commitment to realizing the promise of our public lands and ensuring that all can share in their universal benefits.

To learn more about our commitment, please see http://wilderness.org/our-commitment-diversity-equity-and-inclusion-wilderness-society.

For consideration, please submit your resume through our online application system.

(Added 02/03/2020)

Trout Unlimited
Development Operations Manager

(Added 02/03/2020)


Title: Development Operations Manager
Department: Development
Reports To: Vice President of Development
Position Type/Hours: Full Time/40 Hours
Date: January 2020

About Trout Unlimited:

Trout Unlimited is a national organization with 300,000 members and supporters organized into over 400 chapters and councils nationwide. These dedicated grassroots volunteers are matched by a respected staff of organizers, lawyers, policy experts, and scientists, who work out of more than 45 offices across the country. Our mission is to conserve, protect, and restore North America's cold-water fisheries and their watersheds.

Position Summary:

Trout Unlimited’s Development team is responsible for fundraising and relationship building in the following key areas: solicitation of major gifts; foundation support; donor cultivation and stewardship activities; and gift planning. This key Development team staff member is responsible for overseeing and managing all operational aspects for the Development department. They will work closely with the Vice President of Development, members of the Development and Membership Marketing teams, and fundraising partners throughout the organization to implement defined major gift program objectives. The individual in this position will be a self-starter, have excellent organizational skills, have strong attention to detail in projects both large and small, possess the ability to problem solve and multitask, and provide proactive and enthusiastic support for the Development team. The position will supervise the Development Assistant and is based in Arlington, Virginia.

Duties and Responsibilities:

  • Oversee and manage all operational aspects of the major gifts, gift planning, foundations programs
  • Oversee and manage the support function for the gift planning program, including the Stream Guardian Society, working directly with the Director of Gift Planning
  • Oversee, including developing, implementing, and monitoring operational protocols for all major gifts, planned gifts, and foundation fundraising efforts
  • Organize and lead prospect review meetings to assure timely cultivation, solicitation, stewardship, follow-up, data entry, and tracking of new and current prospects
  • Collaborate with Membership Marketing on managing the operational aspects of the Griffith Circle, including data mining prospects and conducting individual donor research
  • Responsible for coordinating relationship management in netFORUM, recording and tracking donor relationships, strategies, projections, and activities
  • Data mining major gift portfolios, including conducting additional research
  • Conduct donor research on highly rated prospects and as otherwise needed
  • Co-establish, manage, and track annual fundraising budgets and expenses
  • Oversee the tracking and reporting of annual metrics for the teams and individual fundraisers, and other metrics set by the Vice President of Development
  • Track progress on various fundraising plans in collaboration with fundraiser lead(s)
  • In collaboration with fundraisers, create and update existing donor briefings and related donor profiles/research
  • Oversee all operational aspects of donor group engagement activities, including the establishment of activity outcomes and measurements, and proper and timely follow up
  • Interface with IT staff to resolve CRM issues and/or suggest system enhancements
  • Interface with accounting staff to ensure data consistency between finance system and CRM
  • Responds to ad-hoc requests for information from CEO, VPs, and other development staff
  • Supervise Development Assistant

Qualifications:

  • Bachelor’s Degree
  • 5+ years of fundraising operational work experience in a professional setting
  • Supervisory experience required
  • Excellent communication skills via phone, email, and letters required, including with donors
  • Ability to organize and manage diverse activities, set priorities, and meet deadlines with minimal supervision
  • Knowledge of fundraising principles and practices, preferably in a nonprofit environment
  • Experience with estate administration and planned giving preferred
  • Knowledge of Blackbaud Research Point and FoundationSearch preferred
  • Experience with CRM databases required (ie. Community Brands products, Blackbaud products, Salesforce, etc.)
  • Project management skills and experience preferred
  • Enthusiastic, energetic, and personable
  • Extremely detail oriented
  • Strong time management skills and practices
  • Proficient in Microsoft 365 applications, including Excel, Word, and Outlook
  • Passion for Trout Unlimited's mission is essential

How to Apply:

Please send a letter of interest and resume to Rod Vogel at roderick.vogel@tu.org. Please use email subject title “Development Operations Manager”. No phone calls please. Open until filled.

TU is an Equal Employment Opportunity & Affirmative Action Employer pursuant to Section 503 of the Rehabilitation Act & Vietnam Era Veterans Readjustment Assistant Act. TU hires staff without regard to race, color, religion, national origin, age, gender, sexual orientation, marital status or disability. Please fill out this voluntary form and submit it as an attachment to this email address.

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