National Capital Gift Planning Council

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Job Opportunities

(Added 08/12/19)

Georgetown University
Development Associate

(Added 08/12/19)

The Development Associate (Position #JR05355) provides administrative and program support for the Georgetown Office of Planned Giving, working closely with department and other Office of Advancement staff. Responsibilities for this position include maintaining department fundraising metrics and revenue tracking, processing gifts, entering contact reports and prospect strategies, reviewing gift reports, updating donor information, monitoring budgets, and providing administrative and operations support for the program.

Duties include but are not limited to:

  • Track department fundraising activity, including entering and tracking solicitations, proposals, gift agreements and gift transmittal forms; and working to verify accurate processing and entry of gifts with the Office of Gift Administration.
  • Assist with preparation of proposals, gift illustrations, and gift agreements.
  • Manage appreciated securities program, including maintaining tracking spreadsheets, confirming acceptance of shares, and serving as point of contact for phone, fax and email inquiries from donors, brokers and financial advisors.
  • Assist with the transfer of assets for both cash and non-cash gifts.
  • Engage in research and donor prospecting to assist in identifying new prospects.
  • Coordinate the entry of contact reports, prospect strategies, substantive actions, and contact information updates.
  • Research and prepare correspondence, reports and budgetary requests.
  • Manage department procard reconciliations and expense reimbursements as well as setup of new vendor contracts and payment of invoices.
  • Schedule and prepare materials for department meetings.
  • Assist with program marketing initiatives, including events and department mailings.
  • Assist with department recruiting efforts.
  • Represent department effectively and professionally when interacting with Advancement staff, donors, prospects, University administrators, and vendors.
  • Assist with other department initiatives and duties as assigned.

Requirements:

  • Bachelor’s degree required; knowledge of fundraising and planned giving desirable.
  • 1-3 years of work experience, preferably in a development or similar environment.
  • Ability to handle multiple tasks and priorities simultaneously and consistently meet deadlines.
  • Strong organization skills, accuracy and high attention to detail.
  • Ability to exercise high level of professional judgment and ethical behavior in handling confidential material with sensitivity and discretion.
  • Highly developed interpersonal, written and oral communications skills.
  • Proficiency in word processing, database, and spreadsheet computer applications, specifically Microsoft Office (Word, Excel, and PowerPoint).

Application Guidelines:

To apply, please visit https://careers.georgetown.edu/ and search for position listing JR05355.

EEO Statement:

Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex (including pregnancy, gender identity and expression, and sexual orientation), disability status, protected veteran status, or any other characteristic protected by law.

(Added 08/09/19)

Georgetown University
Director of Planned Giving Operations

(Added 08/09/19)

The Director of Planned Giving (PG) Operations, a newly created position, is responsible for managing key operations functions for the Office of Planned Giving. The Director will manage PG operations staff and oversee the execution of their day to day work. In coordination with the Executive Director, the Director will be the office’s initial contact person for the enforcement of key PG operations policies, including those pertaining to life income gifts, gift acceptance, campaign counting, and applicable donor disclosures. The Director has responsibility for administrative functions pertaining to planned gifts, internally and externally managed annuities and trusts, estate and trust distributions, IRA gifts, outright gifts of securities, non-cash gifts including real estate, art, tangible personal property, life insurance, and complex asset gifts. This role will ensure compliance with all applicable policies and law pertaining to planned gifts. The Director is also responsible for the administration and monitoring of the department budget, and for campaign and other reporting for the Office of Planned Giving.

The successful candidate will lead a team that collaborates extensively with colleagues in the Office of Advancement and other key offices throughout the University, including University Counsel, Finance, and Tax. This position will report to the Executive Director of Planned Giving.

Qualifications:

  • Bachelor's degree required; J.D. strongly preferred.
  • A minimum of 5 years of related work experience, preferably in planned giving, legal, finance or other similar setting required.
  • A minimum of 2 years management and supervisory experience including the ability to motivate, set objectives, and manage performance of a multi-disciplinary team.
  • A working knowledge of the legal, tax and procedural aspects of estate planning, estate and trust administration, probate, fiduciary duties, estate and trust tax preparation, and accounting.
  • Legal and tax knowledge and understanding of charitable giving including current and evolving trends in planned giving.

Application Guidelines:

To apply, please visit https://careers.georgetown.edu/ and search for position listing JR07006. Please note that in order to be considered an applicant for any position at Georgetown University you must submit a cover letter and resume for each position of interest for which you believe you are qualified. These documents are not kept on file for future positions.

EEO Statement:

Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex (including pregnancy, gender identity and expression, and sexual orientation), disability status, protected veteran status, or any other characteristic protected by law.

(Added 08/08/19)

Salvation Army Southern Territory
Planned Giving Director

(Added 08/08/19)

Are you looking for a fulfilling new career path? Would you like to work for one of the largest Christian organizations in the world that is “doing the most good?” This opportunity might be just what you are looking for! The Salvation Army Southern Territory is seeking an experienced Planned Giving Director professional to lead, manage, cultivate, solicit and steward planned gifts for National Capitol (D.C.) area, and the Commonwealth of Virginia.

The Salvation Army operates in communities across the United States. We are committed to meeting human needs wherever we can by providing food distribution, disaster relief, rehabilitation centers, anti-human trafficking efforts, housing for homeless, children’s programs and many other programs.

The Divisional Director of Planned Giving (Legacy and Estate Planning) position will be responsible for engaging The Salvation Army’s donors in planned and deferred gifts, with responsibility for identifying prospects, designing and implementing gift planned strategy, providing guidance in gift structures that achieve donor’s goals and stewardship of donors with deferred gift commitments, and lead the marketing program for the gift planning team. The Director will manage a small portfolio of donors and lead the gift planning team (2 associate planned giving directors around the region and 1 support staff) while providing gift planning expertise for the team. Travel often throughout the assigned region and to occasional conferences nationally is required.

This position also:

  • Plans, develops, coordinates, administers and supervises all phases of a Planned Giving Program for an assigned Division.
  • Leads and supervises up to five Associate Planned Giving Directors and support staff with the responsibilities of soliciting and securing planned gifts throughout the assigned region; instructs and trains staff on the proper methods and procedures; monitors work for compliance, coaches and trains staff.
  • Reviews, accepts, and submits all gifts and agreements from directors (wills, trusts, annuities, pooled income funds as well as outright gifts of stocks and property) .
  • Provides several types of weekly, monthly quarterly reports.
  • Donor development and relationship responsibilities.

We are looking for candidates with a proven track record of success and the following skills and experience:

  • A minimum of 5 years’ experience in planned giving fundraising. Advanced planned giving experience preferred.
  • 3 years successful management experience.
  • Proven track record of planned giving achievement.
  • Knowledge of best practices in planned giving including all relevant rules, regulations, and programs/policies for meeting compliance with a variety of planned giving vehicles.
  • Experience and a strong desire to help people over 65 make decisions.
  • Affinity for the mission of The Salvation Army.
  • Bachelors’ Degree from a four-year accredited college or university.

Bon-a-fide Occupational Qualification (BFOQ)

This position requires an active Christian faith in harmony with Salvation Army doctrine and practice.

The Salvation Army recognizes that peace of mind is important to employees and their families. Because of this, we offer a competitive salary, company vehicle, gas card, cell phone, home office set up including a lap top computer, reimbursed travel expenses, full health coverage, retirement, professional development, and paid time off!

How to Apply:

For consideration, please send a resume, cover letter, and salary requirements to: search2@carrassessment.com.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability!

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

(Added 07/29/2019)

National Society Daughters of the American Revolution
Development Operations Team Leader

(Added 07/29/2019)

The National Society Daughters of the American Revolution, a non-profit women’s membership organization, has full-time opportunity in the Development Office for a Development Operations Team Leader which will be responsible for forming and implementing business processes and services while focusing on supporting the efforts of the development team.

The Team Leader will identify the needs and priorities of the office to ensure that standards are aligned with the strategic plan, ensuring effective operation of the development database; campaign reporting and data quality; directing the administrative team’s daily work activities, as well as ensuring that all services and operations are delivered in a customer friendly, timely and cost effective manner.

Job Responsibilities Include:

  • Develops and defines procedures consistent with PCI compliant practices.
  • Organizes efficient office operations and procedures, prepares payroll timesheets, controls and monitors correspondence, reviews and approves supply requisitions, assign and monitor administrative functions.
  • Assists with the preparation for senior management meetings, reports and briefings, manages calendar, phones and email correspondence.
  • Compiles fundraising reports using donor database query and report systems.
  • Coordinates and completes donor research on selected donor candidates.
  • Oversees the coordination of the matching gift program, including implementation and documentation.
  • Coordinates all work to create an efficient donor acknowledgement and fulfillment program.

Required Qualifications:

  • Thorough knowledge of basic fundraising principles.
  • Five years of office administration and development experience.
  • Minimum three years supervisory/managerial experience required.
  • Experience working with clients/member services or providing high-level customer service experience required.
  • Bachelor’s degree in business, non-profit management, communication, public relations, or related field of study is required.
  • Knowledge of PCI compliant procedures and the ability to implement them.
  • Skilled in conducting research, analyzing, and evaluating records, correspondence and other documentation required to accomplish goals.
  • Excellent oral, written, and interpersonal communication skills essential, ability to draft/prepare grammatically correct correspondence.
  • Must be accurate, detail oriented, and able to utilize proofreading skills.

For more information about the mission and activities of the DAR, please visit our website at https://www.dar.org/

In order to be considered, please submit your COVER LETTER, which sould include your salary requirements, and RESUME to:
Attn: Human Resources
NSDAR
1776 D Street N.W.
Washington, D.C., 20006-5303
E-mail: resumes@dar.org
Fax: (202)-737-5702

(Added 07/23/2019)

League of Conservation Voters
Gift Planning Officer

(Added 07/23/2019)


Title: Gift Planning Officer
Status: Exempt
Reports To: Senior Director, Development Marketing
Positions Reporting to This Position: None

General Description:

The League of Conservation Voters (LCV) works to turn environmental values into national, state and local priorities. LCV, in collaboration with our state LCV partners, advocates for sound environmental laws and policies, holds elected officials accountable for their votes and actions, and elects pro-environment candidates who will champion our priority issues.

LCV’s work to protect and advocate for the environment is rooted in our commitment to racial, social and environmental justice. Communities of color are disproportionately impacted by climate change and pollution. For this reason, racial justice and equity are inextricably linked to protecting our environment. Within the organization, we are actively building a workplace culture that demonstrates how we value equity and inclusion through more intentional and inclusive practices. We are committed to building an organization that represents a variety of backgrounds, perspectives and skills.

LCV is seeking a Gift Planning Officer to join our robust and talented fundraising team. This new position will grow the planned giving program to help meet our strategic plan fundraising goals. The Gift Planning Officer will identify, cultivate, and track prospects with the capacity and interest in a planned gift to benefit LCV or its sister organization, LCV Education Fund. In coordination with the Senior Director of Development Marketing, the Gift Planning Officer will shape and grow a model for a planned giving program that ensures the longevity of the organizations and supports future programs and strategy.

Responsibilities:

  • Secure new bequest intentions for LCV and LCVEF.
  • Manage the John “Jay” Harris Society, ensuring appropriate stewardship with existing planned gift donors and building the reputation of the Society.
  • Respond to inquiries by prospective donors in a timely manner via telephone, proposals, and email. Address donor questions and concerns about planned giving.
  • Arrange visits with donors and prospects throughout the country to solicit new gifts and to reconfirm commitments.
  • Work closely with the major gifts program to recommend cultivation, solicitation, and stewardship strategies.
  • Upon notification of gift or future gift intention, ensure donors are thanked. Record donor information and update records as needed in appropriate database.
  • Ensure appropriate communication with estates.
  • Expand portfolio of prospective donors to include more people of color; broaden our current methods of identifying, cultivating and soliciting such donors.
  • Educate our current and prospective donors about the racial justice and equity work in which we are engaged.
  • Other duties as assigned.

Qualifications:

  • Work Experience: 3+ years of experience in fundraising, including a successful track record of personally meeting with donors and closing gifts. Experience directly qualifying, cultivating and soliciting planned giving prospects, including developing solicitation strategy from identification through stewardship. Experience with estate planning, planned giving strategies and tax treatments (e.g. trusts, charitable gift annuities, beneficiary designated gifts and life insurance) required. Issue advocacy, organizing and/or political fundraising experience preferred. Direct response marketing experience preferred.
  • Skills: Excellent interpersonal, written and verbal communication skills; self-motivated; exhibits strong judgment; and able to work independently and as a part of a team. Must be creative, diplomatic, proactive, disciplined, and able to think strategically. An active and curious listener with a knack for building relationships and the ability to speak with authority as an organizational representative. Well organized and detail-oriented. Systems oriented with ability to use and navigate a database.
  • Cultural Competence: Shares our commitment to increasing racial diversity in our movement and organization, integrating justice and equity into the work we do and ensuring an inclusive organizational culture. Commitment to environmental protection and mission of LCV and LCV Education Fund.
  • Conditions: Must be willing to travel, able to work hours in excess of stated office hours to get the job done, as needed. The position is based in Washington, D.C.

How to Apply:

Send cover letter and resume to hr@lcv.org with “Gift Planning Officer” in the subject line by July 29, 2019. No phone calls please.

LCV is an Equal Opportunity Employer committed to a racially just, equitable and inclusive workplace.

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