Ocean Conservancy: Planned Giving Officer
Planned Giving Officer
Position Title: Planned Giving Officer
Reports To: Director of Individual Philanthropy
Status: Regular, Full Time, Salaried/Exempt
Location: Washington, DC
ABOUT OCEAN CONSERVANCY:
Ocean Conservancy educates and empowers citizens to take action on behalf of the ocean. From the Arctic to the Gulf of Mexico to the halls of Congress, Ocean Conservancy brings people together to find solutions for our water planet. Informed by science, our work guides policy and engages people in protecting the ocean and its wildlife for future generations.
The Planned Giving Officer increases Ocean Conservancy’s capacity to qualify, cultivate, steward, and solicit planned giving donors and prospects. This will be accomplished through interactive and highly personalized relationship building. Face-to-face visits, phone conversations, and individualized correspondence will be the foundation for growing these meaningful connections. The impact of this work will result in significant growth of planned gift commitments that will help protect the ocean now and for future generations.
- Grows our Ocean Legacy Society - Qualifies, cultivates, stewards, and solicits legacy donors and prospects with a goal to deepen their relationships with us and inspire them to invest in our work.
- Manages a portfolio of approximately 200 legacy donors and prospects - Through visits, calls and personalized correspondence, builds and manages a revolving portfolio of current and prospective legacy donors who have or will complete an investment in Ocean Conservancy.
- Empowers and facilitates dynamic and strategic cross pollination - You will be an integral member of Development’s Individual Philanthropy Group – a team committed to ensuring that every donor group receives the best possible experience.
- Adheres to the “Best Practices” of fund raising – Exhibits a commitment to donor-centric communications and treats donors and all supporters of Ocean Conservancy with professionalism and respect.
- Honors established Policies and Procedures – The Individual Philanthropy Group relies on excellent metrics to inform our strategies across Development.
- Embraces a mission-driven, cohesive and supportive attitude within the organization.
- Performs other duties as directed.
- Two or more years of proven experience in relationship building and closing basic outright and planned gifts with a wide variety of donors is preferred. Related experience will be considered.
- Working knowledge of planned giving and its complexities is required. Experience must include conversing with donors about basic planned gifts such as bequest options, charitable gift annuities, and beneficiary designations.
- Must be willing to travel extensively, as much as 50% of the time, within the United States.
- Demonstrated ability to use research and data to analyze and prioritize your portfolio and visit strategies.
- Must have superior verbal and written communication skills; be positive and engaging; capable of handling numerous tasks at once and still meet deadlines.
- Working knowledge of Microsoft Outlook, Excel, and Word.
- Experience with Raiser’s Edge is a plus.
- A connection to marine conservation is a plus.
- A Bachelor’s Degree is required.
Apply for this position:
If you are detail-oriented, self-motivated, want to make a difference in the world and thrive in a fast-paced team environment, we’d love to hear from you. Please send a cover letter speaking to your qualifications and abilities, along with your resume to firstname.lastname@example.org and note “Planned Giving Officer” in the subject line.
Ocean Conservancy is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of race, color, national or ethnic origin, religion, age, sex, handicap, pregnancy, sexual orientation, gender identity, or veteran status. Ocean Conservancy is continually seeking to diversify its staff, particularly to broaden opportunities for individuals from demographic groups that are historically underrepresented in the sciences and in environmental advocacy.
Children’s Hospital Foundation: Associate Director, Gift Planning
Children’s Hospital Foundation
Associate Director, Gift Planning
Children’s National Medical Center is the only exclusive provider of pediatric care in the metropolitan Washington area. Serving the nation’s children for almost 150 years, Children’s National was named one of the top 5 pediatric hospitals in the country in US News & World Report’s 2018-19 Honor Roll. Additionally, for the second straight year, the Neonatology Division ranked No. 1 among 50 neonatal intensive care units ranked across the nation.
Children’s Hospital Foundation raises money to support the vital role Children’s National Medical Center plays in improving the health of children in the nation’s capital, across the country, and around the world. The generosity of individual donors, corporations, and community organizations makes it possible for Children’s National experts to tackle the health care needs of children today and lead the way to tomorrow’s cures.
Children’s Hospital Foundation:
Associate Director, Gift Planning
Reporting to the Senior Director of Development, Gift Planning, the Associate Director will work closely with gift officers to identify opportunities to maximize gifts through planned giving options. The Associate Director will also work with the Annual Giving team to identify prospects from the direct response program who may be potential planned giving donors. The Associate Director maintains a portfolio of planned giving prospects and donors and is responsible for the cultivation of these prospects from identification to solicitation and stewardship. The position carries an expectation to raise $1-2 million per year from the portfolio.
- Minimum Education: Bachelor’s Degree.
- Specific Requirements and Preferences:The ideal candidate should have at least 6 years of experience in major gift fundraising with at least three years of experience in planned gift development. An advanced degree or further training will be given consideration. Proficiency with donor database software, preferably Raiser's Edge, and planned gift modeling software desired. The ideal candidate has outstanding verbal and writing skills to effectively communicate with donors, volunteers, institutional leaders, faculty and staff. Poise, initiative, energy and professional confidence are necessary. Also necessary are a high level of professionalism, compassion, creativity and integrity coupled with an ability to earn the confidence of a wide range of internal and external constituents.
Children’s Hospital Foundation
801 Roeder Road, Suite 300
Silver Spring, MD 20910
For more information, please visit: http://www.childrensnational.org/careers/.
Virginia Commonwealth University: Director of Gift Planning, Monroe Park Campus
Virginia Commonwealth University
Director of Gift Planning, Monroe Park Campus
The Aspen Leadership Group is proud to partner with Virginia Commonwealth University (VCU) in the search for a Director of Gift Planning, Monroe Park Campus.
The Director of Gift Planning, Monroe Park Campus will develop, promote, and implement a gift planning program for the Monroe Park Campus of VCU. The successful candidate will collaborate with fundraisers, academic leaders, and faculty in identifying, cultivating, soliciting, and stewarding gift planning prospects and donors.
Virginia Commonwealth University, a major, urban public research university, was designated in 2013 by U.S. News & World Report as one the nation’s “up and coming universities, recognizing its promising and innovative changes in academics, faculty, student life and research.” VCU ranks among the top 50 public research universities in the country according to the Center of Measuring University Performance, especially in the areas of faculty awards, doctorates granted, and the number of post-doctoral fellows.
VCU enrolls more than 31,000 students in 226 degree and certificate programs in the sciences, arts, and humanities across its campuses—the downtown Monroe Park and MCV Campuses, and campuses in Fairfax, Virginia, for the schools of Medicine and Pharmacy, and Doha, Qatar, for the School of the Arts. Hailed for its nationally ranked programs in the arts, social work, and health sciences, VCU is a cutting- edge teaching and research university with an exceptional commitment to excellence, diversity, innovation, and outreach. VCU secured $271 million in sponsored research in FY16.
The Director of Gift Planning will join a team of fundraising specialists who serve as an extension of the decentralized VCU fundraising units. This expert in gift planning will work closely with the Lead Development Officers of VCU’s Monroe Park Campus, as well as the VCU Foundation, School of Engineering Foundation, and School of Business Foundation. VCU has a very young gift planning program, only 3 years old, and this position is a unique opportunity for a professional who enjoys building and implementing new fundraising opportunities. The health sciences campus of VCU has a Gift Planning Officer who will work in partnership with the successful candidate to realize efficiencies and maximize donor-centered fundraising.
A bachelor’s degree is required for this position as is a minimum of seven years of experience in a gift planning position, preferably at an institution of higher education or nonprofit institution. A graduate or law degree or CFP designation or commensurate experience in higher education development is preferred. All applications must be accompanied by a cover letter and résumé. Virginia Commonwealth University is an equal opportunity/affirmative action employer. Women, minorities, and persons with disabilities are encouraged to apply.
To apply for this position, visit: https://opportunities.aspenleadershipgroup.com/opportunities/360.