National Geographic: Planned Giving Stewardship Specialist
Planned Giving Stewardship Specialist
The Planned Giving Stewardship Specialist oversees the development and implementation of a comprehensive marketing plan to generate interest in supporting the National Geographic Society through various planned giving vehicles including Charitable Gift Annuities, Bequests, Retirement Assets, and more.
- Generate new prospect leads that can be converted into active donors by front-line Planned Giving Officers; provide stewardship support to help solidify long-term interest in and commitment to the National Geographic Society and its Mission Programs; and work with vendors to analyze marketing response data to better identify new prospect pools and fine tune marketing approaches. (20%).
- Manage the content, design, and production of the Planned Giving donor newsletter, NG Magazine ads, collateral materials, web presence, email communications, social media and other marketing efforts. (25%).
- In conjunction with the NGS Events Team, participate in and help identify opportunities for stewardship and cultivation events for members of the Alexander Graham Legacy Bell Society (National Geographic’s legacy society), including Bell Society breakfasts, regional dinners, NG Live, and Explorer’s Symposium. Participate in other Development Department donor events including those for members of the Grosvenor Council (National Geographic’s annual giving society) and International Council of Advisors. Arrange donor visits to NGS headquarters. (10%).
- Donor Communications: Through the help of a caging vendor, manage an increased volume of donor candidates’ written/phone inquiries and requests for information in a timely manner and assign prospects to appropriate gift officer. Manage the gift acknowledgement process, including review of the Daily Gift Report and generation of donor acknowledgement letters for gift officers to review within 24 hours. Coordinate large volume acquisition, stewardship, and solicitation mailings for planned giving donors and prospects and ensure proper entry of those actions and responses into Raiser’s Edge. Manage advanced word processing (mail merges) using complex Raiser’s Edge queries. Prepare basic gift illustrations using PGCalc software. Has regular, professional contact with donors, as assigned, through telephone, email, and letters. Manage general Planned Giving 800 number and email box. (20%).
- Data entry and maintenance: Track all activities in Raiser’s Edge database for accuracy and completion. Helps track performance and effectiveness of Planned Giving marketing efforts by accurately capturing and recording data. Develop, produce, and analyze reports that will enable Planned Giving to refine ongoing marketing practices and improve return on investment. Update internal systems and processes to improve workflow and provide better customer service to donors and prospects. Has regular, professional contact with donors through telephone, email, and letters. As needed, prepare basic gift illustrations using PGCalc software. (10%).
- Regulatory Compliance and General Administration: Oversee vendor management of the CGA state registrations and annual/quarterly filing submissions to ensure compliance with Federal and State regulatory requirements and protect National Geographic from liability. (10%).
- Other duties as assigned. (5%).
Minimum Education Required:
- Bachelor’s degree preferred.
Minimum Years and Type of Experience:
- 3-5 years of relevant work experience, preferably in a nonprofit development / fundraising setting.
Knowledge and Skills Required:
Demonstrated knowledge of planned giving vehicles and associated tax and estate planning issues. Strong project-management and organization skills. Ability to manage multiple projects and meet deadlines. Creative thinking, writing, editing and proofreading skills. Database experience and ability with Raiser's Edge. Experience with designers, print houses and mail shops. Understanding and appreciation of NGS mission and capacity to project aims and values of NGS to donors and prospects. Professional demeanor when interacting with senior executives, high net worth individuals, and donors, including an older population.
How to Apply: