Planned Giving Officer
Planned Giving Officer
Are you passionate about making a difference? Are you an experienced fundraiser? A DC Metro non-profit with a mission to support game-changing discoveries in cancer prevention, detection and treatment is expanding! Successful candidates will have planned giving fundraising expertise and a solid track record in identifying, cultivating and stewarding a portfolio of current and prospective legacy donors in making bequests, charitable gift annuities and other planned gifts. Requirements include a Bachelor’s degree in business, marketing or finance and three or more years of relevant development experience, preferably in a non-profit organization or academic setting. Some U.S. based travel. CFRE or other fundraising related certification is preferred.
World Wildlife Fund: Director – Gift Planning
World Wildlife Fund
Director – Gift Planning
World Wildlife Fund (WWF), the world's leading conservation organization, seeks a Director – Gift Planning at our Washington, DC office.
Provides leadership, direction, planning and management of WWF's gift planning program which generates more than $20 million in unrestricted revenue annually. Develops and directs gift planning fundraising strategies through cultivation, solicitation and stewardship activities that result in bequests, life income arrangements, and other current and deferred planned gifts. Develops and implements expense budget, internal systems and policies and procedures for handling all aspects of the program.
Major Duties and Responsibilities:
Creates annual and long-term plans and fundraising goals for gift planning program, focusing on increasing the number of realized gifts, intentions and prospects. Designs, directs, and oversees cultivation, solicitation and stewardship strategies for gift planning donors and prospects including gift processing, acknowledgements, recognition initiatives, personal visits, events and other activities.
Manages gift planning budget and supervises appropriate staff, including coordination and training of new staff, outlining and communication of job requirements and expectations, and review and evaluation of quality of work.
Collaborates and confers with CFO, other finance and accounting staff and General Counsel's staff to ensure accuracy and fulfillment of all technical, financial, and legal aspects of planned giving operations, especially in matters related to all planned gift marketing, bequest administration, charitable gift annuities, pooled income fund, charitable remainder trusts, state registration, real estate gifts, and supporting organizations. Activates Gift Acceptance Committee and confers with external planned giving counsel as needed.
Works collaboratively with the Strategic and Financial Analysis group to analyze marketing results, create metrics, identify trends and build models to better target specific audiences for marketing efforts and to project future planned giving revenue. Develops tools to help track performance of all gift planning activities including marketing and fundraising results.
Working with Membership Marketing staff, directs and evaluates planned giving marketing strategies and efforts through a comprehensive direct mail program to encourage bequests, gift annuities, trusts and other gift plans. In addition to direct mail, plans ads, articles as well as individualized proposals and illustrations for prospects.
Directs the work of Gift Planning Officers to qualify new leads and to move them through appropriate stages of cultivation, solicitation and stewardship. Works with Annual and Major Gift staff as needed to assist in qualification and cultivation of planned giving inquiries.
Coordinates gift planning training for development staff with particular focus on cross-training of Annual and Major Gifts staff to broaden donors' giving options, maximize revenue and enhance donor relations. Raises awareness of gift planning opportunities among all WWF staff and volunteers.
Directly supervises Trust and Estates Administrator , Gift Planning Officers and Gift Planning Coordinator.
May oversee a personal portfolio of donors and prospects, balanced with program management duties.
Performs other duties as assigned.
Interacts regularly with staff across Development, particularly with Annual Giving and Regional Philanthropy, Travel, Events, and other development staff. Works with Finance, Accounting and Fundraising Operations staff, General Counsel's office, Membership Marketing, Marketing staff, Information Technology staff and program staff to enhance fundraising efforts.
Develops relationships and maintains regular contact with qualified planned giving donors, prospects and key volunteers. Works with planned giving and marketing consultants, supporting allied professionals, external legal advisor, and life income fiduciary administrators.
Education/Experience: A Bachelor's degree is required. Law degree is a plus. Position requires at least ten years of demonstrated success in planned giving. Demonstrated success required in implementation of strategies and long-range objectives to substantially increase participation and revenue in a gift planning program; effective collaboration externally with allied professionals and internally with executive leadership, peers, and broader staff; working knowledge of technical, legal, and financial requirements associated with planned giving.Skills and Abilities:
- Big-picture thinker, able to develop vision and multi-year plans.
- Able to conceptualize and implement marketing strategies and programs.
- Knowledge of direct mail, marketing, and legal and technical aspects of planned giving.
- Experience and expertise in working with donors, volunteers, and allied professionals.
- Excellent management and organizational skills, as well as oral and written communications skills.
- Knowledge of market research, financial reporting, and computer operations.
- Affinity for the mission of the World Wildlife Fund.
- Submit cover letter and resume through our Careers Page, Requisition #18091.
- Due to the high volume of applications, we are not able to respond to inquiries via phone.
- Apply Here.
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.
Lutheran Immigration and Refugee Service: Manager for Institutional Giving
Lutheran Immigration and Refugee Service
Manager for Institutional Giving
If you are passionate about joining a team committed to making a difference at such a crucial time in our nation’s history, then we have the perfect opportunity for you!
Lutheran Immigration and Refugee Service (LIRS), is seeking a Manager for Institutional Giving who will manage the proposal development process for federal, corporate, and foundation proposals. The Manager will ensure that proposals comply with funder guidelines and align with organizational strategy and collaborate with leadership and subject matter experts across the organization.
The Manager will secure grants to support LIRS’s core work, including refugee services, children’s services, outreach, and advocacy.
- Manage all stakeholders across departments within the federal or private sector proposal team.
- Define and manage resources and timeline for the proposal development process to ensure timely submission and internal accountability.
- Organize intranet portal for proposal management and develop necessary templates and tools for proposal (i.e., narrative and budget templates, compliance matrix, proposal calendar, proposal style guide).
- Assess alignment of project design with the funding opportunity and assure proposal complies with funder specifications; provide materials for final review and submission to the Director for Development.
- Manage the process to ensure collaboration between Finance and Programs staff; identify discrepancies between budget and narrative; shepherd the budget process for final review to the Assistant Director of Development, and the Director for Development as needed.
- Anticipate and plan for new opportunities, including continued funding for existing programs and new grants and prospects; monitor and support organizational planning prior to RFP release.
- Cultivate strong relationships internally and externally.
- Other duties as assigned.
- Undergraduate degree in a relevant field required; minimum 5 years of experience in fundraising and 2 years of experience in developing and managing federal grant proposals and processes at medium to large sized non-profits.
- Graduate degree preferred.
- Ability to write well, self-edit, and convey complex program areas succinctly and accurately.
- Relationship management skills with a demonstrated ability to work with stakeholders across departments.
- Commitment to meeting deadlines and strong attention to detail.
- Ability to navigate and collaborate with a diverse workforce.
- Knowledge of data management systems, such as Raiser’s Edge and Salesforce. Proficiency in Microsoft Office Suite and project management software is essential.
- Ability and willingness to travel as needed, up to 20%.
- Commitment to LIRS’s core mission and values and an ability to model those values in relationship with colleagues and partners; commitment to empowering refugees and migrants.
Headquartered in Baltimore’s beautiful Inner Harbor, with offices in Washington, DC, Lutheran Immigration and Refugee Service (LIRS) is a national faith-based organization with a 77-year history, a budget of $58 million per year, and approximately 90 headquarters staff. LIRS offers a generous benefit package and competitive compensation.
LIRS is widely-recognized for its expertise in implementing federal programs on behalf of refugees and migrants living within the borders of the United States. Working with and through partners across the country, LIRS resettles refugees, reunites children with their families or provides loving homes for them, conducts policy advocacy, and pursues humanitarian alternatives to the immigration detention system.
To be considered, please submit a resume and cover letter by COB on Tuesday, June 19, 2018 via http://lirs.iapplicants.com/ViewJob-768763.html.
For more information about LIRS, please visit www.lirs.org.
Lutheran Immigration and Refugee Service provides equal employment opportunities to all, without regard to race, color, religion, sex, national origin, age, disability or genetics.