Together, we create life-changing wishes for children with critical illnesses. This is our mission at Make-A-Wish America. The Planned Giving Specialist is a key contributor to the mission by providing basic project management, administrative and targeted marketing support for the planned giving team. Responsible for key operational aspects of the office of planned giving, including, but not limited to, administration of bequest expectancies, coordination and facilitation of planned gift donor stewardship, and planned gift marketing for lead generation. Participates in the implementation of programs and practices to cultivate and steward prospective and existing donors with an emphasis on developing planned gifts.
Areas of Responsibility:
- Work directly with attorneys and trustees to coordinate, track and manage information regarding potential and maturing estate gifts.
- With donor relations and planned giving team members, help to coordinate all stewardship and cultivation activities for planned gift donors. Use development database to research donors and their gift histories.
- Work closely with key chapters and vendors on programmatic opportunities, including but not limited to, cultivation and stewardship activities (The Stelter Company), and lead generation (Legacy Leaders.)
- Partner with donor relations team on all mass planned giving cultivation activities (newsletters, e-newsletters, planned giving website) to secure leads and bequest notifications. Ensure that all deadlines are met.
- Serve as a secondary liaison between planned giving department and colleagues in finance, communications, legal and other departments to ensure the success of the planned giving effort. Place a high priority on serving internal and external contacts in a timely, courteous manner, following up until needs are met.
- Work with chapters to provide tactical support for planned giving efforts, in partnership with planned giving managers and director.
- Compose and prepare correspondence and presentations, including letters, check requests, and various types of documents.
- Assist planned giving team with portfolio management and administrative duties and other support activities.
Educational Background:
High school diploma (or G.E.D) required. Bachelor's degree (B. A.) from four-year college or university encouraged.
Skills/Experience:
- General understanding of tax and other aspects of planned giving vehicles. Candidate must either already have the knowledge or have an educational or employment background that is evidence of a capacity to learn this area.
- Strong written and oral communication skills, especially in the areas of professional writing and presentation skills.
- Attention to detail with ability to prioritize and handle multiple projects and deadline pressures.
- Able to document and execute fundraising strategies and keep accurate records.
- Ability to partner and interact with all levels of the organization.
- One to three years of experience in non-profit setting, preferably individual fundraising; or equivalent combination of education and experience.
- Strong knowledge of Microsoft Office applications
- Experience with Raiser's Edge, Salesforce or other fundraising database (CRM) preferred.
- Experience with SmartSheet project management software helpful.
- Working knowledge of nonprofit organizations is helpful.
Working Conditions:
- Work in an office environment.
- Some travel may be required.
- May require work outside a traditional Monday – Friday work week, and outside normal business hours.
Compensation/Benefits:
- Competitive compensation with annual incentive potential
- Comprehensive benefit package: Medical, Vision, Dental, Wellness
- *100% employer paid for employee*
- Health and Flexible Spending Account Options
- Short Term Disability, Long Term Disability and Life Insurance
- *100% employer paid for employee*
- 401(k) Retirement Savings Plan
- 15 PTO days, 10 Paid Holidays, 2 Personal Days
- Maternity Leave
- Educational Tuition Assistance
- Employee Awards and Recognition Programs
- Individual and Leadership Development
- Discounts and special offers for theme parks, events, hotels, concerts, and movie tickets
Job Function:
Organization Info
Listing Stats
Post Date:
Sep 19 2019
Active Until:
Oct 19 2019
Hiring Organization:
Make-A-Wish America
industry:
Nonprofit