Purpose of the job:
Under the direction of the Director of Major Gifts, the Planned Giving Officer is responsible for managing a Planned Giving program that includes bequests, charitable remainder trusts, charitable lead trusts, charitable gift annuities, and other planned giving vehicles. This includes the responsibility for expanding the planned giving marketing program with the goal of securing long-term deferred commitments. This position also requires. a significant number of personal visits and extensive communication by phone, letter and other methods to build a relationship that motivates the donor to support MSF.
Essential Functions and Responsibilities
Planned Giving Donor Cultivation:
Cultivates and solicits new deferred and life income gifts through face-to-face visits, calls, emails, and other communications with individuals and their professional advisors.
Stewards existing members of the Legacy Society to confirm and increase their commitment to MSF USA.
Cultivates attorneys, trust officers, accountants, financial planners, and other estate planning professions regarding opportunities for their clients and provides information and materials for their use and distribution.
Conducts follow up from donor meetings on a timely basis ensuring that information received is entered into the database, donor debrief record and discussed with key team members.
Manages Planned Giving events including, but not limited to, donor recognition lunches; Planned Giving info sessions, and other related activities.
Collaborates with the Manager of Prospect Research in identifying candidates for Charitable Trusts
Coordinates Planned Giving cultivation strategies with Major Gifts and attends donor meetings at their request and vice versa.
Ensures that the Planned Giving webpage is accurate and engaging, and creates new content, as needed.
Marketing and Management:
Responsible for crafting the overall Planned Giving strategy with the support of the Marketing department and organizes regular follow-up check-ins with Marketing
Responsible for designing and implementing an annual broad-based, pro-active marketing plan in order to expand the Planned Giving program. Monitors results on a quarterly schedule.
In collaboration with senior staff, creates and implements cultivation and solicitation methods, including personal solicitation (telephone or face-to-face; by Board, Executive or other), targeted mailings, invitations to MSF events and/or donor parties and other valid marketing tools.
Coordinates with Major Gifts and Planned Giving Associate in creating annual marketing strategy calendar and coordinates with Marketing in designing and scheduling all Planned Giving direct marketing activities.
Drafts proposals and correspondence, and prepares strategy, briefing, and debriefing materials; contributes to strategy and creative ideas; records and tracks current actions and next steps in database.
Manages mailings to planned giving donors, including the requesting of data from Operations and Marketing.
Works with Program and Communications staff to research content and develop positioning for Planned Giving marketing materials, correspondence and reports that serve to raise funds while educating donors about the field and advocacy work of MSF.
Provides support and guidance to PG assistant and intern
Networks with other organizations to provide benchmarking and sharing of best practices. Remains current with trends in the philanthropic world.
Builds knowledge of media and publications activities in order to leverage them for Planned Giving.
Responsible for staying abreast of MSF and international news and for building a general overall knowledge of the organization, including regularly reading general MSF publications and attending office presentations (BBLs) in order to understand and explain MSF programs and financial information.
Attends staff meetings, Program updates and several annual office-wide debates to participate in information sharing across all departments, and stay informed on important MSF topics so as to be able to contribute to the organization’s ongoing development.
Other tasks, as assigned.
Supervises one assistant and intern.
Contributes to the annual forecasting and review of planned giving revenue conducted by the Director of Major Gifts, and ensures appropriate coordination with Finance. Contributes to raising revenue for MSF via identifying, researching and developing cultivation and solicitation strategies
Is responsible for maintaining the privacy of donors’ personal and financial data.
Extent of Public Contact
Interacts with high-level contacts including Board of Directors, Board of Advisors, and donors. Answers caller questions about MSF, especially as they pertain to Planned Giving and donor events. Attends donor events (house parties, speaker events, et. al) as necessary to support the Major Gift team, and to represent MSF.
While performing the duties of this job, the employee is required to sit for long periods and to concentrate on work, including typing, and turn out heavy volumes of work accurately, within the context of a moderately noisy office with many interruptions. Must be able to proofread own work accurately so that only minor corrections are needed on an infrequent basis.
To travel to the field (usually in the developing world), the employee must attest to physical fitness to endure physically difficult, high stress situations which may include the necessity to walk long distances, carry a backpack or other equipment of up to 50 pounds, to ride long distances over very poor road conditions, to eat a limited diet and/or to reside in potentially uncomfortable housing or tents.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Working Conditions, Travel and Environment
The duties of the job require regular attendance 5 days/week for a minimum of 35 hours. Must be available to work before 9:00 am, after 5:00 pm or on weekends, as required.
Must be able to travel as required for standard domestic and international business travel, as well as to MSF field projects. While performing the duties of this job in the field, the employee may be exposed to precarious settings under high security and/or very basic living conditions and outside weather conditions, and infectious diseases.
Qualifications/Knowledge and Skills
- Three to five years progressive non-profit fundraising experience strongly preferred in Planned Giving and Marketing.
- Bachelor’s Degree, or equivalent combination of education and experience.
- Strong interpersonal skills combined with excellent written and oral communications skills.
- Strong computer literacy, including ability to use word-processing, spreadsheet and database software.
- Ability to analyze and synthesize complex and sensitive material and use it to develop strategic plans, and to present appropriate, well-informed messages to donors.
- Ability to write a range of correspondence from formal business letters to thank-you notes.
- Ability to handle a large volume of work under pressure and with deadlines.
- Excellent time management and organizational skills.
- Keen attention to detail with ability to track multiple projects at one time.
- Ability to work with a minimum of supervision.
- Excellent judgment and diplomacy.
- Proven creative and strategic skills.
- Knowledge of international humanitarian affairs preferred.
- Ability to travel.
- Valid driver’s license required.
To apply, send cover letter and resume to: Employment.firstname.lastname@example.org, Attn: Planned Giving Officer
Low to Mid 70’s, salary commensurate with experience. Great benefits. Generous paid time off. A friendly, supportive environment with growth potential.