Loyal Donor Officer, Gift Planning

Description

Position Title: Loyal Donor Officer, Gift Planning

Position Classification: Regular; Exempt; Full-Time; 40/Week

Reports to: Senior Director of Gift Planning

Location: Employees in this role can work from our Boston, MA office, remotely within the U.S. or a hybrid of these two options. 20% domestic travel

Please note that we do not sponsor U.S. work authorization for this role. Candidates must be able to legally work in the U.S. without visa sponsorship.

Position Overview:

The Loyal Donor Officer will be a part of a five-person Gift Planning team and will work under the supervision of the Senior Director. The team is responsible for offering education, tools, and support to donors, and their advisors, who want to give legacy, creative, or tax-wise gifts today, through retirement, or at their passing to help sustain PIH for generations to come. The Gift Planning team collaborates closely with the Major and Principal Gift team, Annual and Leadership Gift team, Donor Engagement team, Gift and Database teams, and Prospect Research team. The team also interacts with Finance, Compliance, and Marketing and Communications. The Officer will work well in a fast-paced environment and have experience working with donors. The Officer is expected to reach goals related to growing deferred revenue and increasing donor engagement.

Responsibilities:

Prospecting (50%):

• Steward annual giving tax-smart donors for legacy cultivation and conversion.
• Manage a portfolio of 250 self-identified legacy prospects, providing tailored communications to each individual over an 18-month cycle.

Cultivation (40%):

• Manage a discovery cohort of 250 legacy gift prospects, cultivating and soliciting over a 12-month cycle.
• Help respond to lead generation efforts to close tax-smart immediate gifts (IRA qualified charitable distributions, stocks, donor advised funds, employer matching gifts, etc.) and unrestricted deferred gifts (bequests, beneficiary designations, and charitable gift annuities) with nondonors, lapsed, annual giving, and leadership giving donors.
• Elevate cases with gift restrictions or unconventional assets to the Senior Director of Gift Planning. Refer donors requesting personalized advising to their own professional legal, estate planning, and financial/tax advisors.

Philanthropic Culture (10%):

• Help facilitate team orientation and training sessions for colleagues.
• Update and maintain constituent data in SalesForce with confidentiality and good judgment.

Required Experience, Education, Licenses or Certifications

• Bachelor's degree in a related field and 4 years of professional nonprofit fundraising experience or commensurate experience.

Skills

Required:

• Proven capabilities in donor communication, including the ability to successfully solicit gifts and expand overall donor giving.
• Experience identifying and sustaining new donor constituencies
• Excellent written and verbal communication skills.
• Strong negotiation skills and maturity to navigate complex relationships.
• Knowledge of current trends in charitable giving, charitable estate planning, and personal finance.
• Experience working with data management systems (working knowledge of SalesForce, PG Calc, and donor prospecting tools is a plus).
• Commitment to social justice and PIH's mission.

Preferred:

• Exercises independent judgment to identify and solve problems in a time-sensitive environment.
• Handles confidential information with discretion.
• Displays caution and attention to detail in arrangements that need specific approvals and due diligence before authorized parties bind the organization financially or legally.

Core Values and Competencies

• Demonstrates the organization's core values of: Commitment, Humility, Integrity and Pragmatic Solidarity/Accompaniment
• Accountability - Able to accept responsibility for one's actions, outcomes, and those of their team.
• Achieving results - Able to set realistic goals, put plans into action, monitor progress, evaluate outcomes, and apply lessons learned.
• Adaptability - Able to adapt to change, to balance multiple demands, consider new approaches, and persist towards solutions in changing circumstances.
• Teamwork - Able to work well with others to achieve common goals. Exemplary interpersonal skills; ability to collaborate effectively with staff across departments and countries.

Other Requirements

• Travel Requirements: 20% domestic travel

This vacancy may be used to fill similar positions.