Officer, Planned Giving - South

This position is open to candidates with existing work authorization in the location where the position is advertised.

Background:

The International Rescue Committee's (IRC) External Relations (ER) department enables the IRC to respond to the world’s worst humanitarian crises and helps people to survive and rebuild their lives. Within ER, the Philanthropy team leads on the organization’s work with High-Net-Worth Individuals and planned giving donors. 

Job Overview: 

The Officer, Planned Giving, will work with donors and prospects in an assigned geography across the Southern U.S.  to support an increased number of legacy gift commitments and a growing and engaged legacy society. They will support the securing and sustaining of planned gifts by working directly with prospects and donors and Philanthropy colleagues to help ensure a healthy financial future for our humanitarian work. This may entail following up on new leads; soliciting donors for planned gifts; building positive relationships to steward legacy donors; carrying out cultivation, solicitation and stewardship strategies, set with the Senior Director, to connect with and inspire planned giving donors and prospects; supporting colleagues on collaborations; and reporting results of efforts.

The Officer will be expected to understand the needs of older donors and prospects, communicate and connect superbly with colleagues and supporters, use knowledge of various gift planning instruments to assist colleagues and donors, continue to learn about IRC programs, and maintain accurate donor records to support the IRC’s donor relationships and prospecting with high wealth individuals and families. 

Additionally, the Officer will be expected to work directly with other development officers, ER colleagues, and local area leadership to increase awareness about planned giving, support education opportunities, and support planned giving conversations and asks for appropriate donors across Major and Principal Giving portfolios.

Major Responsibilities:

• Manage an assigned portfolio of planned gift prospects and donors.
• Provide timely follow-up to new marketing leads to educate prospects, creating new planned gifts for the IRC. 
• Implement meaningful engagement opportunities for planned giving donors and prospects, in line with the team’s stewardship plan, to deepen their understanding of the mission and the benefits of legacy giving and gifts of complex assets. 
• Execute regional donor trips, with travel plans approved by manager, maximizing geographic clusters of donors and prospects
• Focus on significant interactions during in person visits, events, and digital and mail communications. 
• Support engagement with the IRC legacy society (Changemakers) to recognize and retain committed donors, including an annual in-person recognition event in NYC and other regional market events.
• Partner with Major Gifts and Principal Gifts colleagues on planned gift conversations for appropriate prospects within their portfolios, with strategy set by senior staff
• Contribute to internal education across ER teams and IRC regional office leadership (RAI) on planned giving’s role and process with the organization, using materials developed by the team
• Successfully meet individual goals for significant interactions, prospect conversions, lead identification, and outright giving, in alignment with overall team goals. 
• Review donor file data (Salesforce) to flag prospects and bring portfolio balance recommendations to manager
• Timely and accurately input opportunity data into Salesforce to drive pipeline activity, report on progress towards goals, and find areas of improvement.
• Promote and practice inclusive behavior and demonstrate a willingness to learn about the IRC’s commitment to Diversity, Equity and Inclusion.

Job Requirements: 

Work Experience: 

• 3-5 years of experience working with individual donors, preferably in major gifts, annual giving, or planned giving.

Demonstrated Skills and Competencies: 

• Knowledge of or familiarity with planned giving vehicles and benefits preferred;
• Ability to communicate effectively with older donors about the IRC’s mission and planning tools;
• Ability to manage multiple priorities and meet deadlines, in consultation with manager;
• Effective collaboration with colleagues at all levels across the organization;
• Proficient with Microsoft Office; experience with CRM databases such as Salesforce or Raiser’s Edge preferred;
• Outstanding attention to detail and commitment to timeframes;
• Commitment to respect and maintain confidentiality of donor information;
• Work successfully in a sophisticated, fast-paced organization.
• Driver’s license and ability to travel up to 25% of the time, including overnight travel, is required.

Working Environment: This role is remote and ability to travel to see donors and prospects required. Applicants must have a home or alternate workspace they can effectively complete their work from during regularly scheduled hours.

Compensation: (Pay Rate: $77,600-$93,000/yr). Ranges are based on various factors including the labor market, job type, internal equity, and budget.  Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements. 

Professional Standards: All International Rescue Committee workers must adhere to the core values and principles outlined in IRC Way - Standards for Professional Conduct. Our Standards are Integrity, Service, Equality and Accountability. In accordance with these values, the IRC operates and enforces policies on Safeguarding, Conflicts of Interest, Fiscal Integrity, and Reporting Wrongdoing and Protection from Retaliation. IRC is committed to take all necessary preventive measures and create an environment where people feel safe, and to take all necessary actions and corrective measures when harm occurs. IRC builds teams of professionals who promote critical reflection, power sharing, debate, and objectivity to deliver the best possible services to our clients.

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Benefits: IRC offers a comprehensive and competitive benefits package. Highlights include 10 paid sick leave, 10 U.S. holidays, 20-25 generous paid time off based on role and tenure, medical insurance starting at $163/month, dental starting at $6.50/month, and vision starting at $5/month, flexible spending accounts (healthcare, dependent care, and commuter), a 403(b) retirement savings plan with employer match (immediate vesting) along with a non-elective employer contribution based on age and years of service (3-year vesting), disability and life insurance, and an Employee Assistance Program (EAP) offering confidential counseling and support services for employees and their families.

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