Planned Giving Officer
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Job Description
Planned Giving Officer building legacy gift commitments for the International Rescue Committee’s humanitarian programs. Managing donor portfolios, planned-giving outreach, stewardship, and regional donor travel.
Responsibilities:
- Manage an assigned portfolio of planned gift prospects and donors
- Provide timely follow-up to new marketing leads and educate prospects
- Create new planned gifts for the IRC
- Implement engagement opportunities for planned giving donors and prospects in line with the stewardship plan
- Execute regional donor trips, maximizing geographic clusters of donors and prospects
- Conduct significant interactions during in-person visits, events, and digital and mail communications
- Support engagement with the IRC legacy society (Changemakers), 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
- Contribute to internal education across External Relations teams and IRC regional office leadership on planned giving’s role and process
- Meet individual goals for significant interactions, prospect conversions, lead identification, and outright giving
- Review donor file data in Salesforce to flag prospects and recommend portfolio balance changes
- Input opportunity data into Salesforce to drive pipeline activity and report progress toward goals
- Promote and practice inclusive behavior and support the IRC’s commitment to Diversity, Equity and Inclusion
- Work with donors and prospects across the Southern U.S. to increase legacy gift commitments and build an engaged legacy society
Requirements:
- 3-5 years of experience working with individual donors, preferably in major gifts, annual giving, or planned giving
- 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
- Ability to work successfully in a sophisticated, fast-paced organization
- Driver’s license and ability to travel up to 25% of the time, including overnight travel, required
- Existing work authorization in the location where the position is advertised
- Ability to work effectively from a home or alternate workspace during regularly scheduled hours
Benefits:
- 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 insurance starting at $6.50/month
- Vision insurance starting at $5/month
- Flexible spending accounts (healthcare, dependent care, and commuter)
- 403(b) retirement savings plan with employer match and immediate vesting
- Non-elective employer contribution based on age and years of service, with 3-year vesting
- Disability and life insurance
- Employee Assistance Program (EAP) offering confidential counseling and support services for employees and their families
- Fully remote work
- Home or alternate workspace allowance/arrangement for regularly scheduled hours
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