Planned Giving Officer

  • Mid-level, Full-time staff position
  • Posted on 4 December 2018

Job Description

This position is responsible for providing planned giving/legacy programs throughout IFAW’s US office. Raising awareness of the importance of planned gifts and bequests to a wider audience, both internally and externally. Position works with a portfolio, primarily focused on cultivation, solicitation and closure of bequests/planned gifts.

Role and Responsibilities

  • Develop and manage a planned giving program meeting agreed targets and goals as developed;
  • Achieve an agreed number of new legacy pledges, planned gifts and enquiries annually in consultation with the Legacy Director.
  • Plan, organise and follow-up a series of cultivation and stewardship events at locations of appropriate interest, on an on-going annual basis with a view to generating opportunities for developing new enquiries and pledges.
  • Bring visibility to the recognition society, Future Fund for Animals and develop a stewardship program in coordination with other markets;
  • To be a first point of contact and possess knowledge on planned giving and legacy matters for all US based staff. Act as signatory and point of contact on all legacy appeals, materials and digital assets.
  • Responsible for ensuring central legacy appeals reflect the needs for the US market working closely with the Direct Marketing team to ensure all content is relevant.
  • Engage key legal and estate planning contacts, keeping them informed and supplied with up to date IFAW legacy information, visiting firm’s offices and liaising with fee earners dealing with probate matters.
  • Build relationships with staff and educates colleagues to ensure they understand the importance of legacy and planned giving income to the charity and to equip and motivate them to promote them regularly and with confidence.
  • Update supporter details in our supporter database “Team Approach” ensuring any planned gift enquiry or pledge information is kept up to date and is held within the parameters of the data protection regulation.
  • Build excellent working relationship with the US legal team to enhance knowledge of legacies being received by IFAW and develop understanding of the ideal profile of legacy donor to IFAW.
  • In collaboration with the Legacy Director, ensure all US regional staff receive appropriate legacy/planned giving training on a regular basis and are kept up to date on what is happening on both a local and national level, including undertaking inductions for all new starters in the US development team.
  • In collaboration with teams within the Development Department and Program staff, develops strategies and tactics to enhance integrated fundraising projects.
  • Assists in any other special projects as requested by Legacy Director and US Country Director.

Qualifications and Education Requirements

Skills / Abilities

  • Excellent communication skills - written and verbal.
  • IT skills inc. Word, Excel, PowerPoint, Outlook, charity databases(preferably Team Approach)
  • Strong organisational and administrative skills
  • Ability to prioritise
  • Ability to work independently
  • Marketing and promotional skills
  • Influencing and motivational skills
  • Good public speaking and presentation skills
  • Report writing skills.
  • Creative and innovative skills
  • Effective research skills
  • Experience of working in the non-profit sector

Knowledge

  • Effective event management
  • Marketing tools and techniques
  • Knowledge of planned giving or legacy fundraising
  • Law regarding Health & Safety/Risk regarding fundraising events

Qualifications,

training and education

  • Bachelor’s degree preferred.
  • Legal and/or related professional credentials a plus

Experience

  • 3 to 5 Years Planned Giving Marketing Experience or similar length of experience in similar role
  • Experience of maintaining admin processes and financial records
  • Coordinating multiple projects and delivering to deadlines
  • Proven target achievement.
  • Event management experience
  • Building and developing relationships at multiple levels
  • Working with volunteers
  • Experience of working for an international organisation and/or an NGO.

Other requirements

  • Travel around the US for donor visits and events required.
  • Commitment to animal welfare and conservation and IFAW’s mission.

About the Organization

Founded in 1969, IFAW has provided almost 50 years of global leadership, innovation and hands-on assistance to animals and communities in need. Our holistic conservation approach includes reducing the demand and exploitation of wildlife at the source; working together with communities and enforcers to shut down poaching networks; pioneering first-ever successes in the rescue, rehabilitation and release of orphan animals back into the wild; activating where needed most in the wake of global disasters; and advocating through expert research and solutions to the greatest threats to our planet’s populations and habitats.

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