Planned Giving Associate
Description
DEFENDERS OF WILDLIFE
POSITION DESCRIPTION
JOB TITLE: Planned Giving Associate | CLASSIFICATION: Professional 2 SALARY: $52,000 - $58,000 FLSA: Exempt |
DEPARTMENT: Development LOCATION: Headquarters, Washington, DC REPORTS TO: Director, Gift Planning NUMBER OF DIRECT AND INDIRECT REPORT(S): 0 | |
LAST REVISED: January 2022 | |
POSITION SUMMARY
The Planned Giving Associate is responsible for maintaining and monitoring the Planned Giving budget and implementing all aspects of its marketing program, including: mail, telephone, website and e-mail promotions; information request fulfillment and donor cultivation mailings; communicating with donors and prospects via telephone, mail, e-mail and occasional donor meetings when appropriate; and overseeing the Planned Giving interface within the donor database.
The Planned Giving Associate will create drafts of marketing materials and collaborate with the Planned Giving team, editorial team in the Marketing Department, and will frequently interact with vendors for production of relevant marketing materials.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Work with the Director, Gift Planning to establish and monitor annual budget; create and maintain budget spreadsheets; track invoices; reconcile expenses with monthly Finance reports.
- Work with Director, Gift Planning and Planned Giving Senior Manager to determine annual marketing strategy. Act as liaison to vendors and implement mail, telephone, website, social media and e-mail marketing efforts. Coordinate all aspects of the outbound marketing program including list selection, package design, postage and production. Help conduct analysis and make recommendations based on results.
- Fulfill planned giving information requests and send out Wildlife Legacy Society new member welcome packets on a weekly basis.
- Help research key new Wildlife Legacy Society members; identify and analyze prospects to help with cultivation strategies. Share prospects for mid-level and major giving with appropriate teams.
- Collaborate with Director Gift Planning, Planned Giving Senior Manager and Research Manager to identify best prospects for visits and cultivation using database reports, and in some cases, phone calls or email queries. Research selected donors and assist with visit packets and additional visit logistics as needed.
- Maintain Planned Giving information in ROI database. Input member inquiries, interests, concerns and special requests. Liaise with database operations team to ensure timely delivery of recurring and customized response performance reports. Organize, track and report marketing efforts on a monthly basis.
- Draft marketing copy, donor profiles and correspondence and form letters for Director’s review.
- Ensure integrity of marketing data in ROI database.
- Help Director, Gift Planning manage logistics of legacy webinars including planning, implementation, invitation distribution and follow-up, as needed.
- Assist the major gifts team in the review of acknowledgements and other projects as needed.
- Spearhead creation of a Planned Giving Manual to document and organize all team processes and recurring projects.
- Perform all other related duties as assigned.
QUALIFICATIONS
Education: Bachelor’s (B.A./B.S.) degree or equivalent in related discipline.
Experience: 4 years of relevant development experience.
An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above.
Knowledge, Skills, Abilities for All Defenders
Knowledge, Skills, Abilities for Professional 2
Administrative
- Ability to accurately maintain electronic and physical records
- Anticipate and meet the needs of internal and/or external stakeholders delivering excellent service
Communication
- Ability to clearly and accurately communicate with internal and external stakeholders
- Ability to articulate complex ideas clearly, accurately and concisely
- Ability to convey effective messages to broad and diverse constituencies
- Ability and willingness to effectively represent Defenders’ interests in external environments
- Ability to exert influence and build consensus with internal and external stakeholders
Critical Thinking
- Ability to handle sensitive and confidential matters with discretion
- Strong research and data analysis skills, including ability to gather and synthesize information from multiple sources to produce high quality work products in a consistent, efficient, accurate, and timely manner
- Creative problem-solving and troubleshooting skills with willingness to experiment and innovate new methods.
- Facilitate and promote the integration of diversity, equity, and inclusion strategies into Defenders’ work.
Project Management
- Ability to work well under pressure and tight deadlines while balancing competing assignments
- Ability to remain flexible and adaptable to shifting priorities while remaining responsive to urgent requests
- Ability to take ownership of a project or process and to use problem solving skills to resolve issues
- Ability to manage deadlines on multiple cross-functional projects in a dynamic environment
- Demonstrated ability in managing competing interests on complex issues
Conservation Knowledge
- Familiarity with Defenders’ legal, scientific, and/or political issues
- Familiarity with national and regional social, political and ecological landscapes
Knowledge, Skills, Abilities for Planned Giving Associate
- Excellent written communication skills, as well as proofreading skills and knowledge of grammar
- Experience in donor database use and willingness to learn specialized software such as ROI and PG Calc
- Prior gift planning experience preferred
- Background in marketing strongly desired
- Ability to manage multiple projects and meet deadlines
- Detail-oriented with strong organizational skills
- Excellent interpersonal skills and ability to interact with both management, support staff and vendors
- Proficient in Microsoft Office
- Proactive approach to problem-solving
PHYSICAL ACTIVITIES, ENVIRONMENTAL CONDITIONS, PHYSICAL DEMANDS
Physical Activities Check all that apply | Frequency (N)Never, (O)Occasionally or (C)Constantly |
Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like. | N |
Moving self in different positions to accomplish tasks in various environments including tight and confined spaces. | N |
Remaining in a stationary position, often standing or sitting for prolonged periods. | C |
Moving about to accomplish tasks or moving from one worksite to another. | N |
Adjusting or moving objects up to 10 pounds in all directions. | N |
Communicating with others to exchange information. | C |
Repeating motions that may include the wrists, hands and/or fingers. | C |
Operating machinery and/or power tools. | N |
Operating motor vehicles or heavy equipment. | N |
Assessing the accuracy, neatness and thoroughness of the work assigned. | C |
Environmental Conditions Check all that apply | Frequency (N)Never, (O)Occasionally or (C)Constantly |
Low temperatures. | N |
High temperatures. | N |
Outdoor elements such as precipitation and wind. | N |
Noisy environments. | N |
Hazardous conditions. | N |
Poor ventilation. | N |
Small and/or enclosed spaces. | N |
No adverse environmental conditions expected. | C |
Physical Demands Check only one | |
Sedentary work that primarily involves sitting/standing. | X |
Light work that includes moving objects up to 20 pounds. | |
Medium work that includes moving objects up to 50 pounds. | |
Heavy work that includes moving objects up to 100 pounds or more. |
Visit www.defenders.org to apply.
All employees are required to satisfactorily perform the essential duties and responsibilities of their positions. The essential duties and responsibilities listed above are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Defenders of Wildlife provides equal employment opportunity to all qualified individuals without regard to their race, color, creed, religion, sex national origin, ethnicity, age, physical or mental disability, veteran status, sexual orientation, gender identity or expression, marital status, personal appearance, family/parental status, matriculation, political affiliation, genetic information, or any other legally protected characteristic in all personnel actions.
Please be advised this position is union-eligible.