- Moves individual planned giving donors and prospects through the stages of engagement through in-person visits, video conferencing, and telephone calls.
- Works collaboratively with the Major Gift team to provide service and information to donors and prospects during blended gift opportunities.
- Works in conjunction with Senior Manager, Planned Giving and Director of Pipeline Development to identify potential planned gift donors and secure interest in legacy giving in new and existing relationships.
- Updates CRM (currently Salesforce) with contact reports, engagement plans and tasks to ensure continuity of donor management and accurate tracking toward goals.
- Works with the Senior Associate, Legacy Giving to create donor-centered stewardship communications and engagement opportunities for hand-raisers.
- Identifies/secures opportunities to raise visibility of and secure support for USA for UNHCR through increased relationships with wealth management and philanthropic advising firms, as well as business and philanthropic leaders.
- Take on other tasks as directed by the Senior Manager, Planned Giving and Senior Director, Private Philanthropy.
- The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- 8 years of related experience; Bachelor's degree.
- In lieu of education/degree requirements a successful candidate will
- Understand how to collaborate effectively with a variety of different people and roles.
- Be proactive and self-motivated with a strong mindset and willing to take risks, while also having the ability to learn from setbacks.
- Be relationship driven and adaptable to new situations.
- Value diversity and take pride in cultivating an atmosphere of inclusion and various perspectives.
- Demonstrates passion for U4U's mission.
- Knowledge of principles of frontline fundraising in planned giving, including donor motivations and the predominant financial vehicles used to make planned gifts (CGAs, IRAs, etc.)
- Understanding of planned giving cultivation strategies and how they differ from major giving strategies.
- Excellent organization, communication, and interpersonal skills
- Ability to synthesize complex programs and projects into concise, compelling proposals and donor communication assets.
- Proven project management skills
- Outstanding self-motivational skills
- Proficiency in CRM (Salesforce preferred) and Microsoft Office (Outlook, Teams, Word, Excel, PowerPoint)
- Knowledge of international humanitarian issues and/or experience working in the refugee or development sector is desirable.
- Must be self-sufficient and self-motivated
- Demonstrates sound judgement and strong decision-making skills
- Demonstrates emotional intelligence and integrity when interacting with employees, peers and donors
- Must be able to work successfully, both individually and as part of a team
- Ability to inspire and motivate others
- Ability to be diplomatic when making decisions and creating solutions
- Some travel required - up to 40% in support of donor outreach
- Chartered Advisor in Philanthropy certification, Certified Specialist in Planned Giving certification or Experience in financial services sector preferred
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Planned Giving Officer - New York, United States - USA for UNHCR
Description
SUMMARY
USA for UNHCR is seeking a highly motivated and experienced Planned Giving Officer (PGO) to join our dynamic Private Philanthropy team. As a PGO, you will play a crucial role in building and maintaining relationships with planned giving donors and prospects to secure significant future financial support for UNHCR's humanitarian efforts worldwide. Reporting to the Senior Manager, Planned Giving, you will contribute to the organization's mission of providing life-saving assistance and protection to refugees and displaced persons around the globe.
The Planned Giving team at USA for UNHCR has an aggressive 3-year plan to secure a significant number of hand-raisers (substantively interested prospects for planned giving) to grow the planned giving program into a mature and predictable revenue stream for UNHCR. The PGO manages a qualified portfolio of individual planned gift donors/prospects, works in collaboration with the team to meet the team hand-raiser goal, and contributes toward the Private Philanthropy team revenue goal through the stewardship and administration of realized bequests.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Hybrid + New York, NY + May also involve travel to some locations within the company's region of operations and select donor locations.
COMPENSATION
$116,359 - $126,937
DISABILITY SPECIFICATIONS
USA for UNHCR will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
USA for UNHCR is an Equal Opportunity Employer. Refugees and all other protected classes are encouraged to apply.
