Gift Planning Officer

Job Type

Full Time

Published

10/19/2018

Address

11100 Wildlife Center Drive
Reston
Virginia
20190
United States

Description

Founded in 1936, the National Wildlife Federation is America's largest and most trusted grassroots conservation organization with 51 state and territorial affiliates and some six million members and supporters nationwide. The Federation's programs are aimed at conserving wildlife, restoring important habitats and waterways, defending clean air and water, protecting public lands, expanding outdoor opportunities for all, and connecting children with nature. To support our mission we are seeking a Gift Planning Officer (GPO) to join our team in Reston, VA.


As a Gift Planning Officer, you will identify, cultivate, solicit, and steward donors, prospects, and their financial advisors for the purpose of raising bequest revenue and securing deferred gifts (charitable gift annuities, charitable trusts etc.) in support of the National Wildlife Federation’s mission to protect wildlife and wild places. You will engage prospective and current donors through visits, phone calls, correspondence, and stewardship events, and develop tailored strategies for securing support from and stewarding donors.

This is an exciting time of growth and expansion at NWF, and this role is ideal for an entrepreneurial self-starter seeking opportunities to contribute meaningfully toward the goal of achieving substantial increases in planned and outright giving in the years ahead.


In this role you will:

  • Identify, cultivate, solicit and steward donors and prospective donors through face-to-face visits, calls, emails and other written communications. You will meets standards of performance metrics designed to monitor and evaluate performance.
  • Develop a portfolio of 100 - 125 planned gift prospects, tracking opportunities and building relationships.
  • Develop and implement highly tailored moves management strategies to effectively engage a portfolio of top prospects. You will be responsible for data input for all donor interactions (individual contacts, prospect management steps and stewardship efforts) in CRM database. You’ll provide reports on activities, prospective pipelines and progress toward revenue and engagement targets regularly.
  • Steward existing members of the Legacy Society, our gift planning recognition society, to confirm intended gift(s), maintain donor’s connection to NWF and increase financial support whenever possible. You will participate in other donor stewardship events in the assigned region. Additionally you will establish and maintain close collaboration with philanthropy staff, program staff, regional offices and affiliates to advance gift planning efforts by providing excellent customer service and fostering continued internal collaboration. You will need the ability to identify major gift prospects to assist in increasing the number of outrights gifts to NWF.
  • Network across the industry to build awareness of benchmarking data and to share ideas.
  • Maintain professional aptitude in gift planning, keeping abreast of industry trends and changes to tax law, through conferences, seminars, specialized training, and professional literature (when appropriate and within the budgetary limits) to remain current in the gift planning field.
  • Stay informed of the Federation’s conservation priorities and its efforts to address America’s wildlife crisis.


Qualifications:

  • College degree required; advanced degree preferred.
  • 5+ years of professional development experience in individual giving, primarily in, major gift fundraising, and gift planning.
  • Demonstrated ability in building successful major donor relationships and experience working with seniors.
  • Experience working with non-profit conservation organizations a plus.
  • Self-starter with excellent problem-solving, organizational, writing and interpersonal skills with the demonstrated ability to work independently and as an integral part of the team.
  • Supervisory experience a plus.
  • Knowledge of industry trends.
  • Ability to travel domestically. Approximately six overnight trips per year.
  • Proficiency in Microsoft Office Suite and familiarity with CRM database. PG Calc experience preferred.


Your actions are expected to reflect the staff values of the National Wildlife Federation: collaboration, mindfulness, empowerment, inclusivity, and mission focus.


We aspire to be an inclusive multicultural organization that celebrates the rich dimensions of diversity such as race, ethnicity, gender identity, sexual orientation, socio-economic status, age, physical ability, and religious and political belief. Diversity at the National Wildlife Federation translates into understanding and valuing each other's perspectives.


The National Wildlife Federation offers excellent benefits, competitive compensation, and a family-friendly, flexible work environment. We are committed to building a complementary team and strongly support candidates from all backgrounds to apply. If you meet more than 75% of the qualifications of this description, we support your application. If selected, a background check will be conducted.


If you are interested you should submit both a cover letter and resume.

Professional Level

None specified

Minimum Education Required

4-year degree


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