2600 Virignia Avenue, NW
The Department of Planned Giving increases support to the National Trust for Historic Preservation by meeting a donor’s personal planning goals, by helping a donor reinforce and pass his or her values to future generations, and by creating meaningful legacies for a donor, his or her family, and for the National Trust. Planned Giving combines charitable, estate, and financial plans that are tax efficient and values-based, enabling donors to realize their philanthropic visions. Department members are catalysts and encourage and facilitate gifts that have the involvement of gift officers, professional advisors, philanthropic planning, and donors with charitable intent. The department’s goals and its work are donor-centric, and help provide integrated solutions to meeting the needs of the National Trust, the donors, and their families.
Reporting to the Director of Planned Giving, the Associate Manager of Planned Giving helps provides internal expertise and management of the program, while also serving as a member of the organization’s front-line fundraising team.
- Working with the Director, manage marketing efforts by ensuring effective and timely web performance, design, content, quarterly newsletters, direct mail, and brochures.
- Collaborate with Marketing colleagues to help expand impact of the philanthropic planning web site as an effective marketing tool.
- Collaborate with Research and Data analytics team to identify and reach targeted prospective donors, including using segmentation of the National Trust’s membership data to best match possible gift vehicles with donors’ values and life situations.
- Help manage the development of collateral materials and maintain an inventory of stories and themes
- Manage and maintain CRM records for planned giving donors and prospects
- Help manage CRM usage for the division related to planned giving donors and prospects: to include pulling mailing lists, and ensuring that mailings are placed in CRM records accurately, that opportunity entries are coded correctly, and that financial records in CRM are reviewed regularly
- Work with Annual Giving staff to coordinate strategies for implementing PG messaging and PG mailing dates
- Assist in the preparation of routine and one-time reports, including providing Finance and Accounting with all needed documentation to ensure compliance with audit requirements and proper gift valuations.
- Provide support at certain Legacy events and prospect stewardship events
- Continually enhance skills related to use of rapidly changing technology and communications best practices.
- Work with the Director to help position Planned Giving as a core program of the development division and increase its visibility to effectively engage with a larger, broader and more culturally diverse audience.
- As assigned, and working with the guidance of the Director, the Associate Manager may
- help manage prospective donor pipeline and learn to help develop accurate forecasts of planned giving results
- help prepare certain philanthropic planning proposals, documents, closings, and asset transfers and assist with their ongoing administration, often in collaboration with colleagues in Legal and Finance
- help provide follow-up to prospective donor inquiries in writing, by phone and email
- Other duties as assigned.
- Minimum of 3-5 years of overall experience, including some development-related experience or comparable combination of development and/or related, specialized experience with the Trust or other philanthropic organization.
- Some experience related to a range of planned giving instruments preferred; experience with planned giving software, and/or fundraising CRM systems (such as netForum by Abila) a plus.
- Demonstrated experience/comfort speaking with elderly constituents preferred.
- Intermediate analytical and problem-solving skills, including issue identification and prioritization.
- Basic project-management skills, including project budgeting and planning. Ability to achieve results with moderate supervision.
- Effective presentation skills. Excellent writing, spelling, grammar, and proofreading skills, as well as strong verbal communication and customer service skills. Strong organizational skills. Excellent attention to detail.
- Experience successfully managing key stakeholders. Proven ability to collaborate and achieve results. Track record of building and maintaining productive relationships with multiple stakeholders. Public contact and ability to work successfully in close proximity to others required.
- Demonstrated success in engaging culturally diverse stakeholders or potential donors prefered. Bi-lingual language skills (especially English/Spanish) a plus.
- Ability to prioritize, multi-task efficiently and respond to a high volume of ongoing requests in a timely fashion. Ability to adapt and be flexible in a dynamic work environment. Ability to work effectively with frequent interruptions required. Able to handle frequently changing and/or unscheduled tasks with accuracy. Entrepreneurial spirit and skill set a plus.
- Ability to continually develop skills related to use of rapidly changing technology and communications best practices.
- Intermediate knowledge of Microsoft Word and Excel required. Familiarity with other software, including databases, a plus.
- Bachelor’s degree (or equivalent years of experience) required. Studies or other demonstrated interest in preservation-related topics, and/or non-profit management/fundraising-related topics, a plus.
- Regular and reliable attendance is required.
- Some travel may be required.
Great benefits, including affordable health, dental and life insurance, with 3.5 weeks of vacation plus sick time and holidays.
Level of Language Proficiency
Bi-lingual English/Spanish is a plus
Minimum Education Required