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Planned Giving Officer

Posted by
Anti-Defamation League
|
New York, NY
New
|
Published 14 days ago

POSITION TITLE: Planned Giving Officer

REPORTS TO: Senior Director, National Estate and Gift Planning

SUPERVISION EXERCISED: none

LOCATION: Chicago, Atlanta, New York, Boston, SE Florida

Grade/Class: Grade F, Exempt, PSA-Eligible

ABOUT THE ORGANIZATION

ADL (Anti-Defamation League) is the leading anti-hate organization in the world. Founded in 1913 in response to an escalating climate of antisemitism and bigotry, its essential mission hasn’t changed in more than 100 years: to stop the defamation of the Jewish people and to secure justice and fair treatment to all. Today, ADL continues to fight all forms of hate with the same vigor and passion. ADL is the first call when acts of antisemitism occur. A global leader in exposing extremism, delivering anti-bias education, and fighting hate online, ADL’s ultimate goal is a world in which no group or individual suffers from bias, discrimination or hate. 

ADL’s CEO and National Director, Jonathan Greenblatt—an accomplished leader and entrepreneur in the corporate, public, and nonprofit sectors—was recruited to the organization in July 2015. He has injected new energy and brought a bold vision to the agency. Under Jonathan’s leadership, ADL is transforming itself, upgrading its capabilities, leveraging innovation, building partnerships, and pioneering new horizons.

PRIMARY FUNCTION:

Planned Giving Officer will support the strategic growth in the planned giving program in collaboration with the Senior Director and regional partners. Expand the planned giving donor base by leveraging qualified leads identified through marketing as well as proactively identifying, cultivating and soliciting prospects in partnership with national and regional development staff. This role will act as a trusted partner to donors and staff regarding planned and blended gift strategies and all aspects of planned giving. The Planned Giving Officer will contribute to overall planned giving program growth strategies as well as individual donor strategies.

RESPONSIBILITIES

  • Maintain an active solicitation portfolio, and advance prospects through the cultivation and solicitation process; Create individual goals and a comprehensive plan for each person in the portfolio; Solicit outright and blended gifts as the opportunity arises.
  • Prepare proposals and other supporting technical materials for donors who have been solicited for or have otherwise expressed interest in a planned gift
  • Track portfolio activity and progress. Meet portfolio goals including number of donor visits and meaningful, monthly personalized donor contacts.
  • Consult with Divisional Philanthropy Officers and development staff of regional affiliates to enrich regional staff’s knowledge of and enthusiasm for the solicitation of planned gifts in keeping with best practices and to partner on donor cultivation and solicitations.
  • Train development staff members and volunteer solicitors about strategies for soliciting, closing, and stewarding planned gifts including incorporating planned giving into their major gifts fundraising efforts. Provide advice for individual giving fundraisers on donor strategies for planned gifts.
  • Maintain a working knowledge of relevant tax, probate, trust, and financial/estate planning strategies and appropriately apply this knowledge to address individual donor needs and goals.
  • Participate in fostering a culture of philanthropy by promoting planned giving throughout the organization, including training and coaching staff or volunteer solicitors when applicable.

Travel:

  • Nationwide travel is required (20-25%). 

Desired Skills:

  • Proven track record cultivating and soliciting qualified planned gift prospects and closing planned gifts of $100,000 or more. Strong knowledge and experience with charitable bequests and other gift planning vehicles.
  • Demonstrated experience with tax, financial and estate planning issues.
  • Strong interpersonal skills and the ability to work in high-pressure situations while demonstrating tact and diplomacy.
  • Excellent verbal and written communication skills; including expertise in public speaking.
  • Excellent organizational skills and the ability to manage multiple projects. Creative thinker with the ability to see projects through to completion and meet tight deadlines.
  • Must be self-motivated, possess initiative and the ability to work independently as well as part of a team.
  • Experience working in a non-profit institution of comparable complexity and scale is preferred, as is experience working with volunteers and board leadership.

Work Experience:

  • Five to seven years relevant professional experience in planned giving or equivalent experience.

Education:

  •  Bachelor’s degree or equivalent experience.

The information in this job description indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications and objectives required of employees assigned to this job, nor is it to be interpreted as a contract for employment.

Salary and benefits are competitive and commensurate with experience. 

ADL is an Equal Opportunity Employer. Recruitment, hiring, promotions and other terms, conditions and privileges of employment shall be maintained in a manner which does not discriminate on the basis of age, race, creed, color, national origin, sex, sexual orientation, gender expression, marital status, physical or mental disability, veteran status, or military status, or in violation of any applicable Federal, state or local legislation.

POSITION TITLE: Planned Giving Officer

REPORTS TO: Senior Director, National Estate and Gift Planning

SUPERVISION EXERCISED: none

LOCATION: Chicago, Atlanta, New York, Boston, SE Florida

Grade/Class: Grade F, Exempt, PSA-Eligible

ABOUT THE…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Education
    4-Year Degree Required
  • Professional Level
    Professional

Benefits

Salary and benefits are competitive and commensurate with experience. 

 

Salary and benefits are competitive and commensurate with experience. 

 

Location

Temporarily Remote
Work may be performed anywhere in United States
Associated Location
605 3rd Avenue, New York, NY 10158

How to Apply

Please apply at this link: https://careers-adl.icims.com/jobs/1510/planned-giving-officer/job

Please apply at this link: https://careers-adl.icims.com/jobs/1510/planned-giving-officer/job

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