Account Executive, Planned Giving

Position Summary

The Account Executive, Planned Giving provides strategic oversight for direct marketing fundraising programs for a portfolio of several nonprofit organization clients. The Account Executive also serves as a client relationship manager and works within a team to deliver direct marketing fundraising programs. They have experience in legacy giving and legacy marketing.

Analytics

• Draft client annual plans with Account Lead support
• Interpret and present program and project results
• Oversee client’s annual expenses

Client Service

• Provide strategic oversight of client marketing fundraising projects, understanding their role in advancing overall client program strategy
• Oversee production management and creative process for projects
• Draft and assist in presenting strategy decks with support from Account Lead
• Oversee execution of year-long direct marketing schedules
• Direct and guide copywriters and designers to ensure creative for each project is aligned with overall project and program strategy
• Manage account and production team service delivery to the client, including problem-solving and accountability for errors
• Coordinate with offline and digital to draft multi-channel campaigns and wrap-up decks
• Gain familiarity with clients’ missions, programs and institutional voice and work with Account Lead to identify topics, issues, and projects for fundraising appeals
• Serve as liaison with client contacts, ensuring day-to-day service satisfaction
• Identify opportunities to expand client work/scope with support of Account Lead
• Mentor managers, coordinators, or assistants; other team members
• Assist with new business proposals and presentations as requested

Physical Demands

While performing the duties of this job, the employee regularly operates a computer and other office equipment and remains in a stationary position, often sitting (or standing if at a standing desk) for prolonged periods; communication is via email, chat, phone, video, and/or in-person with others inside and outside the agency in order to exchange information; repetitive motions may include the wrists, hands, and/or fingers in order to operate computer equipment, copy machines, and printers.

Requirements

• Minimum years of experience required: 7 years in nonprofit fundraising and/or advocacy with at least 2 to 4 years in nonprofit planned giving fundraising and marketing
• Required experience & knowledge: Proficiency working on multiple projects simultaneously, Working knowledge of Microsoft products (Word, Excel, Teams, PowerPoint, Outlook), Demonstrated effective use of digital tools to manage internal and external workflow and communication (including email, chat, zoom, and online workflow tool)
• Production knowledge
• Additional preferred experience & knowledge: Multi-channel experience, particularly in digital marketing preferred, Donor-facing experience in Planned giving fundraising experience helpful/preferred, Experience with or curiosity for exploring the ethical use of AI tools and agents

Skills & Abilities

• Communication. Presents with a confident communication style, tailoring messaging to influence outcomes and support desired goals with various stakeholders and audiences
• Writing/Editing Skills. Regularly drafts initial content that is presentable to internal and external stakeholders, while also effectively incorporating constructive feedback from others to consistently improve quality of writing
• Attention to Detail. Produces and upholds the high standards of work in team deliverables, offering feedback to improve clarity and precision
• Leadership & Accountability. Provides consistent and supportive guidance and leadership to colleagues, offering constructive feedback, modeling leadership behaviors, and helping others
• Collaboration. Fosters collaboration, builds trust, and provides reliable insight and guidance to both internal and external stakeholders
• Relationship Building. Deepens and strengthens relationships through consistent responsiveness and engagement
• Adaptability & Change Leadership. Considers the broader context in decision-making, understanding both internal and external factors, along with the long-term view
• Agency Products & Services. Effectively communicates the value and purpose of offerings to both internal and external audiences
• Agency Mission, Vision, & Values. Reinforces messaging and agency goals and priorities within sphere of influence, implementing relevant actions
• Work Environment. Successfully functions in a high-paced environment, across multiple work priorities, projects, clients, and client issue areas
• Client-Success Focused. Implements successful strategies and objectives, considering problems and offering solutions
• Project Management & Effective Work Product. Applies strong analytical and problem-solving skills to make sound decisions
• Critical Thinking & Strategic Decision-Making. Regularly evaluates goals and alignment with the broader objectives, seeking ways to improve efficiency and outcomes

Personal Characteristics

• Interest in working as a member of a larger team and across multiple projects, clients, and social issues
• Comfort building long-term relationships with both internal and external stakeholders
• An inclination to work among colleagues dedicated to approaching work with a lens of social justice, anti-racism, and anti-oppression
• An interest in progressive issues, including environmental protection and conservation, international aid and development, social justice, anti-racism and anti-oppression, women’s rights, LGBTQIA+ issues, electoral politics, etc.
• A willingness to travel

Total Rewards

• Candidates hired into this role typically start between $75,000–$83,000, depending on experience, skills, and internal pay equity guidelines, with the full range extending beyond this band allowing for annual and long-term growth within the role.
• In addition to base salary, total compensation includes fully paid core benefits, profit sharing, automatic retirement contributions, and employee ownership, each explained in greater detail below.
• We also walk candidates through total rewards during the interview process.
• Participation in our Employee Stock Ownership Program (ESOP), which allows every employee-owner to share in the growth and prosperity of the company.
• Employer-sponsored and paid core benefits: Health (multiple carrier options), Dental, Life Insurance, Short and Long-Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars
• 35% employer share of cost for dependent health insurance
• Additional optional benefits with employee share of cost: Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan
• 401(k) with automatic employer-sponsored contributions equal to 3% (“automatic” means there is no match—MWD contributes regardless of employee’s deferrals, and there is no vesting period)
• Equalized profit sharing
• Paid Time Off, including: 13 company holidays, Early release every Friday and on days preceding company holidays, Vacation time – starting at 15 days per year (increases over tenure), Sick Leave – 1 day per month, Personal time – 3 days per year, Paid Parental Leave – 8 weeks, Volunteer Leave – 3 days per year, Philanthropic Fund with corporate match for employee charitable contributions, and other opportunities for staff-directed corporate donations
• A remote-first work environment with access to offices for local staff (Berkeley | DC)

About MWD

Our Agency: In 1979, our founder, Mal Warwick, embarked on a mission to work with nonprofit causes, progressive candidates, and political committees who shared our commitment to social justice and environmental action. Over the past 40+ years, in partnership with our clients, we’ve worked to combat the climate crisis and sought to protect the natural environment; we’ve advanced the rights of women, the LGBTQ+ community and other communities who have been marginalized; we’ve fought racial injustice and discrimination; we’ve worked to improve healthcare and food security, fought the AIDS pandemic, advanced animal rights, promoted international development, elected progressive political leaders to office, and the list goes on. We've also remained equally committed to changing the way the world does business as a Certified Green Business, a California Benefit Corporation, and a Certified Employee-Owned Agency.

Our Team: MWD is a team of passionate do-gooders, collectively driven by a mission to help progressive organizations build the base for a better world. We activate our clients’ ambitious philanthropic visions through innovative fundraising strategies. And we are an agency of change-makers personally committed to environmental action, giving back within our communities, identifying and disrupting systems of racism and oppression, and maintaining a just and equitable workplace for our employee-owners.

Our Working Locations: This is a full-time position working from one of the states in which we operate, including California, Georgia, Illinois, Maryland, Massachusetts, Minnesota, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Virginia, Washington DC, and Washington state.

Our Commitment To Anti-Racism & Anti-Oppression: Beyond being an equal opportunity employer, MWD is committed to being an anti-racist and anti-oppression organization and we have a zero-tolerance policy for racism, discrimination, harassment, retaliation, and oppression of any kind. We are dedicated to the fulfillment of this commitment through our Diversity, Equity, & Inclusion initiatives that connect to every phase of the employee-owner lifecycle, starting with recruitment. We encourage candidates of all identities and backgrounds to apply for positions you believe align with your skill set and current and future interests. And we review applications based on agency need, position requirements, and candidate qualifications without elimination based on race, color, religion or belief, sex, sexual orientation, gender identity, marital or family status, national origin, veteran status, disability, or any other protected status.