Senior Officer, Planned Giving East

About the role

The Senior Officer, Planned Giving, will work with donors and prospects in an assigned geography across the Eastern US to ensure an increased number of legacy gift commitments and a growing and engaged legacy society. This role involves developing and managing a large portfolio of planned gift prospects and donors, providing timely follow-up to new marketing leads, crafting and implementing meaningful engagement opportunities, and collaborating with colleagues to increase awareness about planned giving.

Responsibilities

• Develop and manage a large portfolio of planned gift prospects and donors.
• Provide timely follow-up to new marketing leads to educate prospects, creating new planned gifts for the IRC.
• Craft and implement meaningful engagement opportunities for planned giving donors and prospects to deepen their understanding of the mission and the benefits of legacy giving and gifts of complex assets.
• Plan and execute regional donor trips, maximizing geographic clusters of donors and prospects.
• Focus on high quality interactions during in person visits, events, and digital and mail communications.
• Promote engagement with the IRC legacy society (Changemakers) to recognize and retain committed donors, including an annual in-person recognition event in NYC and other regional market events.
• Collaborate with Major Gifts and Principal Gifts colleagues to develop strategy and solicitation for planned gifts for appropriate prospects within their portfolios.
• Collaborate across ER teams and IRC regional office leadership (RAI) to create greater understanding of planned giving’s role and process with the organization, including training and resource development.
• Succeed in meeting individual goals for high quality meetings, prospect conversions, lead identification, and outright giving, in alignment with overall team goals.
• Continually review donor file data (Salesforce) to identify prospects and to balance portfolio.
• Timely and accurately input opportunity data into Salesforce to drive pipeline activity, report on progress towards goals, and find areas of improvement.
• Promote and practice inclusive behavior and demonstrate a willingness to learn about the IRC’s commitment to Diversity, Equity and Inclusion.

Requirements

• 6-8 years of experience working with individual donors on complex giving conversations.
• Demonstrated Skills And Competencies: Knowledge of and experience discussing planned giving vehicles and benefits highly preferred; Ability to communicate effectively with older donors about the IRC’s mission and planning tools; Ability to independently identify and focus on the highest priority tasks; Effective collaboration with colleagues at all levels across the organization; Highly computer literate including with Microsoft Office and CRM databases such as Salesforce or Raiser’s Edge; Outstanding attention to detail and commitment to timeframes; Commitment to respect and maintain confidentiality of donor information; Work successfully in a sophisticated, fast-paced organization.
• Driver’s license and ability to travel up to 25% of the time, including overnight travel, is required.

Job Requirements

• Work Experience: 6-8 years of experience working with individual donors on complex giving conversations.
• Skills And Competencies: Demonstrated Skills And Competencies Knowledge of and experience discussing planned giving vehicles and benefits highly preferred; Ability to communicate effectively with older donors about the IRC’s mission and planning tools; Ability to independently identify and focus on the highest priority tasks; Effective collaboration with colleagues at all levels across the organization; Highly computer literate including with Microsoft Office and CRM databases such as Salesforce or Raiser’s Edge; Outstanding attention to detail and commitment to timeframes; Commitment to respect and maintain confidentiality of donor information; Work successfully in a sophisticated, fast-paced organization.

Compensation

(Pay Rate: $93,000-$110,000/yr). Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.

US Benefits

• 10 sick days
• 10 US holidays
• 20-25 paid time off days depending on role and tenure
• Medical insurance starting at $163 per month
• Dental starting at $6.50 per month
• Vision starting at $5 per month
• FSA for healthcare and commuter costs
• A 403b retirement savings plans with immediately vested matching
• Disability & life insurance
• An Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.