Senior Planned Giving Officer
Charitable Gift Planners of West Virginia, New York, New York, us, 10261
Reporting to the Director of Major and Planned Gifts, the Senior Planned Giving Officer manages all aspects of WNET’s planned giving program, including estate/gift administration, communications, soliciting donors for bequests and other deferred gifts, and developing strategies to increase philanthropic support through WNET’s legacy giving program, the Rosalind P. Walter Society. With individual support for public media at unprecedented levels, the Senior Planned Giving Officer will have a tremendous opportunity to engage with a robust prospect pool to help WNET further its mission and advance its strategic growth.
Responsibilities
Manage, cultivate and steward a portfolio of Legacy Society donors and prospects.
Actively engage in qualification efforts, working with the major and planned gifts, prospect development, and mid-level giving teams;
Collaborate with and mentor development staff to integrate planned giving into overall fundraising strategies;
Develop and execute and annual marketing plan for the planned giving program, including the program’s digital presence, working closely with internal and external partners;
Supervise and mentor an Associate responsible for administrative support, donor correspondence and other duties;
Working closely with an external bequest management firm, coordinate the administration of all planned gifts including bequests, beneficiary designations, charitable gift annuities, IRA QCDs and other giving vehicles, working closely with donors and their advisors; and effectively track all stages of probate and administration for a portfolio of open estates, ensuring timely and compliant resolution;
Regularly collaborate with internal departments such as Finance and Legal, demonstrating initiative, attention to detail and a collaborative approach;
Develop and implement strategies to grow the planned giving program;
Assist in the planning and execution of a potential capital campaign;
Track all moves management, estate administration, and contact activity in Salesforce CRM;
Maintain an awareness of current planned giving practices and changes to laws and regulations that would impact the program;
Represent the WNET development department at events, as needed;
Perform other duties, as required.
Qualified candidates will possess exceptional communication, rapport, and organizational skills, as well as strong public speaking and meeting facilitation skills with the ability to translate and explain complex financial concepts in accessible terms. Additional qualifications include:
Qualifications
A minimum of five (5) years of experience working with donors and raising major/planned gifts with a successful track record of development experience including increasing responsibility, specifically within planned giving;
Extensive knowledge of fundraising principles, techniques and ethics; charitable gift vehicles and tax implications; experience in devising strategies for cultivation, solicitation and stewardship of planned gift donors;
Proficiency in Microsoft Office Suite and CRM technology (i.e. Salesforce);
This is a hybrid position. The WNET Group reserves the right to change and/or modify the hybrid schedule at its discretion.
The WNET Group
825 Eighth Avenue
New York, NY 10019-7435
www.wnet.org
It is the policy of WNET not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, veteran status or any classification protected by law.
The WNET Group offers competitive salaries, excellent benefits, and a supportive working environment. Salary ranges are based on benchmarked nonprofit and industry related data provided by an outside consulting firm and are commensurate with skills and experience. The hiring salary range for this position is $115,000.00 - $125,000.00. Internal equity considerations will be reviewed before making a final offer.
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Responsibilities
Manage, cultivate and steward a portfolio of Legacy Society donors and prospects.
Actively engage in qualification efforts, working with the major and planned gifts, prospect development, and mid-level giving teams;
Collaborate with and mentor development staff to integrate planned giving into overall fundraising strategies;
Develop and execute and annual marketing plan for the planned giving program, including the program’s digital presence, working closely with internal and external partners;
Supervise and mentor an Associate responsible for administrative support, donor correspondence and other duties;
Working closely with an external bequest management firm, coordinate the administration of all planned gifts including bequests, beneficiary designations, charitable gift annuities, IRA QCDs and other giving vehicles, working closely with donors and their advisors; and effectively track all stages of probate and administration for a portfolio of open estates, ensuring timely and compliant resolution;
Regularly collaborate with internal departments such as Finance and Legal, demonstrating initiative, attention to detail and a collaborative approach;
Develop and implement strategies to grow the planned giving program;
Assist in the planning and execution of a potential capital campaign;
Track all moves management, estate administration, and contact activity in Salesforce CRM;
Maintain an awareness of current planned giving practices and changes to laws and regulations that would impact the program;
Represent the WNET development department at events, as needed;
Perform other duties, as required.
Qualified candidates will possess exceptional communication, rapport, and organizational skills, as well as strong public speaking and meeting facilitation skills with the ability to translate and explain complex financial concepts in accessible terms. Additional qualifications include:
Qualifications
A minimum of five (5) years of experience working with donors and raising major/planned gifts with a successful track record of development experience including increasing responsibility, specifically within planned giving;
Extensive knowledge of fundraising principles, techniques and ethics; charitable gift vehicles and tax implications; experience in devising strategies for cultivation, solicitation and stewardship of planned gift donors;
Proficiency in Microsoft Office Suite and CRM technology (i.e. Salesforce);
This is a hybrid position. The WNET Group reserves the right to change and/or modify the hybrid schedule at its discretion.
The WNET Group
825 Eighth Avenue
New York, NY 10019-7435
www.wnet.org
It is the policy of WNET not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, veteran status or any classification protected by law.
The WNET Group offers competitive salaries, excellent benefits, and a supportive working environment. Salary ranges are based on benchmarked nonprofit and industry related data provided by an outside consulting firm and are commensurate with skills and experience. The hiring salary range for this position is $115,000.00 - $125,000.00. Internal equity considerations will be reviewed before making a final offer.
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