Jan 05, 2022

Gift Planning Officer

$90,000 - $100,000 yearly
  • National Wildlife Federation
  • Remote (Washington D.C., DC, USA)
Full-Time Fundraising/Development

Job Description

Founded in 1936, the National Wildlife Federation has grown into America's largest and most trusted grassroots conservation organization with 52 state/territorial affiliates and more than six million members and supporters, including hunters, anglers, gardeners, birders, hikers, campers, paddlers, and outdoor enthusiasts of all ages and stripes. The mission of the National Wildlife Federation is to unite everyone living in America to ensure wildlife thrive in our rapidly changing world. We advance this mission through programming focused on conserving wildlife, restoring habitats and waterways, expanding outdoor opportunities, connecting children with nature, advancing environmental justice, and addressing the causes and consequences of climate change.

The National Wildlife Federation believes that in order to save wildlife and ourselves, we need to ensure that everyone in America has clean air and water, safe communities, easy and equitable access to the daily benefits of nature, and protection from the ravages of climate change. These basic needs, equally necessary and urgent for all people, are foundational to bringing the conservation movement and ethos into the 21st century.

To fuel this mission, and achieve the bold priorities for people and wildlife outlined in our strategic vision, the Gift Planning Officer (GPO) identifies, cultivates, solicits and stewards donors, prospects, and their financial advisors for the purpose of raising bequest revenue and securing deferred gifts (charitable gift annuities, charitable trusts etc.) in support of the National Wildlife Federation. The GPO will engage prospective and current donors through visits, phone calls, correspondence, events, and develop tailored strategies for securing support from and stewarding donors.

This is an exciting time of growth and expansion at NWF, and this role is ideal for an entrepreneurial self-starter seeking opportunities to contribute meaningfully toward the goal of achieving substantial increases in planned and outright giving in the years ahead. 

Our location is flexible.  There is an option to be entirely remote or to work (when deemed safe and appropriate) in an NWF office.

In this role you will:

  • Develop and manage donor strategies to build an enhanced donor experience for a portfolio of 100 - 125 planned gift prospects.
  • Identify, cultivate, solicit and steward Planned Giving donors and prospects to secure and formalize their planned gifts and to deepen their relationships with the Federation, as well as build endowed funds.
  • Foster engaging and meaningful experiences for donors and supporters through virtual or face-to-face visits, calls, emails and other written communications. Meet high standards of performance metrics designed to monitor and evaluate performance.
  • Provide donor insight and intelligence to donor engagement team to effectively help influence Legacy Society and other VIP giving circle benefits and communications plans
  • Establish and maintain close collaboration with Philanthropy staff, program staff, regional offices and affiliates to advance gift planning efforts by providing excellent customer service and fostering continued internal collaboration. Ability to identify major gift prospects to assist in increasing the number of outrights gifts to NWF.
  • Network across the industry to foster learning and information sharing, as well as build awareness of benchmarking data and engagement strategies and marketing tactics.
  • Maintain professional aptitude in gift planning, keeping abreast of industry trends and changes to tax law. Seeks leadership opportunities within local gift planning chapter.
  • Stay informed of the Federation’s conservation priorities and its efforts to address America’s wildlife crisis and shares it with prospects and Legacy Society members as appropriate.
  • Dedicated to deepening understanding of cultural and systemic racism and the intersectionality of multiple forms of social inequality.
  • Responsible for data input for donor interactions (individual contacts, prospect management steps and stewardship efforts) in CRM database. Provide reports on activities, prospective pipelines and progress toward revenue and engagement targets regularly.

COVID Consideration:

The National Wildlife Federation closely follows the 2019 Novel Coronavirus Disease and has implemented processes that promote the safety of our employees, candidates, and communities.  Because the health of our employees and candidates is a top priority, we conduct our hiring process virtually via phone or video until further notice.  We are currently starting our positions as remote, but will transition to onsite work when our offices re-open, expected to be in early 2022.  Proof of vaccination will be required to join the National Wildlife Federation.

Hiring Organization

National Wildlife Federation

Qualifications

Qualifications:

  • College degree required; advanced degree desirable.
  • 7+ years of professional development experience in a non-profit, advocacy or related organization with demonstrated success in building and maintaining long-term relationships with individual donors capable of making gifts of $25,000 or more through major gifts and/or their estate plan.
  • Extensive knowledge of gift planning vehicles and giving instruments, coupled with the ability to effectively communicate a compelling and inspired vision and sense of core purpose to support donors in achieving their philanthropic goals and legacy gifts.
  • Experience working with attorneys, financial advisors, seniors, and their families maintaining an approachable and engaging demeanor.
  • Leads with a growth-mind set and maintains demonstrated experience in being a self-starter with excellent problem-solving, organizational, writing and interpersonal skills. Experience and proven ability to work independently and as an integral part of the team.
  • Excellent written and verbal communication skills, and ability to present to a variety of audiences, specifically racially, ethnically, and socioeconomically diverse communities.
  • Supervisory experience a plus.
  • Proficiency in Microsoft Office Suite and familiarity with CRM database. PG Calc experience preferred.

Travel Requirements:

Position is centered on donor relations and frequent overnight travel is expected.

NWF Values:

Your actions are expected to reflect the staff values of the National Wildlife Federation: collaboration, mindfulness, empowerment, inclusivity, and mission focus.  Your competencies should include:

  • Being motivated by values of equity and responsibility to those most marginalized;
  • Consistently bringing a high level of empathy and social skills to work and interpersonal interactions;
  • Being committed to deepening an environmental justice approach in policy priorities, program development and partner engagement;
  • Actively seeks feedback, direction, and guidance from all team members and keeps staff informed of decisions that impact them;
  • Being dedicated to advancing NWF’s internal equity transformation and compelling partners and allies to incorporate equity into their work; and
  • Passion for and commitment to NWF's mission

Industry/Service Area

Animal Related, Environment

Level

Mid-Senior level

Benefits

Compensation and Benefits:

This position pays $90,000 - $100,000. 

We are proud of our designation by Mogul as a Top 100 Workplace with the Best Benefits in 2021!  We value work-life balance and a family-friendly atmosphere with flexible scheduling.  We want you to be able to integrate work and personal life with attention to your self-care, so that your work schedule is not depleting.  We offer benefits so you feel restored and fueled through the day and week.

We offer these supports to help manage your mental, emotional, and physical health: 

  • Paid time off: Vacation that starts off at three weeks accrual, unlimited wellbeing (this time can be used for physical, spiritual, emotional, cultural, religious or financial wellbeing for yourself, a partner, or family member – including pets), 10 holidays, and 3 floating holidays
  • We close down for a paid winter break between December 25 to January 1 to recognize end of-year stress, and time for reflection, rejuvenation, and spending time with family.
  • Up to 16 weeks of fully paid Family and Medical Leave
  • Low-cost health, dental, and vision insurance options – all outpatient mental health is covered at in-network rates
  • Therapist available at no cost
  • Pet insurance and discount perk program
  • Annual wellbeing allowance

In addition to your salary, we offer the following supports to your personal finances:

  • Retirement plan with immediate match and vesting
  • Annual year end retirement contribution
  • Tuition Reimbursement
  • Adoption and Surrogacy assistance
  • Pet adoption stipend
  • Student Loan management

Applicants are invited to learn more about National Wildlife Federation’s benefits package at https://www.nwf.org/About-Us/Careers.

Application Instructions

Application:

Applications will be reviewed on a rolling basis.  Candidates should submit a cover letter and resume.

We strive to increase diversity, equity, inclusion and justice (DEIJ) in all elements of our work and with our partners to support the interdependent needs of wildlife and people in a rapidly changing world. We recruit, employ, train compensate, and promote regardless of race, religion, creed, national origin, ancestry, sex (including pregnancy), sexual orientation, gender identity (including gender nonconformity and status as a transgender individual), age, physical or mental disability, citizenship, genetic information, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. We are proud to be an equal opportunity employer. Applicants are invited to learn more about National Wildlife Federation’s commitment to diversity, equity, and inclusion at nwf.org/equity.

We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job, therefore our job descriptions are guidelines, not hard and fast rules.  Your experience, which may include paid and unpaid experience, including volunteer work, helps build the competencies and knowledge that translates to our openings.  Diversity of experience and skills combined with passion is a key to innovation and a culture of excellence.  Therefore, we encourage people from all backgrounds to apply to our positions.

Please let us know if you require accommodations during the application or interview process by reaching us at hrhelp@nwf.org  or 703-438-6244.

If selected for this position, a background check will be conducted.


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