Planned Giving Officer

Job Summary 

Amnesty International USA is seeking a Planned Giving Officer, reporting to the Director of Planned Giving. This role sits within the Planned Giving Unit but works in close coordination with colleagues in Major Gifts and Direct Response ensuring that our planned giving strategy aligns with the organization’s broader fundraising objectives.  

The Planned Giving Officer is responsible for building and developing a qualified portfolio of planned gifts (i.e. gifts through wills, trusts, and beneficiary designations) by identifying, cultivating, soliciting and stewarding planned gift donors and prospects from our current files as well as responding to new leads from a robust acquisition marketing program. The PGO will work collaboratively with major gifts and direct response colleagues to solicit blended gifts whenever possible and to share planned giving knowledge. The ideal candidate will have experience developing relationships with donors, can leverage estate and financial planning strategies to help donors develop meaningful legacy gifts, and will help AIUSA achieve ambitious revenue and activity goals.  

Essential Responsibilities 

40% - Portfolio Development 
Manage and grow a portfolio of qualified planned gift donors and prospects from the constituent relationship management (CRM) database and develop cultivation, solicitation, and stewardship strategies to maximize future revenue. 

Assist Direct Response and Major Gift colleagues in cultivating and soliciting planned gifts. 

Respond to inquiries from the planned giving inbox and marketing efforts, qualifying and cultivating prospects for gift discussions and solicitations. 

 
50% - Cultivation 
Complete and document 60 substantive calls and/or face-to-face visits per year with planned gift prospects. Substantive calls either include an “ask” for a planned gift or clearly advance the relationship toward an ask (example: present a planned gift proposal and follow up with an ask for the donor to leave a planned gift). 

 
10% - Database Integrity 
Keep CRM records updated to demonstrate progress towards goals and track collaborations with other development officers, and secure and record updated biographical data.  

Prepare reports and evaluate cultivation/solicitation strategy effectiveness. In the process you must keep CRM skills current and stay informed on tax law changes and planned giving techniques. 

Other responsibilities as assigned by the Director of Planned Giving. 

Knowledge, Skills, Abilities 

• BA/BS required and at least 5 years of relevant work experience : i.e. in fundraising, planned giving, banking, communications, law. 

• Familiarity and experience with planned giving strategies,  conversations, techniques. 

• Excellent interpersonal skills – ability to communicate effectively in person, on the phone and in writing. 

• Excellent organizational skills and attention to detail. 

• High degree of initiative with demonstrated ability to work independently and manage time and workload effectively. 

• Experience with a CRM system i.e. Revolution Online (ROI) is what we use and Salesforce 

• Ability to think strategically, and to be creative and flexible in a dynamic work environment, adapting to changing priorities when necessary. 

• Develop and maintain familiarity with all Amnesty program areas and priorities. 

• Nonprofit experience preferred.  

• Strong data management and Microsoft office skills. 

• Uphold professional ethical standards of fundraising. 

• Ability to travel domestically (when safe, due to COVID-19). 

Education and Experience 

We recognize the valuable skills that can be gained through internships, fellowships, volunteer work, and non-traditional work experience. This experience helps build competencies and knowledge that may translate to our job openings. We seek a diversity of experience and skills for our workplace and encourage people from all backgrounds to apply to our openings.  

COVID-19 Consideration 

Because the health and safety of our employees and candidates is a top priority, we are currently conducting our hiring process virtually via phone or video. We are currently starting our positions as fully remote but will transition to hybrid on-site work when our offices re-open, expected to be in early Fall 2022.