Amnesty International USA is seeking a Planned Giving Officer, this position will report 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 to ensure 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.
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.