Planned Giving Senior Officer
Job Details
Experienced
New York, Los Angeles, Oakland - , NY
Fully Remote
$80,920.00 - $101,151.00
Up to 25%
Job Summary

Amnesty International USA (AIUSA) is the global organization’s presence in the United States. We engage people in the U.S. to fight injustice all around the world, while we also work to protect people’s human rights here in the U.S. Amnesty International USA has more than one million members and activists across all 50 states, who are part of a larger global movement of 10 million people in 150 countries. We are a democratically governed, grassroots membership organization, which means that our members vote on key policy issues and elect our Board of Directors. Some of our members are experts on specific human rights issues, parts of the world, or advocacy areas, and they serve as volunteer leaders. Others are volunteer leaders of local or student groups in towns, universities, states, or regions of the country. Amnesty International USA’s elected Board members, staff, and members work together to lead the organization.

 

Job Summary

Reporting to the Director of Planned Giving, the Planned Giving Senior Officer is responsible for proactively developing and managing a qualified planned giving portfolio by identifying, cultivating, soliciting, and stewarding planned gift donors and prospects to help AIUSA achieve ambitious revenue and activity goals.

The Planned Giving Senior Officer will work closely with Major Gifts and Direct Response colleagues as an advisor and resource partner, to share planned giving knowledge and solicit blended gifts whenever possible, ensuring that our planned giving strategy aligns with the organization’s broader fundraising objectives. The ideal candidate will be action and detail-oriented with a track record of inspiring and engaging donors and can leverage estate and financial planning strategies to help donors develop meaningful legacy gifts.

 

Essential Responsibilities

40% - Portfolio Development

  • Manage and grow a portfolio of qualified planned gift donors and prospects utilizing 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 advance the relationship toward an ask (for 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, 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
Qualifications

Knowledge, Skills, Abilities

  • Familiarity and experience with planned giving strategies, industry standards, current trends, and best practices
  • Demonstrated knowledge of planned giving vehicles and basic estate and financial planning, including the tax implications of charitable giving, with the ability to apply this knowledge to address individual donor needs and goals
  • Excellent persuasive and diplomatic communicator - in person, over the phone, and in writing
  • Proven ability to identify, assess and analyze specific areas of donor interest and level of potential engagement to build and maintain strong relationships with donors and develop strategies for cultivation and stewardship with AIUSA
  • Excellent organizational skills and attention to detail
  • A high degree of initiative with demonstrated ability to work independently and manage time and workload effectively
  • 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
  • Proficient in Word, Excel, PowerPoint, and one or more CRM tracking systems
  • Strong data management skills
  • High integrity and professionalism, respecting the confidential nature of donor information, Amnesty International USA business practices while upholding the ethical standards of fundraising
  • Ability to travel domestically (when safe, due to COVID-19)

Education and Experience

  • BA/BS and at least 7 years relevant experience or MA/MS and 5 years relevant experience and/or sufficient relevant work experience; substantial technical knowledge of the area of work

 

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.

 

HOW TO APPLY

All applications must be completed online, and we do not accept paper submissions. Please visit our Careers Page to review all current job postings. You must complete the entire online application and electronically sign in order for an application to be considered “complete.” For technical difficulties ONLY, please email talentacquisition@aiusa.org

Amnesty International International is an equal opportunity employer. AIUSA encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction, or any other characteristic protected by applicable law. Black people, Indigenous people, people of color; lesbian, gay, bisexual, transgender, queer, and intersex people; women; people with disabilities, protected veterans, and formerly incarcerated individuals are all strongly encouraged to apply.

 

OUR COMMITMENT AS AN ANTI-RACIST ORGANIZATION AND TO INCLUSION, DIVERSITY, EQUITY AND ACCESSIBILITY (IDEA)

Dismantling white supremacy is central to the fight for human rights in the United States and around the world. As we mobilize staff and activists and work with partners to help transform the multiple systems where oppression operates in the world around us as part of our human rights mandate, anti-racism must be integral to our work. What does that mean for Amnesty International in the United States? It means using our people power to fight injustice and centering the voices and experiences of those most impacted by racist structures, beliefs, and laws. Fundamentally, it means doing our human rights work differently than it has been done before, because we know that who we work with, how we work, the work we do, and ultimately who we are, are all interconnected.

 

As an international, intercultural, intergenerational and intersectional movement of activists committed to protecting and advancing human rights for all, Amnesty is deeply committed to Inclusion, Diversity, Equity & Accessibility (IDEA). To learn more about how we integrate these concepts into our work and workplace, visit: https://www.amnestyusa.org/idea/

 

COVID-19 Consideration

Because the health and safety of our employees and candidates are a top priority, we are currently conducting our hiring process virtually. We are currently starting our positions as fully remote but will transition to a hybrid work environment when our offices re-open, expected to be in January 2023.

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