ASSOCIATE DIRECTOR OF DEVELOPMENT, PLANNED GIVING

CARE is an international NGO with local staff and community partners in more than 90 countries. We create local solutions to poverty and inequality and we seek dignity for everyone every day and during times of crisis. These solutions have a broad range, from clean water to access to education; from microfinance to ensuring that everyone has nutritious food; from agriculture and climate change to disaster response. CARE puts women and girls at the center of everything we do because they have proven to be the best hope for creating lasting change in the world. Our staff live where they work, which makes us effective at understanding the challenges they face. We’ve been doing this for over 70 years, since World War II. It started with the world’s first CARE Package® of food for the post-war hungry in Europe. Our work today is as important as ever, we believe that poverty and inequality are historic injustices that we can end within a generation, for good. If you share our core beliefs: poverty is an injustice; poverty is solvable; and together, we have the power to end it, join us, and fight with CARE.

CARE is seeking an Associate Director of Development for Planned Giving who will provide Planned Giving management services to the Planned Giving team while also managing a small portfolio of Planned Giving prospects. The incumbent reports directly to the Executive Director of Planned Giving and assists the Planned Giving team in ensuring effective and timely administration of donor gifts, agreements, and contracts. The portfolio of Planned Giving prospects for this role will be small, and allow for the incumbent to hone their front line planned-giving skills, while helping the team run smoothly. This is a great opportunity for an individual who is passionate about sustainable fundraising to build upon their skills and learn about planned giving fundraising techniques from a team of passionate and successful fundraisers.

Responsibilities:

1. Planned Giving Management and Administration

This position provides a level of support to the planned gift fundraisers and the Executive Director of Planned Giving. This may include:

• Creating planned gift illustrations using Crescendo Interactive software.
• Calculating present value and entering planned gifts into CRM (Salesforce)
• Coordinating mailings, printing labels, drafting acknowledgement letters.
• Helps to coordinate planned giving mailings for the regions as required.
• Keeps updated pipeline reports of new planned gifts
• Pulls financial reports for future revenue from CRM
• Record meeting discussions for PG team and create weekly agenda
• Ability to run reports in Salesforce to track gifts received

2. Portfolio Management

The Director of Planned Giving will manage an entry level portfolio of newly identified prospects moving them through cultivation, solicitation and stewardship. Travel may be required when safe to do so.

• Basic understanding of planned giving techniques
• Excellent listener and communicator
• Proven ability to close planned gifts in a timely manner.
• Willingness to learn from a team of expert PG officers.

Qualifications:

• Bachelor’s Degree in business, pre-law, marketing, psychology or liberal arts required from an accredited college or university
• At least 3 years of working knowledge in fundraising operations management with a basic understanding of Planned Giving vehicles. Experience can include volunteer and internships with not-for-profits.
• Effective inter-personnel and communications skills with a flexible, creative and solution-orientated approach. Ability to work independently, and to work effectively with others on a team and with proven team skills.
• Good interpersonal, organizational, and communications skills, an interest in Planned Giving processes and a passion for moving up in a Planned Giving career.