Project HOPE
Planned Giving Specialist
Project HOPE, Washington, District of Columbia, us, 20022
Planned Giving Specialist, Development and Communications
Location: Washington, DC (hybrid)
Project HOPE
is an international NGO of more than 1,000 engaged employees and hundreds of volunteers who work in more than 25 countries, responding to the world's most pressing global health challenges. Throughout our 60-year legacy, Project HOPE has treated millions of patients and provided more than $3 billion worth of medicines to local health care organizations around the world. We have helped build hundreds of health programs from the ground up and responded to humanitarian crises worldwide.
Code of Conduct
It is our shared responsibility and obligation to treat each other with respect, take affirmative steps to prevent matters involving Sexual Exploitation & Abuse and Trafficking in Persons, and to disclose all potential and actual violations of our Code of Conduct, which may include Conflicts of Interest, Fraud, Corruption, Discrimination or Harassment. Together we can reinforce a
culture of respect, integrity, accountability, and transparency.
POSITION SUMMARY:
The Planned Giving Specialist will manage the day-to-day aspects of the planned giving program, in coordination with the Senior Director. They will be responsible for supporting the engagement, cultivation, and stewardship of prospective and committed planned giving donors. Responsibilities will also include but are not limited to gift acceptance, estate administration, liaising with attorneys and executors, and facilitating collaboration across teams and vendors as relates to planned giving strategy and marketing.
PRINCIPAL RESPONSIBILITIES:
Manage the day-to-day operations of Project HOPE's planned giving program, including:
Supporting engagement and cultivation efforts to prospective and existing planned gift prospects and donors.
Assisting with development and implementation of stewardship efforts for Legacy of HOPE Society members.
Managing charitable gift annuity program in coordination with PGCalc.
Processing estate gift paperwork and acknowledgements in coordination with estate representative and internal stakeholders.
Reporting and analytics on a monthly, quarterly, and annual basis.
Facilitate the acceptance and administration of planned gifts, including bequests, trusts, and other planned giving vehicles, in collaboration with organizational stakeholders and estate representatives. This includes overseeing the processing of estate gifts, ensuring compliance with legal and regulatory requirements, and coordinating with estate attorneys, financial advisors, and other relevant parties to facilitate the timely and accurate transfer of assets to the organization.
Respond to and track Planned Giving and Legacy of Hope inquiries. Negotiate legacy agreements and solicit gifts as directed.
Coordinate with Mass Markets colleagues and vendors to ensure appropriate marketing of planned giving throughout the direct marketing program.
Maintain accurate and up-to-date internal estate records, including donor profiles, gift documentation, and relevant correspondence.
Supports research and data segmentation as requested.
Participate in special projects and performs other duties as assigned.
MINIMUM QUALIFICATIONS:
5+ years' experience in non-profit and/or development field
Bachelor's Degree or higher in related field
Poised and professional communication style-in person, over the phone, and in writing
Strong interpersonal skills with ability to develop positive relationships quickly and work in a team atmosphere
Strong project management skills
Ability to respond flexibly and resourcefully to workload fluctuations, demonstrating initiative and problem-solving skills
Demonstrated ability to work in a fast-paced entrepreneurial environment
Detail-oriented, organized and can handle multiple projects at one time
Able to work independently with minimal supervision and demonstrate motivational skills, professional maturity, and the ability to maintain confidentiality of information
Proficient with Microsoft Office suite of products
PREFERRED QUALIFICATIONS:
Experience with online prospect research tools and a CRM such as Raiser's Edge, Salesforce, or NetForum highly preferred
Experience in development and donor-facing roles preferred
Experience with international relief or global health sectors preferred
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical demands:
While performing the duties of this job, the employee must be mobile in an office environment and able to use standard office equipment.
Must be able to communicate in verbal and written form and must be able to travel internationally.
Project HOPE employees may be required to travel or work in countries where working conditions are classified as "hardship."
Work environment:
Typical office environment with exposure to a minimal noise level.
Emergency deployments may be in resource-deprived environments with austere living conditions.
Travel for extended periods may be by air and/or other modes of transportation.
While international travel is not a regular part of every job, programmatic needs may require it intermittently.
Project HOPE employees may be required to travel or work in countries where working conditions are classified as "hardship."
Salary range starting at $62,000 USD per year based on candidates residing in the US. Compensation for the role is dependent on several factors including a candidate's location, qualifications, skills, and experience. Project HOPE offers comprehensive benefits as part of the total compensation package including health, dental, vision and life insurance, 403(b), paid leave, and much more.
For more information about our benefits please visit our benefits page.
Due to the substantial number of inquiries, we receive, only candidates who have met the required experience & qualifications for this position will be considered.
No phone calls please.
However, since we are active around the world in the field of public health, we may wish to retain your CV in our database for other/future opportunities, unless you direct us otherwise.
Thank you very much for your interest in Project HOPE.
#J-18808-Ljbffr
Location: Washington, DC (hybrid)
Project HOPE
is an international NGO of more than 1,000 engaged employees and hundreds of volunteers who work in more than 25 countries, responding to the world's most pressing global health challenges. Throughout our 60-year legacy, Project HOPE has treated millions of patients and provided more than $3 billion worth of medicines to local health care organizations around the world. We have helped build hundreds of health programs from the ground up and responded to humanitarian crises worldwide.
Code of Conduct
It is our shared responsibility and obligation to treat each other with respect, take affirmative steps to prevent matters involving Sexual Exploitation & Abuse and Trafficking in Persons, and to disclose all potential and actual violations of our Code of Conduct, which may include Conflicts of Interest, Fraud, Corruption, Discrimination or Harassment. Together we can reinforce a
culture of respect, integrity, accountability, and transparency.
POSITION SUMMARY:
The Planned Giving Specialist will manage the day-to-day aspects of the planned giving program, in coordination with the Senior Director. They will be responsible for supporting the engagement, cultivation, and stewardship of prospective and committed planned giving donors. Responsibilities will also include but are not limited to gift acceptance, estate administration, liaising with attorneys and executors, and facilitating collaboration across teams and vendors as relates to planned giving strategy and marketing.
PRINCIPAL RESPONSIBILITIES:
Manage the day-to-day operations of Project HOPE's planned giving program, including:
Supporting engagement and cultivation efforts to prospective and existing planned gift prospects and donors.
Assisting with development and implementation of stewardship efforts for Legacy of HOPE Society members.
Managing charitable gift annuity program in coordination with PGCalc.
Processing estate gift paperwork and acknowledgements in coordination with estate representative and internal stakeholders.
Reporting and analytics on a monthly, quarterly, and annual basis.
Facilitate the acceptance and administration of planned gifts, including bequests, trusts, and other planned giving vehicles, in collaboration with organizational stakeholders and estate representatives. This includes overseeing the processing of estate gifts, ensuring compliance with legal and regulatory requirements, and coordinating with estate attorneys, financial advisors, and other relevant parties to facilitate the timely and accurate transfer of assets to the organization.
Respond to and track Planned Giving and Legacy of Hope inquiries. Negotiate legacy agreements and solicit gifts as directed.
Coordinate with Mass Markets colleagues and vendors to ensure appropriate marketing of planned giving throughout the direct marketing program.
Maintain accurate and up-to-date internal estate records, including donor profiles, gift documentation, and relevant correspondence.
Supports research and data segmentation as requested.
Participate in special projects and performs other duties as assigned.
MINIMUM QUALIFICATIONS:
5+ years' experience in non-profit and/or development field
Bachelor's Degree or higher in related field
Poised and professional communication style-in person, over the phone, and in writing
Strong interpersonal skills with ability to develop positive relationships quickly and work in a team atmosphere
Strong project management skills
Ability to respond flexibly and resourcefully to workload fluctuations, demonstrating initiative and problem-solving skills
Demonstrated ability to work in a fast-paced entrepreneurial environment
Detail-oriented, organized and can handle multiple projects at one time
Able to work independently with minimal supervision and demonstrate motivational skills, professional maturity, and the ability to maintain confidentiality of information
Proficient with Microsoft Office suite of products
PREFERRED QUALIFICATIONS:
Experience with online prospect research tools and a CRM such as Raiser's Edge, Salesforce, or NetForum highly preferred
Experience in development and donor-facing roles preferred
Experience with international relief or global health sectors preferred
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical demands:
While performing the duties of this job, the employee must be mobile in an office environment and able to use standard office equipment.
Must be able to communicate in verbal and written form and must be able to travel internationally.
Project HOPE employees may be required to travel or work in countries where working conditions are classified as "hardship."
Work environment:
Typical office environment with exposure to a minimal noise level.
Emergency deployments may be in resource-deprived environments with austere living conditions.
Travel for extended periods may be by air and/or other modes of transportation.
While international travel is not a regular part of every job, programmatic needs may require it intermittently.
Project HOPE employees may be required to travel or work in countries where working conditions are classified as "hardship."
Salary range starting at $62,000 USD per year based on candidates residing in the US. Compensation for the role is dependent on several factors including a candidate's location, qualifications, skills, and experience. Project HOPE offers comprehensive benefits as part of the total compensation package including health, dental, vision and life insurance, 403(b), paid leave, and much more.
For more information about our benefits please visit our benefits page.
Due to the substantial number of inquiries, we receive, only candidates who have met the required experience & qualifications for this position will be considered.
No phone calls please.
However, since we are active around the world in the field of public health, we may wish to retain your CV in our database for other/future opportunities, unless you direct us otherwise.
Thank you very much for your interest in Project HOPE.
#J-18808-Ljbffr