Associate, Planned and Principal Giving
New York City (United States of America)
The External Relations (ER) department at the International Rescue Committee (IRC) is comprised of three main but complementary functional areas: Private fundraising, Communications, and Advocacy. The main objective of the department is to enable this organization of more than 12,000 staff to have the resources needed to continue serving 18 million people worldwide in places affected by war and disaster, shape the humanitarian sector by influencing key policies and reforms, and build and grow IRC’s reputation.
The USA Philanthropy unit, part of the ER department, leads on the organization’s work with USA-based High-Net-Worth Individuals.
The Associate, Planned and Principal Giving will play a vital role within USA Philanthropy. She/He/They will primarily be responsible for supporting the IRC’s Planned Giving team and coordinating operational, marketing, and cultivation activities for donors and prospects. The role will also provide some centralised administrative support across both the Planned Giving and Principal Giving team. The ideal candidate will be an enthusiastic, high energy, and conscientious individual who is passionate about the IRC way and keenly motivated to make an impact through their contributions to the larger team.
1.Liaise with IRC donors through the planned giving hotline and email. Be the first point of contact for donors inquiring about making a planned gift. Assign and respond to the donor as appropriate.
2.Support the data management for annual targeted marketing appeals for planned giving by pulling lists, ensuring integration of campaign information into donor records, updating records in Salesforce and providing information and reports to gift officers to assist in follow-up.
3.Manage the operational function of the planned giving team by providing weekly reports on goals, benchmarking annually, creating donor lists, and maintaining data integrity in Salesforce.
4.Assist with the stewardship of donors and estate families through notecards, emails and phone calls.
5.Work with Planned Giving Manager to support the estate administration process by ensuring files are accurate and information in Salesforce.
6.Process expenses and monitor planned giving budget.
7.Create and submit state annual filings for charitable gift annuities.
8.Provide administrative support for both the Planned Giving and Principal Giving teams including mail processing, managing calendars, gathering information and preparing meeting agendas, handling logistics for internal and external meetings, managing project timelines, drafting and collecting team updates, sending team wide reminders, helping on-board new team members, and tracking team deliverables.
9.Develop and maintain excellent working relationships with colleagues across the IRC; and
10.Support other projects and take on additional responsibilities as needed.
Education: Bachelor’s Degree desirable.
Work Experience: Previous work (or internship) experience in an office setting. Experience and/or interest in working in a non-profit development department or the humanitarian sector preferred.
Demonstrated Skills and Competencies:
•Highly computer literate, to include Word, Excel, PowerPoint. Familiarity with CRM databases, such as Salesforce or Raiser’s Edge, is desirable;
•Proven organizational and time management skills;
•Excellent interpersonal skills and written and oral communication skills;
•Strong listening skills and the ability to accurately follow directions;
•Exceptional attention to detail and commitment to deadlines;
•The ability to work effectively in a team environment as well as take initiative independently;
•Commitment to respect and maintain confidentiality of donor information; and
•Work successfully in a complex, fast-paced organization.
Working Environment:This role requires working remotely temporarily, before being based in NY headquarters. Applicants must have a home or alternate workspace they can effectively complete their work from during regularly scheduled hours.
The IRC and IRC workers must adhere to the values and principles outlined in IRC Way - Standards for Professional Conduct.These are Integrity, Equality, Service, and Accountability. In accordance with these values, the IRC operates and enforces policies on Beneficiary Protection from Exploitation and Abuse, Child Safeguarding, Anti Workplace Harassment, Fiscal Integrity, and Anti-Retaliation.