Officer, Planned Giving
New York City
The International Rescue Committee's (IRC) External Relations (ER) department enables the IRC to respond to the world’s worst humanitarian crises and helps people to survive and rebuild their lives. Within ER, the USA Philanthropy team leads on the organization’s work with USA-based High-Net-Worth Individuals. We’re seeking an Officer for Planned Giving (East) to join our team!
The Planned Giving Officer will work with donors and prospects in the Eastern US to ensure an increased number of legacy gift commitments and a growing and engaged legacy society. Accountable for securing and sustaining planned gifts, they will work directly with prospects and donors and USA Philanthropy colleagues to ensure a healthy financial future for our humanitarian work. This may entail: generating new leads; soliciting donors for planned gifts; building positive relationships to steward legacy donors; crafting and implementing cultivation, solicitation and stewardship strategies to connect with and inspire planned giving donors and prospects; advising colleagues on collaborations; and reporting results of efforts.
The Officer will be expected to understand the needs of donors and prospects, communicate and connect superbly with colleagues, business partners, and supporters, use knowledge of various gift planning instruments to assist colleagues and donors, continue to learn about IRC programs, think strategically, offer creative solutions, and manage systems to grow and improve the IRC’s donor relationships and prospecting with high wealth individuals and families.
- Develop and manage a large portfolio of planned gift prospects and donors.
- Provide timely follow-up to new marketing leads to educate prospects, creating new planned gifts for the IRC.
- Craft and implement meaningful engagement opportunities for planned giving donors and prospects to deepen their understanding of the mission and the benefits of legacy giving and gifts of complex assets.
- Focus on high quality interactions during in person visits, events, virtual field trips, and digital and mail communications.
- Collaborate with major gift colleagues to develop and implement strategy to include planned giving conversations, solicitations, and stewardship with high net worth donors.
- Build and solicit charitable gift annuity proposals and agreements.
- Successfully meet individual goals for high quality meetings, prospect conversions, lead identification, and outright giving, in alignment with overall team goals.
- Timely and accurately input opportunity data into Salesforce to drive pipeline activity, report on progress towards goals, and find areas of improvement.
- Collaborate with colleagues in IRC to ensure strong communication and understanding of planned giving’s role and process with the organization.
- Co-create and complete marketing strategies to expand portfolio of legacy donors;
- Promote and practice inclusive behavior and demonstrate a willingness to learn about the IRC’s commitment to Diversity, Equity and Inclusion.
- 3-5 years of experience working with individual donors on complex giving conversations.
Demonstrated Skills and Competencies:
- Knowledge of planned giving vehicles and benefits preferred
- Ability to communicate effectively with older donors about the IRC’s mission and planning tools;
- Ability to independently identify and focus on the highest priority tasks;
- Effective collaboration with colleagues at all levels across the organization;
- Highly computer literate, including with Microsoft Office and CRM databases, such as Salesforce or Raiser’s Edge;
- Outstanding attention to detail and commitment to timeframes;
- Commitment to respect and maintain confidentiality of donor information;
- Work successfully in a sophisticated, fast-paced organization.
Education: Bachelor’s Degree required.
Working Environment: This role is hybrid and requires the ability to work on-site in the NYC office (vaccination required). Ability to travel to see donors and prospects required. Applicants must have a home or alternate workspace they can effectively complete their work from during regularly scheduled hours.
We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days (depending on role and tenure), medical insurance starting at $145 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare, childcare, and commuter costs, a 403b retirement savings plans with up to 4.5% immediately vested matching contribution, plus a 3-7% base IRC contribution (3 year vesting), disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.
DEI statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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.
Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days (depending on role and tenure), medical insurance starting at $145 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare, childcare, and commuter costs, a 403b retirement savings plans with up to 4.5% immediately vested matching contribution, plus a 3-7% base IRC contribution (3 year vesting), disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.
COVID-19 Vaccination Requirement: In accordance with IRC’s duty to provide and maintain a workplace that is free of known hazards and our commitment to safeguard the health of our employees, clients, and communities, IRC requires new hires to furnish proof of vaccination against COVID-19 in order to be considered for any in-office or hybrid positions. All IRC US offices require full vaccination to attend any in-office functions (e.g., meetings, trainings).