Gift Planning Undergraduate Intern - Tenders Global

Gift Planning Undergraduate Intern

United Nations Development Programme (UNDP)

tendersglobal.net

JOB DESCRIPTION

WWF Overview

For 60 years, WWF has worked to help people and nature thrive. As one of the world’s leading conservation organizations, WWF works in more than 100 countries, connecting cutting-edge conservation science with the collective power of our partners in the field – more than one million supporters in the United States and five million globally, as well as partnerships with communities, companies, and governments.

 

Our vision for diversity, equity and inclusion at WWF is an organization as diverse as the world we protect; where the richness of all our unique views, experiences, and backgrounds combines to create the most sustainable and inclusive conservation outcomes possible — bringing the greatest benefit to the planet and every person who lives on it.

 

Across the many cultures and individuals that represent WWF, we are unified by one mission, one brand, and one common set of values: Courage, Respect, Integrity and Collaboration.

 

BRIDGE – Building Relationships, Inclusivity, Diversity, Growth, and Excellence

WWF’s diversity-focused internship program, BRIDGE, aims to recruit professionals early in their careers who bring fresh thinking and innovation to the environmental and conservation sector and are well positioned to develop into the next generation of leaders. Our mission is to increase exposure of students from underrepresented populations to conservation and environmental careers, provide professional development opportunities, reduce the barriers to attracting a diverse pool of internship candidates, and develop a pipeline for future WWF hires from underrepresented populations.

 

Position Summary

WWF seeks an intern to work with the Gift Planning team, part of the Development team that works with individuals who support WWF’s work through a gift in their estate plan (will, trust, life insurance, retirement plan, etc.). The team is also responsible for working with estate executors and attorneys to ensure that all gifts from estates are received promptly. The intern will work on various projects with team members as outlined below and assist with the department’s daily work.

Responsibilities

Gift Planning: Assist team with data integrity review, including:

  • Review/Confirm Legacy Circle status through Confidential Reply form review.
  • Assist with the entry and upload of the Legacy Circle surveys.
  • Research oldest LC donors to determine status.
  • Review CGA files; update donor emergency contact information and ensure CGA gift information on all gifts/records.

 

Estate Administration:

  • Non-reportable trusts; begin outreach to trustees to update contact information; create stewardship plans
  • Pull and review closed estate files to confirm plan closed in CRM
  • Status update calls to attorneys/executors for incoming bequests Assist with mail processing (date stamping/filing)

Qualifications

Minimum Requirements:

  • Pursuing an Associate’s or Bachelor’s program. Must be an actively enrolled student and not received degree at time of internship start date (June 17, 2024).
  • Interest in development/fundraising as a career.
  • Workable knowledge of Microsoft Word and Excel.
  • Identifies and aligns with WWF’s core values:
    • COURAGE – We demonstrate courage through our actions, we work for change where it’s needed, and we inspire people and institutions to tackle the greatest threats to nature and the future of the planet, which is our home.
    • INTEGRITY – We live the principles we call on others to meet. We act with integrity, accountability and transparency, and we rely on facts and science to guide us and to ensure that we learn and evolve.
    • RESPECT – We honor the voices and knowledge of people and communities that we serve, and we work to secure their rights to a sustainable future.
    • COLLABORATION – We deliver impact at the scale of the challenges we face through the power of collective action and innovation.

 

Preferred Qualifications:

  • CRM/Sales database knowledge
  • Customer service or front office experience
  • Some knowledge or experience with wills or trusts

 

Learning Outcomes

  • Gain experience/knowledge about wills, trusts, and other gift planning vehicles.
  • Exposure to a CRM database and how data is entered, tracked and used by the team.
  • Use of donor research methods and tools to update donor records/information.
  • Gain skills for donor/professional advisor outreach by phone and/or email (with supervision)

 

WWF interns will be provided a set of professional development opportunities, aimed at increasing their exposure to conservation and sustainability careers. This includes:

  • Development discussions with their manager;
  • Up to two online courses through Cornell University’s eCornell program;
  • Speed mentoring with different WWF teams;
  • Opportunity to present their work to intern peers and WWF staff;
  • Session on resume and interviewing best practices.

 

Interns will also have access to an array of networking opportunities. This includes meetings with WWF’s CEO, the senior management team, Employee Resource Groups, and representatives from other departments.

 

Location:

US-DC-Washington

 

Compensation:

Paid – $17 per hour (full-time, 35 hours per week)

Internship Dates:

Internship will run from June 17, 2024 to August 23, 2024

How to Apply:

Please submit a resume & cover letter through our Careers page, Requisition #BR-2432

 

In your cover letter, please describe your relevant skills and experience for this position and include a discussion of 1) how you have demonstrated a commitment to diversity, equity, and inclusion and 2) what you hope to gain from the internship.

 

If selected for the role, you will need to provide 1 letter of recommendation as part of the WWF application process.

 

*Please note that interns must have U.S. work authorization that does not require sponsorship of a visa.

 

As an EOE/AA employer, WWF will not discriminate in its employment practices due to an applicant’s race, color, religion, sex, national origin, age, marital status, genetic information, sexual orientation, gender identity and expression, disability, or protected Veteran status.


Apply for job

To help us track our recruitment effort, please indicate in your cover/motivation letter where (tendersglobal.net) you saw this job posting.

Job Location