Planned Giving Officer

SUMMARY

USA for UNHCR is seeking a highly motivated and experienced
Planned Giving Officer (PGO) to join our dynamic Private
Philanthropy team. As a PGO, you will play a crucial role in
building and maintaining relationships with planned giving donors
and prospects to secure significant future financial support for
UNHCR’s humanitarian efforts worldwide. Reporting to the Senior
Manager, Planned Giving, you will contribute to the organization’s
mission of providing life-saving assistance and protection to
refugees and displaced persons around the globe.

The Planned Giving team at USA for UNHCR has an aggressive
3-year plan to secure a significant number of hand-raisers
(substantively interested prospects for planned giving) to grow the
planned giving program into a mature and predictable revenue stream
for UNHCR. The PGO manages a qualified portfolio of individual
planned gift donors/prospects, works in collaboration with the team
to meet the team hand-raiser goal, and contributes toward the
Private Philanthropy team revenue goal through the stewardship and
administration of realized bequests.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Moves individual planned giving donors and prospects through
  the stages of engagement through in-person visits, video
  conferencing, and telephone calls.
• Works collaboratively with the Major Gift team to provide
  service and information to donors and prospects during blended gift
  opportunities.
• Works in conjunction with Senior Manager, Planned Giving and
  Director of Pipeline Development to identify potential planned gift
  donors and secure interest in legacy giving in new and existing
  relationships.
• Updates CRM (currently Salesforce) with contact reports,
  engagement plans and tasks to ensure continuity of donor management
  and accurate tracking toward goals.

• Works with the Senior Associate, Legacy Giving to create
  donor-centered stewardship communications and engagement
  opportunities for hand-raisers.
• Identifies/secures opportunities to raise visibility of and
  secure support for USA for UNHCR through increased relationships
  with wealth management and philanthropic advising firms, as well as
  business and philanthropic leaders.
• Take on other tasks as directed by the Senior Manager, Planned
  Giving and  Senior Director, Private Philanthropy.

QUALIFICATIONS 

• The requirements listed below are representative of the
  knowledge, skill, and/or ability required. Reasonable
  accommodations may be made to enable individuals with disabilities
  to perform the essential functions.

EDUCATION and/or EXPERIENCE 

• 8 years of related experience; Bachelor’s degree.
• In lieu of education/degree requirements a successful candidate
  will
  • Understand how to collaborate effectively with a variety of
    different people and roles.
  • Be proactive and self-motivated with a strong mindset and
    willing to take risks, while also having the ability to learn from
    setbacks.
  • Be relationship driven and adaptable to new situations.
  • Value diversity and take pride in cultivating an atmosphere of
    inclusion and various perspectives.
• Demonstrates passion for U4U’s mission.
• Knowledge of principles of frontline fundraising in planned
  giving, including donor motivations and the predominant financial
  vehicles used to make planned gifts (CGAs, IRAs, etc.)
• Understanding of planned giving cultivation strategies and how
  they differ from major giving strategies.
• Excellent organization, communication, and interpersonal
  skills
• Ability to synthesize complex programs and projects into
  concise, compelling proposals and donor communication assets.
• Proven project management skills
• Outstanding self-motivational skills
• Proficiency in CRM (Salesforce preferred) and Microsoft Office
  (Outlook, Teams, Word, Excel, PowerPoint)
• Knowledge of international humanitarian issues and/or
  experience working in the refugee or development sector is
  desirable.
• Must be self-sufficient and self-motivated
• Demonstrates sound judgement and strong decision-making
  skills
• Demonstrates emotional intelligence and integrity when
  interacting with employees, peers and donors
• Must be able to work successfully, both individually and as
  part of a team
• Ability to inspire and motivate others
• Ability to be diplomatic when making decisions and creating
  solutions
• Some travel required – up to 40% in support of donor
  outreach
• Chartered Advisor in Philanthropy certification, Certified
  Specialist in Planned Giving certification or Experience in
  financial services sector preferred

WORK LOCATION  

Hybrid + New York, NY + May also involve travel to some
locations within the company’s region of operations and select
donor locations. 

COMPENSATION 

$116,359 – $126,937

DISABILITY SPECIFICATIONS 

USA for UNHCR will make reasonable accommodations in compliance
with the Americans with Disabilities Act of 1990. 

USA for UNHCR is an Equal Opportunity Employer. Refugees and
all other protected classes are encouraged to apply. 

Location

New York, NY (Hybrid)

Department

Planned Giving

Employment Type

Full-Time

Compensation

$116,359 – $126,937

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