Planned Giving & Donor Stewardship Officer

Wounded Warrior Project (Hq); San Antonio (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

The Wounded Warrior Project (WWP) Planned Giving Specialist is part of WWP’s fundraising team, stewarding a portfolio of planned giving donors and new prospects. This role emphasizes in-person meetings and cultivation events to grow planned gifts and support the Major Gifts team.

You will articulate WWP’s mission, manage donor communications, track activities in Salesforce, and collaborate across departments to advance donor relationships and educate on planned giving opportunities.

Qualifications

• Five years of fundraising experience.
• Five years of success identifying, cultivating, soliciting, and stewarding planned giving and/or major donors.
• Five years of experience using CRM software, such as Salesforce or similar database.

Responsibilities

• Drive the growth and retention of a portfolio of planned giving donors and prospective donors.
• Effectively articulate WWP’s history, mission, vision, and programs to prospective donors and funding sources, both verbally and in writing.
• Track donor communications within Salesforce CRM and utilize relationship-based fundraising strategies to align philanthropic opportunities with donor interests and passions.
• Represent WWP in meetings, events, and presentations with community audiences, organizations, existing donors, and prospective donors in support of fundraising objectives.
• Establish and maintain effective working relationships with teammates across the organization, including Major Gifts, Communications, Marketing, Programs, and other Resource Development teams, to identify and cultivate planned giving opportunities.
• Develop and implement donor cultivation, stewardship, and communication plans that support planned giving fundraising goals.
• Move prospective donors through the donor lifecycle in a timely and strategic manner, advancing cultivation, solicitation, and planned gift commitments.
• Develop highly personalized donor communications, including proposals, stewardship reports, planned giving illustrations, and program updates.
• Attend and actively participate in required training and/or meetings, including but not limited to New Teammate Orientation, WWP Cares, ASIST Suicide Prevention training, Leadership training, culture/team based training, or departmental huddles.
• Other related duties as assigned.

Skills

Interpersonal skills

Planned giving

Donor relations

Communication skills

Donor cultivation

Prospect research

Time management

Attention to detail

Confidentiality

WWP mission

Self-starter

MS Office

Ethics

Mission-driven

Education

Bachelor's degree

Tools

Salesforce

Job description

The Wounded Warrior Project (WWP) Planned Giving Specialist is part of WWP’s fundraising team, stewarding a portfolio of planned giving donors and new prospects. This role emphasizes in-person meetings and cultivation events to grow planned gifts and support the Major Gifts team.

You will articulate WWP’s mission, manage donor communications, track activities in Salesforce, and collaborate across departments to advance donor relationships and educate on planned giving opportunities.