Planned Giving Specialist

Wounded Warrior Project (Hq); Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

The Wounded Warrior Project (WWP) Planned Giving Specialist is a member of WWP’s fundraising team. The Planned Giving Specialist stewards a portfolio of planned giving donors and new prospects.

This position identifies, cultivates, and solicits individuals interested in making planned gifts through ongoing personal engagement, with a strong emphasis on in-person meetings and cultivation events. The Planned Giving Specialist supports the growth of the planned giving program by helping secure

Qualifications

• Bachelor’s degree in business, communications, marketing, or related field.
• Five years of fundraising experience.
• Five years of demonstrated success identifying, cultivating, soliciting, and stewarding planned giving and/or major donors.
• Five years of experience using CRM software, such as Salesforce or a similar database platform.

Responsibilities

• Steward a portfolio of planned giving donors and new prospects with a focus on in-person meetings and cultivation events.
• Identify, cultivate, solicit, and steward planned gifts and major donors.
• Support the Major Gifts team with planned giving solicitations and donor education.

Skills

Fundraising

Donor cultivation

Stakeholder engagement

Education

Bachelor’s degree in business, communications, marketing, or related field

Tools

Salesforce

Job description

The Wounded Warrior Project (WWP) Planned Giving Specialist is a member of WWP’s fundraising team. The Planned Giving Specialist stewards a portfolio of planned giving donors and new prospects. This position identifies, cultivates, and solicits individuals interested in making planned gifts through ongoing personal engagement, with a strong emphasis on in-person meetings and cultivation events. The Planned Giving Specialist supports the growth of the planned giving program by helping secure planned gifts, increasing inquiries about planned giving opportunities, stewarding Honor & Empower Society donors and prospects, and supporting the Major Gifts team with planned giving solicitations and donor education.

Requirements

• Bachelor’s degree in business, communications, marketing, or related field. Equivalent combination of applicable education, training, certification, and experience may be considered in lieu of degree.

• Five years of experience working in fundraising.

• Five years of demonstrated success identifying, cultivating, soliciting, and stewarding planned giving and/or major donors.

• Five years of experience using customer relationship management (CRM) software, such as Salesforce or a similar database platform.