Planned Giving Specialist

Wounded Warrior Project (Hq)

San Antonio (TX)

On-site

USD 70,000 - 95,000

Full time

8 days ago

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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 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.

DUTIES & 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.

KNOWLEDGE, SKILLS, & ABILITIES

Strong interpersonal skills with demonstrated ability to develop and maintain meaningful relationships with donors, prospects, teammates, and external stakeholders.
Knowledge of planned giving strategies, estate planning concepts, charitable gift vehicles, donor stewardship practices, and relationship-based fundraising principles.
Ability to work effectively with varying donors, families, attorneys, financial planners, accountants, and other professional advisors.
Strong written and verbal communication skills with the ability to develop personalized donor communications, proposals, stewardship reports, and program updates.
Demonstrated ability to identify, cultivate, solicit, and steward donors through effective relationship management and strategic communication.
Working knowledge of prospect research, wealth screening tools, donor data, and fundraising methodologies.
Strong organizational and time-management skills with the ability to manage multiple priorities, meet deadlines, and adapt to changing needs.
Strong attention to detail and ability to prioritize work effectively while maintaining high levels of accuracy and professionalism.
Ability to maintain confidentiality and exercise sound judgment when working with sensitive donor and organizational information.
Demonstrated understanding of Wounded Warrior Project’s mission, values, programs, and services and the impact they have on wounded warriors and their families.
High energy level. Self-starter with a willingness to take initiative.
Demonstrated proficiency with Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.
Unequivocal commitment to the highest standards of personal and business ethics and conduct.
Mission-driven, guided by core values, and a pleasure to work with.

EXPERIENCERequirements

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.

Preferences

Three years of experience working in a nonprofit or philanthropic organization.
Three years of planned giving solicitation experience.
Experience working with estate-planning vehicles and charitable giving strategies.
Demonstrated understanding of military service organizations (MSOs) and veteran service organizations (VSOs).
Experience with estate planning and charitable giving strategies, including collaboration with financial advisors, attorneys, tax professionals, and other estate-planning professionals.

EDUCATIONRequirements

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.

Preferences