Senior Planned Giving Officer

The WNET Group; New York (NY); Hybrid; USD 115,000 - 125,000; Full time

Benefits offered by this job

Competitive salary

Excellent benefits

Supportive working environment

Job summary

A leading public media organization in New York is looking for a Senior Planned Giving Officer to manage their planned giving program. This role involves fostering relationships with donors, coordinating gift administration, and enhancing fundraising strategies. The ideal candidate should have extensive knowledge of fundraising techniques, proficiency in CRM systems, and at least five years of relevant experience. This is a hybrid position offering competitive salary and excellent benefits.

Qualifications

• Minimum of five years of experience working with donors and raising major/planned gifts.
• Extensive knowledge of fundraising principles and charitable gift vehicles.
• Proficiency in relevant CRM technology.

Responsibilities

• Manage a portfolio of Legacy Society donors and prospects.
• Coordinate administration of planned gifts including bequests and annuities.
• Develop and execute an annual marketing plan for the planned giving program.

Skills

Communication skills

Organizational skills

Public speaking

Financial concept translation

Tools

Microsoft Office Suite

Salesforce CRM

Job description

Only those candidates who complete the WNET online employment application and submit all required attachments will be considered. Click HERE to navigate to the WNET Careers webpage to complete the application.

Job Description

Reporting to the Director of Major and Planned Gifts, the Senior Planned Giving Officer manages all aspects of WNET’s planned giving program, including estate/gift administration, communications, soliciting donors for bequests and other deferred gifts, and developing strategies to increase philanthropic support through WNET’s legacy giving program, the Rosalind P. Walter Society. With individual support for public media at unprecedented levels, the Senior Planned Giving Officer will have a tremendous opportunity to engage with a robust prospect pool to help WNET further its mission and advance its strategic growth.

Responsibilities include but are not limited to:

• Manage, cultivate and steward a portfolio of Legacy Society donors and prospects.
• Actively engage in qualification efforts, working with the major and planned gifts, prospect development, and mid-level giving teams;
• Collaborate with and mentor development staff to integrate planned giving into overall fundraising strategies;
• Develop and execute an annual marketing plan for the planned giving program, including the program’s digital presence, working closely with internal and external partners;
• Supervise and mentor an Associate responsible for administrative support, donor correspondence and other duties;
• Working closely with an external bequest management firm, coordinate the administration of all planned gifts including bequests, beneficiary designations, charitable gift annuities, IRA QCDs and other giving vehicles, working closely with donors and their advisors; and effectively track all stages of probate and administration for a portfolio of open estates, ensuring timely and compliant resolution;
• Regularly collaborate with internal departments such as Finance and Legal, demonstrating initiative, attention to detail and a collaborative approach;
• Develop and implement strategies to grow the planned giving program;
• Assist in the planning and execution of a potential capital campaign;
• Track all moves management, estate administration, and contact activity in Salesforce CRM;
• Maintain an awareness of current planned giving practices and changes to laws and regulations that would impact the program;
• Represent the WNET development department at events, as needed;
• Perform other duties, as required.

Qualified candidates will possess exceptional communication, rapport, and organizational skills, as well as strong public speaking and meeting facilitation skills with the ability to translate and explain complex financial concepts in accessible terms. Additional qualifications include:

• A minimum of five (5) years of experience working with donors and raising major/planned gifts with a successful track record of development experience including increasing responsibility, specifically within planned giving;
• Extensive knowledge of fundraising principles, techniques and ethics; charitable gift vehicles and tax implications; experience in devising strategies for cultivation, solicitation and stewardship of planned gift donors;
• Proficiency in Microsoft Office Suite and CRM technology (i.e. Salesforce);

This is a hybrid position. The WNET Group reserves the right to change and/or modify the hybrid schedule at its discretion.

The WNET Group

New York, NY 10019-7435

www.wnet.org

It is the policy of WNET not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, veteran status or any classification protected by law.

The WNET Group offers competitive salaries, excellent benefits, and a supportive working environment. Salary ranges are based on benchmarked nonprofit and industry related data provided by an outside consulting firm and are commensurate with skills and experience. The hiring salary range for this position is $115,000.00 - $125,000.00. Internal equity considerations will be reviewed before making a final offer.