Senior Planned Giving Officer, Midwest Region

Association of Fundraising Professionals; United States; Remote; USD 81,000 - 107,000; Full time

Job summary

UNICEF USA seeks a Senior Planned Giving Officer to manage donor portfolios and grow Individual Philanthropy. This role requires proven fundraising experience and strong interpersonal skills to enhance planned giving activities. Ideal candidates will have a strategic mindset and a passion for making an impact in children's lives.

Qualifications

• Minimum of 5 years professional experience in fundraising.
• 3 years of experience in planned giving.
• Proven track record of securing major gifts.

Responsibilities

• Manage a portfolio of 300+ Legacy Circle donors.
• Educate high scoring prospects on planned giving opportunities.
• Facilitate quarterly meetings with fundraising colleagues.

Skills

Interpersonal skills

Strategic thinking

Problem-solving

Education

Bachelor's Degree

Job description

Organization Overview
UNICEF USA (“UUSA” or “We”) relentlessly pursues a more equitable world for every child, upholding the rights of all children and empowering every child, everywhere. We also support the fundamental belief that children should have a voice and role in shaping their futures and the futures of their communities.
Over eight decades, the United Nations Children’s Fund (UNICEF) has built an unprecedented global support system for the world’s children, and has boldly taken on the biggest, seemingly impossible challenges facing children. UNICEF relentlessly works day in and day out to deliver the essentials that give every child an equitable chance in life: health care and immunizations, safe water and sanitation, nutrition, education, emergency relief and more. UNICEF USA advances the global mission of UNICEF by rallying the American public to support the world’s most vulnerable children.
We know that sustainable change is attainable, but it can’t be achieved alone. It takes a committed team – individuals, governments, corporations, volunteers and staff – who demonstrate a relentless commitment to working tirelessly, day in and day out in some of the toughest, hardest to reach places. Big problems need big solutions, and we harness our collective, global voice and energy to do more good, in more places for children. We will never stop supporting UNICEF to develop smarter, more cost-effective solutions; scaling up proven, data-driven programs; and harnessing new technologies to create measurable change for children.
UUSA is organized under the laws of New York State as a not-for-profit corporation. As such, UUSA is a tax-exempt organization as defined under Section 501C(3) of the Internal Revenue Code and is governed by an independent, non-salaried Board of Directors.

Position: Senior Planned Giving Officer

Location:Regional (Midwest)

FLSA Status: Exempt

Salary: The estimated salary range for this role is $81,850 - $106,400. This represents UUSA's good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual pay will vary based on various factors, including but not limited to organizational budgets, qualifications, experience, specialized skills, and training.

Position Description

The Senior Planned Giving Officer will report directly to the Vice President of Planned Giving. This role will manage a portfolio of donors to support and grow all areas of Individual Philanthropy including major and principal giving activity for UUSA. The position requires a demonstrated track record of securing blended gifts of six figures and above as well as outstanding professionalism, strong self-motivation, strategic thinking, and attention to detail. All other duties and responsibilities, as assigned by the VPPG.

Position Responsibilities:

Portfolio Management (45%):

• Manage portfolio of 300+ Legacy Circle donors, providing stewardship to secure planned gifts while identifying additional cultivation/outright giving opportunities. This includes but is not limited to personalized communications, programmatic updates, and individual meetings
• Proactive outreach to high scoring planned giving prospects to educate and encourage benefits of planned giving opportunities – making 2,000 contacts per year
• Prepare complex gift illustrations for life income gifts, such as gift annuities, charitable remainder trusts, and pooled income fund gifts
• Oversee data management for tracking and reporting donor activity and strategies for Planned Giving

Lead Generation (30%):

• Assist with marketing program which includes writing copy, editing proofs, data management, and coordinating with Marcoms, Global Programs, and external vendors.
• Strategize with other teams outside the Individual Philanthropy pillar to seek opportunities to promote planned giving

Training and Internal Consulting (25%)

• Facilitate and lead quarterly meetings with Major and Principal Giving colleagues to review individual portfolios and discuss blended giving opportunities
• Host weekly office hours to provide guidance and education on technical aspects of planned giving and updates on legislative changes impacting estate planning.

Qualifications

• Bachelor's Degree (or equivalent experience) required
• Minimum of 5 years professional experience preferred in a fundraising role at a major not-for-profit organization, preferably within a human rights organization
• Minimum of 3 years of experience working in planned giving
• Experience identifying and cultivating potential planned giving donors
• Proven track record securing major gifts preferred
• Excellent judgment and sensitivity to interpersonal and organizational dynamics
• Demonstrated ability to work successfully with high-level individuals including board members and volunteers
• Strong interpersonal skills and ability to maintain solid working relationships with staff and leaders in UNICEF and UNICEF USA
• Ability to make independent decisions that impact the program and fundraising efforts
• Strategic thinker and process-minded problem solver

Must possess current and valid US Work Authorization and be eligible to work for any US employer without sponsorship.

Don’t meet every single requirement? That’s okay. UNICEF USA values diverse experiences and we’re always looking for people who will add to our culture and further our mission. If you are excited about this role and unsure about whether your past experience aligns with the job description, we encourage you to apply anyway.

Must possess current and valid US Work Authorization and be eligible to work for any US employer without sponsorship.

Due to the high volume of applications received, only those selected for an interview will be contacted. UNICEF USA is proud to be an Equal Opportunity Employer

We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. UUSA is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, you may contact us at [e-mail].