Donor Cultivation Associate, Gift Planning

Description

Position Title: Donor Cultivation Associate, Gift Planning

Position Classification: Regular, Exempt, Full-Time, 40 Hours a Week

Reports To: Senior Director of Gift Planning

Location: Employees in this role can work from our Boston, MA office, remotely within the U.S. or a hybrid of these two options.

Please note that we do not sponsor U.S. work authorization for this role. Candidates must be able to legally work in the U.S. without visa sponsorship.

Position Overview:

The Donor Cultivation Associate will be a part of a five-person Gift Planning team. The team offers education, tools, and support to constituents and their advisors who give legacy, creative, or tax-wise gifts today, through retirement, or at their passing to help sustain PIH for generations to come. In close partnership with the Senior Director of Gift Planning, Manager of Community Giving, Manager of Donor Stewardship, external vendors, and members of the Marketing and Communications department, the Associate manages the daily operations of the Gift Planning team’s legacy society cultivation and stewardship program. The Associate plays a key role in increasing integration across existing communications and in the execution of new initiatives to upgrade donors through tax-smart gifts, cultivate new members of PIH’s legacy society, Tom’s Circle, and longitudinally sustain their commitments.

Responsibilities:

• 60%: Serve as the Gift Planning team’s primary point of contact for print and digital communications, partnering with external vendors as necessary. Increase Tom’s Circle integration into existing communications and new initiatives. Collect compelling resources, obtain approvals, communicate dependencies, and meet deadlines to produce around 50-60 education and cultivation messages a year.
• 25%: Manage the systematic cultivation of ~300 passive self-identified Tom’s Circle prospects and the systematic stewardship of ~900 Tom’s Circle members.
• 5%: Annually review and refresh the team’s library of 20+ educational overviews and tools.
• 5%: Interview supporters and draft the content into a narrative to promote tax-smart giving and legacy society membership across print and digital platforms. Increase representation of historically underrepresented communities whenever possible.
• 5%: Work in partnership with team members and vendors to analyze Gift Planning marketing performance. Ensure data is imported back into the database as necessary.

Qualifications:

• 3-5 years of relevant work experience in similar roles or industries, focused on supporting fundraising projects in the nonprofit sector.
• Strong project management experience.
• Strong written communication skills.
• Experience identifying and sustaining new donor constituencies.
• Experience working with project management systems like Asana and data management systems like Salesforce.
• Knowledge of or interest in current trends in charitable giving, charitable estate planning, and personal finance preferred.

Core Values and Competencies

• Demonstrates the organization’s core values of: Commitment, Humility, Integrity and Pragmatic Solidarity/Accompaniment
• Accountability: Able to accept responsibility for one's actions, outcomes, and those of their team.
• Achieving results: Able to set realistic goals, put plans into action, monitor progress, evaluate outcomes, and apply lessons learned.
• Adaptability: Able to adapt to change, to balance multiple demands, consider new approaches, and persist towards solutions in changing circumstances.
• Teamwork: Able to work well with others to achieve common goals. Exemplary interpersonal skills; ability to collaborate effectively with staff across departments and countries.

This vacancy may be used to fill similar positions.

Organizational Profile

Partners In Health (PIH) is a non-profit, global health organization that fights social injustice by bringing the benefits of modern medical science first and foremost to the most vulnerable communities around the world. PIH focuses on those who would not otherwise have access to quality health care. PIH partners with the world’s leading academic institutions to create rigorous evidence that shapes more sound and all-inclusive global health policies. PIH also supports local governments’ efforts to build capacity and strengthen national health systems.

As of today, PIH runs programs in 11 countries (Haiti, Kazakhstan, Lesotho, Liberia, Malawi, Mexico, Navajo Nation, Peru, Rwanda, Sierra Leone, United States), where it provides direct care to millions of patients, through public facilities and community engagement.

Partners In Health (PIH) is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of PIH not to discriminate on the basis of race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law. PIH works in and with a number of governments in and outside the U.S., and to the extent applicable, this statement is intended to incorporate the prohibition of any unlawful discrimination covered by applicable laws in such countries, states and municipalities.

Partners In Health participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Any offer of employment is contingent upon the successful completion of applicable background checks.

Our Benefits Are Built for Real Life

We know you do your best work when you’re supported.

• Work from anywhere in the U.S. for most roles, with flexibility baked into how we operate

• Comprehensive health coverage (medical, dental, vision, disability, and life insurance) so you can focus on what matters

• A 401(k) with automatic employer contributions to help you invest in your future

• Flexible PTO with no cap, plus generous holidays, summer and winter breaks, and a sabbatical program

• Professional development support and home office reimbursements to help you grow and work comfortably wherever you are

(Some roles may require specific locations or on-site presence. Benefits are subject to plan terms.)

The starting salary range for new hires in this position is between $70,040-$74,160/year and may vary depending on multiple, individualized factors including functional experience and job-related experience. Our Human Resources team will work with you during the hiring process to understand your likely placement within this salary range. In keeping with Partners In Health’s commitment to salary transparency and internal parity, salaries at PIH are not negotiable.

Partners In Health will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If a reasonable accommodation is needed, please contact: [email protected].