Loyal Donor Officer, Gift Planning

Description

Position Title: Loyal Donor Officer, Gift Planning

Position Classification: Regular; Exempt; Full-Time; 40/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. 20% domestic travel

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 Loyal Donor Officer will be a part of a five-person Gift Planning team and will work under the supervision of the Senior Director. The team is responsible for offering education, tools, and support to donors, and their advisors, who want to give legacy, creative, or tax-wise gifts today, through retirement, or at their passing to help sustain PIH for generations to come. The Gift Planning team collaborates closely with the Major and Principal Gift team, Annual and Leadership Gift team, Donor Engagement team, Gift and Database teams, and Prospect Research team. The team also interacts with Finance, Compliance, and Marketing and Communications. The Officer will work well in a fast-paced environment and have experience working with donors. The Officer is expected to reach goals related to growing deferred revenue and increasing donor engagement.

Responsibilities:

Prospecting (50%):

• Steward annual giving tax-smart donors for legacy cultivation and conversion.
• Manage a portfolio of 250 self-identified legacy prospects, providing tailored communications to each individual over an 18-month cycle.

Cultivation (40%):

• Manage a discovery cohort of 250 legacy gift prospects, cultivating and soliciting over a 12-month cycle.
• Help respond to lead generation efforts to close tax-smart immediate gifts (IRA qualified charitable distributions, stocks, donor advised funds, employer matching gifts, etc.) and unrestricted deferred gifts (bequests, beneficiary designations, and charitable gift annuities) with nondonors, lapsed, annual giving, and leadership giving donors.
• Elevate cases with gift restrictions or unconventional assets to the Senior Director of Gift Planning. Refer donors requesting personalized advising to their own professional legal, estate planning, and financial/tax advisors.

Philanthropic Culture (10%):

• Help facilitate team orientation and training sessions for colleagues.
• Update and maintain constituent data in SalesForce with confidentiality and good judgment.

Required Experience, Education, Licenses or Certifications

• Bachelor’s degree in a related field and 4 years of professional nonprofit fundraising experience or commensurate experience.

Skills

Required:

• Proven capabilities in donor communication, including the ability to successfully solicit gifts and expand overall donor giving.
• Experience identifying and sustaining new donor constituencies
• Excellent written and verbal communication skills.
• Strong negotiation skills and maturity to navigate complex relationships.
• Knowledge of current trends in charitable giving, charitable estate planning, and personal finance.
• Experience working with data management systems (working knowledge of SalesForce, PG Calc, and donor prospecting tools is a plus).
• Commitment to social justice and PIH’s mission.

Preferred:

• Exercises independent judgment to identify and solve problems in a time-sensitive environment.
• Handles confidential information with discretion.
• Displays caution and attention to detail in arrangements that need specific approvals and due diligence before authorized parties bind the organization financially or legally.

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.

Other Requirements

• Travel Requirements: 20% domestic travel

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 $84,460-$90,640/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].