Planned Giving Officer

ROLE OVERVIEW
The Specialist, Planned Giving Officer is responsible for working with Planned Giving and prospective donors with the goal of securing long-term deferred gift commitments. The Specialist, Planned Giving Officer identifies, manages, and develops strategic relationships with committed, lead, and prospective donors. This position requires a candidate with strong communication skills, experience managing a large portfolio of donors, and a keen understanding of strategic donor relationship building.

DEPARTMENT ACCOUNTABILITIES

Prospecting

Pursue strategic opportunities in coherence with MSF-USA´s strategy, that create long-term value for the movement by identifying and developing new audience segments or donors for its mission.

Donor Cultivation, Engagement and Management

Build trust and loyalty with potential and existing donors. At the simplest level, update donors on activities. At a more complex level, build long-term relationships with key donors and key donor segments. Take overall responsibility for designing, developing, and delivering the donor engagement strategy. May be through channels or through personal relationships.

Fundraising

Secure reliable, sustainable and efficient resources in alignment with MSF-US commitments.

Brand Positioning

Drive awareness and consideration through brand positioning based on the brand strategy and implement brand plans.

Best-in-Class Fundraising Systems and Capabilities

Deploy and champion the latest technological systems and capabilities that push the boundaries of what Development can produce for its donors.
 

ROLES SPECIFIC OUTCOMES

• Donor Relationship Development (Prospecting)
  Develop and implement a donor contact plan to engage the potential donor in relevant campaigns to build new relationships. Act as first point of contact for donor queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
• Donor Relationship Management (Account Management)
  Develop and implement a donor contact plan to engage the customers in relevant campaigns. Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the donor receives an appropriate response.
• Key Account Management
   Maintain relationships with donors such as small- to medium-sized companies, either personally or by supervising an account management team. Work within established systems to develop solutions, generate new opportunities and ensure all donor demands are met.
• Business Meetings/Events Arrangement
  Schedule appointments, make arrangements for meetings and conferences, and organize travel plans following detailed instructions to facilitate business meetings.
• Donor Renewals
  Drive and secure donor renewals through exceptional service interactions, ensuring the donor is consistently gaining value from the product/service.

These core accountabilities should not be construed to contain every function/responsibility that may be required to be performed by an incumbent in this job.  Incumbents are required to perform other functions as assigned.

COMPLEXITY AND PROBLEM-SOLVING SKILLS

• Operates as a recognized expert to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.
•  Applies expertise to act as an authority to accurately identify and understand the key donation influences pertaining to an opportunity.
• Applies expertise to act as an authority to quickly and effectively establish trust within the client’s organization.
• Applies expertise to act as an authority to orient MSF-USA around delivering to the key needs of their donors.

BEHAVIORAL COMPETENCIES

• THOUGHT: How MSF USA staff understand the organization, manage complexity, and contribute by creating the new and different.
• People Focus
  Builds strong relationships and delivers solutions geared to aiding others. Solicits feedback and data; conveys a clear understanding of the level of service the team is providing; takes action when standards are not met by team; aligns processes with organizational needs.
• Manages Complexity
  Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. Consistently looks at complex issues from many angles; obtains a rich and deep understanding; swiftly cuts to the core issue; skillfully separates root causes from symptoms.
• Global Perspective
  Takes a broad view when approaching issues, using a global lens. Shows global thinking at work; adjusts organizational practices to meet the unique needs of different regions or countries. Uses a broad perspective when addressing issues and challenges.
• Cultivates Innovation
  Creates new and better ways for the organization to be successful. Approaches professional work in unique or innovative ways. Offers original ideas. Appreciates others' creative ideas and solutions and provides helpful input to enhance them.
• RESULTS: MSF USA staff achieve results by cultivating a forward-thinking environment that produces solutions for changing stakeholder needs.
• Drives Results
  Consistently achieves results, even under tough circumstances. Regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions. Shows great tenacity to complete goals/initiatives in a timely way.
• PEOPLE: MSF USA staff understand their impact on others through collaboration and inclusion of different perspectives to achieve common goals.
• Collaborates
  Builds partnerships and works collaboratively with others to meet shared objectives. Readily involves others to accomplish goals; stays in touch and shares information; discourages "us versus them" thinking; shows appreciation for others' ideas and input.
• Values Differences
  Recognizes the value that different perspectives and cultures bring to an organization. Confronts stereotyping and offensive comments promptly. Consistently behaves with great sensitivity toward differences in cultural norms, expectations, and ways of communicating.
• Communicates Effectively
  Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. Listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
• SELF: MSF USA staff demonstrate self-awareness by having an open mindset and by continuously seeking opportunities to learn, grow, and improve.
• Instills Trust
  Gains the confidence and trust of others through honesty, integrity, and authenticity. Models honesty and authenticity and encourages others to be up front with one another. Demonstrates reliability and places a strong emphasis on the team meeting its commitments. Fairly represents others' positions.
• Manages Ambiguity
  Operates effectively, even when things are not certain or the way forward is not clear. Responds effectively to unclear situations, seeks to resolve ambiguity and make progress. Seeks guidance on how to adapt to changes, responds with appropriate composure and effectiveness.
• Situational Adaptability
  Adapts approach and demeanor in real time to match the shifting demands of different situations. Serves as an example of adaptability and provides guidance and support to help others adapt to new situations. Considers the needs of clients, constituents, and the organization; shifts priorities appropriately.

TECHNICAL COMPETENCIES

• Plans and Aligns
  Planning and prioritizing work to meet commitments aligned with MSF-USA goals.
• Financial Acumen
  Interprets and applies understanding of key financial indicators to make better business decisions.
• Tech Savvy
  Anticipating and adopting innovations in organizational digital and technology applications.
• Data Collection and Analysis
  The ability and skill to determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making. 
• Project Management Skills
  The ability and skill to plan and manage small project work assignments within desired cost, time and quality parameters.
• Presentation and Written Communication Skills
  Adapts approach and demeanor in real time to match the shifting demands of different situations. Serves as an example of adaptability and provides guidance and support to help others adapt to new situations. Considers the needs of clients, constituents, and the organization; shifts priorities appropriately.

SUPERVISORY RESPONSIBILITY
•    No supervisory responsibility

DESIRED QUALIFICATIONS & EXPERIENCE

At a minimum the Job Holder should possess:
•    Five plus years of non-profit fundraising experience strongly preferred in Planned Giving.
•    Bachelor’s Degree or equivalent combination of education and experience.
•    Knowledge of best practices in Planned Giving stewardship and donor communications.
•    Comfort reading legal documents such as wills and trusts. Ease promoting, soliciting, and closing CGAs. Familiarity with laws & ethics around estate planning
•    Experience with and knowledge of donor databases and contacts management, preferably Salesforce NPSP

TRAVEL REQUIREMENTS
 Ability to travel extensively

COMPENSATION
 $88,822 to $133,233, all new employees will be compensated from the minimum to midpoint based on experience

 To apply for this job, please CLICK HERE

Equal Opportunity and Accommodations Statement:
MSF-USA is dedicated to creating a diverse, impartial, and inclusive workforce. We are an equal opportunity employer and do not discriminate based on gender identity or expression, sexual orientation, race, religion, age, national origin, disability, marital status, pregnancy status, veteran status, genetic information, or any other differences as per applicable laws.

We also provide reasonable accommodations for individuals with disabilities or religious beliefs and practices. If you require accommodations during the application process, please contact us at recruitment@newyork.msf.org.

We strongly encourage individuals from underrepresented communities in the Humanitarian Aid sector to apply.