Oakland, Ca
Full time
Posted 10 Days Ago
JR32
Position Summary
Reporting to the Vice President of Gift Planning, the Director of Gift Planning will assist in growing and stewarding Audubon’s gift planning program primarily in the Pacific Flyway, cultivating new members for the Grinnell Legacy Society from Audubon’s 2 million members. They will do so through direct solicitation of Audubon members and managing a portfolio of legacy society donors and prospects, as well as collaborative fundraising efforts with other development and leadership professionals across the Audubon network.
Key metrics for results will include the number of new planned gifts committed annually, donor engagement activities (number of personal meetings), and current-year gifts secured.
The Director must have exceptional written and oral communication skills and demonstrate a commitment to working collaboratively with others. The ideal candidate is an accomplished fundraiser, experienced in creating and managing planned gifts, including work with non-cash assets and executing donor contracts. They are adept at closing six and seven-figure gift commitments and discussing blended gifts, with demonstrated experience maintaining successful relationships with major donors and increasing fundraising revenue year-to-year.
This is a non-supervisory position.
This role is remote based out of the California Bay Area. This position requires up to 30 percent travel with occasional evening and weekend travel.
Compensation:
Salary range based on geo-differentials:
$120,000-$130,000/year = National
$130,000-$140,000/year = Alaska, CA (not San Francisco), Connecticut, D.C., Chicago, Oyster Bay, NY
$140,000-$150,000/year = NYC (not Oyster Bay), San Francisco, Seattle
Essential Functions
Build and manage a portfolio of 100+ planned gift donors and prospects with potential to make planned and/or blended gifts of $100,000 and up.
Solicit $100,000+ in annual gifts from within the Grinnell Legacy Society pipeline.
Serve as a subject-matter expert in funding gifts with non-cash assets, and understanding relevant tax, probate, trust and financial/estate planning information to apply this knowledge to address individual donor needs and goals.
Assist the VP of Gift Planning in advancing the skills of other development staff in setting and meeting gift planning goals, through 5-10 quarterly small-team and 1:1 sessions with fundraisers.
Advance Audubon’s culture of philanthropy by engaging other Audubon development teams, program leaders, volunteers, advisory board members, and board alumni to deepen relationships with donors and secure blended gifts.
Maintain relationships with key gift planning service providers, including investors and consultants (State Street Global Advisors, PG Calc, Charitable Solutions).
Respond to donor inquiries and produce appropriate contracts and paperwork associated with planned gifts, including well-written request letters, donor proposals, and other correspondence.
Manage workflow, records and data using Audubon’s Salesforce database, creating timely reports on all donor interactions.
With the VP of Gift Planning, collaborate with other Audubon development and marketing teams to cultivate legacy society members for increased annual gifts.
Participate in implementing the stewardship plan for Grinnell Legacy Society members.
Develop and maintain a deep knowledge of Audubon’s local, state, and national priority projects and core initiatives.
Adhere to the highest ethical standards, demonstrate empathetic disposition and perseverance, reflect optimistic and positive attitude, and convey sensitivity to the needs of donors.
Other job-related duties as assigned.
Qualifications and Experience
Proven fundraiser demonstrating progressively increasing responsibility, with 10+ years of experience in gift planning preferred. An equivalent combination of education and work experience in related fields (such as financial or estate planning) will also be considered.
Bachelor’s degree or specialized training in financial or estate planning disciplines.
Experience implementing strategic fundraising plans, with proven success in securing $1,000,000 or more annually in bequest intentions, life income, and blended gifts.
Experience working with donors making gifts of non-cash assets.
Proficiency with Microsoft Office (specifically Word, Excel, PowerPoint, Outlook) is required; experience with fundraising databases (e.g. Salesforce, Blackbaud) and specific knowledge of gift planning software (PG Calc, GiftWrap, Crescendo) is preferred.
Demonstrated ability to work as part of a team while coaching and inspiring others, as well as to be self-directed with a high degree of accountability and attention to detail.
Excellent writing skills and demonstrated success in proposal development and/or donor communications. Strong planning, organization, time management, and communication abilities.
Commitment to further Audubon’s efforts to create a more equitable, diverse, and inclusive environment.
Interest, understanding, and commitment to the conservation of birds, other wildlife and their habitat is essential, as is the ability to communicate Audubon’s mission, goals, and programs effectively and with the highest professional standards.
Willingness and ability to travel up to 30% of the time, including occasional weekends and evenings.
The National Audubon Society protects birds and the places they need, today and tomorrow, throughout the Americas using science, advocacy, education, and on-the-ground conservation.
Audubon’s state programs, nature centers, chapters, and partners have an unparalleled wingspan that reaches millions of people each year to inform, inspire, and unite diverse communities in conservation action.
Since 1905, Audubon’s vision has been a world in which people and wildlife thrive. Audubon is a nonprofit conservation organization.
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