Planned Giving Officer
Population Connection seeks a seasoned Planned Giving Officer to join its San Diego, California development office. The PGO will help to secure funds for the organization by developing and managing a portfolio of planned giving donors and prospects, as well as overseeing any open estates. The PGO will report to the Vice President for Marketing & Development and will work closely with other members of the Development team, including the President.
The PGO will be responsible for qualifying new planned giving prospects and for building relationships between the donors in her/his portfolio and Population Connection. The PGO will spend a significant amount of time interacting with donors and helping them to accomplish their own vision for a better world through Population Connection.
About Population Connection
Founded in 1968 and based in Washington, DC, Population Connection is the national grassroots organization seeking to end rapid global population growth. Rapid population growth harms and endangers the lives of women and children around the world and contributes to climate change, over-consumption of natural resources, biodiversity loss, and a host of other environmental problems.
To achieve a sustainable balance between people and our planet, Population Connection advocates at the highest levels of government for universal, affordable access to modern contraception and basic reproductive health care. Our Population Education program trains more than 11,000 teachers and reaches three million students annually to help young people understand how population growth impacts our environment and human well-being. We recently launched two affiliated organizations: Population Connection Action Fund and Population Connection Action Fund PAC.
Population Connection has experienced a period of growth over the past five years. Increased investment from major donors, a growing membership base of 37,000, and a well-established legacy program allow Population Connection to embark on an ambitious fundraising plan over the next five years.
Planned Giving Cultivation, Solicitation, and Stewardship
The primary role for the PGO will be to enhance Population Connection’s planned giving program and to help achieve overall fundraising goals by increasing the number of expected and closed planned gifts through appropriate identification, cultivation, and stewardship. Population Connection has engaged the Sharpe Group to provide consulting and marketing assistance. Duties would include:
- Work with internal marketing team and Sharpe Group consultants to produce effective planned giving promotional materials directed to the appropriate audience within our membership base.
- Respond to and follow up on inquiries from the Sharpe planned giving newsletter and other marketing efforts.
- Build relationships and communicate regularly with planned giving donors and qualified planned giving prospects to ensure high levels of engagement.
- Meet personally and call prospects and donors via telephone (significant phone-work will be expected).
- Serve as the primary point of contact for all ZPG Society members.
- Complete Contact Reports for each donor meeting and other substantive donor interactions and track all progress within the database.
- Support and work collaboratively with other members of the development team to increase donors’ knowledge of and interest in planned giving options.
- Review and draft new planned giving policies and procedures as necessary.
- Pursue professional development on an ongoing basis.
- Maintain a working knowledge of Population Connection program priorities and activities.
- Other duties as assigned.
Charitable Gift Annuity Program & Estate Management
- Manage all pending estates, including examining all estate documents and following up with estate executors, to ensure timely and accurate distributions. Maintain detailed estate records.
- Provide Charitable Gift Annuity illustrations for prospective annuitants using PG Calc’s Planned Giving Manager software; draft and disseminate CGA agreements and ensure that all steps are completed for the successful issuance of CGAs.
- Serve as primary point of contact for current gift annuitants.
- Work with advisors at PNC Bank to maintain up-to-date records for annuitants.
- Assist with filing annual statements in the states where Population Connection is registered to offer CGAs; notify or register in new states as applicable.
- Required: A Bachelor’s degree and 5+ years of experience in planned giving fundraising with a proven track record of securing planned gifts, or equivalent professional-level experience. Preferred: A Master’s level degree, advanced certification, or other demonstrable advanced planned giving knowledge.
- Required: A passion for advancing women’s reproductive rights and protecting the environment. Preferred: Experience working with national advocacy and/or grassroots, membership-based organizations.
- Superb interpersonal, oral, and written communication and presentation skills; demonstrated ability to communicate effectively, comfortably, and respectfully with donors, staff, and volunteers.
- Excellent telephone skills combined with an eagerness to make multiple phone calls every day to establish contact and develop relationships with prospective planned giving donors.
- A high level of comfort working with and visiting seniors.
- Experience with PG Calc’s Planned Giving Manager software.
- Ability to understand and speak compellingly about Population Connection’s mission. Ability to simplify complex themes into short, persuasive presentations or proposals.
- Excellent organizational skills; detail oriented with ability to prioritize and manage multiple projects simultaneously and to meet deadlines.
- A confident and professional work style. An ability to take personal initiative and work independently as well as to collaborate with others on donor strategies in a team-oriented approach.
- Capable of effective remote collaboration with colleagues in the Washington, DC office.
- Proficiency with Microsoft Office Suite and constituent relationship management databases.
- Ability to travel as well as work occasional overtime or irregular hours.
- Flexibility and a willingness to take on new tasks as the responsibilities of the position evolve.
Population Connection will provide a salary commensurate with experience. Benefits include a generous annual leave plan, paid holidays, medical, dental, and vision insurance, short-term disability, and a 401K retirement account with matching funds available.
This is a full-time position based in San Diego, CA. We are seeking candidates living in the San Diego area. Relocation benefits will not be provided.
Please email the following documents to Shauna Scherer, Vice President for Marketing & Development, at email@example.com. Please reference San Diego Planned Giving Officer in your subject line. Within your cover letter, please discuss how your past experience and achievements will lead to success in acquiring planned gifts for Population Connection.
- Resume and cover letter (letter may be included in the body of the email).
- Writing sample for which you were the sole author.
- Contact information for three professional references, preferably those who managed your work in the past.
Population Connection offers fellowships in Washington, D.C. for recent college graduates and graduate students with a special interest in population issues. Each fellow has a responsible role working with a specific department and becomes an essential part of that department’s staff.
Fax, email, or mail cover letter, resume, and a brief writing sample (1-3 pages) to:
Attn: Fellowship Program
2120 L Street, NW, Suite 500
Washington, DC 20037
Fax: (202) 332-2302 / Email: firstname.lastname@example.org
Fellowships are full-time. Compensation is $1,275 (before taxes), paid every two weeks. Fellows earn 3 hours of annual leave and 7 hours of sick leave per pay period. Full medical and dental insurance coverage is offered to fellows who are permanent residents or citizens of the United States.