The Gift Planning Officer will work closely with the Gift Planning Director on all aspects of the Cathedral’s planned giving program, including developing strategy, direct donor stewardship, & personal solicitation, while partnering with major & annual gift officers as appropriate. The GPO will have primary responsibility for estate administration & gift planning, marketing & marketing strategy, as well as specific responsibility for assigned donors & prospects. The GPO will also have limited responsibility for encouraging & processing technical aspects of stock & IRA gifts. The Cathedral has a successful & growing planned giving program with a very committed, age-appropriate constituency, both locally & nationally. It is looking to institutionalize & expand the program & the revenue it can produce over the long term. The Cathedral is currently in the silent phase of a comprehensive campaign where planned giving is expected to generate a significant portion of the total goal.
Among the duties assigned to the position are the following:
- Serve as primary lead for estate administration, ensuring accurate reporting & working closely with executors, trustees & Cathedral legal, finance & development staff.
- Manage a dynamic portfolio of planned gift donors & prospects, working in collaboration with Gift Planning Director & donor engagement team to steward & solicit as appropriate.
- Take primarily responsibility for the planned giving marketing program and marketing strategy, in collaboration with the Gift Planning Director & Annual Fund Director, & external providers.
- Leverage prospect discovery pipeline efforts to grow & convert leads into long term gifts.
- Identify & manage stewardship engagement opportunities for Legacy Society members, including the annual event.
- Attend special events, periodic worship services, & evening programs, especially as they relate to donor engagement activities.
- Prepare written correspondence, reports, proposals, & marketing materials.
- Utilize analytics & reporting tools to analyze results, inform decision-making, & measure progress against benchmarks/data.
- Use Raiser’s Edge database to maintain up-to-date records in the database of donor engagement & moves management within identified timeframes.
- Develop an annual work plan to grow the program, including donor focused goals; ensure integration with annual fund & stewardship programs.
- Maintain/expand gift planning, tax & estate planning skills.
- Bachelor’s degree or higher
- 5+ years’ experience & demonstrated knowledge in planned giving in a development or advancement office environment.
- Washington National Cathedral requires all employees to be fully vaccinated against COVID-19, including any booster recommended & available to the general public, in the absence of eligibility for medical or religious exemptions.
Knowledge, Skills and Abilities:
- Strong interpersonal & leadership skills & demonstrated ability to work in a team-oriented, collaborative environment among diverse internal & external constituencies.
- Ability to work independently, as well as collaborate effectively with a high-achieving team.
- Excellent communication, both oral & written, with internal & external constituents, & attention to detail.
- Technical skills appropriate to basic estate planning & life income gift arrangements, and/or a willingness to learn. Must also be open to maintaining & increasing these skills over time with appropriate training.
- Familiarity with marketing for planned giving and/or working with planned giving marketing vendors & systems.
- Enthusiasm for engaging with donors & prospects by phone & in-person, in particular seniors age 70+.
- Ability to juggle multiple projects simultaneously with competing deadlines.
- Flexibility & resiliency, along with a sense of humor.
- Facility with MS Office; experience with Raiser’s Edge or another donor database required.
- Commitment to & enthusiasm about the mission & vision of Washington National Cathedral.
- This position requires work on site & cannot be performed entirely remotely. Must be available to work on site as scheduled or requested.
- Ability to work outside of regular business hours, including evenings & weekends, & some travel required (less than 10%).
- Flexibility in daily schedules when the Cathedral hosts funerals, State events & other special events. Development staff is required to assist with these events & may need to adjust priorities with little notice.
- Knowledge of Episcopal Church traditions, customs & hierarchy is helpful but not required.
Washington National Cathedral is an equal opportunity employer and strives to create a more diverse and inclusive atmosphere for all. Applicants will not be discriminated against because of race, color, religion, sex, sexual orientation, gender identity, or national origin.
We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.
Washington National Cathedral seeks individuals who are committed to our mission. We appreciate interest from those who will contribute to an atmosphere in which diversity is valued and supported.
Apply online at https://cathedral.org/careers. Job Code C22-15.