About the Role
In this position you will cultivate, solicit, and steward current and new donors for the Planned Giving team, within the northwest region of the US (Northern California, Washington, Oregon, Idaho, Montana, and occasionally throughout the Northern US). You will raise funds towards a set fundraising target.
Responsibilities:
- Solicits and documents bequest intentions and beneficiary designations from prospects in the midwest region for the Planned Giving team;
- Follows up on marketing campaigns, individual inquiries, and personal outreach to generate leads and develop contacts for solicitation;
- Stewards Humane Legacy supporters in assigned region, prioritizing high gift commitments and high net worth;
- Promotes, solicits, and closes Charitable Gift Annuities;
- Generates income to meet set fundraising targets, via outright annual donations from assigned portfolio of donors. Assists donors with methods such as IRA rollovers, gifts of stock and mutual funds, and gifts of non-cash assets;
- Keeps abreast of achievements, victories, and other developments in the organization and among affiliates, to ensure the ability to provide donors and prospects with full, accurate, and specific information. Collaborates and maintains relationships with colleagues;
- Keeps abreast of trends relevant to technical knowledge and tax law concerning charitable gift planning;
- Performs other duties or responsibilities, as assigned.
About the Organisation
The humane society we envision for animals will also be a better world for people, and it’s only through human efforts that we’ll get where we want to go. Because our advocacy is driven by people, we’re strongest when our people are empowered and valued. A work environment that fosters inclusion and collaboration energizes our teams, drives better thinking and makes our impact for animals more sustainable. Working with communities and stakeholders around the world, we integrate a wide range of cultural perspectives in our approach to create a humane and sustainable world for all animals. We are committed to advancing diversity, equity and inclusion in every aspect of our work and at all levels of our organization. We recognize and respect the full spectrum of human qualities, so that the unique talents of all employees are dignified with equitable access to opportunities and an ability to contribute to our mission.