Planned Giving Officer

Status: Full - Time, Exempt

Location:Philadelphia, PA; East Coast proximate (NYC-Washington, DC); or near major airport preferred. Remote work also be considered.

Application Deadline: April 4, 2025

For consideration, please attach your Cover Letter and Resume to the online application in addition to answering the Application Questions.

Summary of Principal Responsibilities:

As part of the Planned Giving Unit, the Planned Gift Officer’s primary role is raising planned gift revenue for AFSC. The Planned Gift Officer focuses their efforts on identification, cultivation, solicitation, and stewardship of planned gifts, including bequest intentions and life income gifts. The Planned Gift Officer meets with donors, in person and virtually, and responds to new donors and gift inquiries. The Planned Gift Officer also serves as a back-up for the Planned Giving Manager.

Essential Functions/Responsibilities: The key responsibilities of the Planned Giving Officer include the following:

1. Raise planned gift revenue for the organization through carefully planned identification, cultivation and solicitation of donors and prospects.
2. Increase current donors’ or potential donors’ interest in and financial commitment to AFSC through visits, calls, letters, and donor engagement activities. Interpret the work of the AFSC in articulate, compelling and creative ways. The Planned Gift Officer is expected to make 50-60meaningful visits (in-person and virtually) per year.
3. Respond to planned giving donor and prospect inquiries, by web, phone, and mail. With limited supervision, respond appropriately to questions from related to their gifts or potential gifts. Articulate clearly how to make a planned gift and next steps. Forward gift prospects and questions to appropriate team members as needed.
4. Prepare gift illustrations and send proposals to prospective donors. Follow up promptly and as needed with planned gift prospects to secure both irrevocable and revocable gifts. Consult with the Director of Planned Giving on technical gifts and participate in consultation with legal counsel.
5. Coordinate with the leadership gift team in conducting joint visit, sharing leads, and assisting in planned giving trainings.
6. Participate in campaign and donor strategy sessions and provide updates on planned gift proposals.
7. Coordinate and execute stewardship of planned giving donors, including legacy society welcome packages, calls, and annual letters.
8. Track responses from planned giving marketing initiatives and produce reports as requested. Measure effectiveness of planned giving marketing and participate in strategy and messaging.
9. Maintain accurate and timely records in donor databases, including gift opportunities, notes of cultivation and solicitation actions, and donor’s personal information of relevance to AFSC.
10. Serve as a back-up to Planned Giving Manager as needed.
11. Keep informed about the total program work of the AFSC through reading materials and participation in program updates.
12. Support the unit with other duties as assigned.

Minimum Qualifications

Education: Bachelor’s degree or equivalent education/training.

Experience:

1. Four or more years’ experience in development, including experience in planned giving or direct fundraising.
2. Knowledge of AFSC or a social change organization is desirable.

Other Required Skills and Abilities:

1. Ability to communicate professionally and persuasively both orally and in writing. Ease in initiating contact with persons not known by phone and email. Convey credibility and expertise in advising donors on confidential and sometimes technical planning matters.
2. Pleasant telephone manner and excellent customer service skills. Patience and maturity in dealing with donors and staff, and their needs and requests.
3. Demonstrated proficiency with Windows environment, the Internet and MS Office programs required.
4. Ability to decipher information from various sources and follow detailed procedures. Ability to communicate technical matters in lay person’s language.
5. Ability to organize schedules and workflows; to work under pressure to meet numerous deadlines; to give attention to detail and provide careful follow through on responsibilities.
6. Demonstrated ability to maintain confidentiality.
7. Excellent verbal and written communication skills.
8. Ability to work independently, take initiative, and use critical thinking in approaching tasks.
9. Demonstrated ability to work cooperatively with others and in an organization which is characterized by a high level of consultation.
10. Knowledge of database CRM systems such as Salesforce.
11. Dependability in meeting regular work hours. Ability to sustain heavier volume of work during emergencies, tax-time, special campaigns and year-end contribution season.
12. Willingness and ability to travel 20% or more each month over a wide geographic area and to work some evenings and weekends. Must possess a valid driver’s license.
13. Commitment to Quaker values and testimonies. Understanding of and compatibility with the principles and philosophy of the American Friends Service Committee including non-violence and the belief in the intrinsic worth of every individual.
14. Understanding of and commitment to the principles, concerns, and considerations, of AFSC in regards to issues of race, class, nationality, religion, age, gender and sexual orientation, and disabilities. Demonstrated ability to work and communicate with diverse staff.

Compensation: LPGO I - ($65,000-$83,140), Exempt – Comprehensive medical and hospitalization plan; term life, accident and salary continuation insurances, defined benefit pension plan, plus fringe benefits; participation in unemployment and worker’s compensation and social security.

The American Friends Service Committee is an Affirmative Action/Equal Opportunity Employer. Qualified persons are encouraged to apply regardless of their religious affiliation, race, age, sex, gender identity, sexual orientation or disability.

AFSC’s Central Office and some of its offices in the U.S. are unionized workplaces. This is a Bargaining Unit I position.

The American Friends Service Committee is a smoke-free workplace.