Wednesday, May 2, 2012

JOB POSTING: Planned Giving Officer Pennsylvania SPCA Philadelphia, Pennsylvania

Planned Giving Officer

Pennsylvania SPCA 
Philadelphia, Pennsylvania
Planned Giving Officer supports the mission of Pennsylvania SPCA through the successful development, implementation, and management of the planned giving program. Reporting to the Director of Development, the Planned Giving Officer will be responsible for a portfolio of current donors and planned giving prospects, with special emphasis on working with our 1867 Society. With a rich history of nearly 150 years, the PSPCA is the most trusted name in life saving and animal rescue. S/he will also be responsible for the entire planned giving program-- building revenue and relationships from individuals based in Greater Philadelphia and across the State of Pennsylvania.
  • The Planned Giving Officer will be responsible for a portfolio of 150-200 prospects. Using a Moves Management strategy in conjunction with the Director of Development and executive staff, s/he will steward the relationships with those donors from initial conversation, to ask, to closing the gift and full execution as well as reporting stages in shared database.
  • Researching relevant funding opportunities to support the Pennsylvania SPCA’s programs and institutional priorities (e.g. capital campaigns, staff development, etc).
  • As part of a dynamic development team, the Planned Giving Officer will develop expansive and solid cross-cutting strategies that identify, cultivate, and solicit annual and major gifts from this portfolio of donors.
  • The Planned Giving Officer will develop collaborative solicitation models to fully cultivate and engage the Pennsylvania SPCA’s supporters. He/she will serve as technical advisor, trainer, and coach on planned giving across the development team and within the organization.
  • The Planned Giving Officer will meet with planned giving prospects and donors and direct relationships between the executive staff and prospects. He/she must have the ability to explain planned giving options clearly and concisely to all prospects. He/she will also communicate directly with the Pennsylvania SPCA’s legal and financial consultants and act as a liaison between prospects and other parties.
  • The Planned Giving Officer will develop and maintain management systems to track and benchmark planned giving progress using fundraising software and other applications. He/she will also draft and help to produce marketing materials for the Pennsylvania SPCA planned giving program, including brochures, web-text, and direct mail inserts.
  • Along with the rest of the development team, the Planned Giving Officer will drive donor engagement and acknowledgment strategies.
  • S/he must be willing to travel to meet with donor and prospects.
  • S/he must be willing and able to cross train with other development staff and volunteers when required.
  • May be responsible for occasional board training and board support and for working with executive staff as part of the development plan.
  • Must be willing and able to perform additional tasks as needed.
Bachelors Degree required preferably in business, communications, marketing, accounting, or pre-law. JD a plus, CFRE or additional certification also considered. The successful applicant will possess excellent communication skills (writing, editing and speaking), a strong work ethic, and the ability to manage multiple priorities in a dynamic, fast-paced work environment. The candidate must be able to work in an autonomous environment, be self-directed and self-motivated and must have 3-5 years of progressively responsible development experience [referable with an emphasis on planned gifts.
Other qualifications include:
  • Experience in planned giving, banking, law, account management, and/or related fields
  • Familiarity with Pennsylvania’s planned giving laws and legislation
  • Highly developed interpersonal skills, affinity for networking and demonstrated high level of confidence and poise in front of others
  • Ability to set priorities and manage multiple tasks and deadlines simultaneously while being mindful of many details
  • Excellent time management, project management and organizational skills with a strong attention to detail
  • A high level of creativity and an innovative approach to problem solving
  • Eagerness to advance professionally and to pursue educational opportunities as requested
  • Strong computer skills, including Microsoft Office Suite, Sage, Adobe Creative Suite, accounting software
The Pennsylvania SPCA is an equal opportunity employer.
Application Instructions
Please submit resume online to or you may fax to 215-426-5848. No phone calls please!

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