CRM Program Director jobs in District of Columbia

Deputy Director, Philanthropy (Planned Giving)

Overall Description: This role is an exciting opportunity to grow our nascent planned giving program. . This is the only position at World Food Program USA dedicated to planned giving and will require extensive collaboration with the Individual Philanthropy and Development Support teams.

The Deputy Director will be responsible for developing and implementing programs to increase level of planned gifts now and in the future, both in terms of number of donors and increased revenue. Responsibilities include identifying, cultivating and soliciting planned giving prospects; directing education and communication efforts; and serving as in-house planned giving technical specialist to colleagues and volunteers.

World Food Program USA’s values provide the framework for how we behave and work together to reach our goals to feed and save the lives of the most vulnerable people around the world. Those values are:

• Collaborative: We are all one team
• Accountable: We own our work
• Respectful: We are kind to each other
• Inclusive: We champion diversity
• Optimistic: We have a make it happen attitude

We are looking for applicants who embody these values and are invested in forwarding our mission.

Why Join Us?

• We are a dynamic, forward leaning, financially stable organization.
• You will be joining an effective, committed, high-performing group of colleagues who are well-regarded in the community.
• This position will play a crucial role in aiding the organization in their mission of ending global hunger.

Highlighted Responsibilities:

• Develop annual plans to increase planned giving donors and gifts, including education and communication efforts, individual donor strategies, and integrated efforts with individual philanthropy fundraisers & partners
• Manage the Zero Hunger Legacy Society with ongoing cultivation and stewardship
• Identify, personally cultivate (letters, phone calls and face-to-face visits) and solicit planned giving prospects to secure planned gift commitments; respond to inquiries
• Work collaboratively with other philanthropy officers to develop planned giving opportunities for donors in their portfolios
• Develop and implement annual education and communications plans and materials including, but not limited to:
  • Develop calendar for multichannel donor education and communication efforts
  • Produce education/communication materials with vendor & in-house staff
  • Coordinate mailings with print vendors and mail house
  • Update web content
• Review and manage estate gifts; coordinate with executors, lawyers, and financial institutions to receive gifts through donors’ estates and ensure accurate booking of revenue
• Serve as WFP USA technical specialist for noncash gifts such as securities and Qualified Charitable Distributions
• Manage relationship, contract, and strategy with planned giving marketing vendor
• Draft annual budget and track program expenses
• Collaborate with colleagues at the United Nations World Food Programme (WFP) as appropriate
• Maintain Salesforce records and tracking of planned gifts and inquiries
• Become knowledgeable about WFP USA’s program areas and priorities
• Undertake special projects and other responsibilities as needed

A well-qualified candidate will possess the following:

• Commitment to a donor-centric framework that honors the donor journey from first to ultimate gift, and the many ways donors engage with and support WFP USA
• Passion for our shared vision of creating a world with zero hunger 6-8 years of experience in fundraising, with focus on planned giving
• Will consider candidates with experience in tax, estate or financial planning, with a focus on client relationships
• In-depth knowledge of current tax and estate planning laws, gift annuities, bequests, charitable trusts, and other planned gift instruments
• Strong understanding of education and communication techniques and donor lifecycle management
• Working knowledge of Windows (Outlook, Word, etc.) and Salesforce or similar software packages
• Excellent writing skills with experience in writing proposals and marketing materials
• Excellent verbal communication and presenting skills, as well as strong ability to convey technical information to donors and colleagues
• Self-starter who has a vision and skillset to grow a nascent program
• Organized, creative professional who can work independently and as a team player
• Willingness to travel locally and nationally for donor and prospect visits
• Bachelor's degree required. Additional education a plus.
• Proven track record of success in identifying, cultivating and securing planned gifts is required