Planned Giving Specialist

Wounded Warrior Project • Houston, TX

4d • Hybrid

About The Position

The Wounded Warrior Project (WWP) Planned Giving Specialist is a member of WWP’s fundraising team. The Planned Giving Specialist will steward a portfolio of planned giving donors and new prospects. This position will identify, cultivate, and solicit individuals who are interested in making a planned gift through ongoing personal contact, with strong emphasis on in-person meetings and cultivation events. The gift officer will share in the goal of confirming planned gifts, increasing the number of inquiries for information on planned giving, stewardship of Honor & Empower Society donors/prospects, providing support to the major gifts team with planned giving solicitations and information.

Requirements

• Strong business acumen with the ability to monitor, compile, and analyze data to guide decision making.
• Strong interpersonal skills.
• Demonstrated ability to develop and maintain professional relationships and build successful and effective relationships.
• Ability to work with older donors, attorneys, financial planners, and accountants.
• Ability to communicate technical information and requirements to teammates and leadership
• Demonstrated ability to effectively delegate, monitor workload and analyze work processes and metrics.
• Strong organizational and time management skills.
• Demonstrated ability to be flexible and adapt to changing priorities and meet deadlines.
• Strong attention to detail and ability to prioritize, delegate, and ensure that deadlines are met.
• Ability to handle confidential information with discretion and tact.
• Demonstrated understanding of Wounded Warrior Project and its mission, values, programs, and services, and the impact of these programs and services on wounded warriors and their families.
• Demonstrated understanding of military service organizations (MSOs) and veteran service organizations (VSOs).
• High energy level.
• Self- starter; willing to take initiative.
• Demonstrated computer proficiency using Microsoft Office, e.g., Word, Excel, Outlook, PowerPoint.
• Unequivocal commitment to the highest standards of personal and business ethics and conduct.
• Mission-driven, guided by core values, and a pleasure to work with.
• Five years of experience in fundraising or sales.
• Three years of demonstrated achievement identifying, cultivating, soliciting, and stewarding planned giving and/or major donors.
• Two years of experience with customer relationship management software, e.g., Salesforce or similar database.
• Bachelor’s degree in business, communications, marketing, or related field.
• Equivalent combination of applicable education, training, certification, and experience may be considered in lieu.

Nice To Haves

• Three years of experience working in non-profit organization.
• Three years of planned giving solicitation experience.
• Prior experience with estate or financial planning.

Responsibilities

• Drive the growth and retention of their portfolio of planned giving and prospective donors.
• Effectively articulate, verbally and in writing, WWP’s history, mission, vision, and programs to potential funding sources.
• Ensure portfolio is properly balanced for effective moves management.
• Track communications within DMI/Salesforce CRM to ensure prioritizing individual passions through relationship based fundraising strategies.
• Represent WWP and speak to community audiences, organizations, and donors.
• Travel to meet with existing and prospective donors in support of program objectives.
• Establish effective working relationships and work collaboratively with WWP teammates across the organization, e.g., Communications, Marketing, Programs, and other Resource Development teams, working cross channels to garner new donors.
• Provide monthly and quarterly revenue projections and forecasting for their portfolio.
• Develop appropriate cultivation strategies.
• Move potential donors in an appropriate and timely fashion toward solicitation and closure.
• Develop highly personalized donor communications including proposals, stewardship reports, and general program updates.
• Utilize wealth screening information, other research, and networks of existing donors to identify prospective planned giving and major donors.
• Attend and actively participate in required training and/or meetings, including but not limited to New Teammate Orientation, WWP Cares, ASIST Suicide Prevention training, Leadership training, culture/team based training, or departmental huddles.
• Other related duties as assigned.

Benefits

• A flexible hybrid work schedule (three days in the office, two days’ work from home)
• Full medical, dental, and vision coverage for both teammates AND family members
• Competitive pay and performance incentives
• A fun, mission-focused, and collaborative team environment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees