Position Title: Associate Development Officer, Gift Planning
Reports to: Senior Director of Gift Planning
Location: Boston, MA
Employment Type: Full-time
The Associate Development Officer (ADO) will be a part of a three-person Gift Planning team and will work under the supervision of the Senior Director. The team is responsible for offering education, tools, and support to donors, and their advisers, who want to give legacy, creative, or tax-wise gifts today, through retirement, or at their passing to help sustain PIH for generations to come.
The Gift Planning team collaborates closely with the Major and Principal Gift team (22 members), Annual and Leadership Gift (8 members) team, Donor Engagement team (7 members), Development Operations team (9 members), and Prospect Research team (8 members). The team also interacts with Finance, Compliance, and Marketing and Communications.
The Associate will work well in a fast-paced environment, have experience working with donors, and have exceptional attention to detail. The Associate Development Officer will be expected to reach goals related to growing deferred revenue and increasing donor engagement.
- Help increase unrestricted legacy, creative, and tax-wise gift revenue from annual giving, lapsed, and non-donor constituents. The Associate will be fluent in gifts of bequests, beneficiary designations, IRA qualified charitable distributions (QCD), donor advised funds (DAF), employer matching gifts, and stock. Over time, they will be conversational in charitable gift annuities and other, less common, gift assets and vehicles.
- Use data analytics to identify strategic segments within the donor file. Map cohorts for specific communication channels that can be personalized for maximum impact.
- Collaborate with the donor engagement, annual giving, and leadership giving teams to align donor outreach strategies.
- Steward loyal and tax-wise donors through personalized thank you messages via email, mail, and phone to help cultivate authentic solidarity between those who support this critical work and those we have the great privilege of serving. Sample communications include mailing information packets, Tom’s Circle welcome packets, birthday cards, anniversary cards, thank you notes/calls/texts, and acknowledgement letters.
- Collaborate with the Gift Planning team to cultivate and convert loyal, tax-wise donors into legacy gift prospects through personalized communication. For example, converting outright IRA QCD donors into IRA beneficiary designation donors, outright DAF donors into DAF beneficiary designation donors, and employer matching gift donors into bequest donors.
- Conduct prospect research and reconcile no valid address records. Help the team proactively identify obituaries for legacy society members and properly record funeral wish tributes.
- Develop a strong understanding of our donor database, Raiser’s Edge, to update and maintain constituent data. Proactively identify data inconsistency, conduct cleanup, and recommend new best practices.
- Bachelor’s degree (or commensurate experience) and 3 years of experience in fundraising.
- Experience building relationships with donors, learning fundraising principles, and implementing practices.
- Knowledge of current trends in charitable giving, charitable estate planning, and personal finance is a plus.
- Exemplary interpersonal skills; ability to collaborate effectively with culturally diverse staff across departments and country.
- Capable of motivating and inspiring others.
- Experience working with data management systems (working knowledge of Raiser’s Edge, PG Calc, and donor prospecting tools is a plus).
- Demonstrated ability to work in a time-sensitive environment, maintain attention to detail/quality, and handle confidential information with discretion.
- Commitment to social justice and PIH’s mission.
Application Instructions: Please upload a cover letter detailing your experience working with donors and interest in fundraising tax-wise gifts and legacy gifts. Please upload a resume. Please note that we are not able to sponsor U.S. work authorization for this role.
Organizational Profile: Partners In Health (PIH) is a non-profit, global health organization that fights social injustice by bringing the benefits of modern medical science first and foremost to the most vulnerable communities around the world. PIH focuses on those who would not otherwise have access to quality health care. PIH partners with the world’s leading academic institutions to create rigorous evidence that shapes more sound and all-inclusive global health policies. PIH also supports local governments’ efforts to build capacity and strengthen national health systems.
As of today, PIH runs programs in 11 countries (Haiti, Peru, Rwanda, Mexico, Sierra Leone, Liberia, Malawi, Lesotho, Russia, Kazakhstan, Navajo Nation), where it provides direct care to millions of patients, through public facilities and community engagement.
Partners In Health (PIH) is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of PIH not to discriminate on the basis of race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law. PIH works in and with a number of governments in and outside the U.S., and to the extent applicable, this statement is intended to incorporate the prohibition of any unlawful discrimination covered by applicable laws in such countries, states and municipalities.