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About the Role

The Senior Officer, Planned Giving, will work with donors and prospects in an assigned geography across the Eastern US to ensure an increased number of legacy gift commitments and a growing and engaged legacy society. Accountable for securing and sustaining planned gifts, they will work directly with prospects and donors and Philanthropy colleagues to ensure a healthy financial future for our humanitarian work.

Responsibilities

Develop and manage a large portfolio of planned gift prospects and donors.
Provide timely follow-up to new marketing leads to educate prospects, creating new planned gifts for the IRC.
Craft and implement meaningful engagement opportunities for planned giving donors and prospects to deepen their understanding of the mission and the benefits of legacy giving and gifts of complex assets.
Plan and execute regional donor trips, maximizing geographic clusters of donors and prospects.
Focus on high quality interactions during in person visits, events, and digital and mail communications.
Promote engagement with the IRC legacy society (Changemakers) to recognize and retain committed donors.
Collaborate with Major Gifts and Principal Gifts colleagues to develop strategy and solicitation for planned gifts for appropriate prospects within their portfolios.
Collaborate across ER teams and IRC regional office leadership to create greater understanding of planned giving’s role and process with the organization, including training and resource development.
Successfully meet individual goals for high quality meetings, prospect conversions, lead identification, and outright giving, in alignment with overall team goals.
Continually review donor file data (Salesforce) to identify prospects and to balance portfolio.
Timely and accurately input opportunity data into Salesforce to drive pipeline activity, report on progress towards goals, and find areas of improvement.
Promote and practice inclusive behavior and demonstrate a willingness to learn about the IRC’s commitment to Diversity, Equity and Inclusion.

Requirements

6-8 years of experience working with individual donors on complex giving conversations.
Knowledge of and experience discussing planned giving vehicles and benefits highly preferred.
Ability to communicate effectively with older donors about the IRC’s mission and planning tools.
Ability to independently identify and focus on the highest priority tasks.
Effective collaboration with colleagues at all levels across the organization.
Highly computer literate including with Microsoft Office and CRM databases such as Salesforce or Raiser’s Edge.
Outstanding attention to detail and commitment to timeframes.
Commitment to respect and maintain confidentiality of donor information.
Work successfully in a sophisticated, fast-paced organization.
Driver’s license and ability to travel up to 25% of the time, including overnight travel, is required.

Skills

Planned giving vehicles
Microsoft Office
CRM databases
Salesforce
Raiser's Edge

Location

Eastern US
NYC

Work Type

Hybrid
On-site

Experience Level

Senior

Salary/Compensations

$93,000-$110,000/yr

Benefits

10 sick days
10 US holidays
20-25 paid time off days depending on role and tenure
Medical insurance starting at $163 per month
Dental starting at $6.50 per month
Vision starting at $5 per month
FSA for healthcare and commuter costs
403b retirement savings plans with immediately vested matching
Disability & life insurance
Employee Assistance Program

About the Company

The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster.
Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities.
A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions.
The International Rescue Committee's (IRC) External Relations (ER) department enables the IRC to respond to the world’s worst humanitarian crises and helps people to survive and rebuild their lives.
Within ER, the Philanthropy team leads on the organization’s work with High-Net-Worth Individuals and planned giving donors.

Equal Opportunity

IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law.