Planned Giving Specialist

Overview

Great benefits. Competitive pay. We know these are some of the things people look for in a job.

If you're the kind of person who believes that honoring and empowering our nation's veterans is more than just a cause - that it's a calling - then we're ready to meet you.

When you join Wounded Warrior Project (WWP), you're committing to making a difference. We make a commitment to you, too - helping you to find that spark, ignite your passion to serve, and embark on a career with meaning and purpose.

At WWP, we recognize our mission cannot be accomplished without our talented teammates, which is why we're proud to offer benefits such as:

• 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

A mission that matters is just the beginning, so if you're ready to get started, we're ready for you.

• 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.

• 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.

Requirements

• Five years of experience in fundraising or sales.
• Three…