Planned Giving Officer (Principal level role)
Planned Giving Officer (Principal level role)
The Planned Giving Officer will serve as a front-line fundraiser on a team charged with securing annually increasing revenue targets through major, planned, and blended gifts. This newly created high-level role will report to the Director of Major Gifts and Planned Giving (MG&PG) and will bring an increased depth of planned giving expertise to the department. The MG&PG team also includes a senior planned giving specialist, a part-time planned giving contractor, and three major gift officers, in addition to other members of the broader Major Gifts, Foundations, and Endowment team who support functions such as prospect research, stewardship, and events.
You are responsible for:
- Partnering with the Director of Major Gifts & Planned Giving to develop planned giving program strategies.
- Managing a portfolio of 150-200 planned gift donors and prospects; soliciting 30-50 planned gifts of $10,000+ per year, with emphasis on 6- and 7-figure gifts.
- Fostering strong, life-long relationships with a diverse portfolio of individual donors as well as their advisors and other outside professionals, with a focus on securing documented planned gift commitments.
- Soliciting and securing present, future, and blended/complex gifts, both independently and in collaboration with colleagues and senior executives, making use of professional knowledge of various planned giving instruments, including charitable gift annuities.
- Developing and executing follow-up strategies for high-capacity leads generated by FreeWill and other planned gift marketing.
- Preparing detailed meeting briefings for senior leaders who are engaging with our top planned gift donors and prospects.
- Helping manage the development and production of planned giving marketing materials, such as email, website, advertising materials and other educational materials for donors and their professional advisors.
- Stewarding existing members of the Wikipedia Legacy Society in order to retain and increase their commitments.
- Identifying prospective major gift donors within Legacy Society membership and developing appropriate strategies for their cultivation and solicitation.
- Following IRS regulations regarding planned gift fundraising
- Attending meetings, conferences, seminars and planned giving training sessions (when appropriate and within the budgetary limits), and sharing learnings with the team.
- Ability to travel occasionally to meet with donors in person and to attend Foundation gatherings.
Skills and Experience:
- Work experience or equivalent degree plus work experience. (Bachelor’s + 12 years related work experience; Master’s + 8 years related work experience.)
- Knowledge of and experience with the complexities of gift planning, including but not limited to bequests, beneficiary designations, qualified charitable distributions, charitable gift annuities, and their tax treatment in the US.
- A solid working knowledge of estate, gift, and income tax laws. A desire to continue advancing knowledge of these areas is required.
- Demonstrated ability to communicate and interact effectively with a wide variety of people; especially with donors and their professional advisors.
- Ability to work in an open, transparent, and collaborative environment, while respecting donor confidentiality and data security.
- Ability to communicate complex issues in easily understandable language.
- A finely-tuned sense of discretion.
Additionally, we’d love it if you have:
- Experience working in an organization with a distributed workforce.
- Global perspective, with experience living or working internationally.
About the Wikimedia Foundation
The Wikimedia Foundation is the nonprofit organization that operates Wikipedia and the other Wikimedia free knowledge projects. Our vision is a world in which every single human can freely share in the sum of all knowledge. We believe that everyone has the potential to contribute something to our shared knowledge, and that everyone should be able to access that knowledge freely. We host Wikipedia and the Wikimedia projects, build software experiences for reading, contributing, and sharing Wikimedia content, support the volunteer communities and partners who make Wikimedia possible, and advocate for policies that enable Wikimedia and free knowledge to thrive.
The Wikimedia Foundation is a charitable, not-for-profit organization that relies on donations. We receive donations from millions of individuals around the world, with an average donation of about $15. We also receive donations through institutional grants and gifts. The Wikimedia Foundation is a United States 501(c)(3) tax-exempt organization with offices in San Francisco, California, USA.
As an equal opportunity employer, the Wikimedia Foundation values having a diverse workforce and continuously strives to maintain an inclusive and equitable workplace. We encourage people with a diverse range of backgrounds to apply. We do not discriminate against any person based upon their race, traits historically associated with race, religion, color, national origin, sex, pregnancy or related medical conditions, parental status, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, or any other legally protected characteristics.
The Wikimedia Foundation is a remote-first organization with staff members including contractors based in more than 50 countries. Salaries at the Wikimedia Foundation are set in a way that is competitive, equitable, and consistent with our values and culture. The anticipated annual pay range of this position for applicants based within the United States is US$132,958 to US$ 201,037with multiple individualized factors, including cost of living in the location, being the determinants of the offered pay. For applicants located outside of the US, the pay range will be adjusted to the country of hire. We neither ask for nor take into consideration the salary history of applicants. The compensation for a successful applicant will be based on their skills, experience and location.
All applicants can reach out to their recruiter to understand more about the specific pay range for their location during the interview process.
If you are a qualified applicant requiring assistance or an accommodation to complete any step of the application process due to a disability, you may contact us at email@example.com or +1 (415) 839-6885.
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