We are seeking a dedicated, energetic and passionate Planned Giving Associate to support the work of Best Friends Animal Society across the country by qualifying prospects and cultivating relationships with current and prospective donors primarily by phone, mail and email to help secure planned gifts.
As a member of our staff, you will enjoy a common purpose with your colleagues along with challenging and rewarding work that provides a sense of purpose and superior emotional rewards. Best Friends employees are passionate in their love for animals and share the same goals and ideals in helping make the world a better place for them and for us all.
The Planned Giving Associate works with planned giving prospects and donors to qualify, cultivate and steward relationships. The Planned Giving Associate also supports the Planned Giving Officers with research, qualification calls and correspondence to cultivate planned giving prospects and help to secure planned gifts. The Planned Giving Associate also helps gift officers organize visits with prospects and donors. This position involves a full range of donor cultivation duties, including learning an individual’s interests, capacity and potential for helping Best Friends meet its goals. Performance metrics will include number of discovery contacts made and qualifications with an emphasis on donors added to a gift officer’s portfolio. This position could either be based at the Sanctuary in Kanab, UT or could work from a home office. There is a limited amount of travel required - up to a 20% travel commitment for this position.
Perform initial qualification of planned giving prospects by using research and analytic tools as well as personal contact.
Cultivate and communicate with current and prospective donors through calls, emails and other written communications.
Steward existing members of Forever Friends, our planned giving recognition society, to confirm and increase their commitments to Best Friends.
Maintain working knowledge of institutional priorities that may match donors’ interests. These priorities are clearly articulated in the campaign case for support.
Input donor information, contacts, prospect management and stewardship efforts into the CRM database tracking system.
Monitor professional literature to remain current in the planned giving field.
Back up other members of the Planned Giving team when they are on leave or travel.
Participate in Development Department activities as required.
Undertake special projects as assigned by the Director of Planned Giving.
Skills and Experience
Bachelor’s Degree and a minimum of three years work experience in fundraising, with formal training in sales, estate planning or planned giving or equivalent experience.
Working knowledge of planned and major giving strategies and the ability to educate and inform donors about appropriate giving vehicles.
Experience conducting discovery calls or outreach by phone.
High level of communication skills and customer service approach and the proven ability to communicate effectively in writing and in person.
Work autonomously and be self-directed and self-motivated.
Must have a high level of interpersonal skills to handle sensitive and confidential situations.
Passion for Best Friends’ mission and ability to professionally advocate Best Friends’ position on issues.
Able to work collaboratively with the Development team and peers and program staff across the organization.
Comfortable learning new software programs and using online information systems. Familiarity with Blackbaud database preferred.
Outstanding organizational skills and attention to detail.
Work at a computer for extended periods of time with repetitive typing, arm and hand motion.
Thank you for your interest in pursuing a career at Best Friends Animal Society. Best Friends Animal Society is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to their race, color, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.
Every day, more than 9,000 dogs and cats are killed in America’s shelters simply because they don’t have a safe place to call home. By increasing the number of people who adopt pets and implementing spay/neuter programs to reduce the number of animals who enter shelters, we know we can end the killing. We know we can Save Them All. Best Friends Animal Society has been building effective life-savin...g programs for nearly 30 years. When we began, 17 million animals died every year in shelters. Today, thanks to caring people like you, that number is down to 4 million. Work with us to help Save Them All!Join Best Friends and turn your career into a labor of love. The benefits package is one of the best! Medical, Dental, Vision, Basic and Supplemental Life Insurance, Short and Long Term Disability, Child Care reimbursement, Pet Sitting reimbursement, Flexible Spending Account, Health Savings Account, PTO, Paid Holidays, Employee Assistance Program, 401K, Staff Discounts and Flex Work Policy. Best Friends Animal Society is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. .