Specialist, Gift Planning
New York, NY /
Office of the Chief Development Officer (CDO) – Gift Planning /
Full Time - Union
/ Hybrid
Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. With more than 600 health centers across the country, Planned Parenthood organizations serve all patients with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives.
Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates operating health centers across the U.S. Planned Parenthood Action Fund is an independent, nonpartisan, not-for-profit membership organization formed as the advocacy and political arm of Planned Parenthood Federation of America. The Action Fund engages in educational, advocacy, and electoral activity, including grassroots organizing, legislative advocacy, and voter education.
Planned Parenthood seeks a Specialist-Gift Planning, reporting to the Vice President for Gift Planning in the Development Division of PPFA. This individual will be part of an accomplished, national team charged with increasing and retaining planned gift commitments for PPFA, PPAF, and the organization’s Collaborative Fundraising Program. The Gift Planning team expands philanthropic revenue for Planned Parenthood by working with donors and their advisors on estate planning, life income gifts—including charitable gift annuities, charitable trusts, and a pooled income fund—and special ways of giving—including beneficiary designations, IRA giving, and endowments.
Purpose:
The purpose of the Specialist-Gift Planning role is to ensure the compilation of timely and accurate information on the overall revenue and expenses of the department, as well as the overall progress of the entire team toward key performance indicators, financial/program goals, and other administrative requirements.
Delivery
Manages and/or assists with a variety of administrative functions in the Office of Gift Planning to be assigned over the course of the year, including:
●Serves as departmental lead for the PPFA contract system and tracks the contract process. Working with members of the Marketing and Gifts & Systems teams ensures the renewal of master service agreements on schedule and makes sure that statements of work are in place for all projects. Works with team members on the timely receipt of bills and processing of pay orders.
●Runs weekly departmental reports, circulates, and saves to the drive. Builds expertise in understanding report content for a variety of reconciliations and quality control.
●Tracks departmental expenditures to support the annual budgeting and reforecasting processes. Reconciles monthly departmental expenses as requested by the Finance and CDO Budget offices. Prevents incorrect coding and submits reclassifications quickly when errors are discovered. Submits accruals according to Finance protocols.
●Monitors the Visa/Works system, and reviews monthly credit card expense coding and expense reports so expenditures are correctly coded and ready to be approved in advance of the published deadlines.
●Prepares and distributes monthly departmental dashboard for the Vice President and department, using a variety of existing reports to compile the combined results of the team.
●Hosts the monthly full team webinars. Maintains records of Gift Planning professional development opportunities and participation. Works with team members to ensure the professional development tracker is up-to-date. Distributes gift planning newsletters electronically and saves to shared folders.
●Tracks a variety of individual employee requirements and team benchmarks for the Vice President. Follows-up with team members as needed for full and timely completion and participation in an assortment of both required and encouraged tasks throughout the year—including Diversity, Equity, and Inclusion trainings, annual attestations, and organizational surveys.
●Working on-site, manages the digitizing of the remaining administrative files.
●Working on-site, assists with in-house donor stewardship projects. ●Prepares outline for monthly team meetings. Attends organization-wide meetings as assigned by the Vice President, summarizing content as requested. Sets up and manages technology for on-site team meetings, webinars, and calls. Assists with materials for meetings, retreats, and events.
●Maintains team references and resources section of the shared drive. Edits large PDFs of conference materials by subject.
●Builds expertise in the donor database through training; updates information in the database as assigned. As needed, serves as a backup for the processing of mail, email, and telephone calls during calendar year-end and for staff vacancies and/or vacation periods.
●Additional responsibilities to be assigned throughout the year as departmental needs change and individual skills develop.
Engagement
The incumbent regularly interacts with the Vice President, three Directors, and members of the Gift Planning team. Interacts as needed with external vendors. May handle requests from donors, affiliate staff, and professional associations. Coordinates work primarily with Finance, Contract Administration, Human Resources, the CDO team, and/or other departments as situations arise.
Knowledge, Skills, and Abilities
●Experience in nonprofit fundraising either through internships, undergraduate work assignments, or full-time experience.
●Strong computer skills including word processing with MS Word and/or Google Docs and spreadsheets with MS Excel and/or Google Sheets. Edits and updates PDFs and scanned documents using Adobe products.
●Ability to work on-site in the NY office and ability to work from home independently with reliable WiFi and workspace.
●Capacity for building expertise in donor databases through training.
● Ability to follow agreed-upon style guides for proofreading materials and lists.
●Initiative in daily communication and a closing-the-loop follow-up style. Maturity and flexibility to grow into the position as it unfolds fully in the course of a year.
●Demonstrated interest in development and fundraising and an intellectual interest in the gift and estate planning specialty.
●Knowledge of diverse groups, working with a multicultural workforce, and sensitivity and appreciation to cultural differences.
Additional note: All positions in the Development Division and Gift Planning may be required to cover telephone and email daily during the last two weeks of each calendar year.
Travel
●No out-of-state travel required
$60,000 - $66,000 a year
Final offers for this job will be based on capabilities and will be made within the parameters of the PPFA compensation program. Total offer package to include generous vacation + sick leave + paid holidays, individual/family provided medical, dental and vision benefits effective day 1, life insurance, short/long term disability, paid family leave and 401k. We also offer voluntary opt-in for Flexible Spending Account (FSA) and Transportation/Commuter accounts.
We value a truly diverse workforce and a culture of inclusivity and belonging. Our goal is to attract qualified candidates and encourage applications from all individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law. We're committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.
PPFA participates in the E-Verify program and is an Equal Opportunity Employer.
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*PDN-HR
All roles that are denoted as NYC, DC, or both will be on a hybrid schedule, requiring 2-3 days per week in the office.
