Compassion & Choices is seeking a
Planned Giving Associate to help advance our work
to improve care, expand options and empower everyone to chart their
This position is responsible for the oversight and management of
the activities and vendors that support the work of the planned
This is a full-time, remotely-located, paid position reporting
to the Director of Legacy & Planned Giving. Compensation
offered will be commensurate with experience.
We offer excellent benefits including employer-shared medical
and dental insurance premiums, employer-paid short- and long-term
disability, life and accidental death & dismemberment
insurance, flexible spending account for medical and child care,
commuter pre-tax benefit, eligibility to participate in 401K with
generous 5% employer match and 100% vested at time of eligibility,
11 paid holidays, 17 PTO days first year, and personal days.
Primarily, the person in this position will be responsible
Project and Program Management
Manage the mailing, follow up and
statistical reporting of all planned giving communications sent to
planned giving donors and prospects, including not not limited to
analytics and analysis from vendors.
Serve as the point person for vendor
relationships and management such as Pentera, Stelter, and
Evaluate communication analytics for
Evaluate, analyze, and prepare
planned giving prospect/stewardship/enhanced giving
opportunity/geographical lists for follow up and further
Maintain collaborative planned giving
and major donor process for creation of double ask prospect
Provide follow up and communication
with estate representatives, family members, and other
Manage, update, and research the
portfolio of donors and Legacy Circle members for the Director of
Legacy and Planned Giving.
Run reports and update databases on
all planned gifts commitments.
Manage and update portfolio of Legacy
Circle members and potential Legacy Circle members, including
contact notes and status.
Write and support follow up of all
Provide research on key
Communicate with estate
representatives, including preparation of requested documents for
signatures, tracking and updating planned giving plans
related to estates in process, and closing estates at fiscal year
Prepare new CGA packages for
signature by donors and maintain list of CGAs, work with CGA
administration consultant on setting up new annuities, review
payments, and other activities related to the program.
Prepare CGA Illustrations through
Organize a planned giving portfolio
for appropriate moves management action plan.
Preferred Qualifications (You will be a good
Education and Experience:
B.A. in Business, Marketing,
Communications or Non-Profit Management– or an equivalency of
related experience and/or education may be considered.
Three (3) years’ experience in
nonprofit development, research, or similar field.
Excellent oral and written
Ability to work independently and as
part of a team
High level attention to detail;
ability to meet all deadlines.
- Ability to read and write research profile, reports and
correspondence. Ability to speak effectively before groups of
customers or employees of the organization. Ability to write
complex donor background reports that include various source
information in a style that is easy to read and
- Mathematical Skills: Ability to add, subtract, multiply and
divide in all units of measure, using whole numbers, common
fractions, and decimals. Ability to compute rate, ratio and percent
and to draw and interpret bar graphs.
Reasoning Ability: Ability to apply
common sense understanding to carry out instructions furnished in
written, oral or diagram form. Ability to deal with problems
involving several concrete variables in standardized
Computer Skills: Understanding of
donor database/CRM systems including complex query and report
building, coding, gift structures (hard and soft credits, source
codes, and general ledgers), logic and workflows, and other
basic functionality is necessary. Specific experience of
EveryAction would be helpful but is not required.
How to Apply:
Email current resume and cover letter as one PDF document to
jobs@CompassionAndChoices.org. In the subject line of your email,
indicate “Last_First Name, PGA 09-2021”. In your cover letter,
please (1) indicate how your personal philosophy aligns with our
mission, (2) provide a brief summary of your directly related
experience, and (3) provide your salary expectation (with a
specific amount/range vs ‘negotiable’).
Questions about the position may be directed to
About Compassion & Choices
Across the nation, Compassion & Choices works to create a
society that affirms life and accepts the inevitability of death,
embraces expanded options for compassionate dying, and empowers
everyone to choose end-of-life care that reflects their values,
priorities and beliefs. To make this vision a reality, we improve
care, expand options and empower everyone to chart their
Compassion & Choices is committed to building a staff that
reflects the diverse communities that make up our country. We are
an Equal Opportunity Employer and recruit, hire, train, promote,
and administer any and all personnel actions without regard to age,
color, creed, disability, economic status, ethnic identity, gender
identity, national origin race, religion, sex, sexual orientation,
veterans status, or any other basis prohibited by applicable
Link to Job Description: https://compassionandchoices.org/about-us/employment