Planned Giving Specialist

Employer
HIAS
Location
Maryland, United States
Salary
Salary Not specified
Closing date
Aug 27, 2022

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Position Type
Fundraising, Planned Giving, Programs, Grant Administration, Grant Making, Program Administration and Management
Fields
Advocacy, International, Legal Services, Social Services
Employment Type
Full Time

POSITION SUMMARY: 

HIAS seeks a Planned Giving Specialist to provide support to the Development Operations department. Reporting to the Director, Development Operations, the Planned Giving Specialist uses HIAS’ information management systems, including Raiser’s Edge, to drive forward both HIAS’ fundraising activities and its engagement activities. The Planned Giving Specialist possesses excellent data management skills and assists in fostering and maintaining HIAS’ relationships with donors.

Note, this position is based at our headquarters in Silver Spring, Maryland or our office in New York, New York.

ESSENTIAL FUNCTIONS: 

  • Tracks, enters and maintains planned giving donor data in Raiser’s Edge and other systems. 

  • Liaises with and provides information to external vendors and consultants. 

  • Manages Planned Giving inbox to ensure donor inquiries received are answered promptly and efficiently. 

  • Provides support to the Development team, including data analytics and donor research, as well as communication with donors. 

  • Assists with Planned Giving marketing efforts, including website content, webinars and emails. 

  • Writes condolences, obtains death certificates and provides information to estate representatives.

  • Assist with major donor gift processing, including stocks, wires and ACH gifts.

  • Maintains files and records. 

  • Performs other duties as assigned. 

QUALIFICATIONS & REQUIREMENTS: 

  • Undergraduate degree in a relevant field required. 

  • 3-5 years of experience in a nonprofit fundraising/development environment. 

  • Planned giving experience preferred. 

  • Experience communicating with donors and their representatives. 

  • Experience with fundraising data management systems required, particularly Raiser’s Edge. 

  • Must be detail-oriented and highly organized, with the ability to perform multiple tasks quickly and accurately. 

  • Ability to navigate and collaborate with a diverse workforce across all levels of the organization. 

EXTERNAL REPRESENTATION: 

All employees are expected to represent the organization in alignment with HIAS' mission, vision and values. Some employees of HIAS are expected to speak externally on behalf of the organization with clients, donors, affiliates, partners, etc. as part of their work-related responsibilities. Applicants for these roles acknowledge and accept the inherent risk associated with external representation of HIAS. 

HIRING PROCESS: 

We are committed to a fair and respectful hiring process, and we do our absolute best to respond to every applicant. We prioritize communication and transparency with all candidates, even those who are not moving forward. Here’s a snapshot of our hiring process: 

Step 1: Submit your application! 

Step 2: Phone screen with a HIAS recruiter. 

Step 3: Video interview with the hiring manager. 

Step 4: Video interview with a panel of HIAS employees. 

Step 5: Online reference check with SkillSurvey. 

Step 6: Offer and background check with Shield Screening. 

Step 7: Start your professional journey with HIAS! 

Note: Some of our hiring processes may vary, and not all candidates will advance to each step. 

ABOUT US: 

Over one hundred years ago, the Jewish community founded HIAS (originally the Hebrew Immigrant Aid Society) in New York City, the immigrant gateway to America. Supporting Jews fleeing persecution and poverty in Eastern Europe, our founders were guided by the traditions, texts and history of the Jewish people—a history of oppression, displacement and diaspora. HIAS has since helped generations of Jews facing violence because of who they were, and HIAS remains committed to helping Jewish refugees anywhere in the world. Today, our clients at HIAS come from diverse faiths, ethnicities and backgrounds, as do our staff. We bring our experience, history and values to our work across five continents, ensuring that refugees today receive the vital services and opportunities they need to thrive. 

HIAS is a learning community, committed to diversity and inclusion. We do our work with integrity, accountability, transparency and a commitment to the highest ethical standards. We seek employees from diverse backgrounds and life experiences to join our teams located in the United States and across the globe. People who identify as BIPOC, people with disabilities, people from the LGBTQ+ community and people with lived experiences of forced displacement or immigration are all encouraged to apply. We are committed to building a diverse workforce that reflects our vision, mission and values. 

VISION: 

HIAS stands for a world in which refugees find welcome, safety and opportunity. 

MISSION: 

Drawing on our Jewish values and history, HIAS provides vital services to refugees and asylum seekers around the world and advocates for their fundamental rights so they can rebuild their lives. 

VALUES: 

Welcome • Acogimiento • Hospitalité • Hachnasat Orchim

We Welcome the Stranger 

Justice • Justicia • Justice • Tzedek

We Pursue Justice 

Empathy • Empatía • Empathie • Chesed 

We Approach our Clients with Empathy 

Partnership • Compañerismo • Coopération • Chevruta

We Believe in Changing the World through Partnership 

Courage • Coraje • Courage • Ometz

We Act with Courage to Build a Better World 

Resilience • Resiliencia • Résilience • Ruach 

We Adapt and Thrive, Continuously Demonstrating our Resilience 

DIVERSITY: 

HIAS is committed to a diverse and inclusive workplace. As an equal opportunity employer, all qualified applicants will be considered for employment without regard to race, color, national origin, ethnic background, ancestry, citizenship status, religious creed, age, sex, gender, sexual orientation, physical disability, mental disability, medical condition, genetic information, marital status, registered domestic partner or civil union status, familial status, pregnancy, childbirth, military status, protected veteran status, political orientation or other legally protected status. 

 

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