Status: Full-Time, Exempt
Location: Remote position, with a
preference for candidates in California or the Philadelphia
Application Deadline: September 9th,
For consideration, please visit our Job Center at http://www.afsc.org/job-center/
to submit your Cover Letter and Resume to the online
application in addition to answering the Application Questions.
SUMMARY OF PRINCIPAL RESPONSIBILITIES
The Leadership and Planned Gift Officer (LPO) focuses on the
cultivation and solicitation of individuals who have the greatest
potential for supporting AFSC’s programs. The LPO relates to donors
in a defined geographic territory who require the most deftly
carried out cultivation leading to solicitation of major outright
and planned gifts, including gift annuities and bequest intentions.
In addition to a core focus on major gifts, the LPO may collaborate
with advancement and program colleagues on special projects related
to individual giving, such as events and grassroots fundraising, to
assist in identifying new donors and stewarding/retaining donors at
all levels. The LPO works closely with the Director of Leadership
Gifts to coordinate the involvement of other development staff,
program staff, and volunteers in the identification / cultivation /
solicitation / stewardship process so that priorities are kept in
view, deadlines are met, messaging and quality are consistent, and
duplication of effort or action at cross purposes is avoided.
ESSENTIAL FUNCTIONS/RESPONSIBILITIES: The
key responsibilities of the Leadership and Planned Gift Officer
include the following:
- Managing a portfolio of 120-150 assigned prospects (depending
on other project assignments), raise funds for all work of the AFSC
through carefully planned cultivation and solicitation of
individuals who have the means to make very large outright,
blended, or planned gifts.
- Qualify additional donors’ / prospects’ (usually mid-level
donors or those identified by volunteers) capacity to make
major/planned gifts through thank you calls, visit requests,
prospect research, and discussions with donors, staff, and
volunteers. If an individual does not have the capacity and
inclination to give a major / planned gift to AFSC, rate them
appropriately for ongoing stewardship and retention outside the
major gift program.
- Increase current donors’ or potential donors’ interest in and
financial commitment to AFSC through visits, calls, letters, and
other meaningful donor engagement activities. Interpret the work of
the AFSC in articulate, compelling, and creative ways. The LPO is
expected to make approximately 120 meetings per year, with a
primary focus on in-person visits.
- Outreach to Quaker Meetings, retirement homes, and other Quaker
gatherings to arrange virtual and in-person visits and
presentations from AFSC when aligned with major donor travel.
- Participate in regular major gift team meetings, donor strategy
sessions, and periodic gatherings of all AFSC fundraisers.
- In partnership with the Director of Leadership Gifts and, where
appropriate, the Director of Planned Giving, develop effective
cultivation plans and introduce compelling gift options, taking
into account the complex financial situations and organizational
relationships of many of AFSC’s most sophisticated
- Involve program and senior administrative staff, board members,
and other volunteers in the cultivation and solicitation of major /
planned gift prospects when appropriate. Provide coaching and
support as needed.
- Personally acknowledge gifts from assigned donors and
coordinate additional acknowledgments from senior administrative
staff, program staff, and volunteers when appropriate.
- Affirmatively position General Secretary and other senior
program staff in appropriate relationships with donors.
- Maintain donor records in Salesforce, including gift proposals
or opportunities, notes on cultivation and solicitation activity,
and donors’ personal information of relevance to AFSC.
- Keep informed and up to date about the program work of the AFSC
through contacts with program staff, attendance at events, site
visits, and reading materials.
EDUCATION: Bachelor’s degree or equivalent
education or training.
- Five or more years of direct fundraising experience is
required, including three or more years’ experience in major /
planned gift fundraising with individual donors.
- Knowledge of AFSC or a social change organization is
OTHER REQUIRED SKILLS AND ABILITIES:
- Ability to communicate professionally and persuasively both
orally and in writing. Ease in initiating contact with persons not
known, in person and by phone / email. Demonstrated ability to
interpret effectively the programs and goals of an organization to
a wide range of persons of different backgrounds. Convey
credibility and expertise in advising donors on confidential and
sometimes complex philanthropic planning matters.
- Commitment to Quaker values and testimonies. Understanding of
and compatibility with the principles and philosophy of the
American Friends Service Committee including non-violence and the
belief in the intrinsic worth of every individual.
- Understanding of and commitment to the principles, concerns,
and considerations, of AFSC in regard to issues of race, class,
nationality, religion, age, gender and sexual orientation, and
disabilities. Demonstrated ability to work and communicate with
- Willingness and ability to travel up to 50% of each month over
a wide geographic area and to work some evenings and weekends. Must
possess a valid driver’s license.
- Experience that demonstrates ability to organize time well, to
give attention to detail, and to carry out careful planning and
follow-up. Ability to use imagination and innovation within
financial, physical, time or other limitations.
- Ability to sustain workloads over extended periods during
emergencies, special campaigns, holiday seasons and other
- Ability to work both independently and in a multi-layered team
environment, establish objectives, determine priorities, meet
performance standards, and establish a successful team approach to
achieve fundraising goals.
- Ability to exercise judgment consistent with and supportive of
- Demonstrated initiative, perseverance, and ability to cope with
pressure. Must be a self-starter.
- Ability to work cooperatively with committees and staff, in an
organization that is characterized by a high level of
- Computer and Internet literacy required. Familiarity with
Microsoft Office, and with Salesforce, PG Calc, or other
fundraising software desirable.
COMPENSATION: Salary Family – Fundraising
– Development – LPGO/Grant Officer II – Exempt – ($68,999 -
$88,955) - Comprehensive medical and hospitalization plan; term
life, accident and salary continuation insurances, defined benefit
pension plan, plus fringe benefits; participation in unemployment
and worker’s compensation and social security.
The American Friends Service Committee is an Affirmative
Action/Equal Opportunity Employer. Qualified persons are encouraged
to apply regardless of their religious affiliation, national
origin, race, age, sex, gender identity, sexual orientation or
AFSC’s Central Office and some of its offices in the U.S. are
unionized workplaces. This position is represented.
The AFSC Maintains a deep commitment to a mandate of care for
our staff and communities, and thus requires vaccination for
COVID-19; as well as adherence to social distancing, masking, and
office occupancy protocols.
The American Friends Service Committee is a smoke-free