The Wounded Warrior Project (WWP) Planned Giving Specialist is a
member of WWP’s fundraising team. The Planned Giving Specialist
will steward a portfolio of planned giving donors and new
prospects. This position will identify, cultivate, and solicit
individuals who are interested in making a planned gift through
ongoing personal contact, with strong emphasis on in-person
meetings and cultivation events. The gift officer will share in the
goal of confirming planned gifts, increasing the number of
inquiries for information on planned giving, stewardship of Honor
& Empower Society donors/prospects, providing support to the
major gifts team with planned giving solicitations and
DUTIES & RESPONSIBILITIES
Drive the growth and retention of their portfolio of planned
giving and prospective donors.
Effectively articulate, verbally and in writing, WWP’s history,
mission, vision, and programs to potential funding sources.
Ensure portfolio is properly balanced for effective moves
management. Track communications within DMI/Salesforce CRM to
ensure prioritizing individual passions through relationship based
Represent WWP and speak to community audiences, organizations,
and donors. Travel to meet with existing and prospective donors in
support of program objectives.
Establish effective working relationships and work
collaboratively with WWP teammates across the organization, e.g.,
Communications, Marketing, Programs, and other Resource Development
teams, working cross channels to garner new donors.
Provide monthly and quarterly revenue projections and
forecasting for their portfolio.
Develop appropriate cultivation strategies.
Move potential donors in an appropriate and timely fashion
toward solicitation and closure.
Develop highly personalized donor communications including
proposals, stewardship reports, and general program updates.
Utilize wealth screening information, other research, and
networks of existing donors to identify prospective planned giving
and major donors.
Other related duties as assigned.
KNOWLEDGE, SKILLS, & ABILITIES
Strong business acumen with the ability to monitor, compile, and
analyze data to guide decision making.
Strong interpersonal skills. Demonstrated ability to develop and
maintain professional relationships and build successful and
Ability to work with older donors, attorneys, financial
planners, and accountants.
Ability to communicate technical information and requirements to
teammates and leadership
Demonstrated ability to effectively delegate, monitor workload
and analyze work processes and metrics.
Strong organizational and time management skills. Demonstrated
ability to be flexible and adapt to changing priorities and meet
deadlines. Strong attention to detail and ability to prioritize,
delegate, and ensure that deadlines are met.
Ability to handle confidential information with discretion and
Demonstrated understanding of Wounded Warrior Project and its
mission, values, programs, and services, and the impact of these
programs and services on wounded warriors and their families.
Demonstrated understanding of military service organizations
(MSOs) and veteran service organizations (VSOs).
High energy level. Self- starter; willing to take
Demonstrated computer proficiency using Microsoft Office, e.g.,
Word, Excel, Outlook, PowerPoint.
Unequivocal commitment to the highest standards of personal and
business ethics and conduct.
Mission-driven, guided by core values, and a pleasure to work
Five years of experience in fundraising or sales.
Three years of demonstrated achievement identifying,
cultivating, soliciting, and stewarding planned giving and/or major
Two years of experience with customer relationship management
software, e.g., Salesforce or similar database.
Bachelor’s degree in business, communications, marketing, or
related field. Equivalent combination of applicable
education, training, certification, and experience may be
considered in lieu.
CERTIFICATIONS & LICENSURE
WORK ENVIRONMENT/PHYSICAL DEMANDS
General office environment; temperature controlled.
May require participation in events under varying weather
Up to 75% travel.
May require lifting/carrying items up to 50 pounds.