July 10, 2013
DEVELOPMENT ASSOCIATE – PLANNED GIVING
Application deadline: August 12, 2013 (although applications received after this date will be considered until the position is filled)
The American Civil Liberties Union Foundation of Northern California seeks applicants for a full-time Development Associate – Planned Giving to work closely with our Deputy Director of Development to sustain and expand our planned giving program. Last year this program brought in $3.5 million in bequests and other realized planned gifts. This is an opportunity for an energetic and committed individual to learn and develop new as well as tested planned giving strategies while helping to grow this critical source of revenue for our important nationwide civil rights and social justice advocacy. The Development Associate – Planned Giving reports to the Deputy Director of Development.
The Development Associate – Planned Giving works with the Deputy Director of Development to create and implement an annual plan for our planned giving program.
Marketing and Solicitations
- Work with planned giving staff at National ACLU to follow-up, as warranted, on planned giving leads they identify among ACLU supporters living in Northern California
- Identify planned giving prospects from among our major and annual fund donors
- Conduct biographical and financial capacity research on donors and prospects in conjunction with major gifts staff
- Provide some support to National and affiliate solicitors seeking planned gifts, including content about national and affiliate programs
- Develop low-cost ways to encourage planned giving by our members, primarily leveraging existing communication channels such as our newsletters, website, and our acknowledgement letters
- Initiate and implement special, local planned giving appeals
- Encourage Board involvement in planned giving
Stewardship of Planned Giving Donors
- In conjunction with major gifts staff, aid in developing and implementing a robust program of cultivation events and communications with planned giving donors
- Working with National ACLU’s Gift Planning Department, develop and implement a program of one-on-one meetings with new planned giving donors
- Draft and send thank you letters, and/or do thank you calls, to new planned giving donors, estate fiduciaries and/or survivors
- Respond to inquiries and concerns from planned giving donors
- Prepare periodic reports assessing all aspects of planned giving progress
- Manage budget and expenses for planned giving program
- Maintain planned giving donor data in the agency development database, including updating donor contact information
- Track bequests received and in the pipeline
- Special projects as warranted and assigned
- Experience with nonprofit individual giving and/or planned giving programs
- Excellent interpersonal skills. Ability to be engaging, curious and sensitive in one-on-one situations
- Excellent communication skills. Demonstrated ability to simplify complex themes and activities into short, compelling written pieces. Familiarity with programs using litigation to promote social justice is helpful
- Demonstrated initiative, responsibility, and good and independent judgment
- Demonstrated passion for civil liberties and civil rights
- Proficiency with office technology and information systems (including Word and Excel); knowledge of fundraising software a plus
- Excellent organizational skills; superior attention to detail with strong follow-through
- Must be available to do some limited travel within Northern California
Salary based on experience. Excellent benefits include four weeks paid vacation; medical, vision and dental insurance for staff members and their dependents and spouses/ domestic partners; life and long-term disability insurance; defined contribution plan with employer match; and thirteen paid holidays.
Please send a resume and cover letter (1) explaining why you are interested in this position, and (2) the ways in which you satisfy the qualifications specified above. Please also include a copy of one short
piece that you wrote entirely, preferably to a donor. If you submit a piece that you did not write entirely, please indicate the extent of input of others on it. Please send these materials to the attention of HR/Development, Planned Giving Associate search, ACLU of Northern California, 39 Drumm Street, San Francisco, CA 94111 or e-mail to HR-Admin04@aclunc.org
About the ACLU of Northern California
The ACLU is a nationwide, non-profit, non-partisan organization dedicated to the defense and expansion of civil liberties and civil rights. The ACLU of Northern California was founded in 1934. It is the largest ACLU affiliate in the nation, with 50,000 members, 22 volunteer chapters and a staff of 60, including a legislative office in Sacramento. The ACLU Foundation of Northern California is the 501(C) (3) arm of the organization. The 11-person Development Department has the responsibility of raising over $5 million in annual support.
The ACLU-NC is proud to be an affirmative action employer. All interested individuals, including people of color, women, persons with disabilities and persons who are lesbian, gay, bisexual, transgender or intersex are particularly urged to apply.