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Director of Planned Giving more...
Location:Cambridge, MA
Company:Union of Concerned Scientists
First posted:May 19, 2017 (last updated 4 weeks 1 day ago)
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Development Department
Cambridge, MA Office

The Position

The Union of Concerned Scientists grew out of a desire to direct the power of scientific research away from military applications and towards improving environmental and social problems. In 1969, scientists from the Massachusetts Institute of Technology launched their effort to use rigorous science to implement innovative practical solutions to the world's problems.

Scientists and engineers at the Union are currently engaged in projects in the areas of clean energy, clean vehicles, food and agriculture, global warming, nuclear power and nuclear weapons. They aim to improve scientific integrity in government, strengthen science-based public protections and to combine their voices with advocates, educators, business leaders and citizens for a healthier planet and safer world.

The Union of Concerned Scientists (UCS) is seeking an experienced development professional who is prepared to shape, implement and grow UCS's planned giving efforts into a model program. As a senior member of the development team, the Director of Planned Giving will collaborate with the President, senior staff and the board to develop the planned giving program as an integral part of the organization's broader fundraising strategy. The ideal candidate will thrive in a fast-paced, intellectual environment and will have a minimum of seven years of development experience.

Responsibilities

The Director of Planned Giving serves as a senior member of the development team, working directly with the President, senior UCS staff, board and national advisory board members in implementing a planned giving program as part of our overall fundraising strategy. This position will be responsible for shaping, implementing and growing a model program that is truly reflective of the size of UCS and the capacity of our constituency.

The essential job duties/responsibilities of the position are included in but not limited to the information listed below:

  • Assists with making planned giving an integral part of development program by possessing a deep understanding of the role of planned giving and how it impacts and builds loyalty among current donors.
  • Close planned gifts including, but not limited to, bequests, living trusts, beneficiary designations and IRA's as well as life income gifts such as charitable gift annuities and charitable remainder trusts. Maintain the infrastructure and external relationships needed to enable UCS to accept these types of deferred gifts.
  • Prepare UCS development proposals and present development projects to prospects for deferred and outright gifts. Learn about the UCS programs and remain knowledgeable about our issue areas and evolving work.
  • Develop and maintain personal contact with prospects for deferred gifts including routine travel to key regions or donors and regular communications through other channels. Face to Face donor activity is essential to the role and the Director is expected to visit with more than 100 donors in each fiscal year.
  • Coordinate activities with prospects attorney and/or financial advisor to determine the most appropriate method of deferred giving and ensure necessary arrangements for collection of gifts.
  • Provide donors with information concerning gift utilization and or investment returns and payments.
  • Develop programs to promote and explain fund raising activities and the various methods of estate planning and deferred giving internally for the development department, and key staff fundraising partners, and externally for existing and prospective planned gift donors.
  • Develop marketing and stewardship strategies and related materials for planned gifts, including the planned giving newsletter. Coordinate with Membership and Major Gift staff on the distribution of targeted prospecting materials for new planned giving donors and with Stewardship staff on the development of all collateral materials.
  • Steward, cultivate and grow the Kurt Gottfried Society. Set growth goals for each year, developing a robust annual workplan, expense and revenue budgets which are tracked and maintained in an ongoing manner.

Qualifications and Experience

The successful candidate will have at least seven years of development experience, and a minimum of 3 years in a donor facing planned giving role. A preference for candidates possessing a legal or financial degree aligned with planned giving expertise.

UCS is an equal opportunity employer continually seeking to diversify its staff. In particular, we're dedicated to broadening opportunities for individuals from demographic groups that are historically underrepresented in the sciences and in environmental advocacy. We're also committed to building an inclusive workplace culture where talented people of widely diverse backgrounds can thrive. We've adopted this commitment because we believe the inclusion of culturally diverse perspectives will improve our work and produce better societal and environmental outcomes for all, including historically disenfranchised communities. We are actively seeking people who bring diverse backgrounds and perspectives to join us in this work.

Compensation, Hours and Location: This is a full-time position based in UCS's Cambridge, MA office. UCS offers excellent benefits and a rewarding work environment.

To Apply: To read more and apply or nominate qualified candidates, contact Maureen Huminik, Vice President of Lois L. Lindauer Searches .

 

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