What are the responsibilities and job description for the Associate Director, Planned Giving position at American Rivers?
TITLE: Associate Director, Planned Giving
CLASSIFICATION: Associate Director, Planned Giving
WAGE CATERGORY: Exempt
DEPARTMENT: Advancement
REPORTS TO: Senior Director, Planned Giving and Development Operations
LOCATION: TBD
About American Rivers
American Rivers is championing a national effort to protect and restore all rivers, from remote mountain streams to urban waterways. Healthy rivers provide people and nature with clean, abundant water and natural habitat. For 50 years, American Rivers staff, supporters, and partners have shared a common belief: Life Depends on Rivers℠.
The beauty of rivers is that they connect all people and communities – including within our organization. The life experiences, knowledge, innovation, and talent that different people bring to our work provides perspectives, experiences, and competencies which are critical to our effectiveness in protecting wild rivers, restoring damaged rivers, and conserving clean water for people and nature.
JOB SUMMARY:
A key member of the Advancement team, the Associate Director, Planned Giving works directly with the Senior Director, Planned Giving and Development Operations to build a robust planned giving program. The position plays a key role in developing a pipeline of planned gifts to support American Rivers mission through marketing, identification, qualification, cultivation, solicitation, and stewardship of planned giving donors. This position is also responsible for the administration of estate gifts from notification through closure. Travel up to 10% for staff retreats, trainings, conferences and professional development opportunities, as needed, is required
PRINCIPAL RESPONSIBILITIES:
• Develop, execute and analyze multi-channel marketing strategy to generate planned gift leads. Ensure the American Rivers’ planned giving website is regularly updated and linked throughout main website where appropriate.
• Promptly fulfill requests for information, respond to inquiries, and maintain portfolio of planned gift prospects.
• Collaborate with Senior Director and Development colleagues to integrate planned giving goals in appropriate fundraising activities i.e., major gifts, midlevel giving, membership and with Communications and Marketing colleagues in outgoing marketing materials. Develop and implement strong strategies for qualification, cultivation, and solicitation of planned gift prospects.
• Develop and implement comprehensive engagement and stewardship strategies for planned gift donors through the River Legacy Society – a recognition society for donor’s who have included American Rivers in their estate plans.
• Increase value of planned gift pipeline by increasing size of the River Legacy Society through new documented planned gift commitments.
• Work with development operations, general counsel, and finance teams to ensure that all planned gifts are appropriately reviewed, processed, and acknowledged.
• Maintain regular communication with estate representatives to ensure gifts are closed accurately and efficiently. Ensure financial reports of open estates are obtained and tracked for annual valuation.
• Maintain and continually update all planned giving files and constituent records.
• Provide regular updates and reports on planned giving program status and progress.
• Develop annual program budget. Request and approve expenditures, requisitions, and invoices within budget and internal thresholds.
• Participate in annual and strategic development planning to continuously enhance fundraising efforts and donor engagement.
• Ensure compliance with all relevant regulations and ethical standards
• Performs related duties as required
MINIMUM QUALIFACTIONS:
•Advanced degree in a related field with a minimum of 3 years of relevant fundraising experience, or an appropriate combination of education and experience with at least 5 years of relevant experience.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple projects effectively, efficiently and accurately; and prioritize competing tasks and deadlines with minimal supervision.
• Experience with donor databases and knowledge of or willingness to learn specialized software.
• Proven ability to build and maintain relationships, both internal and external to the organization and at every level, including a commitment to forming connections with constituents that are collaborative and multi-faceted.
• Ability to make strong decisions that are informed, ethical, strategic and have a positive impact.
• Demonstrated computer proficiency, including experience using Microsoft Office applications, Adobe Sign and other paperless management tools.
• Openness to new ideas and their implementation.
• Ability to react and adapt to changing situations appropriately.
• Commitment to American Rivers’ Core Value
Candidates who are unsure if they meet all minimum qualifications or who have transferrable skills and experience beyond the conservation sector are encouraged to apply.
LOCATION
TBD
COMPENSATION
American Rivers offers marketable compensation that reflects the qualifications and experience of the selected candidate. The salary range for this position is $68,719-$76,365 annually, depending on experience and qualifications.
We provide a comprehensive Total Rewards package to our full-time, regular employees, including:
• Health and Wellness: Medical, dental, vision, long-term and short-term disability, and life insurance.
• Financial Security: After one year of service, American Rivers begins contributing a 3% employer contribution. There is no vesting schedule for employer contributions as employees are 100% vested upon participation.
• Time Off: Four weeks of paid leave, eleven paid holidays, three floating holidays, and sick leave.
At American Rivers, we are committed to supporting our employee’s well-being, professional growth, and financial security, ensuring they can thrive both at work and in life.
COMMUNITY AND OPPORTUNITY
At American Rivers, our core values drive everything we do - we Lead with Collaboration and Trust, Infuse Equity and Justice, Deliver Results, and Ensure Staff and Volunteers Thrive. We are committed to fostering a workplace where employees feel valued, supported, and empowered to make a difference.
Our culture prioritizes work-life thriving through Focus Fridays (no internal meetings), professional development opportunities, a home office stipend and our comprehensive leave policies, including sabbatical leave (every seven years) and paid parental leave (six weeks w/ one year of service).
We also ensure leadership stays connected to staff needs through an internal advisory group, fostering open communication and continuous improvement.
At American Rivers, our people are our strength, and we are dedicated to building a thriving, inclusive workplace where everyone can grow and contribute to our mission.
American Rivers is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request reasonable accommodation, please contact the Human Resources department at 202-243-7040 or recruitment@americanrivers.org. Please note that one week’s advance notice is preferred.
Applicant must be legally allowed to work as an employee in the United States.
American Rivers is an Equal Opportunity Employer.
Candidates of all personal and professional backgrounds are encouraged to apply.
Salary : $68,719 - $76,365