Senior Officer, Planned Giving East

Join the International Rescue Committee as a Senior Officer for Planned Giving, driving legacy gift commitments among high-net-worth individuals in the Eastern US.

• Develop and manage a large portfolio of planned gift prospects and donors.
• Provide timely follow-up to new marketing leads to educate prospects, creating new planned gifts for the IRC.
• Craft and implement meaningful engagement opportunities for planned giving donors and prospects to deepen their understanding of the mission and the benefits of legacy giving and gifts of complex assets. This includes an annual in-person stewardship event in NYC.
• Plan and execute regional donor trips, maximizing geographic clusters of donors and prospects
• Focus on high quality interactions during in person visits, events, , and digital and mail communications.
• Promote engagement with the IRC legacy society (Changemakers) to recognize and retain committed donors, including an annual in-person recognition event in NYC and other regional market events.
• Collaborate with Major Gifts and Principal Gifts colleagues to develop strategy and solicitation for planned gifts for appropriate prospects within their portfolios
• Collaborate across ER teams and IRC regional office leadership (RAI) to create greater understanding of planned giving’s role and process with the organization, including training and resource development
• Successfully meet individual goals for high quality meetings, prospect conversions, lead identification, and outright giving, in alignment with overall team goals.
• Continually review donor file data (Salesforce) to identify prospects and to balance portfolio
• Timely and accurately input opportunity data into Salesforce to drive pipeline activity, report on progress towards goals, and find areas of improvement.
• Promote and practice inclusive behavior and demonstrate a willingness to learn about the IRC’s commitment to Diversity, Equity and Inclusion.