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Madison, Wisconsin
Washington, D.C.
Columbia, Missouri
Posted: 17-Jun-22
Location: Nationwide
Type: Full Time
Preferred Education: 4 Year Degree
Salary: Minimum $169,000/Yearly
Categories:
Organization Overview
UNICEF works in some of the world’s toughest places, to reach the world’s most disadvantaged children.
The fundamental mission of UNICEF is to promote the rights of every child, everywhere, in everything the organization does — in programs, in advocacy, and in operations. The past two decades have seen important progress on child rights, yet while much has been achieved, sharp disparities remain. In most countries, inequality is higher today than a generation ago, including in middle-income countries where most of the world’s poor children now live. The rapid pace of urbanization and the growing youth bulge in Africa and parts of Asia will require significant expansion of the provision of essential services for children. These challenges are compounded by the scale and complexity of crises triggered by conflict, natural disasters, or epidemics. The global community faces these challenges when the political and economic environments pose challenges of their own, testing the world’s commitment to protecting the most vulnerable. In this environment, the strong and consistent leadership of UNICEF is critical to enabling the achievement of results for children.
UNICEF USA (UUSA) is a private, independent, U.S. nonprofit that rallies the American public to support the world’s most vulnerable children through the unmatched reach of UNICEF. Headquartered in New York City, UNICEF USA has some 300 employees distributed across nine regional offices in the U.S. To fuel UNICEF’s life-saving work across the globe, UNICEF USA raises nearly $600 million dollars from private sources every year and marshals its supporters to advocate for over $800 million in annual US government support. UNICEF USA has built an abroad-based movement to advocate for the well-being and protection of children globally.
Position: Vice President, Planned Giving
Location: Nationwide / Remote
FLSA Status: Exempt
Salary: NYC's minimum salary for this position is $169,000. This may be adjusted to reflect the cost of labor of a candidate’s work location, if outside of NYC.
Position Overview
Reporting to the Senior Vice President, Individual Philanthropy, the Vice President, Planned Giving will be responsible for setting the strategy for UNICEF USA’s planned giving program, enabling ambitious fundraising goals in line with the organization’s Strategic Plan and fostering a culture of philanthropy within the organization. The Vice President leads on planned giving strategy and execution and works in close partnership with his/her peer Vice Presidents overseeing other individual donor programs of Direct Response, Major Giving, and Principal Giving to maximize coordination and increase possible impact for UNICEF.
This includes but is not limited to the oversight of the marketing and direct response acquisition and cultivation of planned giving donors, portfolio management, establishment and execution of gift vehicles, management of the legacy society, and training of staff across the Philanthropy Division. The Vice President will provide inspiration, guidance, and technical expertise to a team of planned giving officers as well as to other portfolio-holding fundraisers to build relationships and partnerships with philanthropists that can lead to a pipeline of legacy gifts and the use of various gift planning vehicles to increase current and future giving for UNICEF USA.
Position Description
Specific Responsibilities of the Vice President, Planned Giving:
Strategy
• Lead planned giving program vision and strategy to enable an annual fundraising goal of $25M+
• Partner with the Senior Vice President of Individual Philanthropy and the Philanthropy Division leadership team to design, implement and integrate effective strategies and incentives to identify, qualify, cultivate, steward, and solicit planned giving donors, driving collaboration across the individual giving continuum
• With Philanthropy Division leadership, set transparent KPIs and analyze performance metrics for the Planned Giving team, help to maximize performance through clear expectations, and align goals with desired outcomes
• Forge a strong partnership with the Vice President of Philanthropy Advancement to ensure his/her respective teams align with the Planned Giving strategic objectives, including but not limited to:
• Effectively leverage regional boards and committees; special events; donor stewardship;
• Partner with the Prospect Development team to manage the planned giving qualification process, pipeline, and portfolio and fundraiser KPIs and analytics, and approve all Planned Giving policies and documentation; data integrity; Responsible for the annual Planned Giving goal-setting process and quarterly pipeline projection
Execution
• Work with internal and external counsel as needed to be aware of changing tax laws and in the execution of gift agreements or estate gifts requiring such
• Draft and execute charitable plans and provide subject matter expertise on UUSA’s grantmaking and legacy giving. This position needs knowledge of and comfort with technical aspects of major and planned gift fundraising, including types of gifts, assets accepted, vehicles, and gift planning strategies, and a strong relationship management orientation.
• Work with directly or oversee relationships with vendors through staff management, including those offering data modeling, direct mail services, digital consulting, and others
• Develop and maintain relationships with professional advisors as key referral sources and partners for planned giving and other opportunities and serve as a point of contact for advisors seeking information on behalf of clients
• Oversee the training of frontline staff and volunteers in the use of assets, applicable current law, and understanding of gift vehicles that are available for their donors
• In addition to consultative portfolio work, manage own portfolio of 20 donors
• Develop and implement blended solicitation strategies for high-net-worth individuals/families in consultation with colleagues
Management
• Supervise, directly or indirectly, the full UUSA Planned Giving staff, currently a team of five
• Build the capacity of major/principal gift fundraisers including providing or arranging for professional development and training opportunities, to foster learning, inspiration, awareness of philanthropic trends, and sharing of best practices
• Represent UUSA’s planned giving donor fundraising program at key meetings and events
• Other duties as assigned
Ideal Skills and Experience
• Bachelor’s degree or equivalent; Master’s degree preferred.
• Minimum of 12 years of fundraising or relevant experience preferably in fundraising, development, estate planning, or financial services/wealth management, with a preference for a proven record of success leading a planned giving team
• Communications, development, or marketing experience in a corporate or nonprofit setting preferred
• Experience personally cultivating, soliciting, and stewarding planned giving donors
• Ability to build effective relationships internally and to inspire staff, highlighting a strong emotional intelligence
• Familiarity with broader philanthropic community, influencers, and trends
• Experience in a complex, multi-team environment
• Strong organizational and time management skills with exceptional attention to detail
• Excellent communication skills, both written and oral
• Ability to influence and engage a wide range of donors and build long-term relationships
• Knowledge of fundraising best practices, including all aspects of donor qualification, cultivation, solicitation, and stewardship
• Must possess a strong work ethic, and be a motivated, enthusiastic team player who deeply embraces the mission of UNICEF USA
• Experience with CRM databases and data-driven decision strategies
• Must be willing to travel domestically and occasionally internationally (25%)
• Must demonstrate UNICEF USA Core Values (T.R.A.I.T.S): Trust, Respect, Accountability, Innovation, Teamwork, and Service
Critical Competencies for Success
• Track record of soliciting planned gifts alone and in partnership with colleagues and moving donors along the giving continuum within a matrixed environment.
• Ability to work collaboratively across a fundraising department to build processes to steward donors across a continuum
• History of integrating departments within a complex organization so teams work collaboratively to meet goals.
• Evidence of creating the strategy and organization-wide culture
• Initiator who is detail-oriented and a self-starter, with customer service and sales orientation
Other Characteristics
The successful candidate will be passionate about the mission of UNICEF USA and value how fundraising contributes to that mission. The candidate will be a seasoned professional, capable of proactively developing and articulating strategies and working in a fast-paced environment, maintaining flexibility and a sense of urgency. The ideal candidate will be organized and entrepreneurial, able to work with senior management as well as establish and manage a collaborative team, to enable staff to perform at the highest level to achieve the best possible outcomes.
The candidate must possess the maturity, poise, and sophistication to represent UNICEF USA with passion and authority, communicating the organization’s mission and activities, while modeling best practices for a team, and managing complex relationships with a broad pool of current donors with high capacity. Relationship management abilities, communications skills, project management experience, and a collaborative work style are essential to the Vice President, of Planned Giving.
Must possess current and valid US Work Authorization and be eligible to work for any US employer without sponsorship.
Salary is commensurate with experience. In addition, UNICEF USA offers a comprehensive benefits package.
Bachelor’s degree or equivalent; Master’s degree preferred.
• Minimum of 12 years of fundraising or relevant experience preferably in fundraising, development, estate planning, or financial services/wealth management, with a preference for a proven record of success leading a planned giving team
• Communications, development, or marketing experience in a corporate or nonprofit setting preferred
• Experience personally cultivating, soliciting, and stewarding planned giving donors
• Ability to build effective relationships internally and to inspire staff, highlighting a strong emotional intelligence
• Familiarity with broader philanthropic community, influencers, and trends
• Experience in a complex, multi-team environment
• Strong organizational and time management skills with exceptional attention to detail
• Excellent communication skills, both written and oral
• Ability to influence and engage a wide range of donors and build long-term relationships
• Knowledge of fundraising best practices, including all aspects of donor qualification, cultivation, solicitation, and stewardship
• Must possess a strong work ethic, and be a motivated, enthusiastic team player who deeply embraces the mission of UNICEF USA
• Experience with CRM databases and data-driven decision strategies
• Must be willing to travel domestically and occasionally internationally (25%)
• Must demonstrate UNICEF USA Core Values (T.R.A.I.T.S): Trust, Respect, Accountability, Innovation, Teamwork, and Service
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