Reporting to the Director of Planned Giving, the Associate Director of Planned Giving for the Trust for Public Land is a key position within the National Philanthropy department, creating and maintaining marketing materials, ensuring that Planned Giving has a significant presence on the TPL website and various other communication channels, and working with the Director and other fundraising staff on donor relations, prospect review, and tracking and reporting on Planned Giving Activity across the organization. Additionally, the Planned Giving Officer will interact with donors and visit local prospects. This is a full-time position located in San Francisco.
Working with TPL’s Direct Mail program, design and coordinate the production of direct mail pieces for Planned Giving. This includes 2 large mailings per/year, and a variety of smaller mailings as appropriate.
Working with TPL’s Marketing Department, design and coordinate the production of ads for TPL’s magazine (Land & People) and content for e-updates to Planned Giving prospects and donors. Ensure that Planned Giving has a presence in TPL marketing materials, as appropriate.
Constantly benchmark and evaluate existing Planned Giving mailings and marketing materials to ensure the effectiveness of current practices. Track and report on the performance of The Trust for Public Land’s Planned Giving program as measured by new planned gift commitments, revenue and by other benchmarks. Make recommendations and subsequently implement any changes in consultation with the Director.
Upgrade and maintain the Planned Giving website. Work with the marketing department to incorporate social media aspects as they become fully incorporated into the overall TPL web presence.
Assist the Director with the prospect review process, including capturing, tracking, and following up on action items and assisting with those actions where appropriate. Track and report on planned giving activity across the organization.
In consultation with the Director, steward, cultivate, and solicit planned giving donors and prospects through in-person meetings, correspondence, telephone calls and e-mails. This will include updating donor profiles, providing gift illustrations using PG Calc (a planned giving-specific software application), assisting with the development of planned gift solicitation and cultivation strategies, working with the DPG to track cultivation and solicitation by TPL staff and volunteers;
Collaborate with TPL staff and volunteers in connection with planned giving, and support the DPG’s collaboration with these constituencies as neede
At least 2-3 years’ experience in fundraising required. Appreciation of and interest in the parks and conservation mission of The Trust for Public Land and the ability to market conservation effectively and with enthusiasm strongly preferred.
Working knowledge of planned giving preferred.
Bachelor's degree in Public Relations, Marketing, Business or related field preferred.
Understanding of and ability to articulate best practices of fundraising in general and planned giving in particular, including charitable gift annuities, charitable remainder trusts, life insurance policies and retained life estates.
Experience writing marketing materials or web content strongly preferred. Coursework or studies in marketing best practices helpful.
Ability to write and edit persuasive materials including: proposals, reports, letters of inquiry, interim reports, stewardship materials, and informational memoranda.
Exceptional organizational and time management skills and attention to detail; ability to effectively prioritize multiple action items and to simultaneously make progress on multiple projects.
Excellent customer service skills; ability to interact with a diverse array of colleagues, prospects, donors, volunteers and/or vendors in a collaborative and professional manner.
Ability to work independently, use good judgment, take initiative and make recommendations in resolving problems.
Excellent technical skills required. Experience with, or ability to learn, fundraising database software and report writers such as Crystal or Business Objects.
Valid drivers license with a clean record required
Ability to travel locally.