Development Associate - Planned Giving
American Civil Liberties Union of Northern California - San Francisco, CA

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Application deadline: August 15, 2014 (although applications received after this date will be considered until the position is filled)

The American Civil Liberties Union Foundation of Northern California seeks applicants for a full-time Development Associate – Planned Giving to work closely with our Deputy Director of Development to sustain and expand our planned giving program. Last year this program brought in $1.9 million in bequests and other realized planned gifts. This is an opportunity for an energetic and committed individual to learn and develop new as well as tested planned giving strategies while helping to grow this critical source of revenue for our important nationwide civil rights and social justice advocacy. The Development Associate – Planned Giving reports to the Deputy Director of Development.

Responsibilities The Development Associate – Planned Giving works with the Deputy Director of Development to create and implement an annual plan for our planned giving program.

Marketing and Solicitations
  • Work with planned giving staff at National ACLU to follow-up, as warranted, on planned giving leads they identify among ACLU supporters living in Northern California
  • Identify planned giving prospects from among our major and annual fund donors and help to determine individualized solicitation strategies
  • Provide support to National and affiliate solicitors seeking planned gifts, including content about national and affiliate programs
  • Develop low-cost ways to encourage planned giving by our members, primarily leveraging existing communication channels such as our newsletters, website, and our acknowledgement letters
  • Initiate and implement special, local planned giving appeals
  • Respond to inquiries from planned giving prospects
Stewardship of Planned Giving Donors
  • In conjunction with major gifts staff, aid in developing and implementing a robust program of cultivation events and communications with planned giving donors
  • Working with National ACLU's Gift Planning Department, develop and implement a program of one-on-one meetings with new planned giving donors
  • Draft and send thank you letters, and/or do thank you calls, to new planned giving donors, estate fiduciaries and/or survivors
  • Prepare periodic reports tracking and assessing all aspects of planned giving program; maintain accurate record of legacy society members
  • Manage budget and expenses for planned giving program
  • Maintain planned giving donor data in the agency development database, including updating donor contact information
  • Reconcile bequest revenue with finance department
  • Special projects as warranted and assigned
  • Experience with nonprofit individual giving and/or planned giving programs
  • Excellent interpersonal skills. Ability to be engaging, curious and sensitive in one-on-one situations
  • Excellent communication skills. Demonstrated ability to simplify complex themes and activities into short, compelling written pieces. Familiarity with programs using litigation to promote social justice is helpful
  • Demonstrated initiative, responsibility, and good and independent judgment
  • Demonstrated passion for civil liberties and civil rights
  • Proficiency with office technology and information systems (including Word and Excel); knowledge of fundraising software a plus
  • Excellent organizational skills; superior attention to detail with strong follow-through
  • Must be able to do some limited travel within Northern California
Compensation Salary based on experience. Excellent benefits include four weeks paid vacation; medical, vision and dental insurance for staff members and their dependents and spouses/ domestic partners; life and long-term disability insurance; defined contribution plan with employer match; and thirteen paid holidays.