Planned Giving Associate
About MSF USA | Doctors Without Borders
Role Overview
This role supports the planned giving (PG) program with a focus on cultivation and stewardship of PG donors and prospects. You will play a crucial role in helping determine planned giving donor relationship tracks and moves management by directly handling related inquiries, qualifying leads, ensuring smooth operation of our lead qualification process, and related data and acknowledgement needs. You will additionally assist the team with Legacy Society stewardship touchpoints and data needs. This role will additionally directly steward a small portfolio of Legacy Society donors through a pre-established communications plan.
Department Accountabilities
Key Account Management
Take responsibility for designing, developing, and delivering the organization's account management strategy. May also personally manage a few relationships with the most strategic donors.
Donor Development
Pursue strategic opportunities in coherence with MSF-USA´s strategy, that create long-term value for the movement by cultivating partnerships or identifying and develop new geographies, markets, or donors for its mission.
Donor Relationship Development
Build trust and loyalty with potential donors. At the simplest level, update donors on activities. At a more complex level, build long-term relationships with donors.
Brand Positioning
Develop brand positioning based on the brand strategy and implement brand plans.
Roles Specific Outcomes
Project Management
Deliver small-scale or medium-scale projects while working within an established program management plan.
Donor Experience Mapping
Support in performing and implementing techniques such as voice of the donor initiatives, journey mapping, and qualitative touchpoint analysis to identify donor pain points, challenges, and hurdles.
Key Account Management
Provide day-to-day support on both new and existing accounts by performing prescribed and non-routine account management activities. Help the account management team respond to more complex donor enquiries.
Donor Relationship Management
Make calls (by telephone or in person) to allocated donors to maintain and strengthen existing relationships. Act as a first point of contact for resolving donor queries and complaints.
Data Management
Manage basic aspects of the data management system with guidance from senior colleagues. This includes being responsible for developing or operating basic elements of the data management systems to deliver prescribed outcomes.
Business Meetings/Events Arrangement
Arrange venues, equipment, catering, accommodation, and travel for participants arriving from various locations to ensure the smooth running of medium scale events.
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Complexity and Problem-Solving Skills |
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Behavioral Competencies |
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THOUGHT: How MSF USA staff understand the organization, manage complexity, and contribute by creating the new and different.
People Focus Builds strong relationships and delivers solutions geared to aiding others. Solicits feedback and data; conveys a clear understanding of the level of service the team is providing; takes action when standards are not met by team; aligns processes with organizational needs.
Manages Complexity Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. Consistently looks at complex issues from many angles; obtains a rich and deep understanding; swiftly cuts to the core issue; skillfully separates root causes from symptoms.
Global Perspective Takes a broad view when approaching issues, using a global lens. Shows global thinking at work; adjusts organizational practices to meet the unique needs of different regions or countries. Uses a broad perspective when addressing issues and challenges.
Cultivates Innovation Creates new and better ways for the organization to be successful. Approaches professional work in unique or innovative ways. Offers original ideas. Appreciates others' creative ideas and solutions and provides helpful input to enhance them.
Strategic Mindset Sees ahead to future possibilities and translates them into breakthrough strategies.
RESULTS: MSF USA staff achieve results by cultivating a forward-thinking environment that produces solutions for changing stakeholder needs.
Drives Results Consistently achieves results, even under tough circumstances. Regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions. Shows great tenacity to complete goals/initiatives in a timely way.
Ensures Accountability Holds self and others accountable to meet commitments.
PEOPLE: MSF USA staff understand their impact on others through collaboration and inclusion of different perspectives to achieve common goals.
Collaborates Builds partnerships and works collaboratively with others to meet shared objectives. Readily involves others to accomplish goals; stays in touch and shares information; discourages "us versus them" thinking; shows appreciation for others' ideas and input.
Communicates Effectively Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. Listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
Values Differences Recognizes the value that different perspectives and cultures bring to an organization. Confronts stereotyping and offensive comments promptly. Consistently behaves with great sensitivity toward differences in cultural norms, expectations, and ways of communicating.
Builds Effective Teams Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals.
Manages Conflict Handles conflict situations effectively, with a minimum of noise.
Builds Networks Effectively builds formal and informal relationship networks inside and outside the organization.
Drives Vision and Purpose Paints a compelling picture of the vision and strategy that motivates others to action.
SELF: MSF USA staff demonstrate self-awareness by having an open mindset and by continuously seeking opportunities to learn, grow, and improve.
Instills Trust Gains the confidence and trust of others through honesty, integrity, and authenticity. Models honesty and authenticity and encourages others to be up front with one another. Demonstrates reliability and places a strong emphasis on the team meeting its commitments. Fairly represents others' positions.
Manages Ambiguity Operates effectively, even when things are not certain or the way forward is not clear. Responds effectively to unclear situations, seeks to resolve ambiguity and make progress. Seeks guidance on how to adapt to changes, responds with appropriate composure and effectiveness.
Situational Adaptability Adapts approach and demeanor in real time to match the shifting demands of different situations. Serves as an example of adaptability and provides guidance and support to help others adapt to new situations. Considers the needs of clients, constituents, and the organization; shifts priorities appropriately.
Being Resilient Rebounds from setbacks and adversity when facing difficult situations.
Technical Competencies
Plans and Aligns Planning and prioritizing work to meet commitments aligned with MSF-USA goals.
Financial Acumen Interprets and applies understanding of key financial indicators to make better business decisions.
Tech Savvy Anticipating and adopting innovations in organizational digital and technology applications.
Data Collection and Analysis The ability and skill to determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
Project Management Skills The ability and skill to plan and manage small project work assignments within desired cost, time and quality parameters.
Presentation and Written Communication Skills Adapts approach and demeanor in real time to match the shifting demands of different situations. Serves as an example of adaptability and provides guidance and support to help others adapt to new situations. Considers the needs of clients, constituents, and the organization; shifts priorities appropriately.
Organizational Insight Applying knowledge of MSF-USA and the industry to advance the organization’s goals. |
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Supervisory Responsibility May oversee intern(s) seasonally and volunteer(s) as needed. No full-time staff supervisory responsibilities.
Desired Qualifications & Experience |
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At a minimum the Job Holder should possess: · Bachelor's degree and minimum 2 years relevant work experience or equivalent combination of education and experience. · Experience in nonprofit fundraising and customer service techniques. · Experience assisting with small-to-medium scale event planning. · Strong computer literacy, including Office 365 and database software, preferably Salesforce (NPSP). · Preference for candidates with an understanding of planned giving fundraising concepts. |
Travel Requirements
Must be willing to travel for work as needed.
Compensation
$59,475 to $89,212 (annually based on experience)
$32.68 to $49.02 (hourly based on experience)
MSF-USA is dedicated to creating a diverse, impartial, and inclusive workforce. We are an equal opportunity employer and do not discriminate based on gender identity or expression, sexual orientation, race, religion, age, national origin, disability, marital status, pregnancy status, veteran status, genetic information, or any other differences as per applicable laws. We also provide reasonable accommodation for disabilities or religious beliefs and practices. We encourage individuals from underrepresented communities in the Humanitarian Aid sector to apply.
If you have a disability and require accommodations to use our website to apply for a position, please contact Human Resources at employment.msfusa@newyork.msf.org. We consider reasonable accommodation requests on a case-by-case basis.
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