Planned Giving Officer – Principal level role
Posted on 11/30/2023
INACTIVE
Wikimedia Foundation

201-500 employees

Nonprofit charitable organization
Company Overview
The mission of the Wikimedia Foundation is to empower and engage people around the world to collect and develop educational content under a free license or in the public domain, and to disseminate it effectively and globally.
Social Impact

Company Stage

Series C

Total Funding

$158.7M

Founded

2003

Headquarters

San Francisco, California

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-1%

2 year growth

1%
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Marketing
CategoriesNew
Growth & Marketing
Requirements
  • Work experience or equivalent degree plus work experience. (Bachelor’s + 12 years related work experience; Master’s + 8 years related work experience.)
  • Knowledge of and experience with the complexities of gift planning, including but not limited to bequests, beneficiary designations, qualified charitable distributions, charitable gift annuities, and their tax treatment in the US.
  • A solid working knowledge of estate, gift, and income tax laws. A desire to continue advancing knowledge of these areas is required.
  • Demonstrated ability to communicate and interact effectively with a wide variety of people; especially with donors and their professional advisors.
  • Ability to work in an open, transparent, and collaborative environment, while respecting donor confidentiality and data security.
  • Ability to communicate complex issues in easily understandable language.
  • A finely-tuned sense of discretion.
Responsibilities
  • Partnering with the Director of Major Gifts & Planned Giving to develop planned giving program strategies.
  • Managing a portfolio of 150-200 planned gift donors and prospects; soliciting 30-50 planned gifts of $10,000+ per year, with emphasis on 6- and 7-figure gifts.
  • Fostering strong, life-long relationships with a diverse portfolio of individual donors as well as their advisors and other outside professionals, with a focus on securing documented planned gift commitments.
  • Soliciting and securing present, future, and blended/complex gifts, both independently and in collaboration with colleagues and senior executives, making use of professional knowledge of various planned giving instruments, including charitable gift annuities.
  • Developing and executing follow-up strategies for high-capacity leads generated by FreeWill and other planned gift marketing.
  • Preparing detailed meeting briefings for senior leaders who are engaging with our top planned gift donors and prospects.
  • Helping manage the development and production of planned giving marketing materials, such as email, website, advertising materials and other educational materials for donors and their professional advisors.
  • Stewarding existing members of the Wikipedia Legacy Society in order to retain and increase their commitments.
  • Identifying prospective major gift donors within Legacy Society membership and developing appropriate strategies for their cultivation and solicitation.
  • Following IRS regulations regarding planned gift fundraising
  • Attending meetings, conferences, seminars and planned giving training sessions (when appropriate and within the budgetary limits), and sharing learnings with the team.
  • Ability to travel occasionally to meet with donors in person and to attend Foundation gatherings.
Desired Qualifications
  • Experience working in an organization with a distributed workforce.
  • Global perspective, with experience living or working internationally.