[Hiring] Specialist, Leadership and Planned Giving @Make-A-Wish America

Role Description

The Leadership and Planned Giving Specialist serves a critical role on the Leadership and Planned Giving team at Make-A-Wish America, reporting to the Director of Planned Giving. The role of the Specialist is to enhance the operational excellence of the unit in the areas of:

• Gift programs
• Communications
• Estate management
• Planned gift marketing
• Endowment management and distributions
• Customer Relationship Management (CRM) reporting
• Revenue forecasting
• Budget management
• Overall leverage of the CRM

Through this work, the Specialist will enhance the ability of the Leadership and Planned Giving team to:

• Successfully work with lifetime benefactors and estate representatives
• Maximize the breadth and depth of benefactor outreach and stewardship
• Grow annual revenue

This position is expected to manage and execute tasks with a high level of accountability and accuracy. The Specialist is expected to be highly collaborative with other Make-A-Wish America departments and Make-A-Wish chapters to achieve excellence.

Qualifications

• 2-3 years of prior work experience in a detail-oriented setting
• Strong working knowledge of Microsoft Office applications required, especially Outlook, Word, Excel, PowerPoint, Teams, and SharePoint
• Salesforce or other CRM experience preferred
• Familiarity and experience with AI tools including CoPilot preferred
• Planned giving experience, especially with matured estates preferred
• Nonprofit organization experience preferred

Requirements

• Strong organizational skills, ability to manage multiple stakeholders and deliver against deadlines
• Proven ability to manage and execute highly detailed work while managing deadlines and multiple priorities
• Flexibility to quickly shift priorities, multi-task, and juggle simultaneous requirements in a fast-paced environment
• Self-starter with willingness to work on projects that may contain uncertainty and necessity to learn in the process
• Demonstrated ability to problem solve independently, identify, and deliver continuous improvement to process
• Ability to communicate effectively when solution may not be known
• Proven ability to think critically and to translate information into action
• Exhibits exceptional relationship building and customer service skills
• Effective verbal and written communication skills
• Demonstrated ability to draft communications for both internal and external high-level constituents
• Commitment to high standards and confidentiality

Benefits

• Comprehensive benefit package, effective day 1: Medical, Vision*, Dental*, Wellness
• Competitive compensation with annual incentive potential
• Health Savings Account and Flexible Spending Account Options
• Health Reimbursement Account fully funded by Make-A-Wish America
• Short Term Disability*, Long Term Disability* and Life Insurance
• Additional Insurance Plans: Accident, Critical Illness, Hospital Indemnity, Pet Insurance through Figo
• 401(k) Retirement Savings Plan with 5% match after one year of service
• Eligibility for student loan forgiveness through the Public Service Loan Forgiveness Program
• The organization will send a laptop, 24” monitor, and a docking station/adaptor to new hires
• Competitive PTO starting at 15 days, with enhanced time off for senior roles
• 10 Sick Days
• 11 Paid Holidays
• 2 Volunteer Days after one year of service
• 2 Personal Days accrued annually
• Parental Leave
• Employee Awards and Recognition Programs
• Individual and Leadership Development
• Discounts and special offers for theme parks, events, hotels, concerts, and movie tickets
• Monthly premiums paid for the employee for vision, dental, and short/long term disability