Senior Manager, Major Gifts & Planned Giving

USA for UNFPA, established in 1998 and headquartered in New York City, is the U.S. national committee for UNFPA, the United Nations Sexual and Reproductive Health Agency. We work to achieve three transformative results: zero unmet need for family planning, zero preventable maternal deaths, and zero incidents of violence toward women and girls, including harmful practices like child marriage and female genital mutilation.

TITLE: Senior Manager, Major Gifts and Planned Giving

REPORTS TO: Director of Leadership Giving

LOCATION: Hybrid, NYC Metro Area

EMPLOYMENT TYPE: Full-Time, Employee

SALARY RANGE: $90,000 to $110,000, commensurate with experience

POSITION SUMMARY

USA for UNFPA is seeking an experienced and energetic relationship builder to lead and grow the organization’s Major and Planned Giving Programs. The Senior Manager will manage a portfolio of major donors and prospects, cultivating, soliciting, and stewarding relationships to secure $10,000+ gifts and planned giving commitments. This role will also build and lead the planned giving program, driving the development of USA for UNFPA’s Legacy Society.

The Senior Manager will spend at least 40% of their time directly engaging with donors through personalized outreach, leveraging moves management strategies to align donor interests with USA for UNFPA’s mission. Occasional travel, and availability on evenings and weekends are expected for events and donor engagement activities.

This role works closely with the Director of Leadership Giving, CEO, and Board Members to identify and develop new donor relationships while supporting organizational growth and strategic priorities.

KEY AREAS OF RESPONSIBILITIES

Identification and Qualification:

• Develop customized engagement strategies for a portfolio of 150 major donors tailored to each prospect’s interests, building a robust pipeline of major and planned giving prospects aligned with USA for UNFPA’s mission and goals.
• Conduct in-depth prospect research to identify and prioritize major donors with the capacity to make major or planned gifts.
• Collaborate with board members and key stakeholders to tap into their networks and uncover new donor prospects.
• Oversee and lead donor research tools and systems for the organization, ensuring efficient and strategic use of wealth screening platforms

Cultivation:

• Spend at least 40% of the time in direct outreach, including in-person meetings and donor cultivation events to build relationships with donors
• Collaborate with the Chief Executive and Director of Leadership Giving to conceptualize affinity groups, donor circles, and donor cultivation events that attract and engage donors.
• Work closely with the Leadership Giving team to design bespoke experiences that reflect donor interests and demonstrate the impact of their contributions.
• Lead the planning and coordination of field visits and trips for high-level donors.
• Develop content, including tailored appeals, proposals, and event briefings, to engage donors meaningfully.

Solicitation:

• Lead strategic solicitations for five- and six-figure gifts through face-to-face meetings with donors, working alongside leadership and the board as needed.
• Develop expertise in planned giving vehicles, including Charitable Gift Annuities, Charitable Remainder Unitrusts, Individual Retirement Accounts (IRAs), and Donor Advised Funds (DAFs).
• Develop proposals and blended gift agreements that align donor interests with USA for UNFPA’s priorities.
• Create upgrade strategies for current donors, encouraging increased commitments through planned giving vehicles or expanded gift structures.
• Expand the Legacy Society, growing planned giving commitments through wills, bequests, and other planned giving vehicles.

Stewardship:

• Develop and implement individualized stewardship plans for major donors and Legacy Society members.
• Coordinate with the Leadership Giving Associate to manage stewardship activities, including thank-you notes, impact reports, and recognition at events.
• Maintain and update donor records in Raiser’s Edge, ensuring comprehensive records of communications and gifts.
• Conduct regular mid-year and year-end portfolio reviews, adjusting strategies as needed to meet revenue goals.

EXPERIENCE & QUALIFICATIONS

• Bachelor’s degree in a relevant field
• 5+ years of progressive major gifts experience, including a proven ability to secure five- and six-figure gifts.
• Demonstrated experience in planned giving, including familiarity with Charitable Gift Annuities, Charitable Remainder Unitrusts, IRAs, and DAFs.
• Knowledge of tax economics, estate law basics, and investment concepts related to charitable giving.
• Strong interpersonal skills with experience engaging major donors and board members.
• Knowledge of moves management best practices and proficiency in Raiser’s Edge or similar CRM tools.
• Excellent communication skills, including the ability to develop proposals and donor presentations.
• Event planning experience is preferred, particularly in organizing donor cultivation events.
• People management experience preferred, with ability to mentor and develop junior staff
• Strong commitment to the USA for UNFPA’s mission and values. Passion for women’s global health, reproductive rights, and international development.

BENEFITS

Full-time employees are eligible for a comprehensive and competitive benefits package including but not limited to medical, dental, and vision coverage with 100% of premiums covered for employees; a 401(k) plan with employer contribution and match; 20-25 accrued vacation time; 10 upfront sick leave; up to 4 personal days based on start date; a generous parental leave policy; 11 paid holidays; Summer Fridays; and much more.

HYBRID WORK AT USA FOR UNFPA

We are a small team that offers a dynamic, collaborative work culture. We have embraced a hybrid style that allows staffers to take advantage of improved work-life balance and flexible scheduling. This position is based in the metro-NYC area, with an emphasis on maintaining strong donor relationships through regular in-person engagements across the tri-state region.

Eligible candidates must submit a cover letter and resume to [email protected] by December 31, 2024. Please reference “Senior Manager, Major & Planned Giving” by December 31, 2024. No phone inquiries please.

USA for UNFPA is an Equal Opportunity Employer.
Members of historically underrepresented groups are strongly encouraged to apply.

This position requires lawful authorization to work in the United States, and USA for UNFPA is unable to provide visa sponsorship in connection with this. Please clearly indicate your current state of residence on your resume.