Officer, Planned Giving Marketing (P3)

About the Role

Key Responsibilities

• Manage the creation, development, and deployment of Planned Giving specific marketing programs with extensive direct mail and digital communications.
• Identify and execute compelling and effective communications to achieve acquisition, educational, retention, and engagement targets, creating new pipelines.
• Analyze and continuously improve success rates of offerings to donors via direct and digital mail.
• Review drafts, provide feedback, and enhance current marketing plans, bringing new ideas to the program.
• Work with the Marketing, Communications, and Fundraising team to incorporate planned giving messaging into agency-branded materials and digital communications.
• Serve as the Planned Giving marketing point of contact for all internal and external stakeholders.
• Manage vendor relationships for direct mail and online giving components.
• Help grow the agency’s legacy society through vendor partnerships and track progress.
• Oversee and maintain large datasets for direct mail and digital campaigns.
• Monitor responses to donor mailings by decrypting files from vendors and reviewing online platform responses.
• Collaborate with the Administrator, Planned Giving to track, analyze, and report donor response results and outcomes.
• Oversee website functionality and performance, tracking analytics and ad campaigns.
• Evaluate mailing results and measure performance over time, identifying trends and making strategic recommendations.
• Maintain awareness of best practices and trends in fundraising and Planned Giving.
• Act as a resource for team members and lead special projects such as mailings and emergency briefings.
• Process incoming invoices and track expenses against budgets.

Requirements

• Minimum of a bachelor's degree or equivalent experience, plus at least 5 years of relevant experience.
• Ability to meet deadlines and manage multiple tasks while ensuring quality.
• Knowledge of best marketing practices and awareness of market competition.
• Proactive and solutions-oriented communication and problem-solving skills.
• Professional proficiency in Adobe and MS Office suite, with experience in direct and email marketing and CRM software.
• Proficiency in spoken and written English, with strong communication skills for projects, donor relations, and partnerships.
• Demonstrated ability to communicate and collaborate effectively with individuals and teams at all levels.

Nice to Have

• Knowledge of Planned Giving and Planned Giving gift vehicles.

Qualifications

• Formal educational background with a bachelor’s degree or equivalent experience.
• Relevant experience in marketing, preferably with direct mail, digital campaigns, and CRM tools.

Benefits & Perks

• Flexible schedules and time off, including generous PTO, paid holidays, and hybrid work opportunities.
• Health, dental, and vision coverage for employees and their families.
• Paid leaves such as caregiver, parental/adoption, critical child illness, and fertility benefits.
• Annual merit increases and incentives through Employee Rewards Program.
• Retirement savings plan with employer contributions after one year.
• Wellness days, mental health benefits, and support programs.
• Employee Assistance Program offering assessments, counseling, and referrals.
• Access to learning and development opportunities and mentorships.