Responsibilities

• Develop client annual plans in coordination with the Senior Account Director or Vice President
• Prepare and interpret reports/analysis that evaluate client’s planned giving marketing programs with recommendations for improvements in alignment with client goals
• Design, implement, and evaluate segmentation strategies, to develop effective segmentation for Planned Giving direct response marketing campaigns.
• Ensure agency reporting is in alignment with client campaign strategy
• Understand internal and industry benchmarking and trends
• Develop year-long and multi-year planned giving marketing strategies aligned with client goals
• Prepare and present annual plan to clients
• Provide strategic leadership of client programs
• Oversee implementation of client’s annual plan
• Prepare, finalize and present strategy decks

Requirements

• Minimum years of experience required: 9 years in nonprofit fundraising and/or advocacy, with at least 4 to 6 years in nonprofit planned giving fundraising and marketing
• Direct marketing, especially fundraising and/or advocacy
• Knowledge base of planned giving concepts and marketing techniques
• Experience in strategic and production management of direct marketing projects
• Working knowledge of Microsoft products (Word, Excel, Teams, PowerPoint, Outlook)
• Demonstrated effective use of digital tools to manage internal and external workflow and communication
• Willingness to travel
• Interest in working as a member of a larger team and across multiple projects, clients, and social issues
• Comfort building long-term relationships with both internal and external stakeholders
• An inclination to work among colleagues dedicated to approaching work with a lens of social justice, anti-racism, and anti-oppression

Preferred

• Donor facing experience in Planned giving fundraising experience helpful/preferred
• Multi-client experience and digital marketing experience strongly preferred
• Experience with or curiosity for exploring the ethical use of AI tools and agents

Benefits

• Participation in our Employee Stock Ownership Program (ESOP), which allows every employee-owner to share in the growth and prosperity of the company
• Employer-sponsored and paid core benefits: Health (multiple carrier options), Dental, Life Insurance, Short and Long-Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars
• 35% employer share of cost for dependent health insurance
• Additional optional benefits with employee share of cost: Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan
• 401(k) with automatic employer-sponsored contributions equal to 3%
• Equalized profit sharing
• Paid Time Off, including: 13 company holidays, Early release every Friday and on days preceding company holidays, Vacation time – starting at 15 days per year (increases over tenure), Sick Leave – 1 day per month, Personal time – 3 days per year, Paid Parental Leave – 8 weeks, Volunteer Leave – 3 days per year
• Philanthropic Fund with corporate match for employee charitable contributions, and other opportunities for staff-directed corporate donations
• Access to industry conferences & professional development opportunities
• A remote-first work environment with access to offices for local staff (Berkeley | DC)