United Way of Massachusetts Bay and Merrimack Valley
Planned Giving Officer
United Way of Massachusetts Bay and Merrimack Valley, Arlington, Texas, United States, 76000
If you are passionate about making a positive impact on the lives of those who sacrifice so much for our country, then you've come to the right place. Our team is comprised of dedicated professionals who share a common commitment to serving our military community. Here at the USO, you'll have the opportunity to contribute to a meaningful cause and work alongside a diverse and talented group of individuals who are driven by a shared sense of purpose.
Join us in fulfilling our mission by becoming a part of Team USO. Together, we can make a difference in the lives of the people who serve and their families.
To view our current job openings and start your journey with the USO, please browse the listings below. We look forward to welcoming you to our team and working together to serve those who serve us.
With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job – it's a calling, and we believe in doing what you love and loving what you do.
Don’t take our word for it. The external “Great Place To Work” survey found that:
The USO is a Certified Great Place to Work 2023-2024
93% feel good about the ways we contribute to the community.
93% are proud to tell others they work here.
88% feel their work has special meaning: this is not "just a job."
89% feel that when you join the company, you are made to feel welcome.
91% feel people here are treated fairly regardless of their race.
87% feel people here are treated fairly regardless of their gender.
The Planned Giving Officer is responsible for working closely with donors, development staff, CPAs, financial advisors, and legal professionals to facilitate estate gifts that align with donor values and organizational goals.
Principal Duties and Responsibilities (*Essential Duties)
Develop and implement a comprehensive planned giving strategy for their region. Identify, cultivate, and steward donors interested in legacy and estate gifts. Collaborate with legal and financial advisors to structure bequests, charitable trusts, annuities, and other planned giving vehicles. Deliver presentations and personalized proposals to prospective donors. Maintain accurate records of donor interactions and gift documentation, with discretion. Coordinate stewardship and recognition activities. Create marketing materials and campaigns to promote planned giving opportunities. Ensure compliance with all relevant laws, regulations, and ethical standards. Partner with local USO Operations Center leadership and fellow development staff to support local fundraising events & activations. Prepare and present oral and written reports. Other duties as assigned. Job Specifications
Bachelor’s degree in Finance, Non-Profit Management, Business or related services field. Master’s degree preferred. 5+ years’ work experience in planned giving, or fundraising. Relevant experience in a non-profit, military, multicultural and/or global organization preferred. Excellent interpersonal, relationship-building and presentation skills. Ability to deliver compelling call-to-action cases to internal and external stakeholders at a variety of levels. Knowledge of estate planning, tax laws, charitable giving instruments, and Better Business Bureau Wise Alliance Standards for Charity Accountability. Ability to achieve desired results while working collaboratively in a matrix team environment. Ability to effectively interact with USO Leadership, the public and military audiences at a variety of levels. Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise. Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs. Ability to manage a high volume of assignments with varying complexity and competing priorities in a fast-paced environment with integrity and professionalism Proficiency using computers and electronics equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office Suite and Raiser’s Edge. Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid driver’s license. Must be a strong advocate of the USO’s mission. Details
This position is located in Arlington, VA. Preference will be given to local candidates within commuting distance to the location. Resume and cover letter are required for full consideration. Background check – education, criminal and driving required. The statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload. If that’s not enough to convince you, here are some
direct quotes from employees: The organization truly cares about the people who work here. I have been with the USO for 4 years and have consistently been able to grow in my knowledge and position. It is a fun place to work and my work/life balance is manageable. The way the organization has handled COVID has been top notch - I never felt fearful that I would lose my job or be put in a situation where I did not feel safe. The benefits are great - PTO and 401k matching are top level. There is great consideration given and extended in the following areas: organizational core values for all, work-life balance, impact we can actually see (and even experience as a staff member- the feeling of making an impact is priceless), autonomy with respect to current position within the organization. Everyone is friendly and easy to talk to. We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community. I couldn't think of a better organization to work for. The mission alone provides a positive and meaningful purpose, where people should want to work and be a part of. Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference. This also makes the organization a place where people would want to work. The mission and opportunities to make a Difference are amazing. There is no doubt that the USO is one of the most forward-facing, frontline serving nonprofits that I know of. #theUSO Apply today. Join the mission. Join Team USO. #J-18808-Ljbffr
Develop and implement a comprehensive planned giving strategy for their region. Identify, cultivate, and steward donors interested in legacy and estate gifts. Collaborate with legal and financial advisors to structure bequests, charitable trusts, annuities, and other planned giving vehicles. Deliver presentations and personalized proposals to prospective donors. Maintain accurate records of donor interactions and gift documentation, with discretion. Coordinate stewardship and recognition activities. Create marketing materials and campaigns to promote planned giving opportunities. Ensure compliance with all relevant laws, regulations, and ethical standards. Partner with local USO Operations Center leadership and fellow development staff to support local fundraising events & activations. Prepare and present oral and written reports. Other duties as assigned. Job Specifications
Bachelor’s degree in Finance, Non-Profit Management, Business or related services field. Master’s degree preferred. 5+ years’ work experience in planned giving, or fundraising. Relevant experience in a non-profit, military, multicultural and/or global organization preferred. Excellent interpersonal, relationship-building and presentation skills. Ability to deliver compelling call-to-action cases to internal and external stakeholders at a variety of levels. Knowledge of estate planning, tax laws, charitable giving instruments, and Better Business Bureau Wise Alliance Standards for Charity Accountability. Ability to achieve desired results while working collaboratively in a matrix team environment. Ability to effectively interact with USO Leadership, the public and military audiences at a variety of levels. Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise. Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs. Ability to manage a high volume of assignments with varying complexity and competing priorities in a fast-paced environment with integrity and professionalism Proficiency using computers and electronics equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office Suite and Raiser’s Edge. Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid driver’s license. Must be a strong advocate of the USO’s mission. Details
This position is located in Arlington, VA. Preference will be given to local candidates within commuting distance to the location. Resume and cover letter are required for full consideration. Background check – education, criminal and driving required. The statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload. If that’s not enough to convince you, here are some
direct quotes from employees: The organization truly cares about the people who work here. I have been with the USO for 4 years and have consistently been able to grow in my knowledge and position. It is a fun place to work and my work/life balance is manageable. The way the organization has handled COVID has been top notch - I never felt fearful that I would lose my job or be put in a situation where I did not feel safe. The benefits are great - PTO and 401k matching are top level. There is great consideration given and extended in the following areas: organizational core values for all, work-life balance, impact we can actually see (and even experience as a staff member- the feeling of making an impact is priceless), autonomy with respect to current position within the organization. Everyone is friendly and easy to talk to. We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community. I couldn't think of a better organization to work for. The mission alone provides a positive and meaningful purpose, where people should want to work and be a part of. Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference. This also makes the organization a place where people would want to work. The mission and opportunities to make a Difference are amazing. There is no doubt that the USO is one of the most forward-facing, frontline serving nonprofits that I know of. #theUSO Apply today. Join the mission. Join Team USO. #J-18808-Ljbffr