Development Coordinator-Planned Giving
Union of Concerned Scientists
Cambridge, MA
Development Department

Union of Concerned Scientists

Cambridge, MA

The Position

The Union of Concerned Scientists (UCS) is an independent national nonprofit that uses science to protect our health, safety, and environment. We are scientists, engineers, economists, activists and everyday people who develop and advocate for innovative, practical solutions to some of our planet’s most pressing problems—from combating global warming and developing sustainable ways to feed, power, and transport ourselves, to fighting misinformation, advancing racial equity, and reducing the threat of nuclear war.

UCS is looking for a creative, committed, organized, and adaptable person with strong administrative, communication, and relationship-building skills to join the Planned Giving team. The ideal candidate can work effectively across a variety of projects, develop internal processes, and communicate giving opportunities and UCS program work to our donors to help us grow and to push our team to even greater success. The Planned Giving Coordinator will partner with the Director of Planned Giving to implement planned giving fundraising strategies and provides support to the Planned Giving team. The Planned Giving Coordinator will play an integral role in the team’s marketing, prospecting, cultivation, solicitation, and stewardship activities—both in a supportive role as well as independently through direct donor communications and contact.

The Planned Giving Coordinator will be based in the Cambridge, MA, office, report to the Director of Planned Giving and will work closely with the Director, the Planned Giving Officers, and other Development and Program staff. The Coordinator will be trained to become a Raiser’s Edge power user and will work collaboratively with the Development Data Operations Manager and database administrative team to maintain data hygiene, conduct special projects, optimize existing systems, and aid in the development of new functionality as needed.

Responsibilities

In coordination with the Director and in partnership with Membership, Communications, and Operations teams and external marketing vendors, execute marketing strategies to generate interest in a variety of planned giving opportunities.
Serve as a point of contact for donors and prospects on matters related to planned gifts. Respond to donors in a timely, professional and friendly manner, and assign inquiries to other members of the Planned Giving team, based on region or nature of the inquiry.
Individually and/or with the Director identify, cultivate, solicit and steward planned giving prospects and donors through personal contact. Make 15-30 visits per fiscal year.
In coordination with the Development Researcher, conduct prospect research for portfolio development, donor meeting and events briefings, and prospect identification.
Manage and conduct all contact with estate representatives, fiduciaries, and attorneys to secure and administer planned gift revenue
Provide assistance, as needed, in the coordination of travel arrangements, outreach, and follow-up for donor meetings, trips and events.
Maintain accuracy of planned giving donor, gift, and portfolio data in Raiser’s Edge database.
Oversee the administration of UCS’s gift annuity program, in collaboration with State Street Financial Group and the UCS Finance team. Ensure accurate processing, record keeping, income payments, and annual tax reporting for all life income gifts.
Generate and analyze revenue and performance metrics to track ongoing progress and health of planned gift efforts for Director of Planned Giving and Chief Development Officer.
Perform other related functions and projects as directed including but not limited to support of year-end donor gift acceptance, annual report listings, and processing for the department.
Develop and maintain familiarity with UCS areas of work.
Develop and maintain familiarity with planned giving vehicles and concepts through hands-on experience and professional development opportunities and trainings.
Requirements

Qualifications and Experience

Excellent writing, editing, organizational, and problem-solving skills are required. Ability to prioritize a variety of tasks in a deadline-driven environment is needed.3-5 years of development or non profit experience preferred. Familiarity with fundraising is preferred. Excellent customer service and interpersonal skills are needed. An interest in UCS’s work and a personal commitment to diversity and racial equity is desired. Must be able to work independently as well as part of a team. Position requires superior judgment, strong written and oral communication skills, superior attention to detail. Previous work with donors, clients, or constituents; administrative support; and familiarity with databases strongly preferred.

Little or no physical exertion is required, though this position may require extended periods at a computer. Travel is required for visits with donors for cultivation, solicitation and stewardship; anticipate mostly local (New England) travel although may travel to other areas as determined by the Director. Approximately 15 to 30 days of travel required per year.

At UCS, comparable training and/or experience can be substituted for degrees when appropriate.

UCS is an equal opportunity employer continually seeking to diversify its staff. In particular, we’re dedicated to broadening opportunities for individuals from demographic groups that are historically underrepresented in the sciences and in environmental advocacy. We’re also committed to building an inclusive workplace culture where talented people of widely diverse backgrounds can thrive. We've adopted this commitment because we believe the inclusion of culturally diverse perspectives will improve our work and produce better societal and environmental outcomes for all, including historically disenfranchised communities. We are actively seeking people who bring diverse backgrounds and perspectives to join us in this work.

Benefits

Compensation, Hours and Location: This is a full-time position based in UCS’s Cambridge, MA office. For those who meet all position requirements, the salary is around $47,900. UCS offers excellent benefits and a rewarding work environment. Information about the organization is available at http://www.ucsusa.org. A listing of all open jobs is available at https://www.ucsusa.org/about/jobs-ucs.

To Apply: Please upload a cover letter and resume. In the cover letter, please confirm that the listed salary meets your expectations. Upload materials in Word or PDF format only. No phone calls, please.

Deadline: October 25th or until filled