Planned Giving Associate in Philadelphia, Pennsylvania at American Bible Society

Key Responsibilities:
Planned Giving Fundraising Support

• Provide comprehensive administrative support to the Senior Director and Planned Giving Advisors in the cultivation and solicitation of planned gift prospects.
• Prepare donor briefing materials, meeting summaries, proposals, gift illustrations, and personalized correspondence to ensure timely and professional follow-up.
• Serve as the first point of contact for planned giving inquiries (phone, email, web, and mail), conducting initial conversations to understand donor interest and appropriately assign advisors.
• Track and manage follow-up tasks within the CRM to ensure no donor opportunity is delayed or overlooked.
• Support internal workflow management by coordinating tasks across the Gift Planning team to maintain responsiveness and accountability.
• Collaborate across ABS fundraising divisions to ensure planned giving strategies are incorporated into donor collateral and materials, using updated and relevant language.

Planned Giving Marketing Support

• Support the implementation of the planned giving marketing strategy in collaboration with the Senior Director and Marketing team
• Coordinate timelines, assets, and internal approvals for print and digital planned giving campaigns.
• Assist in the execution of email outreach strategies, including scheduling, content coordination, and response tracking.
• Monitor marketing-generated leads and ensure timely advisor follow-up.
• Collaborate and educate internal stakeholders on planned giving strategies and marketing insights, using updated and relevant language.
  

1816 Legacy Society Support

• Support outreach, recognition, and stewardship efforts for members of the 1816 Legacy Society, ensuring a consistent and meaningful donor experience.
• Assist in maintaining accurate records of legacy commitments and Society membership.
• Coordinate stewardship communications, impact updates, and recognition initiatives.
• Contribute ideas and messaging that clearly articulate both the spiritual significance and long-term ministry impact of legacy giving.
• Partner with the broader Development team to integrate Legacy Society engagement into overall donor stewardship strategy.
  

Operations and Reporting

• Maintain accurate, timely CRM documentation for planned gift inquiries, realized estate gifts, and marketing responses.
• Support preparation of monthly and quarterly reports on inquiry volume, marketing performance, pipeline activity, and realized gifts.
• Partner with Finance, Donor Services, and Legal to ensure proper documentation, gift agreements, and estate gift processing.
• Help manage internal workflows and tracking systems to ensure transparency and clarity across the Gift Planning team.
• Identify process inefficiencies and recommend practical improvements that strengthen responsiveness and donor experience.

Qualifications:

• Education: Associate or bachelor's degree in nonprofit management, communications, business, or a related field.
• Experience: 3–5 years of experience in nonprofit development, donor services, financial services support, or administrative program coordination. Experience supporting fundraising teams or managing donor-facing communications preferred. Familiarity with planned giving concepts strongly preferred; candidates without prior exposure should demonstrate clear aptitude and motivation to build this expertise quickly.
• Planned Giving Knowledge: Working knowledge of planned giving vehicles (e.g., bequests, charitable gift annuities, charitable remainder trusts) and gifts of non-cash assets (appreciated securities, real estate, closely-held business interests), or demonstrated aptitude and willingness to develop this expertise quickly.
• Technical/Financial Fluency: Familiarity with the tax and estate planning concepts that intersect with charitable giving, sufficient to support donor conversations and prepare accurate gift illustrations under the guidance of Planned Giving Advisors.
• Communication: Ability to translate technical or legal charitable-giving concepts into clear, donor-friendly language for proposals, correspondence, and marketing materials.
• Vendor Coordination: Experience coordinating with external vendors or agencies on donor marketing or fundraising campaigns preferred.
• Technical Skills: Strong proficiency in Salesforce or similar CRM tool.

Key Competencies:All ABS staff must demonstrate the following skills:

• Demonstrate desire and ability to support organizational biblical and religious goals and participate in regular work-related spiritual activities without reservation.
• Have a personal passion for and belief in the Word of God, its ability to transform lives, and the mission of American Bible Society.
• Demonstrate alignment with the vision, mission, and values of American Bible Society.

All staff must demonstrate the following skills at a level fitting their role:

• Communication Skills: Effective Communication: Ability to communicate effectively with team members and supervisors.
• Teamwork and Collaboration: Collaborative Effort: Works well with others, shares information, and contributes to team goals.
• Cultural Competence and Inclusion: Cultural Awareness: Respects and values diverse backgrounds and perspectives.
• Service Orientation: Service Interaction: Provides courteous and helpful service to service recipients (i.e. Internal & External Customers and Beneficiaries).
• Adaptability and Flexibility: Adaptability: Willing to learn and adapt to new tasks and processes.
• Time Management and Organization: Efficient Coordination: Prioritizes tasks, manages multiple projects, and ensures team deadlines are met.
• Problem-Solving and Critical Thinking: Issue Identification: Identifies straightforward problems, proposes solutions and seeks help when needed.
• Leadership and Initiative: Initiative: Takes proactive steps to complete tasks, solve problems and take on new challenges.

Physical Demands/Work EnvironmentPhysical Demands:This position operates in a professional, climate-controlled office environment with a moderate noise level (such as computers, printers, and light foot traffic). The role routinely utilizes standard office equipment, including computers, laptops, phones, photocopiers, and filing cabinets. Requires close visual acuity to read financial data, prepare reports, or view a computer monitor for extended periodsAmerican Bible Society is committed to providing equal employment opportunities to qualified individuals with disabilities and ensuring a workplace free from discrimination. In accordance with the Americans with Disabilities Act (ADA) and other applicable laws, we will provide reasonable accommodations to qualified individuals with disabilities to enable them to participate in the application process and perform the essential functions of their job.

Office Location: Hybrid – two days (Tuesday and Wednesday) in Philadelphia HQ’s/ Week. Core Hours: 8:30 a.m. - 5:00 p.m. ESTTravel Required: MinimalAdditional Information:

• Background Check: Candidates must pass a background check as a condition of employment. This may include criminal history, credit check, and verification of employment and education history.
• Reference Checks: Employment is contingent upon satisfactory reference checks.
• Eligibility to Work: Candidates must provide proof of eligibility to work in the United States.
• Affirmation of Biblical Community: Candidates must sign and agree to uphold the ABS Affirmation of Biblical Community as a condition of employment.

American Bible Society is committed to providing equal employment opportunities to all applicants and employees, in accordance with federal, state, and local laws. We believe in the inherent dignity and worth of every individual, created in the image of God, and strive to reflect Christ’s love and justice in our employment practices.

We do not discriminate on the basis of race, color, national origin, sex, age, disability, veteran status, genetic information, or any other protected status. Our commitment to diversity and inclusion is rooted in our Christian faith and values, which call us to love and respect all people.

As a faith-based organization, we require employees to affirm and uphold our Christian beliefs as a condition of employment. This requirement is consistent with our mission and ensures that our work environment aligns with our core values and deeply held religious principles.