Planned Giving Associate (PGAM)

  • Added Date: Monday, 08 April 2019
  • Deadline Date: Friday, 10 May 2019

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Doctors Without Borders/Médecins Sans Frontières (MSF) is an international humanitarian organization that delivers impartial medical care to people affected by conflict, epidemics, disasters, or exclusion from health care in over 70 countries.
We welcome candidates who bring a wide variety of backgrounds and experiences to join us in working toward MSF’s common mission.


Our dynamic Development Department is responsible for raising over $350 million annually in funds in order to meet the financial needs of our organization.

The Planned Giving team is responsible for raising approximately $65 million from Planned Giving donors.


Under the guidance of the Planned Giving Officer (Marketing) (“PGOM”), the Planned Giving Associate collaborates with the Planned Giving (PG) team to support the program with a focus on the cultivation and stewardship of PG donors and prospects. The associate collaborates with the PGOM to plan and implement personalized cultivation activities for MSF’s Legacy donors and prospects. Responsibilities include a broad range of cultivation activities including initial and follow-up calls, letters, and emails to Legacy prospects, creating customized packages for current Legacy donors and prospects, coordinating on-site and off-site events and meetings. The associate also provides database support and manages an intern and volunteers.


I. Essential Functions and Responsibilities:

Donor Cultivation and Stewardship

Donor Support

Assists in responding to requests for information about PG and to notifications of bequest intentions, including producing and mailing PG information, welcome letters to new Legacy Society members, PG gift notification forms, thank you letters, follow up letters and other communications.

Replies to requests for PG information coming from the telephone, web, email or mailings, as directed by PGOM.

Answers prospective and current donor questions regarding MSF activities and programs and any other Legacy donor service queries in a timely and professional manner.


Coordinates Legacy donor events including MSF hosted in-house and off-site events.

Manages invitation mailings and rsvps; attends events when warranted.

With direction of PGOM, responsible for event follow-up including organizing debrief with MSF attendees, drafting thank you notes to donors who attended the event; and scheduling future follow up.

Project Management and Research

Manages the Legacy donor Permission to Publish process.

Updates and/or creates donor profiles as needed for Legacy donor meetings and events; assigns research tasks to PG interns, and volunteers as required.

Researches PG best practices as requested.

Data Management

Conducts routine data entry/review/analysis of all donor data for the Legacy unit, keeping database current and accurate. Includes ensuring that requests for information and new intent data is captured accurately in the database, correct source code assignment to Legacy donor gifts, and that donors are captured in Legacy stewardship mailings.

Continually develops knowledge of database functions and reporting mechanisms that support Legacy, and makes recommendations for changes/improvements, as needed.

Responsible for reporting results from PG mailings and other marketing activities to PGOM.


Selects, trains, manages and evaluates interns, and office volunteers.

Contacts donors to request and schedule meetings for PGOM, as requested. Assists in development of presentation materials for donor meetings and events.

Participates in vendor meetings and meetings with the other departments in order to facilitate proper administration of PG Legacy activities.

Assists PGOM in managing and maintaining the PGOM travel and event schedule. Coordinates travel arrangements for Legacy donor meetings as requested.


Responsible for staying abreast of MSF and international news and for building a general overall knowledge of the organization, including regularly reading general MSF publications and attending office presentations (BBLs) in order to understand and explain MSF programs and financial information.

Attends regularly scheduled Development Department meetings to share information, brainstorm solutions, and coordinate priorities. Attends staff meetings, program updates and several annual office-wide debates to participate in information sharing across all departments and stays informed on important MSF topics.

Contributes to the development of the Planned Giving annual plans.

With approval from PGOM, assists with MSF special events (i.e. public education events, lectures, etc.), especially when donors are in attendance.

Other tasks as assigned.

III. Supervisory Responsibilities

Manages paid and unpaid staff consisting of interns and volunteers, to provide needed administrative support to Planned Giving unit. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include assistance in interviewing, hiring, and training interns and volunteers; and planning, assigning, and directing their work.

IV. Fiscal Responsibility

Contributes to the generation of revenue by supporting the Planned Giving Annual Plan, and in particular, by cultivating donors and ensuring the integrity of donor data. Is responsible for maintaining the privacy of donors’ personal and financial data.

V. Extent of Public Contact

Regularly interacts with high-level contacts including Legacy donors and prospects. Answers caller questions about MSF, especially as they pertain to, PG and donor meetings and events. Attends donor events (Legacy Society luncheons, etc.) as requested to support the PG team, and to represent MSF.

VI. Physical Demands

While performing the duties of this job, the employee is required to sit for long periods and to concentrate on work, including typing, and turn out heavy volumes of work accurately, within the context of a moderately noisy office with many interruptions. Must be able to proofread own work accurately so that only minor corrections are needed on an infrequent basis.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

VII. Working Conditions, Travel and Environment

The duties of the job require regular attendance 5 days/week for a minimum of 35 hours. Must be available to work before 9:00 am, after 5:00 pm or on weekends, as required.

Must be able to travel as required for standard domestic and international business travel.



  • Bachelor's degree and minimum 2 years directly relevant work experience or equivalent combination of education and experience.

· Strong computer literacy, including ability to use word processing and spreadsheet and database software. Knowledge of Office 365.

  • Familiarity with fundraising and/or customer service techniques and software tools.

· Affinity for and facility with numbers.

  • Project management experience including keen attention to detail with ability to track multiple projects at one time and to prioritize ongoing vs. immediate needs appropriately.
  • Strong interpersonal, oral and written communication skills. Ability to effectively present information and MSF’s voice to donors.

· Excellent judgment and diplomacy.

  • Ability to write a range of correspondence from formal business letters to thank-you notes.
  • Ability to work with a minimum of supervision.
  • Genuine interest in and commitment to the humanitarian principles of MSF.


· Working knowledge of Planned Giving.

· Prior experience in a non-profit work environment.



Pay Class

Full Time Exempt

Contract Type

Open Ended Contract

Additional Information

Starting salary high 50s to low 60s (commensurate with experience).

Desired Hiring Date

June 2019

Working Time %


This vacancy is archived.

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