Stewardship Specialist, Planned Giving

Company: Charitable Gift Planners of West Virginia
Location: San Francisco
Posted on: March 29, 2025

Job Description:

Earthjustice is the premier nonprofit environmental law organization. We take on the biggest, most precedent-setting cases across the country. We wield the power of law and the strength of partnership to protect people's health; to preserve magnificent places and wildlife; to advance clean energy; and to combat climate change. We partner with thousands of groups, supporters, individuals and communities to engage the critical environmental issues of our time, and bring about positive change. We are here because the earth needs a good lawyer.Founded in 1971, Earthjustice has a distinguished track record of achieving significant, lasting environmental protections. We achieve this by hiring people who share a passion for justice and a healthy environment. Our headquarters are in San Francisco with offices in Anchorage, Juneau, Los Angeles, Tallahassee, Honolulu, New York, Philadelphia, Denver, Seattle, Bozeman, Miami, New Orleans, Chicago, Houston and Washington, DC.Position OverviewAs a member of the Donor Marketing and Engagement (DME) team, the Stewardship Specialist, Planned Giving (Specialist) will carry out their responsibilities as an embedded partner on the Planned Giving team, focused on stewardship strategy for the planned giving donor constituency known collectively as The Evergreen Council (TEC).The Specialist will work closely with the Planned Giving team to design, coordinate, and drive activity aimed at ensuring $415 million (and growing) in revocable planned gift commitments are seen through to fulfillment. This includes oversight and execution of stewardship activities encompassing TEC (2,500+ members), as well as bespoke planning for top planned gift donors. The Specialist will coordinate with fundraisers across Development on stewardship strategy and messaging for planned giving donors that overlap with other donor constituencies. Within the DME team, the Specialist's work will take place in close coordination with the Associate Director of Stewardship and other stewardship team colleagues to ensure strategies for diverse constituencies are consistent and aligned with the Earthjustice donor stewardship philosophy.This role can be based in Seattle, WA, San Francisco, CA, Washington, D.C., or remote from the U.S.ResponsibilitiesPlanned giving stewardship and engagement (75%)

• Designs and carries out a comprehensive program of stewardship and donor relations for TEC members that is informed by and supports the planned giving team's strategic goals and builds on the existing stewardship program. This includes activities such as communications, personal touchpoints, and regional luncheons.
• Partners with subject matter experts across DME to plan and execute specific TEC stewardship tactics, including annual TEC signature events, virtual townhalls, and travel opportunities in partnership with the Engagement team.
• Designs and implements bespoke stewardship plans for top TEC donors in partnership with Planned Gift Officers.
• Provides best in class customer service to TEC donors prior to, during, and following events, luncheons, and other TEC activities.
• Serves as a high-level strategic partner to gift officers across Development teams to help support, enhance, and coordinate stewardship for TEC members in their portfolios.
• Oversees the establishment and maintenance of protocols to record, monitor, and track TEC activities.
• Coordinates with Planned Giving Marketing Specialist on TEC branding and broader communications strategy to ensure consistency in communications and messaging.
• Partners with Planned Giving Marketing Specialist on opportunities to enhance marketing outreach with a stewardship lens, and to coordinate on stewardship recommendations presented by the team's external marketing vendor.Stewardship coordination and continued learning (25%)
• Coordinates with stewardship team colleagues to promote and support Earthjustice's donor stewardship philosophy, ensuring consistency in experience across all donor audiences.
• Develops planned giving stewardship metrics to track inputs and outcomes; rigorously evaluates planned giving stewardship activities to ensure they are achieving desired results.
• Collects and shares feedback with stakeholders across Development to evaluate current stewardship offerings and achieve shared goals of equitable engagement and stewardship activities for all donors.
• Updates job knowledge by participating in educational opportunities, reading professional publications, and maintaining personal networks.
• Works with Associate Director of Stewardship and Sr. Director of Planned Giving to develop a sustainable cadence for attending Development, DME, Planned Giving, and organizational meetings and retreats for shared planning, team building, and professional development.CompensationWe offer a competitive salary and excellent, comprehensive benefits. We also offer a casual and congenial work environment.Salaries at Earthjustice are determined by experience level and working location.Salary range in San Francisco, CA and New York, NY: $101,300 - $112,500Salary range in Washington, D.C., Chicago, IL, Seattle, WA, and Los Angeles, CA: $96,200 - $106,900Salary range in Denver, CO and Philadelphia, PA: $91,200 - $101,300Salary range in Miami, FL, Bozeman, MT, and New Orleans, LA: $86,100 - $95,700Remote salary range will vary between $86,100 - $112,500 depending on location.To ApplyInterested candidates should submit the following application materials via Jobvite by March 2nd, 2025 to be considered:
• Resume
• Cover letterPlease reach out to jobs@earthjustice.org if you are having technical difficulties submitting your application. No phone calls, drop-ins, or hard copies. Earthjustice only accepts resumes submitted for positions that are currently open. Unsolicited resumes, or resumes for posted positions that are not submitted via the online application process (where available), will not be reviewed or retained.Equal Opportunity StatementEarthjustice is driven by a passion for justice, partnership, and excellence. Our core values lead us to seek a broad range of perspectives and backgrounds to achieve our mission and to maintain an inclusive environment where all staff are valued and respected. As an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic information, or any other factor that is not related to the position.Qualifications

• Bachelor's degree or equivalent work experience.
• Minimum of 4 years' experience working in a donor relations capacity with planned giving fundraising or planned giving stewardship responsibilities.
• Experience using a fundraising database required.
• Experience with campaign stewardship preferred.
• Basic graphic design experience a plus.
• Demonstrates an understanding of planned giving vehicles and the nuance of planned giving stewardship and seeks to regularly build on that knowledge.
• Self-starter, able to successfully coordinate multifaceted projects, timelines, competing priorities, and duties both independently and in collaboration with other people involved.
• Ability to manage priorities and workflow. Experience managing multiple projects at once.
• Balances big picture thinking with meticulous attention to detail and data hygiene.
• Experience managing events within a set budget.
• Strong verbal and written communication skills required. Can communicate with ease across a variety of audiences and calibrate appropriately (medium, pace, timing, tone).
• Enthusiasm for communicating with donors, prospective donors, board members, and other volunteers on the phone, via email, and during virtual and/or in-person events.
• Expresses a genuine enthusiasm for Earthjustice's vision and mission, and conveys this with authenticity and passion.
• Demonstrates an awareness and sensitivity to the needs and concerns of individuals from diverse cultures, backgrounds and orientations.
• Contributes to the creation of a diverse, equitable, and inclusive work culture that encourages and celebrates differences.
• This position requires travel for events, meetings, and retreats and includes occasional evening and weekend work.
• Valid U.S. Driver's License required.
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Keywords: Charitable Gift Planners of West Virginia, San Francisco , Stewardship Specialist, Planned Giving, Other , San Francisco, California