Job Title: Gift Planning Chapter Associate
Department: Office of Advancement
Location: Oakland, CA
Reports To: Senior Advancement Director, Gift Planning
Context: The Sierra Club is the most enduring and influential grassroots environmental organization in the United States. We amplify the power of our 3.8 million members and supporters to defend everyone’s right to a healthy world. Our work focuses on championing solutions to the climate crisis; working for clean air, safe water, land protection and a vibrant natural world; fighting for environmental and social justice; and getting people outside to enjoy the outdoors. We have 800 employees located in offices and working remotely across the country. Sierra Club’s employees are changemakers whose work is rooted in our Equity, Inclusion, and Justice values. We are guided by the Jemez Principles to build just relationships with our community partners to co-create a clean energy future.
Sierra Club is comprised of staff across the country and a network of local chapters that support our grassroots engagement. We are also proud to be a unionized employer - with two labor unions representing more than half of our employees.
Scope: We are seeking a Gift Planning Chapter Associate responsible for supporting Sierra Club’s network of Chapters secure planned gifts (wills, trust, etc.). This new position will be the primary point of contact for Chapters with regard to gift planning. This includes, but is not limited to enhancing marketing materials, coaching Chapter leaders on how to market gift planning, and discussing gift planning vehicles with donors to secure long term chapter revenue.
The Gift Planning Chapter Associate is responsible for proactive gift planning outreach and support to Sierra Club Chapters. They work with Chapters to create gift planning marketing toolkits, marketing materials, and assist with Chapter donors planning bequests and other forms of testamentary support. The Gift Planning Chapter Associate will collaborate with Chapters, the Chapter fundraising team, and the gift planning team to significantly increase long term chapter revenue.
Job activities include but are not limited to:
- Provide gift planning assistance to Chapter-focused donors ,in order to secure long-term planned gifts.
- Develop ongoing stewardship strategies for assigned Chapter donors. Part of this involves pro-active outreach to prospective donors who respond to chapter-focused gift planning marketing.
- Coach chapter leaders, whether individually or in group settings, on how to market gift planning opportunities to their donors and prospects.
- Assist Chapters with identifying gift planning prospects using our database of members and supporters.
- Work with Chapter leaders, the Chapter fundraising team, and the Senior Advancement Director to create gift planning marketing materials that can be used in chapter newsletters, in digital platforms, and during events.
- Works with the Senior Advancement Director, Gift Planning, and Chapter colleagues on events and in-person activities. Staff events occasionally. Cultivates donors for attendance.
- Performs miscellaneous duties as assigned.
- The successful candidate must have the following skills and experience:
- Proficiency with fundraising database applications (Salesforce a plus), MS Word, Excel, and PowerPoint to build effective, compelling marketing and communications pieces.
- Strong communication and interpersonal skills. This includes the ability to listen and clearly communicate with a variety of staff, volunteers, donors, and prospects and experience enhancing a work culture of collaboration, openness, trust, equity, and inclusion..
- Excellent editing skills, particularly in production of marketing materials for Chapters.
- Solid experience with increasing responsibilities in nonprofit fundraising.
- The ability to be flexible in your work and priorities. You must be able to work independently, identify and create the materials, trainings, and guidance you feel are needed.
- Equity Analysis and Practice. You are aware of your group identities and how they have shaped your life and experiences at work. You have an analysis of how racism and other forms of oppression in society impact relationships, systems and culture. You bring experience and skills for working effectively with colleagues across group identities and position/role.
The strongest candidates will also demonstrate the following experience, skills and competencies:
- Specific knowledge of gift planning and gift planning giving vehicles.
- Experience with print and digital marketing both creating and distributing materials using listservs and marketing cloud.
- Experience conducting professional seminars and educating colleagues.
Compensation and Benefits
This position is represented by a collective bargaining unit and is subject to the terms and conditions of the contract between Sierra Club and Progressive Workers Union or Sierra Employee Alliance, depending on location.
The salary for this position is non-negotiable $62,500.
The Sierra Club offers a competitive salary package commensurate with skills and experience plus excellent benefits that include medical, dental, and vision coverage, and a retirement savings 401(k) plan.
This is a category 5 non-exempt, represented position.
Sierra Club is a 501(c)(4) non-profit organization. Sierra Club employees are not eligible to participate in the Federal Public Service Loan Forgiveness (PSLF) Program.
Sierra Club values the expertise and talents of foreign nationals. Sierra Club sponsors both nonimmigrant and immigrant visas when certain criteria are met, based on immigration laws and organizational needs. Such sponsorship is at the discretion of the Department Head and Sierra Club Human Resources in consultation with the employee’s manager. The Sierra Club cannot guarantee the approval of a visa petition. The Sierra Club is an equal opportunity employer committed to workforce diversity.
Explore, enjoy and protect the planet.
This position does not have an undergraduate education requirement. If you choose to include your education history, please remove your school’s name and information from your resume. You may leave your degree (e.g., “B.A. Philosophy”), but please remove any undergraduate and graduate school names.
This “blind hiring” process is aimed at opening this opportunity to more candidates, reviewing applicants on performance assessments and mitigating bias in the decision making process.
Lastly, we are intentionally not asking for a cover letter, so please do not send one in with your application.
We are accepting applications until 6/30.