American Institute for Cancer Research (AICR) is a leading U.S.-based charity dedicated to funding groundbreaking research on cancer prevention, treatment, and survival. Located in Arlington, VA, and affiliated with WCRF International, AICR operates alongside units in the UK and Holland, uniting a global effort to combat cancer.

Are you ready to play a crucial role in advancing cancer research while building meaningful relationships with donors? Imagine working with a supportive team, engaging with a diverse group of donors, and learning and training from top-notch consultants and legal experts. With AICR’s successful Planned Giving program generating $4-6 million annually, this role offers an exciting opportunity to make a significant impact. If you're a results-driven individual with a talent for relationship-building and a keen interest in wills and trusts, this is your chance to contribute to a cause that truly matters. Let's work together to create a future where cancer is no longer a threat!

Main Responsibilities

Bequest & Planned Giving Administration:

Opens and reviews all Bequest mail

Uploads all information to CCK, our bequest collections law firm

Communicates with CCK on pending Bequests and Matured Planned Gifts

Answers & directs all calls and emails regarding Bequests and Matured Planned Gifts

Serves as primary liaison to DRCS, our direct mail agency, for the implementation of the

Bequest Series Promotion program

Monitors data entry/fulfillment/TM processing of Bequest responses

Coordinates copy review/printing, monitors inventory and responses of Newsletter booklets

and booklets for Bequest fulfillment.

Conducts Bequest Series copy approval with staff, consultant and legal partners

Manages the annual review of all Bequest procedures and letters

Serves as POC for bequest process questions with Supporter Services, IT and data entry

Assists in planning of Bequest Series selects/tests, works with IT to enter source codes

in Bluebook and Bequest and Planned Giving databases, monitors results

Processes and prepares acknowledgements for all endowment, donor advised fund and IRA gifts

Regularly cultivates a small portfolio of gift annuitants and other donors

Participates in the required training to learn and keep current with basic Planned Giving

techniques

Learns how to use the Crescendo basic calculation program and works closely with the planned

giving consultant to provide donors with illustrations as a follow-up to their Gift Planning inquiries

Directs Estate Planners to appropriate staff or Crescendo who can provide necessary documentation to complete their clients’ planning needs

Manages the review process of the Estate Planner Newsletter and subsequent Gift Planning

resource materials

Maintains up to date donor records for all portfolio, bequest and estate planner donors

Maintains Bequest Tracking Spreadsheet

Maintains and documents all bequest and planned giving procedures

Supports SVP, Development on end of year accounting

Development

Management of the small Special Events program to include marathons and ProShred Shred Cancer events

Management of assigned portfolio donors

Provides staff services to any other projects as assigned

Requirements

Basic knowledge of wills and trusts

5 years of experience in either major gift or planned gift fundraising.

5 Years Fundraising Experience (preferred)

Experience working with outside vendors

Experience building relationships with donors

Highly effective written and verbal communication skills

Great organizational skills

Detail and Deadline-Oriented

Physical Requirements

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

Benefits

Medical, Vision and Dental Insurance

HRA and FSA

EAP

Health and Wellness Benefit

Life insurance

Paid time off

Hybrid Schedule

AICR is an equal-opportunity employer that is committed to promoting a diverse and inclusive workplace. We welcome applications from all qualified individuals regardless of race, color, national origin, gender, sexual orientation, age, religion, physical or mental disability, marital status, veteran status, or other factors protected by law.

American Institute for Cancer Research

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Planned Giving & Development Assistant