ROLE OVERVIEW
Under the guidance of the Associate Director, Planned Gift Administration, the Associate will support
the planned giving program with a focus on bequest administration, related paperwork and data reporting needs, and managing the existing cultivation and stewardship communications strategy with executors, trustees, and descendant family and friends to report on the impact of the decedent’s gift and potentially cultivate those relationships into becoming donors themselves.  

DEPARTMENT ACCOUNTABILITIES 
Prospecting
Pursue strategic opportunities in coherence with MSF USA´s strategy, that create long-term value for the movement by identifying and developing new audience segments or donors for its mission.

Donor Cultivation, Engagement and Management
Build trust and loyalty with potential and existing donors. At the simplest level, update donors on activities. At a more complex level, build long-term relationships with key donors and key donor segments. Take overall responsibility for designing, developing, and delivering the donor engagement strategy. May be through channels or through personal relationships.

Fundraising
Secure reliable, sustainable and efficient resources in alignment with MSF USA commitments.
 
Brand Positioning
Drive awareness and consideration through brand positioning based on the brand strategy and implement brand plans.

Best-in-Class Fundraising Systems and Capabilities
Deploy and champion the latest technological systems and capabilities that push the boundaries of what Development can produce for its donors. 
 

ROLES SPECIFIC OUTCOMES
Bequest Administration 
Provides support to beneficiaries with basic inquiries and generating standard reports related to bequest administration

Data Management 
Manage basic aspects of the data management system with guidance from senior colleagues. This includes being responsible for developing or operating basic elements of the data management systems to deliver prescribed outcomes

Donor Relationship Development
Develop and implement a donor contact plan to communicate programmatic initiatives and engage the potential donors in relevant sales campaigns to build new relationships. Act as first point of contact for donor queries and complaints and resolve these, referring complex issues to others and ensuring that the donor receives an appropriate response

Project Management 
Support others by carrying out a range of project management activities.

These core accountabilities should not be construed to contain every function/responsibility that may be required to be performed by an incumbent in this job.  Incumbents are required to perform other functions as assigned.

COMPLEXITY AND PROBLEM-SOLVING SKILLS

• Works without supervision and provides technical guidance when required to orient the organization around delivering to the key needs of their donors 
• Works without supervision and provides technical guidance when required to quickly and effectively establish trust with donors
• Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution
• Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges
• Works without supervision and provides technical guidance when required to articulate the donor needs in the donors’ business language and context

BEHAVIORAL COMPETENCIES 
THOUGHT: How MSF USA staff understand the organization, manage complexity, and contribute by creating the new and different.

People Focus
Builds strong relationships and delivers solutions geared to aiding others. Solicits feedback and data; conveys a clear understanding of the level of service the team is providing; takes action when standards are not met by team; aligns processes with organizational needs.

Manages Complexity
Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. Consistently looks at complex issues from many angles; obtains a rich and deep understanding; swiftly cuts to the core issue; skillfully separates root causes from symptoms.

Global Perspective
Takes a broad view when approaching issues, using a global lens. Shows global thinking at work; adjusts organizational practices to meet the unique needs of different regions or countries. Uses a broad perspective when addressing issues and challenges.

Cultivates Innovation
Creates new and better ways for the organization to be successful. Approaches professional work in unique or innovative ways. Offers original ideas. Appreciates others' creative ideas and solutions and provides helpful input to enhance them.

RESULTS: MSF USA staff achieve results by cultivating a forward-thinking environment that produces solutions for changing stakeholder needs.

Drives Results
Consistently achieves results, even under tough circumstances. Regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions. Shows great tenacity to complete goals/initiatives in a timely way.

PEOPLE: MSF USA staff understand their impact on others through collaboration and inclusion of different perspectives to achieve common goals.

Collaborates
Builds partnerships and works collaboratively with others to meet shared objectives. Readily involves others to accomplish goals; stays in touch and shares information; discourages "us versus them" thinking; shows appreciation for others' ideas and input.

Values Differences
Recognizes the value that different perspectives and cultures bring to an organization. Confronts stereotyping and offensive comments promptly. Consistently behaves with great sensitivity toward differences in cultural norms, expectations, and ways of communicating.

Communicates Effectively
Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. Listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.

SELF: MSF USA staff demonstrate self-awareness by having an open mindset and by continuously seeking opportunities to learn, grow, and improve. 

Instills Trust
Gains the confidence and trust of others through honesty, integrity, and authenticity. Models honesty and authenticity and encourages others to be up front with one another. Demonstrates reliability and places a strong emphasis on the team meeting its commitments. Fairly represents others' positions.

Manages Ambiguity
Operates effectively, even when things are not certain or the way forward is not clear. Responds effectively to unclear situations, seeks to resolve ambiguity and make progress. Seeks guidance on how to adapt to changes, responds with appropriate composure and effectiveness.

Situational Adaptability
Adapts approach and demeanor in real time to match the shifting demands of different situations. Serves as an example of adaptability and provides guidance and support to help others adapt to new situations. Considers the needs of clients, constituents, and the organization; shifts priorities appropriately.

TECHNICAL COMPETENCIES

Plans and Aligns
Planning and prioritizing work to meet commitments aligned with MSF-USA goals.

Financial Acumen
Interprets and applies understanding of key financial indicators to make better business decisions.

Tech Savvy
Anticipating and adopting innovations in organizational digital and technology applications.

Data Collection and Analysis
The ability and skill to determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making. 

Project Management Skills
The ability and skill to plan and manage small project work assignments within desired cost, time and quality parameters.

Presentation and Written Communication Skills
Adapts approach and demeanor in real time to match the shifting demands of different situations. Serves as an example of adaptability and provides guidance and support to help others adapt to new situations. Considers the needs of clients, constituents, and the organization; shifts priorities appropriately.

SUPERVISORY RESPONSIBILITY
•     Supervises one to two interns year round

DESIRED QUALIFICATIONS & EXPERIENCE
At a minimum the Job Holder should possess:
•    Bachelor’s degree required and at least three years’ experience in non-profit fundraising with some knowledge of planned giving.
•    At least two years’ experience working with donor databases. NPSP (Salesforce) is a plus.

TRAVEL REQUIREMENTS 
Must be willing to travel for work as needed.

COMPENSATION
$67,350 - $101,025; In alignment with MSF USA’s compensation framework, new hires are offered between the minimum and midpoint of the range based on relevant experience, skills, and internal equity.