Planned Giving Associate

Location: Headquarters, Washington, DC
Department: Development
Supervisor: Director of Gift Planning


The Gift Planning Associate is responsible for maintaining and monitoring the Gift Planning budget and implementing all aspects of its marketing program, including: mail, telephone, website, social media and e-mail promotions; information request fulfillment and donor cultivation mailings; communicating with donors and prospects via telephone, mail, e-mail and occasional donor meetings when appropriate; and overseeing the Gift Planning interface with the donor database. 


  • Work with the Director of Gift Planning to establish and monitor annual budget; create and maintain budget spreadsheets; track invoices; and reconcile expenses with monthly Finance reports.

  • Work with Director of Gift Planning and Gift Planning Manager to determine annual marketing strategy. Act as liaison to vendors to implement mail, telephone, website, social media and e-mail marketing efforts. Coordinate list selection, package design, postage, production, and all aspects of the outbound marketing program. Help conduct analysis and make recommendations based on results.

  • Research all new Wildlife Legacy Society members and identify and analyze prospects to help with cultivation strategies.

  • Coordinate responses to incoming information requests through letters, telephone calls and e-mails. Ensure that all requests receive response within 72 hours.  Draft letters and gift annuity illustrations using PG Calc software. Ensure Gift Planning brochures, and other fulfillment materials are current and stocked.

  • Work with Director, Gift Planning Manager and Research Manager to identify best prospects for visits and cultivation (using database reports, and in some cases, phone calls or email queries). Research selected donors as needed. Help with visit packets and other visit logistics as needed. 

  • Maintain Gift Planning information in ROI database. Input data on member inquiries, interests, concerns, and special requests. Liaise with Database Operations team to ensure timely delivery of recurring and customized response performance reports. Organize, track, and report monthly on marketing efforts.

  • Draft marketing copy, donor profiles and correspondence and form letters for Director’s review.

  • Ensure integrity of marketing data in ROI database.

  • Manage logistics of inviting members to shared telephone seminars including planning, implementation and follow-up.

  • Conduct thank you and welcome calls to new members making a first gift between $250 and $999 and, as time allows, to existing members recently giving at the $250-$999 level.

  • Perform all other related duties as assigned.


  • Education:  Bachelor’s degree (B.A./B.S.) or equivalent in related discipline

  • Experience:  2+ years of relevant development experience

  • An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above.

  • Other:

  • Excellent written communication skills, as well as proofreading skills and knowledge of grammar

  • Experience in database use and willingness to learn specialized software such as ROI and PG Calc

  • Prior gift planning experience preferred

  • Background in marketing strongly desired

  • Ability to manage multiple projects and meet deadlines

  • Detail-oriented with strong organizational skills

  • Excellent interpersonal skills and ability to interact with both management, support staff and vendors

  • Proficient in Microsoft Office

  • Proactive approach to problem-solving


  • While performing the duties of this job, the employee is regularly required to use a computer and communicate with others while doing so. 


  • General office working conditions, the noise level in the work environment is usually quiet.


  • Defenders of Wildlife is a national, non-profit membership organization dedicated to the protection of all native wild animals and plants in their natural communities. Our employees work in an environment that is inclusive and honors each of our unique perspectives and backgrounds. We believe that the conservation of biological diversity is best advanced by the contributions of people of diverse backgrounds, experiences, beliefs and cultures.  We strive toward a collective goal of including all people in the conservation of our Nation’s wildlife and wild places. 

  • Visit Our Values and Diversity page to learn more about who we are and how we operate.


  • Up To $59,000 



Interested applicants should complete an application for employment. Please reference Planned Giving Associate in your subject line and submit your completed application, a letter of interest and resume to us via e-mail at:

It is the policy of Defenders of Wildlife to provide equal employment opportunity to all qualified individuals without regard to their race, color, national origin, religion, sex, gender identity (including gender expression), sexual orientation, disability, age, marital status, family/parental status, or any other characteristic protected by law, in all personnel actions.

All employees are required to satisfactorily perform the essential duties and responsibilities of their positions. The essential duties and responsibilities listed above are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.