PLANNED GIVING ASSOCIATE

Description

COMPANY DESCRIPTION:

Union Rescue Mission (URM) is a 501(c)(3) nonprofit organization located in the Los Angeles Metropolitan Area. We are dedicated to serving men, women, and children experiencing homelessness and providing comprehensive emergency and long-term services to help them escape the dangerous streets of Skid Row. Established in 1891, URM is now one of the largest rescue missions of its kind in the United States and the oldest in Los Angeles. Join us at Union Rescue Mission as we bring hope and share the compassion of Christ to those devastated by homelessness.

POSITION SUMMARY: 

The Planned Giving Associate plays a critical dual role within Union Rescue Mission’s Philanthropy team by providing high-level administrative support to the Director of Planned Giving while actively training to become a Planned Giving Officer. This position manages core operational and marketing functions of the planned giving program, while participating in a structured development path to gain knowledge in legacy giving, donor engagement, and estate planning strategies. The role offers a unique opportunity to grow into a frontline fundraising position while supporting a mission-centered team dedicated to transforming lives through Christ-centered service.

CORE WORK PRINCIPLE: 

Colossians 3:23 is the foundation of URM’s standard for employment, “Whatever you do, work at it with all your heart, as though you were working for the Lord and not for people.” The goal for each employee is to enrich and sustain a humble heart attitude; to enrich and sustain a mindset of serving others, treating them with kindness and truth; and to enrich and sustain a zealous desire for achieving work objectives without any ulterior motives or agendas.

PLANNED GIVING ASSOCIATE ESSENTIAL FUNCTIONS:

Administrative & Program Support:

• Provide executive-level administrative support to the Director of Planned Giving. 
• Oversee scheduling, calendar management, travel coordination, and meeting preparation. 
• Maintain accurate and up-to-date donor and prospect records in the CRM database. 
• Assist in tracking gift intentions and managing documentation and financial records. 
• Handle sensitive donor and financial information with utmost discretion and professionalism. 

Marketing & Event Coordination:

• Support the implementation of strategic marketing campaigns for planned giving. 
• Work with the marketing team to develop digital and print materials, including brochures, web content, and newsletters. 
• Help coordinate logistics for planned giving seminars, donor workshops, and Legacy Society events. 

Officer-in-Training Development:

• Participate in a formal mentorship process with the Director of Planned Giving. 
• Gain working knowledge of charitable gift vehicles such as bequests, charitable trusts, and gift annuities. 
• Shadow donor and advisor meetings to learn donor cultivation and stewardship techniques. 
• Attend conferences, webinars, and internal training to build skills in planned giving and donor engagement. 
• Progressively take on donor engagement responsibilities under supervision as experience grows. 

Stewardship & Cross-Team Collaboration:

• Assist in Legacy Society donor stewardship, recognition, and event engagement. 
• Work in partnership with the broader Philanthropy team to integrate planned giving into overall fundraising strategies. 
• Communicate with legal and financial advisors when needed to support gift processing and compliance. 

General Administrative Duties:

• Draft and review correspondence, proposals, donor agreements, and reports. 
• Maintain organized records, files, and digital systems related to planned giving operations. 
• Support other special projects and tasks as directed by the Director of Planned Giving. 
• Conduct other tasks and projects assigned by the Director of Planned Giving. 
• Commitment to URM (Union Rescue Mission) mission, vision, and core values.
• Encourage guests in their faith and growth in Jesus Christ.

PHYSICAL DEMANDS:

In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to allow differently abled individuals to perform the essential functions of the job.

• Manual dexterity required for reaching, lifting objects, and operating office equipment.
• Ability to operate office equipment.
• Office-based role in Downtown Los Angeles with occasional travel for meetings and events. 
• Some evening and weekend work, required. 
• Must be able to lift at least 25lbs. 

WORK ENVIRONMENT:

In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to allow differently abled individuals to perform the essential functions of the job within the environment.

· The office is clean, orderly, properly lit, and ventilated.

· Noise levels are considered low to moderate.

· Indoor office setting position.

Requirements

EXPERIENCE, EDUCATION AND LICENSURES:

• Bachelor’s degree in a related field (Nonprofit Management, Business, Communications) or equivalent experience. 
• At least 2 years of experience in administrative support, nonprofit development, or donor services. 

KNOWLEDGE, SKILLS, AND ABILITIES:

• Excellent oral and written communication.
• Passion and commitment to growing into a Planned Giving Officer role. 
• Familiarity with planned giving concepts is helpful but not required. 
• Excellent customer service skills.
• Ability to work in a team environment.
• Proficiency in CRM systems, Microsoft Office, and digital collaboration tools. 
• Strong attention to detail, organizational skills, and ability to manage multiple priorities. 

#ZR

Salary : $30 - $33