Application Guide

How to Apply for Senior Account Executive, Planned Giving

at Mal Warwick Donordigital

🏢 About Mal Warwick Donordigital

Mal Warwick Donordigital is an employee-owned Benefit corporation that blends profit with purpose, serving progressive nonprofits and political committees. As a leader in innovative fundraising, they offer a collaborative culture where your work directly advances social justice and environmental causes.

About This Role

As Senior Account Executive for Planned Giving, you'll architect and execute multi-year legacy giving strategies for mission-driven clients, serving as their primary strategic partner. Your expertise will drive high-value donor conversions and shape the future of planned giving marketing, making a tangible impact on causes you care about.

💡 A Day in the Life

Your day might start with a client call reviewing quarterly campaign performance, followed by analyzing data to refine a multi-year legacy strategy. You'll collaborate with creative and digital teams on a new bequest appeal, then mentor an associate on planned giving best practices before preparing a thought leadership piece for the agency blog.

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Interview Prep

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🎯 Who Mal Warwick Donordigital Is Looking For

  • A seasoned planned giving professional with 9+ years in nonprofit fundraising, including 4-6 years focused on legacy giving marketing and strategy.
  • An expert in direct marketing and multi-channel campaign management, with a track record of analyzing performance data to optimize results.
  • A confident client relationship manager who can lead cross-functional teams and communicate complex planned giving concepts clearly.
  • Proficient in digital marketing tools and Microsoft Office, with a passion for mentoring others and contributing to thought leadership.

📝 Tips for Applying to Mal Warwick Donordigital

1

Highlight specific examples of planned giving campaigns you've led, including measurable outcomes like increased bequests or donor retention.

2

Emphasize your experience with progressive causes or nonprofit clients, aligning with Mal Warwick Donordigital's mission.

3

Showcase your ability to manage cross-channel teams by describing a project where you coordinated direct mail, email, and digital efforts.

4

In your cover letter, mention your familiarity with employee-owned or B Corp structures and why that appeals to you.

5

Tailor your resume to include keywords from the job description, such as 'legacy giving', 'multi-year strategy', and 'client relationship management'.

✉️ What to Emphasize in Your Cover Letter

['Your passion for progressive causes and how your planned giving expertise can amplify their impact.', "Specific examples of successful planned giving programs you've developed and the results achieved.", 'Your leadership style and experience mentoring team members in legacy giving.', 'Why the employee-owned, Benefit corporation model aligns with your professional values.']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Explore Mal Warwick Donordigital's website and blog to understand their client portfolio and thought leadership in progressive fundraising.
  • → Read about their employee ownership structure and Benefit corporation status to understand the company culture.
  • → Review recent case studies or client success stories they've published to see how they measure impact.
  • → Familiarize yourself with key planned giving vehicles (e.g., charitable remainder trusts, bequests) and current tax implications.
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💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Describe a planned giving campaign you managed from concept to execution. What were the key challenges and results?
2 How do you stay current with trends in planned giving and digital fundraising?
3 Tell us about a time you had to persuade a client to adopt a new strategy. How did you handle it?
4 How would you mentor a junior team member on planned giving concepts?
5 What metrics do you prioritize when analyzing a planned giving program's performance?
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⚠️ Common Mistakes to Avoid

  • Submitting a generic cover letter that doesn't mention planned giving or the company's mission.
  • Focusing only on general fundraising experience without highlighting specific planned giving expertise.
  • Neglecting to demonstrate client relationship management skills or cross-team leadership examples.

📅 Application Timeline

This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.

Typical hiring timeline:

1

Application Review

1-2 weeks

2

Initial Screening

Phone call or written assessment

3

Interviews

1-2 rounds, usually virtual

✓

Offer

Congratulations!

Ready to Apply?

Good luck with your application to Mal Warwick Donordigital!

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