Job Description

Develops and executes strategic cultivation and fundraising activities for a comprehensive Gift Planning program. Interacts daily with donors and donor prospects with a primary focus on the cultivation of relationships to establish new funds and/or planned gifts that meet each donor’s philanthropic goals.

Job Responsibilities

• Manages planned gift prospects, from identification and cultivation to gift fulfillment and stewardship, to best meet individuals’ charitable giving goals.
• Collaborates with appropriate foundation staff on planning, implementing, and evaluating the foundation’s outreach strategies.
• Creates and maintains relationships with qualified, active prospects through professional advisors and prospective donor relationships to provide service throughout the various philanthropic phases to closure.
• Provides information regarding current and planned gifts; facilitates and prepares individually tailored proposals.
• Responds to and tracks gift planning inquiries, administering estates, bequests and life income gifts, and preparing reports as needed.
• Ensures that planned giving policies and marketing materials are relevant and legally compliant.
• Oversees planned gift administration and collaborates with leadership to ensure timely and accurate receipt of complex estate gifts.
• Develops a plan for outreach and education; prepares and leads presentations and trainings.
• Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here but considered related are not essential functions.

Job Qualifications

• Bachelor’s Degree required, or equivalent combination of education and related experience.
• 10+ years of relevant experience and 2+ years of leadership/ management experience, required.
• Preference for those who have worked at large health care or educational institutions.