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3 дня назад

Senior Gift Planning Officer

125 000 - 130 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Gift Planning Officer (Charitable Giving): Building and stewarding donor relationships to secure bequests, beneficiary designations, outright gifts, life income gifts, and endowments with an accent on complex gift due diligence, individualized stewardship, and donor strategy. Focus on navigating estate and gift tax considerations, evaluating non-cash assets and property offers, and converting donor leads into completed commitments.

Location: New York, NY, United States; hybrid workplace with 15–20% domestic travel annually, for up to eight trips per year.

Salary: $125,000–$130,000 per year

Company

Planned Parenthood Federation of America supports Planned Parenthood affiliates, nonprofit health centers, sexual and reproductive health education, advocacy, and equitable access to care across the United States.

What you will do

  • Build, cultivate, and sustain long-term relationships with assigned donors and prospects.
  • Secure and retain bequest intents, beneficiary designations, outright gifts, life income gifts, and endowments.
  • Conduct due diligence on complex gifts involving non-cash assets, privately held stock, and property.
  • Develop individualized stewardship plans, donor portfolios, and strategies for converting leads into completed gifts.
  • Plan donor visits and domestic travel while meeting metrics for donor meetings and new gift commitments.
  • Advise gift officers, affiliate staff, donor advisors, and organizational leaders on gift planning strategies and transactions.

Requirements

  • BA/BS degree required; an MA/MS degree or additional certifications is preferred.
  • 6+ years of development experience, including 3–5 years in gift planning.
  • Working knowledge of legal and tax issues related to charitable giving, including income, estate, and federal gift tax.
  • High proficiency with Google and Microsoft products, hands-on database experience, and experience using gift calculation software.
  • Valid driver's license and safe driving record required.
  • Availability to provide coverage during end-of-fiscal-year and end-of-calendar-year holiday periods.

Nice to have

  • Advanced knowledge of gift acceptance policies, investments, and investment policy.
  • Additional certifications or a graduate degree.

Culture & Benefits

  • Full-time union position within the Development department.
  • Work involves advancing equity, social justice, and inclusive gift planning practices.
  • Regular collaboration with donors, advisors, affiliate staff, gift officers, and organizational leadership.
  • Ongoing professional development in gift planning, legal, tax, and industry practices.

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