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Accountabilities:

  • Execute identification, cultivation, and solicitation strategies to secure planned giving commitments.
  • Provide information and education to donors on current and deferred giving opportunities.
  • Steward existing planned giving donors and maintain their connection to the organization.

Requirements:

  • 5-10 years of experience in fundraising, financial services, or estate planning.
  • Bachelor's degree or equivalent combination of coursework and experience.
  • Knowledge of planned giving fundamentals and vehicles, gift design concepts, and donor psychology.

Benefits:

  • Comprehensive health, dental, vision, life, and disability insurance.
  • Retirement account funding and flexible spending accounts.
  • Paid maternity and parental leave benefits.

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