Gift and Estate Planning Officer

Boys Town • Omaha, NE

2d

About The Position

Boys Town is seeking an experienced Gift and Estate Planning Officer to serve as an integral member of its development team. The officer identifies, cultivates, solicits, and stewards a portfolio of planned-giving donors and prospects, collaborating with colleagues to maximize total gift revenue and build effective, mission-centered relationships. The role also supports endowed gifts, memorial and tribute gifts, and annual donations.

The position manages the Planned Giving program and its donor records, coordinates related activities and staff, and works with Legal, Finance, and Investments to help ensure donors’ charitable objectives are met. It also supports affiliate sites and helps develop planned-giving materials and promotional strategies.

The position is relatively sedentary in a normal office administrative environment, with minimum exposure to physical risks. The employee uses office equipment including a computer or laptop, monitor, keyboard, and general workstation. Extensive travel for donor calls is required, and the employee must provide their own transportation and meet applicable auto insurance requirements.

Requirements

• Bachelor’s degree in Marketing, Business, Communications, Journalism, or an equivalent combination of education and experience.
• At least five years of legal or financial estate and gift-planning experience.
• Availability to travel extensively on donor calls.
• Valid driver’s license, good driving record, and ability to pass an annual Motor Vehicle Registration (MVR) check.
• Ability to provide own transportation to meet job travel requirements and meet auto insurance requirements established by Boys Town policy and applicable state and local law.
• Advanced knowledge of all aspects of planned giving.
• Understanding of tax laws as they relate to charitable giving.
• Excellent written and verbal communication skills, with strong attention to accuracy and detail.
• Proficiency in Microsoft Office Suite and ability to use a sophisticated donor database.
• Work experience demonstrating the ability to maintain the highest standards of integrity, truth, confidentiality, and accuracy.
• Excellent organizational, planning, and analytical skills.
• Ability to work as a team player, be resourceful, and respond to a changing environment.

Nice To Haves

• Experience in a complex not-for-profit environment.
• Master’s degree.

Responsibilities

• Manage a portfolio of planned-giving prospects and donors.
• Identify, cultivate, and solicit planned gifts, including bequests, trusts, and gift annuities.
• Build relationships and networks with financial advisors, estate-planning professionals, and the legal community to promote planned giving at Boys Town.
• Maintain files and records on planned-giving prospects and donors in the donor database.
• Coordinate Planned Giving program activities and staff.
• Work closely with Legal, Finance, and Investments to ensure donor charitable objectives are met.
• Assist in creating planned-giving materials and promotional strategies to communicate Planned Giving services and products.
• Provide expertise and support to Affiliate Sites regarding planned gifts.
• Oversee maintenance of Planned Giving master files and records, including cultivation and solicitation notes and relevant donor personal information.
• Assist or direct staff in planning and prioritizing work to meet Planned Giving goals and objectives.
• Serve as a role model by carrying out activities and behaviors that reflect the values and principles of the Boys Town mission.

Benefits

• Reduced- or no-cost visits for employees and eligible dependents enrolled in medical benefits for services performed by a Boys Town provider at a Boys Town location.
• Low- to zero-dollar co-pays on certain maintenance drugs through pharmacy benefits.
• No-cost mental health visits with an in-network provider.
• Generous 401(k) or Roth 401(k) match.
• Tuition reimbursement.
• Parenting resources from Boys Town experts.
• Professional development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level