Gift & Estate Planning Officer

Boys Town • Portsmouth, RI

24d

About The Position

Boys Town is seeking an experienced individual for the role of Gift and Estate Planning Officer. The Gift and Estate Planning Officer will serve as an integral member of the development team. You will be responsible for identifying, cultivating, soliciting, and stewarding a portfolio of planned giving donors and prospects, collaborate with colleagues to maximize total gift revenue and work to build effective, mission centered relationships with donors and prospects. The qualified candidate will also assist with endowed gifts, memorial and tribute gifts, and annual donations.

Requirements

• Bachelor's degree in Marketing, Business, Communications, Journalism, or equivalent combination of education and experience required.
• Minimum five years of legal or financial estate and gift planning experience, preferably within a complex not-for-profit environment required.
• Available to travel extensively on donor calls required.
• Possess a valid driver’s license with a good driving record and pass an annual Motor Vehicle Registration (MVR) required.
• Ability to provide own transportation to complete travel requirements of job; meet auto insurance requirements established by Boys Town policy and/or State and Local law requirements.
• Advanced knowledge of all aspects of planned giving.
• An understanding of tax laws as they relate to charitable giving.
• Excellent written and verbal communication skills with a strong attention to accuracy and detail.
• Proficient in Microsoft Office Suite, with the ability to utilize sophisticated donor database.
• Experience must demonstrate ability to maintain the highest standard of integrity, truth, confidentiality, and accuracy in work.
• Excellent organizational, planning, and analytical skills.
• Team player, with capacity to be resourceful and respond to a changing environment.

Nice To Haves

• Master's degree preferred.

Responsibilities

• Manages a portfolio of Planned Giving prospects and donors.
• Identifies, cultivates, and solicits planned gifts such as bequests, trusts, and gift annuities.
• Builds relationships and networks with financial advisors, estate planning professionals, and the legal community to promote planned giving at Boys Town.
• Maintains files and records on planned giving prospects/donors in donor database.
• Coordinates Planned Giving program activities and staff.
• Works closely with Legal, Finance, and Investments departments to ensure donor charitable objectives are met.
• Assists in creation of planned giving materials and promotional strategies to communicate Planned Giving services and products.
• Provides expertise and support to Affiliate Sites regarding planned gifts.
• Oversees maintenance of master files and records on Planned Giving including notes of cultivation, solicitation of prospects, and donor personal information relevant to the organization.
• Assists or directs staff in planning and prioritizing work to ensure Planned Giving goals and objectives are met.

Benefits

• A unique feature for employees and their dependents enrolled in medical benefits are reduced to no cost visits for services performed by a Boys Town provider at a Boys Town location.
• Additional costs savings for the employee and their dependents are found in our pharmacy benefits with low to zero-dollar co-pays on certain maintenance drugs.
• Boys Town takes your mental health seriously with no cost mental health visits to an in-network provider.
• We help our employees prepare for retirement with a generous match on their 401K or 401K Roth account.
• Additional benefits include tuition assistance, parenting resources from our experts and professional development opportunities within the organization, just to name a few.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees