Gift Planning Officer
About The Position
Turn Financial Expertise into Lasting Impact as a Gift Planning Officer. Step into a role where your expertise meets purpose. As a Gift Planning Officer, you will build meaningful relationships, guide impactful giving strategies, and help donors leave a lasting legacy. This is an opportunity for a driven, relationship-focused professional to translate financial insight into transformational philanthropic support. As a Gift Planning Officer, you will identify, cultivate, and steward donors while growing a strategic portfolio aligned to ambitious goals. You’ll collaborate across teams and confidently present complex gift opportunities in a compelling way. This position is ideal for someone with a background in financial planning, trust or wealth management, or estate-related services who is ready to apply their skills in a mission-driven environment. In this highly visible role, the Gift Planning Officer will engage directly with alumni, donors, and advisors—building trust, navigating sophisticated giving conversations, and driving results through proactive outreach. A successful Gift Planning Officer brings confidence, curiosity, and a passion for connecting people to purpose. As a Gift Planning Officer, you will stay current on planned giving strategies - including real estate, trusts, and estate planning vehicles - allowing you to guide donors and advisors with credibility. This position is built for a go-getter who thrives, on travel, connection, and meaningful results.
Requirements
- 2+ years of full-time, transferable experience in trusts and estate law, financial planning, or trust/wealth management
- Experience calling, conducting face-to-face appointments, managing relationships, creating and presenting proposals, and other fundamental elements of client/donor relationship or sales-related activities
- Proven ability to communicate effectively and persuasively with a diverse audience
- Strong interpersonal skills with an emphasis on engaged listening
Nice To Haves
- Bachelor's degree or relevant certifications (CPA, CFP, CFRE)
- Knowledge of real estate transactions or complex assets
- Understanding of tax implications and charitable estate planning vehicles
- Familiar with fundraising or donor engagement strategies
Responsibilities
- Manage a portfolio and qualify, cultivate, solicit, and steward gifts of $50,000+
- Develop and execute tailored strategies for each prospect
- Present planned giving options aligned to donor goals and financial situations
- Collaborate with stakeholders to advance donor strategies
- Travel to meet donors and build lasting, high-impact relationships
Benefits
- Competitive health, dental, life insurance, plus voluntary benefits including company paid HSA contributions
- 403(b) retirement plan with 10% company contribution
- Paid leave for holidays, vacation, wellness, personal, parental, and volunteer
- Tuition and certification assistance and a $300 annual reimbursement wellness program
- A work environment that embraces flexibility inside of a framework
- Mission-driven work that changes the lives of people around the world
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
