Planned Giving Officer (NY)

Center for Reproductive Rights • New York, NY

just now • $150,000 - $150,000 • Hybrid

About The Position

Reporting to the Senior Director of Individual Giving, the Planned Giving Officer is responsible for setting and driving the Center’s planned giving strategy and for building a strong, sustainable legacy giving program. This role works independently, serves as the organization’s primary expert on planned giving, and leads complex donor relationships and gift arrangements. The Senior Specialist II partners closely with senior leaders and colleagues across Development to integrate planned giving into fundraising efforts, advises internal teams on best practices and risk, and represents the Center with external advisors and partners to support long-term revenue goals.

The position will be based in the Center’s New York office in a hybrid model of 3 days in office, 2 days working from home.

Requirements

• 8+ years of fundraising experience, including at least 6 years in planned giving, major gifts, or other high-value philanthropy.
• Proven experience leading a planned giving program or similar complex fundraising initiative that has a significant impact on an organization.
• Deep knowledge of planned giving vehicles and estate planning concepts, with the ability to understand legal and financial considerations.
• Strong communication and influence skills, able to explain complex financial and legal concepts to donors, advisors, and colleagues.
• Experience advising internal teams and leaders on planned giving strategy, best practices, and risk.
• Experience creating and running marketing and engagement efforts to promote planned giving.
• Skilled in using donor databases (Raiser’s Edge, Salesforce, or similar) to track gifts, manage relationships, and analyze results.
• Able to manage multiple complex projects at once, prioritize effectively, and work independently in a fast-paced environment.
• Commitment to the mission and values of the Center for Reproductive Rights.
• Ability to travel domestically up to 15% of the time.

Nice To Haves

• Established professional network in legal, financial, or philanthropic communities preferred.

Responsibilities

• Lead the overall strategy for the planned giving program, making sure it grows and supports the Center’s long-term goals.
• Plan and execute multi-channel marketing and engagement efforts to promote planned giving opportunities, including mail, digital campaigns, events, and website content.
• Identify, build relationships with, and steward high-value legacy donors, including managing complex gifts and donor expectations.
• Work closely with the Senior Director and other senior leaders to set goals and integrate planned giving into the wider fundraising strategy.
• Serve as the go-to expert on planned giving for the Development team, providing advice, guidance, and mentorship to colleagues.
• Use databases to track gifts and donor interactions, ensuring accurate records and helping forecast future revenue.
• Manage communications and relationships with donors, their advisors, and family members, addressing questions or challenges as they arise.
• Plan and execute multi-channel marketing and engagement efforts to promote planned giving opportunities, including mail, digital campaigns, events, and website content.
• Prepare proposals and materials for complex planned gifts, making them clear and persuasive for donors and advisors.
• Lead stewardship efforts to keep legacy donors engaged and recognized for their contributions.
• Collaborate across teams—including major gifts, digital, communications, and finance—to make planned giving part of the broader donor experience.
• Stay up to date on trends, best practices, and legal considerations in planned giving and philanthropy, and advise the organization accordingly.
• Represent the Center externally in the philanthropic, financial, and legal communities to build strategic relationships that support the program.
• Other duties as assigned.

Benefits

• Health: The Center provides a comprehensive health insurance plan with no in-network deductible and best-in-class reproductive healthcare coverage, including infertility. The Center also offers Dental and Vision coverage.
• Well-being: The Center offers resources to help prevent and recover from burnout through different programs that enable mental, physical, and community well-being. The Center provides generous leave, including paid parental leave, personal days, vacation, and sick leave. We are closed the last week of December to allow staff to spend winter holiday time with their loved ones.
• Investment: After the first year of employment, the Center will contribute 7.5% of your annual salary to a 401(k) (applicable only in US and Kenya).

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 51-100 employees