WGBH-posted 3 months ago
Full-time
Hybrid • Boston, MA
501-1,000 employees
Broadcasting and Content Providers

The Planned Giving Officer in the Gift Planning and Endowment (GP&E) team is a strategic partner in advancing GBH's philanthropic mission. Reporting to the Director of Gift Planning and Endowment, this role is instrumental in increasing the number and impact of planned gifts. Specializing in estate and gift administration, donor communications, and office management, the Planned Giving Officer ensures the seamless execution of all administrative and stewardship functions. They proactively manage complex workflows, support high-level donor engagement, and contribute to the long-term growth of the planned giving program. This role requires a high degree of autonomy, initiative, and judgment. The Planned Giving Officer regularly collaborates with internal departments and external partners, demonstrating discretion, professionalism, and a solutions-oriented mindset. Their ability to anticipate needs, streamline processes, and implement best practices has a direct impact on the program's success.

  • Manage a complex portfolio of 50+ estates through all stages of probate and administration, ensuring timely and compliant resolution.
  • Develop and maintain systems for estate tracking, revenue forecasting, and reporting to support strategic planning and financial transparency.
  • Serve as the primary liaison for estate attorneys, financial institutions, and family members, handling sensitive communications with professionalism and empathy.
  • Oversee the administration of charitable gift annuities (CGAs) and other complex gift vehicles, including compliance, documentation, and coordination with fiduciary partners.
  • Lead donor relations for Planned Giving, acting as the first point of contact and providing education, technical support, and personalized stewardship.
  • Maintain organized and compliant records across digital platforms, ensuring accessibility and data integrity.
  • Direct the production and execution of planned giving communications, including print, digital, and on-air content in collaboration with internal teams.
  • Manage the planned giving website and segmented marketing calendar to optimize donor engagement and outreach.
  • Oversee acknowledgment and recognition processes for planned gifts, including high-touch correspondence and coordination with leadership.
  • Plan and execute donor events and stewardship initiatives, reinforcing engagement and appreciation among legacy society members.
  • Prepare presentations and reports for internal stakeholders and board members, supporting transparency and strategic alignment.
  • Provide training and guidance to volunteers and Advancement colleagues on planned giving strategies and operations.
  • Demonstrated knowledge of planned giving tools.
  • Technical Proficiency: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and experienced with donor database systems (e.g., RevCRM), PG Calc software.
  • Strong project and time management skills.
  • Strong verbal and written communication abilities.
  • Exceptionally detail-oriented and analytical.
  • Collaborative and service-oriented.
  • Bachelor's degree or equivalent work experience required.
  • Minimum 4-6 years of experience managing complex estate gifts, with a strong understanding of probate processes and donor stewardship during sensitive periods.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service