Gift and Estate Planning Officers

2 weeks ago

Boys Town, Nebraska, United States Boys Town Full time

Remote potential" except for CA/TX and PA

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.



MAJOR RESPONSIBILITIES & DUTIES:

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.

KNOWLEDGE, SKILLS, AND ABILITIES:
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.

REQUIRED QUALIFICATIONS:
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.

PREFERRED QUALIFICATIONS:
Master's degree preferred.

Diversity is more than a commitment at Boys Town—it is the
foundation of who we are and what we do.
At Boys Town, we cultivate a culture of inclusion for all
employees that respects their individual strengths, views, and
experiences. We believe that our differences enable us to be a
better team – one that makes better decisions, drives innovation,
and delivers better business results.

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