Gift Planning Advisor

3 weeks ago

Mt Vernon, United States George Washington's Mount Vernon Full time
Gift Planning Advisor

Part-Time

General Description:

The Gift Planning Advisor role is a part-time position reporting to the Senior Director of Development in the Mount Vernon Development Department. The Gift Planning Advisor will manage a portfolio of donors/prospects with the goal of securing more planned and blended gifts.

Expected Hours:

10-15 hours per week, remote within the DMV area

Essential Duties:
  • Manage a caseload of prospects and donors that have self-identified interest in including Mount Vernon in their estate plans.
  • Respond to donor and prospective donor inquiries; submit requests for general planned giving inquiry materials, specialized proposals, and legacy society welcome packages.
  • Update constituent relationship management plans with communications notes and moves management steps.
  • Solicit and close gift planning agreements enrolling donors in the Ann Pamela Cunningham Legacy Society.
  • Participate in a weekly prospect review meeting with the Senior Director of Development.
Qualifications
  • Extensive fundraising experience with particular expertise in gift planning and blended gifts.
  • An interest in the Mission of George Washington's Mount Vernon with an eagerness to learn more and share its importance with others.
  • Ethical fundraising standards and practices.
  • Bachelor's degree required; Advanced degrees preferred.
  • Computer proficiency, including Tessitura, PG Calc, and Microsoft Office.
  • Excellent communication skills both verbal and written.
  • Successful track record in raising planned and blended gifts.
Benefits:
  • 403(b) Retirement plan with employer matching
  • Employee recognition at 5 years of service
  • Monthly employee events
  • Employee referral program
  • Flexible work schedule
  • On-site Library
  • Discount on Public Event Tickets
  • Discount in the Mount Vernon Shops
  • Discount at the Mount Vernon Inn and Food Court Pavilion
  • Free parking

Mount Vernon is dedicated to creating an inclusive environment for all employees. As an Equal Opportunity Employer, we are committed to building and retaining a team that represents a variety of skills, experiences and perspectives. All employment decisions are based on business needs, job requirements, performance, and qualifications without regard to race, religion or belief, national or ethnic origin, gender/sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital or domestic partnership status, veteran and military status, family or parental status, or any other status protected under federal, state, or local law. Mount Vernon will not tolerate discrimination or harassment based on any of these characteristics.

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