Planned Giving and Philanthropy Specialist

7 days ago


Boys Town, Nebraska, United States Boys Town Full time
Job Summary

We are seeking a highly skilled and experienced Gift and Estate Planning Professional to join our team at Boys Town. As a key member of our development team, you will be responsible for developing and implementing a comprehensive planned giving program to secure major gifts and bequests from individuals and organizations.

Key Responsibilities
  • Manage a portfolio of planned giving prospects and donors, building relationships and identifying opportunities for major gifts and bequests.
  • Develop and implement a strategic plan to cultivate and solicit planned gifts, including bequests, trusts, and gift annuities.
  • Collaborate with financial advisors, estate planning professionals, and the legal community to promote planned giving at Boys Town.
  • Maintain accurate and up-to-date records of planned giving prospects and donors in our donor database.
  • Coordinate planned giving program activities and staff, ensuring effective communication and collaboration.
  • Work closely with our Legal, Finance, and Investments departments to ensure donor charitable objectives are met.
  • Develop and implement promotional strategies to communicate planned giving services and products to donors and stakeholders.
  • Provide expertise and support to Affiliate Sites regarding planned gifts and philanthropy.
  • Oversee the maintenance of master files and records on planned giving, including notes of cultivation and solicitation.
Requirements
  • Advanced knowledge of all aspects of planned giving, including tax laws and charitable giving.
  • Excellent written and verbal communication skills, with a strong attention to accuracy and detail.
  • Proficient in Microsoft Office Suite and donor database management.
  • Minimum five years of experience in legal or financial estate and gift planning, preferably in a complex not-for-profit environment.
  • Available to travel extensively on donor calls and possess a valid driver's license with a good driving record.


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