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Planned Giving Officer

2 weeks ago

Brighton, MA, United States WGBH Educational Foundation Full time

GBH enriches people's lives through programs and services that educate, inspire, and entertain, fostering citizenship and culture, the joy of learning, and the power of diverse perspectives.

At GBH, we believe in the advantages of coming together to build community, mentor and learn from colleagues, and connect more deeply with our mission. As a result, the majority of our staff are hybrid and work both from home and onsite. Our current hybrid approach requires staff to work onsite a minimum of two days each week, every Tuesday and one other day, to be determined by their business unit. Hybrid staff are also welcome to come in additional days each week or may be asked to come in on other days by their manager.

DEPARTMENT OVERVIEW

GBH is a vibrant public media powerhouse that enriches people's lives through programs and services that educate, inspire, and entertain-fostering citizenship and culture, the joy of learning, and the power of diverse perspectives.

GBH is more than a station or a channel-it is a leader in independent public media, telling the stories that matter to our audiences and producing programs that can change the world.

For the past 75 years we have grown to become the largest producer of content for PBS, making award winning series such as FRONTLINE, NOVA, MASTERPIECE, American Experience, and ANTIQUES ROADSHOW. PBS is the most trusted source of media in the United States carrying the local, national and international news that audiences rely on.

The Development Division is responsible for raising funds from individuals and institutions. It plays a vital role in helping to finance broadcast, video, digital, and audio programs, including celebrated dramas, investigative journalism, documentaries, children's media, podcasts, and other local and national programming in the public media system.

JOB OVERVIEW

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.

RESPONSIBILITIES

  • 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.
SKILL SET
  • 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.
EDUCATION AND EXPERIENCE
  • 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.


JOB SPECIFICS

Staff position

Hybrid position

Some local travel for donor engagement, some ability to work after work hours for event staffing.

LOCATION

1 Guest Street, Boston, MA 02135

This position is located in Boston, MA, and requires on-site presence.
Salary Range
$81,400 - $118,050Compensation offered within this range is determined by skills, experience and internal pay equity.

GBH is an equal opportunity employer. The community and audience we serve are diverse, and we wish to foster that diversity in our workplace. Toward that end, GBH does not discriminate against individuals in hiring, employment, or promotion based on race, religion, color, sex/gender, gender identity and gender expression, age, marital status, national origin, sexual orientation, citizenship, disability, veteran or military status, political belief, pregnancy, genetic information, or any other characteristic protected by law.

Application Process Assistance

GBH will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate an accommodation request, contact the Human Resource department by sending an email to human_resources@wgbh.org or by calling 617-300-2000.