Gift Planning Officer

NRDC is seeking a Gift Planning Officer to work with the Development team in any of our U.S. based offices, with a preference for our NY or DC office. 

 

Position Summary

Reporting to the Director, Gift Planning, NRDC seeks a Gift Planning Officer to secure planned gifts by identifying and cultivating relationships with donors and professional advisors, educate constituents about charitable gift planning options, and work closely with development colleagues to secure deferred and complex gifts that align with donor intent and organizational priorities.

 

The position you are applying for is part of the bargaining unit represented by The Washington Baltimore News Guild (WBNG / The Newsguild-CWA Local 32035).  

Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the following essential functions:

• Manage a portfolio of 150200 prospects with demonstrated capacity and interest, guiding relationships from identification through the successful closing of planned gifts. 
• Build and sustain strong relationships with current and prospective gift planning donors through inperson visits, phone calls, and thoughtful written correspondence. 
• Develop customized gift planning proposals and respond to donor inquiries regarding planned giving vehicles. 
• Collaborate closely with the Director of Gift Planning, Major and Principle Gifts and Membership Gift Officers to identify planned giving prospects within their portfolios and support the planning and execution of donor cultivation events. 
• Conduct donor visits, presentations, and educational seminars related to estate and gift planning.
• Prepare tailored gift illustrations and proposals in coordination with internal and external experts.
• Track and manage planned giving prospects and commitments in the donor database, maintaining accurate records and reports.
• Actively participate in team meetings and contribute to the development and execution of Gift Planning goals, strategies, and annual work plans.

The above list of duties is not comprehensive but generally demonstrates the types of matters under this position
9s responsibility. Other duties may be assigned.

Qualifications

Minimum Education & Experience 

• A bachelor9s degree is required.

• 4-7 years of previous planned giving experience or relevant professional experience.
• Experience with advocacy or environmental groups a plus.

 

Skills, Abilities, Competencies 

• Strong writing skills and the ability to communicate in a regular, compelling manner with donors.
• Collaborative and inclusive approach to inter and intra departmental work.
• Professional demeanor when with NRDC donors and staff members.
• Ability to travel approximately 35% annually.
• Moves Management and major gift solicitation experience a plus.
• Demonstrated working knowledge of planned giving databases, Salesforce, PG Calc or other CRM platforms preferred. 
• Commitment to NRDC
  9s mission, values, and DEI principles.

 

We offer competitive salaries, excellent benefits, and a supportive working environment. Salary is based on a nonprofit scale and is commensurate with skills and experience. Internal equity will be reviewed and considered to determine a final offer. For this position, the salary range is $95,000 to $115,000.

 

NRDC operates under a hybrid work model. Employees are required to come to the office 8 days per month.

 

To apply, visit www.nrdc.org/careers and upload your re9sume9 and cover letter. Please mention where you saw this posting and upload any additional materials that showcase your abilities. Due to the high volume of applications, we will contact only those candidates we would like to interview. Please no phone calls, emails, or in-person re9sume9 drop-offs.

 

If you experience technical problems while applying or if you are a person with a disability and need assistance applying online, please reach out to iCIMS Customer Care at 1-800-889-4422.

 

For more about NRDC, visit www.nrdc.org.