Senior Gift Planning Officer

About the Role

Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (Action Fund) seek a perceptive and emotionally intelligent Senior Gift Planning Officer. This role reports to the Senior Director, Gift Planning in the Individual Giving department within Development. The purpose of this position is to work with individuals and their advisors at all stages of the estate planning cycle to solicit and secure new gift commitments for PPFA and the Action Fund, and to retain donor commitments through careful, individualized stewardship over time.

Responsibilities

• Establish, cultivate, and sustain long-term relationships with assigned donors and prospects to secure bequest intents, beneficiary designations, outright gifts, life income gifts, and endowments.
• Meet assigned metrics for new gift commitments through formal written proposals, email, and telephone.
• Drive regular follow-up, calibrated to the typical time involved in gift and estate planning decisions.
• Forge personal relationships with donors using expert listening skills, empathy, and maturity, especially when discussing estate and end-of-life planning.
• Guide donors in moving forward as allies in Planned Parenthood’s work in equity and social justice.
• Address donor concerns related to current events and breaking news.
• Conduct due diligence on complex gifts, including non-cash assets, non-publicly traded stock, or offers of property.
• Negotiate gift restrictions to prioritize Planned Parenthood’s current and future needs.
• Assess and segment donors for high-touch, individualized relationships or one-to-many approaches.
• Plan strategic travel to reach every portfolio donor in a three-year cycle.
• Leverage advanced knowledge of gift planning, tax laws, and investments when working with donors and advisors.
• Model gift planning ethical standards and best practices.
• Engage with external experts, affiliate staff, gift officers, and organizational leadership to build trust and collaboration.

Qualifications

• BA/BS degree required; MA/MS degree or additional certifications preferred.
• 6+ years of development experience, including 3-5 years in Gift Planning.
• Working knowledge of legal and tax issues related to charitable giving.
• High proficiency in Google and Microsoft products, hands-on database skills, and experience with gift calculation software.
• Commitment to building a diverse, equitable, and inclusive gift planning program.
• Willingness to provide coverage during end-of-fiscal year and end-of-calendar year holiday periods.
• Valid driver's license and safe driving record.

Skills

• Expert listening and relationship-building skills.
• Ability to handle complex gift transactions and negotiations.
• Strong research and problem-solving abilities.
• Proficiency in donor stewardship and retention strategies.
• Knowledge of estate planning and charitable giving laws.

Pay

$125,000 - $130,000 a year

Travel

15-20% domestic travel annually, for up to eight trips per year.