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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 to work with individuals and their advisors at all stages of the estate planning cycle to solicit and secure new gift commitments and retain donor commitments through careful, individualized stewardship.

Responsibilities

Work independently toward individual metrics and shared departmental goals related to new gifts, donor meetings, and the conversion of leads into completed gifts.
Approach gift opportunities with creativity and informed judgment in solicitations and when fielding offers of gifts.
Build on experience and obtain additional technical knowledge when complexity arises.
Implement one-to-one strategies to build the pipeline of both future and current gifts.
Establish, cultivate, and sustain long-term relationships with assigned donors and prospects.
Secure and retain bequest intents and beneficiary designations as well as outright gifts, life income gifts, and endowments.
Meet assigned metrics for new gift commitments through a variety of approaches including formal written proposals, email, and telephone.
Drive regular follow-up over time, calibrated to the typical time involved in gift and estate planning decisions.
Forge personal relationships with donors using expert listening skills, empathy, and maturity.
Guide donors in moving forward as allies in Planned Parenthood’s work in equity and social justice and as activists in the movement.
Address donor concerns related to current events and breaking news.
Drive due diligence on complex gifts including non-cash assets, non-publicly traded stock, or offers of property.
Coordinate externally and internally to complete gift transactions or recommend alternative strategies to achieve donor intent.
Negotiate gift restrictions effectively to prioritize Planned Parenthood’s current and future needs.
Assess assigned donors to identify those best suited for high-touch, individualized relationships over time and develop personal stewardship plans that retain gift commitments.
Segment remaining donors into one-to-many approaches or deprioritize those who are no longer viable prospects.
Deliver on assigned metrics for donor visits, securing one-to-one meetings with top donors and prospects across their region to solicit new and increased gifts and reconfirm high-value commitments.
Plan travel strategically to reach every portfolio donor in a three-year cycle, centering “northstar” donors in trip planning.
Leverage advanced knowledge of gift planning and gift acceptance policies; income, estate, and federal gift tax; and investments and investment policy when working with donors, their advisors, and colleagues.
Model gift planning ethical standards and best practices in converting inquiries to completed, secured gift commitments.
Engage externally and internally with a variety of audiences, including assigned donors, external experts and donor advisors, affiliate staff, gift officers, the senior director and national director, and organizational leadership.
Bring creativity and judgment to solicitations, respond to a wide range of questions, field offers of gifts, and apply knowledge and persuasion with confidence to secure completed gift commitments.
Demonstrate relationship-building through individualized stewardship for the retention of donors throughout their lives.
Consult a variety of sources to research gift opportunities and develop strategies based on the most recent legal, tax, and industry information available.
Pursue ongoing professional development in the gift planning field.
Build trust and collaboration by assisting affiliate staff with gifts and advising gift planning program strategy, resolving concerns and presenting training independently.
Serve as a technical resource for major gifts officers shaping gift strategies and deepening donor relationships.
Deliver strategy grounded in experience and research, demonstrating problem-solving skills.
Exercise judgment when to involve senior leadership in donor recognition and in conveying donor feedback and concerns.
Perform other duties as assigned.

Requirements

BA/BS degree required
6+ years of development experience, including a minimum of 3-5 years in Gift Planning
Working knowledge of legal and tax issues related to charitable giving and a capacity to research and develop knowledge further
High proficiency in Google and Microsoft products
Hands-on database skills
Demonstrated experience using gift calculation software
Willing to provide coverage at end-of-fiscal year and the end-of-calendar year holiday periods, monitoring telephone and email to ensure donor needs are met and gifts are completed.
Candidates must possess a valid driver's license and maintain a safe driving record.

Skills

Perceptive
Emotionally intelligent
Expert listening skills
Empathy
Maturity
Knowledge of gift planning and gift acceptance policies
Knowledge of income, estate, and federal gift tax
Knowledge of investments and investment policy
Problem-solving skills
Persuasion

Experience Level

6+ years of development experience
3-5 years in Gift Planning

Education Level

BA/BS degree required
MA/MS degree or additional certifications preferred

Salary/Compensations

$125,000 - $130,000 a year

About the Company

Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education.
Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care.
Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions.
Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S.
PPFA also works to educate the public on and advocate for issues of sexual and reproductive health.
Formed as the advocacy arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4).
The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission.