Associate Gift Planning Officer

Focus-On-the-Famil; Colorado Springs (CO); On-site; USD 62,000 - 75,000; Full time

Benefits offered by this job

Norton LifeLock ID Theft Coverage

Legal Shield/ID Shield Coverage

AFLAC

403B Retirement Plan

Vacation Time & Vacation Payout

Sick Time

Holidays

Service Awards

Community Service Days

Bookstore Discount

Fitness Center

Medical Plan

Dental Plan

Vision Plan

Life Insurance

Disability Insurance

Flexible Spending Accounts

EAP

Job summary

Focus on the Family is seeking an Associate Gift Planning Officer to serve as a donor service and gift administration specialist in Planned Giving. You will support donors, advisors, and internal partners in administering estate gifts, charitable gift annuities, IRA distributions, stock gifts, and other non-cash arrangements.

You will handle donor communication, processing, stewardship, reporting, and records while educating donors on gift planning tools.

Qualifications

• Bachelor’s degree in Business, Nonprofit, Accounting, or Finance preferred.
• 2–4 years of experience in planned giving, donor services, gift administration, financial services, trust administration, estate administration, or related field.
• Experience providing exceptional donor, client, or customer service.
• Experience maintaining accurate records and utilizing Salesforce or other CRM/database systems.

Responsibilities

• Assist in estate gifts, charitable gift annuities, IRA distributions, and non-cash gifts.
• Maintain donor communications, gift processing, stewardship and reporting.
• Support Gift Planning Officer to ensure accurate and efficient gift administration.
• Maintain CRM data integrity and prepare reports.
• Coordinate administration of charitable gift annuities from inquiry to contract closure.

Skills

Donor service

Relationship-building

Communication skills

Independent work

Problem solving

Attention to detail

MS Word & Excel

CRM systems

Compassionate communication

Education

Bachelor’s degree

Tools

Salesforce

CRM systems

Job description

The Associate Gift Planning Officer position exists to serve as a donor service and gift administration specialist within the Planned Giving department. This position supports donors, professional advisors, and internal stakeholders through the administration of estate gifts, charitable gift annuities, IRA charitable distributions, stock gifts, and other non-cash gift arrangements. The role is responsible for donor communication, gift processing, stewardship, reporting, and maintaining accurate records while educating donors on charitable gift planning tools and opportunities. The position works closely with the Gift Planning Officer to ensure gifts are administered accurately and efficiently.

Essential Duties/Responsibilities:

• The Focus on the Family Planned Giving department oversees four major gift categories along with the administration and processing of all non-cash gifts. This position will assist the Gift Planning Officer in the following areas:

Wills & Bequests:

• Encourages and assists donors in establishing legacy gifts through their estate plans.
• Coordinates the administration of bequest and estate gifts, including documentation review, estate notifications, and gift realization.
• Maintains accurate records and tracking for estate commitments, notifications, and realized bequests.

IRA, Securities, and Non-Cash Gifts:

• Administers IRA Qualified Charitable Distributions, stock gifts, and other non-cash assets, serving as a resource to donors and internal and external partners throughout the gift process.
• Maintains accurate documentation, reporting, and activity tracking for all non-cash gift transactions.

Gifts of Business Interests or Real Estate:

• Maintains knowledge of complex asset gifts including business interests and real estate.
• Responds to donor inquiries and facilitates referrals to the Gift Planning Officer for evaluation and gift design as needed.
• Assists with administrative follow-up and documentation related to accepted gifts.

Charitable Gift Annuities:

• Serves as the primary point of contact for charitable gift annuity inquiries, preparing illustrations, donor materials, and follow-up communications.
• Coordinates charitable gift annuity administration from initial inquiry through contract completion, including agreements and supporting documentation.
• Facilitates annuity payment processing, stewardship, recordkeeping, and ongoing service to annuitants.
• Coordinates charitable gift annuity contract closures, including required documentation, final tax reporting, and record updates.

General Responsibilities:

• Develops and maintains advanced knowledge of taxation, valuation, and planned giving concepts involving outright and deferred gifts.
• Assists with charitable gift planning consultations by preparing illustrations, proposals, and supporting materials for donors and professional advisors.
• Provides exceptional donor service by building relationships, responding to inquiries, and guiding donors through the charitable gift planning process.
• Communicates with attorneys, executors, trustees, financial advisors, and other professionals regarding gift planning, administration, and stewardship activities.
• Maintains a high degree of accuracy and data integrity within CRM and gift administration systems.
• Prepares reports, tracks activity, completes special projects, and maintains knowledge of Focus on the Family's programs, priorities, and funding opportunities.

Other Duties/Responsibilities:

• Performs other duties as assigned

Managerial Breadth/Scope of Job:

• None

Working Environment/Physical Requirements:

• Office environment
• Willing to travel for occasional trainings or presentations
• This role may require occasional travel including nights and weekends

JOB QUALIFICATIONS/REQUIREMENTS

Character/Spiritual:

Exemplifies Ephesians 5:1-2, “Therefore be imitators of God as dear children and walk in love, as Christ also has loved us and given Himself for us…”

Pursues the Great Commission given by Jesus Christ in Matthew 28:19-20, “Go therefore and make disciples of all the nations, baptizing them in the name of the Father and of the Son and of the Holy Spirit, teaching them to observe all things that I have commanded you; and lo, I am with you always, even to the end of the age.”

Is a consistent witness for Jesus Christ; maintains a courteous, Christ-like attitude in dealing with people within and outside of Focus; adheres to the Standard of Moral Conduct and Statement of Faith; upholds Focus on the Family's ministry in prayer

Prays personally for Focus on the Family’s staff and constituents and may occasionally lead in a public prayer

Engages in Christian ministry

Demonstrates behaviors aligned with FOF core values

Personal Characteristics:

• Articulate, personable, and approachable; detail-oriented, accountable, and team-oriented, with a commitment to excellent donor service and continuous process improvement.

Knowledge/Experience:

• Bachelor’s degree in Business, Nonprofit, Accounting, or Finance preferred.
• 2-4 years of experience in planned giving, donor services, gift administration, financial services, trust administration, estate administration, or a related field preferred.
• Experience providing exceptional donor, client, or customer service.
• Experience maintaining accurate records and utilizing Salesforce or other CRM/database systems.

Skills, Abilities, and Special Talents/Gifts:

• Exceptional donor service and relationship-building skills.
• Strong verbal, written, and interpersonal communication skills.
• Coachable, adaptable, able to work independently with limited supervision, and meet deadlines.
• Proven ability to manage complex situations, exercise sound judgment, solve problems, and balance multiple priorities.
• Strong attention to detail, accuracy, and confidentiality.
• Proficiency in Microsoft Word, Excel, and CRM systems.
• Ability to communicate compassionately and effectively with grieving donors and family members.

Pay Range: $62,431 to $74,783

Application Materials Required: Cover Letter, Resume/CV

*Colorado Residents: In any materials you submit, you may redact or remove any age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Focus on the Family puts a high value on our team members and offers a unique benefit package.

Employees scheduled for 20 hours or more per week are eligible for:

• Norton LifeLock ID Theft Coverage
• Legal Shield/ID Shield Coverage
• AFLAC
• 403B Retirement Plan
• Vacation Time & Vacation Payout
• Sick Time
• Holidays
• Service Awards
• Community Service Days
• Bookstore Discount
• Fitness Center

Employees scheduled for 30 hours or more per week are eligible for all the above and:

• Medical Plan
• Dental Plan
• Vision Plan
• Life Insurance
• Disability Insurance
• Flexible Spending Accounts
• EAP (Employee Assistance Program)
• Tuition Reimbursement
• Warehouse Membership Reimbursement

Note:

This is a summary and should not be construed as future promises to continue to provide benefits as outlined above. For complete and definitive language, refer to the governing plan documents.

*Temporary employees are not eligible for benefits, except for:

• Sick Time
• Bookstore Discount
• Fitness Center

Tentative Search Timeline:

• Priority will be given to applications submitted by October 30, 2026, However, this posting will remain open until filled.
• The potential employee start date is November 9, 2026

Posting date: September 30, 2026

Un-posting date: ongoing until filled

Posting contact email: [e-mail]