Consultant, Planned Giving

AmPhil; Fort Worth (TX); Hybrid; USD 55,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid parental leave

Hybrid work model

Holiday/PTO

Job summary

AmPhil is seeking a Consultant in our Planned Giving group to manage multiple client engagements, drive project plans, and ensure timely delivery. You may lead on select accounts as you gain experience.

The role requires at least three years of professional experience in planned giving or wealth management, strong writing and communication skills, and a collaborative, service‑minded mindset. We offer a hybrid work model and a competitive benefits package.

Qualifications

• Three+ years of professional experience in planned giving, wealth management, or charitable financial planning.
• Strong written and verbal communication with clients.
• Ability to translate strategy into actionable project plans.
• Willingness to collaborate across teams and manage multiple engagements.

Responsibilities

• Create and coordinate project schedules, tasks, and planning tools to ensure timely completion.
• Ensure quality control of client deliverables such as emails, proposals, and progress reports.
• Schedule calls, draft agendas, take notes, and track action items.
• Coordinate and supervise colleagues on client engagements.
• Maintain professional client communication and responsiveness.
• Assist with data review and present findings with recommendations.
• Serve as engagement lead on select accounts and build client relationships.
• Support business development by identifying client needs and promoting AmPhil offerings.
• Stay updated on state and federal charitable giving regulations.
• Advise public charity clients on growing planned giving programs.
• Collaborate with planned giving team and other departments.
• Contribute to firm culture with engagement and collegiality.

Skills

Project management

Client relations

Planned giving

Wealth management

Communication

Job description

Who We Are

AmPhil is a leading provider of integrated professional services with a mission to strengthen civil society by helping mission-driven enterprises flourish. Since 2009, AmPhil has served over 1,000 nonprofits, philanthropists, charitable foundations, and other missional initiatives, helping them succeed and grow through practical guidance, strategic analysis, and a full suite of professional services.

As a firm, we value true partnership with our clients and our colleagues; encourage large-heartedness and conviviality; honor the virtues and traditions that have made American society prosperous and free; and employ practical wisdom and deep thinking. Learn more about AmPhil and our philosophy here.

What You’ll Do

As a Consultant within AmPhil’s Planned Giving consulting group, you are responsible for driving project management and deliverable execution for multiple concurrent client engagements and projects. When ready to do so, the Consultant will also begin to serve as engagement lead on select client accounts. The salary range for this role is $55,000-80,000.

Primary Activities And Responsibilities Include

• Creating, maintaining, and coordinating project schedules, calendars, tasks, and other key planning tools across various internal and external parties to ensure accurate tracking and timely project completion;
• Driving the execution and quality control of key client deliverables by writing, editing, and/or coordinating completion of projects such as emails, letters, proposals, development plans, progress reports, and designed collateral;
• Scheduling calls, drafting call and meeting agendas, taking call notes, and noting action items;
• Managing up to colleagues working together on client engagements;
• Communicating regularly with clients in a professional manner, including taking the lead in responding to client needs when possible;
• Assisting with data review and analysis, and proposing recommendations based on findings;
• Serving as engagement lead on a small number of engagements, meeting regularly with clients and building strong relationships while advising on a wide range of planned giving fundraising, communications, operations, and management questions and projects;
• Supporting business development efforts by accurately identifying client and prospect needs, effectively communicating AmPhil offerings as needed, supporting the cultivation of current clients through excellent client service, and attending conferences and events as requested;
• Helping to identify, test, and prioritize which planned giving services to offer to clients;
• Keeping up-to-date with state and federal regulations for charitable giving;
• Advising public charity clients on creating and growing their planned giving programs;
• Working directly with clients and their donors to drive and support planned gift acceptance – answering planned giving questions and helping them implement solutions;
• Educating AmPhil staff on planned giving services and strategies;
• Working collaboratively with the planned giving team and other AmPhil departments;
• Contributing to firm culture through strong engagement, communication, collegiality, and conviviality; and
• Other duties as requested.

What We’re Looking For

• Experienced: The ideal candidate will have at least three years of professional experience and existing knowledge of planned giving, wealth management, or charitable financial planning.
• Principled: We look for colleagues who are excited about our mission to strengthen civil society; understand and honor the Western tradition; value truth, faith, and self-governance; and understand that humans need virtue to flourish in community.
• Bright: We want to work with people who are intelligent, logical, self-directed, and curious; able to create order from ambiguity and translate theory and strategy into practical action.
• Convivial: We put a premium on humor and good cheer and seek unpretentious, genuine, generous people who are fun to be around.
• Forthright: We value clear, intelligent, engaging communicators who balance warmth and candor as they earn respect and build honest and trusting relationships.
• Diligent: We search for conscientious colleagues who possess the prudence and discipline to work hard, strive for excellence, complete tasks with minimal supervision, and go above and beyond when necessary to help our clients, partners, and firm succeed and grow.

What You’ll Love About AmPhil

Mission: Everything we do is guided by our mission to strengthen civil society and we’re passionate about building strong partnerships with clients engaged in work that supports strong families, virtuous citizens, vibrant communities, durable institutions, and a flourishing nation. Our employees have the opportunity to work in a company that’s in the trenches with its clients in the service of their incredible missions, helping them refine and grow their work and achieve more.

Culture: We genuinely respect, trust, and enjoy working with our colleagues—and it shows. On any given day, you might find us engaged in healthy debate about the principles of a healthy democracy over happy hour, swapping book recommendations, or challenging one another to a salsa-making competition. We strive to model the “art of association” through our culture of vibrant communitarianism and prioritize courtesy, clarity, warmth, and humor in our interactions and decisions. We take our work seriously, but not ourselves.

Growth: Our employees are given a high degree of ownership over their work and have significant freedom to execute responsibilities in line with their interests and talents. They have the opportunity to learn continually, stand out quickly, do work they’re proud of, and earn the respect and appreciation of our clients and colleagues. It’s hard work and sometimes chaotic, but exciting and rewarding.

Flexibility: We are a hybrid remote/in-person company and have been from the start. Depending on their roles and preferences, many of our employees have the option to work out of one of our beautiful office spaces or to work flexibly within one of our core geographic regions. There are also regular opportunities for in-person interaction. We also understand our staff have lives outside of work. We work hard and expect our colleagues to do the same, but we recognize that while a strong work ethic is supremely important, so also is maintaining a healthy life that does justice to other goods, including those of family, faith, and community.

Competitive Compensation and Benefits: We will pay competitive market rates and have a generous benefits package and holiday/PTO schedule that reflect our commitment to our employees and their families. Benefits and perks include health insurance for employees and their dependents, employer contributions to health savings accounts, a 401(k) retirement program with employer matching, paid parental leave, dependent care spending accounts, a yearly stipend for books and print publications, support for employees’ volunteer board service, and more.