Gift Planning Advisor - Donor Relations & Legacy Growth

Seattle Foundation; Seattle (WA); Hybrid; USD 96,000 - 104,000; Full time

Benefits offered by this job

Medical, dental, vision, life, AD&D, L

PTO: 15 days vacation, 10 days sick, 4

Job summary

Seattle Foundation seeks a proactive Gift Planning Advisor to join the Philanthropic Services team. Reporting to the Director of Gift Planning, this role serves as a trusted charitable planning resource for donors and their advisors, guiding donors through establishing funds and documented gifts.

The Advisor will grow charitable assets, manage a portfolio of professional advisors, and convert philanthropic intent into lasting partnerships that expand the Foundation’s impact in the greater

Qualifications

• 5+ years of experience in business development, fundraising, philanthropic advising, sales, financial services, or other relationship-focused roles.
• Proven success achieving revenue, fundraising, and referral-generation goals with an ability to manage a pipeline.
• Direct experience with UHNW/HNW clients or through professional advisors.
• Strong understanding of planned giving vehicles and charitable planning strategies.
• Excellent interpersonal and communication skills with donors and advisors.

Responsibilities

• Grow donor base and charitable assets through Donor Advised Funds, endowments, trusts, and estate gifts.
• Own inquiries end to end, delivering a high-trust donor-advisor experience.
• Advise donors and advisors on Seattle Foundation's value propositions, fees, and giving solutions.
• Move prospects through full pipeline to secure new philanthropic commitments.
• Manage assigned bequest donor portfolio and steward lasting relationships.
• Build strategic partnerships with professional advisors to increase referrals and gifts.
• Lead events and campaigns that educate donors and drive engagement.
• Collaborate across teams and maintain accurate donor records in CRM.

Skills

Relationship management

Business development

Communication

Fundraising

Tools

CRM software

Job description

Seattle Foundation seeks a proactive Gift Planning Advisor to join the Philanthropic Services team. Reporting to the Director of Gift Planning, this role serves as a trusted charitable planning resource for donors and their advisors, guiding donors through establishing funds and documented gifts.

The Advisor will grow charitable assets, manage a portfolio of professional advisors, and convert philanthropic intent into lasting partnerships that expand the Foundation’s impact in the greater