Gift Planning Officer — Environmental Nonprofit (Hybrid)

Natural Resources Defense Council (NRDC)

Washington (District of Columbia)

Hybrid

USD 95,000 - 115,000

Full time

4 days ago

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Job summary

NRDC seeks a Gift Planning Officer to secure planned gifts by identifying and cultivating relationships with donors and professional advisors, educating constituents about charitable gift planning options, and coordinating with development colleagues to secure deferred gifts that align with donor intent and NRDC priorities.

The role reports to the Director of Gift Planning and is part of the Development team with a preference for the NY or DC office.

Qualifications

A bachelor's degree is required.
4-7 years of previous planned giving experience or relevant professional experience.
Experience with advocacy or environmental groups a plus.

Responsibilities

Manage a portfolio of 150–200 prospects with capacity and interest, guiding relationships from identification through closing of planned gifts.
Build and sustain strong relationships with current and prospective gift planning donors via in-person visits, calls, and written correspondence.
Develop customized gift planning proposals and respond to donor inquiries regarding planned giving vehicles.
Collaborate with the Director of Gift Planning and other officers to identify prospects and support donor cultivation events.
Conduct donor visits, presentations, and educational seminars on estate and gift planning.
Prepare tailored gift illustrations and proposals with internal and external experts.
Track prospects and commitments in the donor database with accurate records and reports.
Participate in team meetings and contribute to Gift Planning goals and annual work plans.