Hybrid Gift Planning Officer – Planned Giving for Impact

Natural Resources Defense Council (NRDC); Santa Monica (CA); Híbrido; USD 95.000 - 115.000; Jornada completa

Descripción de la vacante

NRDC is seeking 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 working with development colleagues to secure deferred and complex gifts that align with donor intent and organizational priorities.

The role reports to the Director, Gift Planning and is part of NRDC’s bargaining unit.

Formación

• Bachelor's degree required.
• 4–7 years of planned giving experience or relevant professional experience.
• Experience with advocacy or environmental groups a plus.

Responsabilidades

• Manage a portfolio of 150–200 prospects with demonstrated capacity and interest, guiding relationships from identification through the successful closing of planned gifts.
• Build and sustain strong relationships with current and prospective gift planning donors through in‑person visits, phone calls, and written correspondence.
• Develop customized gift planning proposals and respond to donor inquiries regarding planned giving vehicles.
• Collaborate with Directors to identify prospects within portfolios and support donor cultivation events.
• Conduct donor visits, presentations, and educational seminars related to estate and gift planning.
• Prepare tailored gift illustrations and proposals with internal and external experts.
• Track and manage planned giving prospects in the donor database with accurate reports.
• Participate in team meetings and contribute to gift planning goals and annual work plans.

Conocimientos

Strong writing skills

Donor relations

Moves management

Travel 35% annually

Team collaboration

DEI commitment

Educación

Bachelor's degree

Herramientas

Salesforce

PG Calc

Descripción del empleo

NRDC is seeking 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 working with development colleagues to secure deferred and complex gifts that align with donor intent and organizational priorities.

The role reports to the Director, Gift Planning and is part of NRDC’s bargaining unit.