Planned Giving Officer — Environmental Impact (Hybrid)

Natural Resources Defense Council (NRDC)

San Francisco (CA)

Hybrid

USD 95,000 - 115,000

Full time

4 days ago

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Benefits offered by this job

Hybrid work model

Job summary

NRDC is seeking a Gift Planning Officer to secure planned gifts by identifying and cultivating relationships with donors and professional advisors, educate constituents about charitable gift planning options, and work closely with development colleagues to secure deferred and complex gifts that align with donor intent and organizational priorities.

The position you are applying for is part of NRDC’s bargaining unit and may prefer NY or DC offices.

Qualifications

Bachelor's degree required.
4–7 years of 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 to the closing of planned gifts.
Build and sustain 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 senior gift 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 and report on planned giving prospects in the donor database and reports.