Remote Planned Giving Advisor: Build Legacy

American Bible Society; United States; Remote; USD 85,000 - 120,000; Full time

Job summary

American Bible Society is seeking a Planned Giving Advisor to lead donor relationships and craft customized engagement strategies focused on planned gifts, bequests, trusts, and gift annuities. This role reports to the National Field Director, Planned Giving and works within a collaborative Development team.

The position is remote with travel across the Western or Southwestern United States, and requires availability for regular in-territory travel and flexible hours to support donors across

Qualifications

• Bachelor’s degree from an accredited college or university.
• Minimum of five years in relationship fundraising, planned giving, charitable gift planning, or estate planning.
• Working knowledge of planned-giving vehicles, non-cash gifts, and tax, financial, and estate-planning concepts.

Responsibilities

• Caseload Development & Stewardship: Build and develop a caseload of new and existing donor relationships with the capacity and inclination to make planned gifts.
• Revenue Generation: Meet or exceed individual and team planned-gift revenue goals and pipeline targets.
• Planned, Blended, and Asset-Based Giving: Identify, cultivate, and secure deferred and asset-based gifts that deepen donor relationships and long-term revenue.
• Advisor & Family Engagement: Conduct estate-planning discussions and collaborate with donors’ professionals to structure gifts.
• Lead Development: Identify and qualify new planned-gift prospects and apply relational fundraising.
• Collaboration & Representation: Coordinate with ABS teams and represent ABS publicly to inspire legacy generosity.

Skills

Communication

Relationship building

Fundraising

Donor stewardship

Strategic planning

Education

Bachelor's degree

CFRE certification preferred

Tools

Salesforce

Microsoft Office

Job description

American Bible Society is seeking a Planned Giving Advisor to lead donor relationships and craft customized engagement strategies focused on planned gifts, bequests, trusts, and gift annuities. This role reports to the National Field Director, Planned Giving and works within a collaborative Development team.

The position is remote with travel across the Western or Southwestern United States, and requires availability for regular in-territory travel and flexible hours to support donors across