Manager, Gift Planning
Core
Deputy to Senior Director leading donor-facing gift planning, managing cultivation, qualification, and closing of planned gifts while supervising officers and coordinators.
Role type
Manager, Gift Planning
Builds
Planned gift commitments (bequests, life income arrangements) and donor engagement pipelines.
Domain
Non-profit fundraising / Planned Giving
Deliverable
client delivery
Required skills
Planned giving strategy, team supervision, pipeline management, donor stewardship, process improvement, data tracking, legal/financial knowledge of planned giving, planned gift software proficiency (PG Calc, Crescendo), Microsoft Office suite.
Preferred skills
CPA, JD, CFP, CAP, CGPA, CFRE.
Technologies
PG Calc, Crescendo, Microsoft Word, Outlook, Excel, PowerPoint.
Responsibilities
Lead Gift Planning Officers in follow-up and closing; refine donor cultivation processes; manage inquiry pipeline and forecasting; mentor staff; maintain personal donor portfolio; oversee administrative operations and data entry.
Seniority
Manager, supervisory level