Manager, Gift Planning
Core
Deputy to the Senior Director leading donor-facing gift planning, managing the pipeline from inquiry to closing of bequests and life income arrangements.
Role type
Manager, Planned Giving / Gift Planning
Builds
Planned gift commitments (bequests, life income arrangements) and donor engagement programs
Domain
Non-profit fundraising / Planned Giving
Deliverable
client delivery
Required skills
Planned giving strategy, team supervision, pipeline management, donor stewardship, process optimization, data analysis, legal/financial knowledge of planned giving, planned gift software proficiency
Preferred skills
CPA, JD, CFP, CAP, CGPA, CFRE
Technologies
PG Calc, Crescendo, Microsoft Office Suite
Responsibilities
Lead and manage Gift Planning Officers to ensure prompt follow-up and progression through cultivation stages; Review and refine donor cultivation and gift tracking processes; Partner with Senior Director to develop annual and long-term gift planning goals; Manage, mentor, and motivate team members to achieve goals; Maintain a personal portfolio of donor inquiries and provide stewardship; Supervise the Gift Planning Development Coordinator for lead entry and administrative operations.
Seniority
Manager, hands-on leadership