Manager, Gift Planning
Core
Deputy to the Senior Director of Gift Planning, leading donor-facing cultivation, qualification, and closing of planned gifts while supervising Gift Planning Officers and a Development Coordinator.
Role type
Manager, Gift Planning (Donor Cultivation & Team Leadership)
Builds
Planned gift commitments (bequests, life income arrangements) and donor engagement pipelines
Domain
Non-profit conservation / Planned Giving / Fundraising
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Planned giving strategy, team supervision, pipeline management, donor stewardship, process optimization, forecasting, legal/financial knowledge of planned giving, planned gift calculation software proficiency
Preferred skills
CPA, JD, CFP, CAP, CGPA, CFRE certifications
Technologies
PG Calc, Crescendo, Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
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 execute 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