Senior Planned Giving Relationship Manager

📋 Description

• Proactively manage a regional portfolio of planned giving prospects and donors, prioritizing
• Mentor peers and influence gift strategies across the assigned territory while partnering closely
• Develop and execute tailored cultivation, solicitation, and stewardship strategies, including
• Lead sophisticated planned giving conversations covering bequests, beneficiary designations
• Serve as a trusted resource to donors by translating technical gift planning concepts, tax
• Collaborate with donors' professional advisors, including attorneys, accountants, and financial

🎯 Requirements

• Bring relevant fundraising experience with demonstrated expertise in planned giving, including
• Have experience developing and executing complex or blended gift strategies and a strong working
• Demonstrate knowledge of related tax considerations and current trends in philanthropy and estate
• Have a proven record of achieving or exceeding fundraising goals and successfully moving prospects
• Possess exceptional relationship-building and communication skills, with the ability to engage
• Demonstrate high emotional intelligence and the ability to navigate sensitive conversations with

🎁 Benefits

• Annual salary range of $90,000–$110,000 USD, with individual compensation determined by
• Eligibility for a discretionary annual bonus.
• More than 15 medical insurance options, with 90% of premiums paid by the employer.
• Competitive dental and vision insurance plans.
• 401(k) plan with a 6% employer contribution.
• Flexible spending accounts.