Leads Centre College's planned giving program, including strategy development, donor cultivation and solicitation, and stewardship of a portfolio of over 400 deferred gift commitments valued at over ...
Leads Centre College's planned giving program, including strategy development, donor cultivation and solicitation, and stewardship of a portfolio of over 400 deferred gift commitments valued at over ...
The Senior Director of Gift and Estate Planning provides leadership, strategic direction, accountability, and fundraising oversight for the Great Lakes Division Planned Giving program. This position ...
The Senior Director of Gift and Estate Planning provides leadership, strategic direction, accountability, and fundraising oversight for the Great Lakes Division Planned Giving program. This position ...
Gift Planning Officer
Wheaton, IL · On-site
$57K - $65K/yr
Job Overview Reporting to the Director of Gift Planning Services ("GPS"), work alongside the Director and Associate Director in offering planned gifts and sharing useful strategies (like tax ...
Gift Planning Officer
Wheaton, IL · On-site
$57K - $65K/yr
Job Overview Reporting to the Director of Gift Planning Services ("GPS"), work alongside the Director and Associate Director in offering planned gifts and sharing useful strategies (like tax ...
Gift Planning Officer
Wheaton, IL · On-site
$57K - $65K/yr
Job Overview Reporting to the Director of Gift Planning Services ("GPS"), work alongside the Director and Associate Director in offering planned gifts and sharing useful strategies (like tax ...
Gift Planning Officer
Wheaton, IL · On-site
$57K - $65K/yr
Job Overview Reporting to the Director of Gift Planning Services ("GPS"), work alongside the Director and Associate Director in offering planned gifts and sharing useful strategies (like tax ...
Gift Planning Officer
Brunswick, ME · On-site
$107K - $117K/yr
A variety of health insurance plans (Medical, Vision, Dental) * Generous Retirement Plan - 401(a ... gift planning concepts with constituents; capable of representing Bowdoin's interests while ...
Gift Planning Officer
Brunswick, ME · On-site
$107K - $117K/yr
A variety of health insurance plans (Medical, Vision, Dental) * Generous Retirement Plan - 401(a ... gift planning concepts with constituents; capable of representing Bowdoin's interests while ...
Gift Planning Advisor
Seattle, WA · On-site
$96K - $104K/yr
Director of Gift Planning classification: Full-Time, Exempt Hiring pay range: $96,000 - $104,000 benefits: Medical, dental, vision, life, AD&D, LTD. 403(b) retirement matched at 5%; increasing to 10% ...
Gift Planning Advisor
Seattle, WA · On-site
$96K - $104K/yr
Director of Gift Planning classification: Full-Time, Exempt Hiring pay range: $96,000 - $104,000 benefits: Medical, dental, vision, life, AD&D, LTD. 403(b) retirement matched at 5%; increasing to 10% ...
Gift Planning Attorney
Alpharetta, GA · On-site
Position Overview The purpose of this position is to serve as a member of the Gift Planning (GP) team and deliver gift, tax, estate, and charitable planning information through presentations ...
Gift Planning Attorney
Alpharetta, GA · On-site
Position Overview The purpose of this position is to serve as a member of the Gift Planning (GP) team and deliver gift, tax, estate, and charitable planning information through presentations ...
Gift Planning Attorney
Alpharetta, GA · On-site +1
Position Overview The purpose of this position is to serve as a member of the Gift Planning (GP) team and deliver gift, tax, estate, and charitable planning information through presentations ...
Quick apply
Gift Planning Attorney
Alpharetta, GA · On-site +1
Position Overview The purpose of this position is to serve as a member of the Gift Planning (GP) team and deliver gift, tax, estate, and charitable planning information through presentations ...
Gift Planning Attorney
Alpharetta, GA · On-site +1
Position Overview The purpose of this position is to serve as a member of the Gift Planning (GP) team and deliver gift, tax, estate, and charitable planning information through presentations ...
Quick apply
Gift Planning Attorney
Alpharetta, GA · On-site +1
Position Overview The purpose of this position is to serve as a member of the Gift Planning (GP) team and deliver gift, tax, estate, and charitable planning information through presentations ...
Senior Executive Director of Gift and Estate Planning ---- Hiring Department: University Development Office ---- Position Open To: All Applicants ---- Weekly Scheduled Hours: 40 ---- FLSA Status:
Senior Executive Director of Gift and Estate Planning ---- Hiring Department: University Development Office ---- Position Open To: All Applicants ---- Weekly Scheduled Hours: 40 ---- FLSA Status:
The Director of Gift & Estate Planning will identify, cultivate, solicit, secure, and steward individual prospects and donors, targeting planned gifts for The Salvation Army WUM Division (WUM)
The Director of Gift & Estate Planning will identify, cultivate, solicit, secure, and steward individual prospects and donors, targeting planned gifts for The Salvation Army WUM Division (WUM)
The Director of Gift & Estate Planning will identify, cultivate, solicit, secure, and steward individual prospects and donors, targeting planned gifts for The Salvation Army WUM Division (WUM)
The Director of Gift & Estate Planning will identify, cultivate, solicit, secure, and steward individual prospects and donors, targeting planned gifts for The Salvation Army WUM Division (WUM)
Development Assistant, Gift Planning
$60K - $62K/yr
In addition to the Office of the Board of Regents, the University of Colorado's system ... Reporting to the Assistant Director of Operations, Gift Planning, the Development Operations ...
Development Assistant, Gift Planning
$60K - $62K/yr
In addition to the Office of the Board of Regents, the University of Colorado's system ... Reporting to the Assistant Director of Operations, Gift Planning, the Development Operations ...
Gift Planning Specialist
Honolulu, HI · On-site
$55K - $60K/yr
Estate and Gift Planning GENERAL DESCRIPTION The Gift Planning Specialist is responsible for ... Ensure up-to-date management of OEGP files, data entry in donor database, entering and coordinating ...
Quick apply
Gift Planning Specialist
Honolulu, HI · On-site
$55K - $60K/yr
Estate and Gift Planning GENERAL DESCRIPTION The Gift Planning Specialist is responsible for ... Ensure up-to-date management of OEGP files, data entry in donor database, entering and coordinating ...
Development Assistant, Gift Planning
Denver, CO · On-site
$60K - $62K/yr
In addition to the Office of the Board of Regents, the University of Colorado's system ... Reporting to the Assistant Director of Operations, Gift Planning, the Development Operations ...
Development Assistant, Gift Planning
Denver, CO · On-site
$60K - $62K/yr
In addition to the Office of the Board of Regents, the University of Colorado's system ... Reporting to the Assistant Director of Operations, Gift Planning, the Development Operations ...
Regional Gift Planner (Southeastern Synod and Florida/Bahamas Synod)
Chicago, IL · On-site +1
$78K - $118K/yr
With over $1.5 billion in gifts and assets managed on behalf of the ELCA, the Foundation provides gift planning, endowment management, investment services, and donor engagement rooted in stewardship ...
Regional Gift Planner (Southeastern Synod and Florida/Bahamas Synod)
Chicago, IL · On-site +1
$78K - $118K/yr
With over $1.5 billion in gifts and assets managed on behalf of the ELCA, the Foundation provides gift planning, endowment management, investment services, and donor engagement rooted in stewardship ...
Regional Gift Planner (Southeastern Synod and Florida/Bahamas Synod)
Chicago, IL · On-site
$78K - $118K/yr
With over $1.5 billion in gifts and assets managed on behalf of the ELCA, the Foundation provides gift planning, endowment management, investment services, and donor engagement rooted in stewardship ...
Regional Gift Planner (Southeastern Synod and Florida/Bahamas Synod)
Chicago, IL · On-site
$78K - $118K/yr
With over $1.5 billion in gifts and assets managed on behalf of the ELCA, the Foundation provides gift planning, endowment management, investment services, and donor engagement rooted in stewardship ...
Regional Gift Planner (Southeastern Synod and Florida/Bahamas Synod)
Chicago, IL · On-site +1
$78K - $118K/yr
With over $1.5 billion in gifts and assets managed on behalf of the ELCA, the Foundation provides gift planning, endowment management, investment services, and donor engagement rooted in stewardship ...
Regional Gift Planner (Southeastern Synod and Florida/Bahamas Synod)
Chicago, IL · On-site +1
$78K - $118K/yr
With over $1.5 billion in gifts and assets managed on behalf of the ELCA, the Foundation provides gift planning, endowment management, investment services, and donor engagement rooted in stewardship ...
Development Assistant, Gift Planning
Denver, CO · On-site
$18.75 - $25.75/hr
In addition to the Office of the Board of Regents, the University of Colorado's system ... Reporting to the Assistant Director of Operations, Gift Planning, the Development Operations ...
Development Assistant, Gift Planning
Denver, CO · On-site
$18.75 - $25.75/hr
In addition to the Office of the Board of Regents, the University of Colorado's system ... Reporting to the Assistant Director of Operations, Gift Planning, the Development Operations ...
Gift Planning Officer
$86K - $94K/yr
Mission-driven work that changes the lives of people around the world * View more benefits on our website or click here! Turn Financial Expertise into Lasting Impact as a Gift Planning Officer Step ...
Gift Planning Officer
$86K - $94K/yr
Mission-driven work that changes the lives of people around the world * View more benefits on our website or click here! Turn Financial Expertise into Lasting Impact as a Gift Planning Officer Step ...
Of Gift Planning information
See salary details
$67.5K - $80.3K
15% of jobs
$85.5K is the 25th percentile. Wages below this are outliers.
$80.3K - $93K
25% of jobs
The median wage is $98.1K / yr.
$93K - $105.8K
25% of jobs
$113.7K is the 75th percentile. Wages above this are outliers.
$105.8K - $118.6K
16% of jobs
$118.6K - $131.4K
7% of jobs
$131.4K - $144.1K
0% of jobs
$144.1K - $156.9K
0% of jobs
$156.9K - $169.7K
0% of jobs
$169.7K - $182.5K
1% of jobs
$182.5K - $195.2K
5% of jobs
$195.2K - $208K
5% of jobs
$67.5K
$113.6K
$208K
How much do of gift planning jobs pay per year?
What is a gift planning professional?
What are the key skills and qualifications needed to thrive as a director of gift planning?
What are the biggest challenges faced by professionals in gift planning roles, and how can they be addressed?
What is the difference between Of Gift Planning vs Fundraiser?
| Aspect | Of Gift Planning | Fundraiser |
|---|---|---|
| Primary Focus | Developing planned giving strategies and donor relationships for future gifts | Organizing events and campaigns to secure immediate donations |
| Required Credentials | Certifications like CFRE or CFGA often preferred | Certifications like CFRE may also be relevant |
| Work Environment | Nonprofit organizations, development offices | Nonprofit organizations, development departments |
| Employer & Industry Usage | Commonly used in nonprofit fundraising teams | Widely used across nonprofit fundraising roles |
While both roles focus on raising funds for nonprofits, Of Gift Planning emphasizes long-term donor relationships and planned giving strategies, whereas Fundraisers concentrate on immediate campaign efforts and event-based donations. Understanding these differences helps organizations align roles with their fundraising goals.
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Full-time
Re-posted 20 days ago
Centre College rating
5.5
Based on 5 frontline employees who took The Breakroom Quiz
601st of 628 rated colleges and universities
Job description
Leads Centre College's planned giving program, including strategy development, donor cultivation and solicitation, and stewardship of a portfolio of over 400 deferred gift commitments valued at over $250 million. Oversees trust and estate administration, split-interest gifts, and the College's Gift Acceptance Committee. Serves as a primary architect of the planned giving component of the College's upcoming comprehensive fundraising campaign. Reports to the Senior Associate Vice President for Development and works closely with the entire Development and Alumni Engagement team.
Essential Job Functions:
- Identify, qualify, cultivate, solicit, and steward planned gift donors, documenting all activity in the College's CRM (Blackbaud's NXT and FPM platforms);
- Work directly with diverse groups of donors and their professional advisors to craft personalized giving strategies, providing individual planned gift illustrations consistent with the values and priorities of the donors;
- Oversee trust and estate settlement for realized bequests, working with executors, personal representatives, and the College's general counsel to ensure timely and smooth receipt of estate provisions designated for Centre College;
- Oversee, in partnership with the finance office, the general counsel, and external entities, the College's portfolio of split-interest gifts, life insurance policies, and other assets, including appropriate tax reporting and documentation;
- Serve as a member of and lead key functions of the College's Gift Acceptance Committee, consistent with the Gift Acceptance Policy, all other College policies, and applicable law;
- Lead a comprehensive planned giving marketing and stewardship program, including regular internal training and other strategic initiatives, to maintain existing commitments and grow the College's pipeline of current and deferred gifts;
- Serve as a primary architect of the planned giving component of the College's upcoming comprehensive fundraising campaign, including strategy development, donor cultivation, and integration with the broader campaign effort;
- Partner closely with colleagues on the development team, finance office, general counsel, office of student financial planning, and other College offices;
- Manage vendors in support of planned giving marketing, communications, and administration initiatives;
- Lead or partner on stewardship functions for planned giving donors, including events and mailings;
- Document all donor contact and gift plan details in the College's CRM; create, use, and manage data to support gift planning strategy;
- Achieve ambitious goals for the College and department, working within a system of performance metrics;
- Manage budgets and maintain organized, current records regarding all planned giving activity;
- Stay current on rules, regulations, tax laws, and developments pertaining to planned giving, estate planning, financial and wealth management, and related matters;
- Engage in moderate to significant travel, with some evening and weekend work.
Marginal Job Functions:
- Represent the Development and Alumni Engagement office on College committees, and at meetings and functions, as appropriate;
- Other duties and responsibilities as may be assigned from time to time.
Requirements
Education and Experience
- Bachelor's degree required; advanced degree or professional credentials in financial planning, law, or a related field preferred.
- Minimum of five years in progressively complex roles in nonprofit or higher education fundraising, financial services, estate planning, or a closely related field.
- Strong oral and written communication skills.
- Ability to work effectively both independently and as part of a team.
- Experience with CRM systems, database management, and record keeping.
Knowledge and Skills
- Systems: Proficiency with word processing (Microsoft Word), Excel, and a fundraising or constituent relationship management platform (e.g. Raiser's Edge, Blackbaud NXT).
- Subject Matter: Knowledge of or experience in charitable gift planning, estate planning, investments, or financial advising.
- Organization: Ability to manage time to accommodate multiple projects from various sources; manage projects independently from start to finish; and create strategy based on data.
- Interpersonal: Ability to work with diverse constituents of the College and the broader community, and to function effectively with sophisticated individuals of significant wealth and social standing. Highly professional, with an unwavering commitment to confidentiality, donor relations, and responsive, professional engagement with all prospects and donors.
Physical Requirements:
- Limited pushing, pulling, lifting. Lifting would not exceed 20 lbs.
- Mobility on campus necessary.
- Ability to travel long distances and stay one or more nights away from home.
Compensation:
The expected compensation range for this position is based on the skills and experience of the selected candidate. This position may be structured as a hybrid role; however, regardless of work arrangement, the employee will be expected to maintain an on-campus presence averaging at least one day per week.
Centre provides a supportive, engaging setting where faculty and staff thrive as we advance our shared mission: preparing students for lives of learning, leadership, and service. Join our community and leave a lasting impact on generations to come.
As a fundamental policy and in compliance with Title IX of the Education Amendments of 1972, Section 504 of the Rehabilitation Act of 1973, and all other applicable non-discrimination laws, Centre College does not discriminate on the basis of race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or gender expression, age, disability, veteran's status, or genetic information in the administration of any of its education or employment policies. Centre College hires and promotes its employees and admits its students on the basis of merit, qualification, and character.
About Centre College
Sourced by ZipRecruiter
Industry
Colleges, universities, and professional schools
Company size
201 - 500 Employees
Headquarters location
Danville, KY, US
Year founded
1819