Planned Giving Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and manage a portfolio of new and existing donors and prospects capable of making planned gifts.

• Facilitate both virtual and in-person donor qualification, cultivation, solicitation, and stewardship.

• Formulate multi-year donor strategies and timelines that lead to documented legacy commitments.

• Achieve or surpass individual and team revenue goals related to planned gifts and pipeline metrics.

• Identify, cultivate, and secure bequests, charitable gift annuities, charitable remainder trusts, endowments, and other asset-based gifts.

• Create tailored legacy strategies that align with donors' philanthropic, financial, and estate-planning objectives.

• Provide guidance to donors regarding planned-gift benefits.

• Conduct estate-planning and family discussions rooted in values.

• Collaborate with attorneys, financial planners, accountants, and other professional advisors of donors.

• Identify and evaluate new planned-gift prospects through networking, prospect development, and research.

• Suggest engagement by senior staff and organizational leaders when deemed appropriate.

• Collaborate with Major Gift Advisors and other teams at ABS.

• Represent the American Bible Society publicly to inspire legacy generosity and advocate for planned gifts.

• Record donor communications and interactions in Salesforce within one week.

• Keep opportunities updated for precise forecasting and follow up on caseload gifts.

• Meet monthly targets for donor contacts and proposal activities.

• Follow up on high-priority gift opportunities and qualified leads within two weeks.

• Participate in training and uphold a professional development plan.

• Stay informed about ABS ministries, projects, and major donor proposals.

⛳️ Requirements

• Exhibit a personal commitment to Jesus Christ.

• Be affiliated with and actively participate in a Christian church, seeking to deepen your Christian faith.

• Engage in organizational prayer, devotional activities, organization-wide events, and regular spiritually focused work activities.

• Uphold exemplary Christian ethics, behavior, and conduct.

• Support the organization’s biblical and religious objectives.

• Hold a Bachelor's degree from an accredited college or university, preferably in a related field.

• Have a minimum of five years of experience in relationship fundraising, planned giving, charitable gift planning, or estate planning.

• Demonstrate a clear track record of success in a complex, mission-driven organization.

• Show proven success in cultivating and securing planned or deferred gifts, or possess transferable experience in financial planning, estate planning, or complex gift strategy development.

• Have a working knowledge of planned-giving vehicles, non-cash gifts, and tax, financial, and estate-planning principles.

• Experience with a donor CRM is required; familiarity with Salesforce is preferred.

• Proficiency in Microsoft Office applications.

• A valid driver's license is mandatory.

• Willingness to travel 40–60%, including regional travel within the West and Southwest United States.

• Flexibility to work varied hours, including occasional evenings or weekends.

• Capability to lift and carry up to 10 pounds on occasion.

• Must pass a background check and provide satisfactory references.

• Must demonstrate proof of eligibility to work in the United States.

• Must sign and agree to adhere to the ABS Affirmation of Biblical Community.

🏝️ Benefits

• Reasonable accommodations for qualified individuals with disabilities.

• Opportunities for professional development through at least one training conference or twelve training webinars each year.

• Multiple trips to headquarters annually.

• Travel opportunities for events, donor meetings, and conferences.

• Equal employment opportunities and a workplace free from discrimination.