Senior Gift Planning Officer

Planned Parenthood Federation of America

. Establish, cultivate, and sustain long-term relationships with assigned donors and prospects .

Posted 9/21/2026full-timeNew York City • New York • United StatesSenior💰 $125,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of gift planning, legal and tax issues related to charitable giving, and the ability to cultivate long-term relationships with diverse donors. Proficient in utilizing gift calculation software and managing complex gift transactions while adhering to ethical standards.

Highest-signal resume keywords

Gift Planning ExpertiseDonor Relationship ManagementLegal And Tax KnowledgeGift Calculation Software ProficiencyDatabase Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Gift PlanningCharitable GivingGift Acceptance PoliciesEstate PlanningFederal Gift Tax KnowledgeInvestment Policy KnowledgeProposal WritingMetrics AchievementStewardship PlanningDue Diligence

Soft Skills

EmpathyListening SkillsMaturityNegotiationCommunication

Tools & Technologies

Google ProductsMicrosoft ProductsGift Calculation SoftwareDatabase Management Systems

Certifications & Qualifications

BA/BS DegreeMA/MS Degree Preferred

Industry Keywords

Planned ParenthoodEquitySocial JusticeDonor EngagementNon-Cash AssetsBeneficiary DesignationsLife Income GiftsEndowmentsBequest IntentsDiverse Communities

About the role

Key responsibilities & impact

Establish, cultivate, and sustain long-term relationships with assigned donors and prospects
Secure and retain bequest intents, beneficiary designations, outright gifts, life income gifts, and endowments
Meet assigned metrics for new gift commitments through written proposals, email, and telephone
Conduct regular follow-up throughout gift and estate planning decisions
Build personal relationships with donors using listening skills, empathy, and maturity
Guide donors as allies in Planned Parenthood’s work in equity and social justice and as activists in the movement
Address donor concerns related to current events and breaking news
Conduct due diligence on complex gifts, including non-cash assets, non-publicly traded stock, and property
Coordinate internally and externally to complete gift transactions or recommend alternative strategies
Negotiate gift restrictions to prioritize Planned Parenthood’s current and future needs
Assess donors for high-touch individualized relationships and develop stewardship plans
Segment remaining donors into one-to-many approaches or deprioritize nonviable prospects
Secure one-to-one meetings with top donors and prospects across the region to solicit new and increased gifts and reconfirm high-value commitments
Plan travel strategically to reach every portfolio donor in a three-year cycle
Apply advanced knowledge of gift planning, gift acceptance policies, income, estate, and federal gift tax, investments, and investment policy
Model gift planning ethical standards and best practices
Engage with donors, donor advisors, affiliate staff, gift officers, senior directors, national directors, and organizational leadership
Assist with gifts, advise gift planning program strategy, resolve concerns, and provide training
Serve as a technical resource for major gifts officers
Perform other duties as assigned

Requirements

What you’ll need

BA/BS degree required
6+ years of development experience, including a minimum of 3-5 years in Gift Planning
Working knowledge of legal and tax issues related to charitable giving and capacity to research and develop knowledge further
High proficiency in Google and Microsoft products
Hands-on database skills
Demonstrated experience using gift calculation software
Knowledge of the gift planning needs of diverse communities and those in a range of family structures
Willingness to provide coverage at end-of-fiscal year and end-of-calendar year holiday periods, monitoring telephone and email to ensure donor needs are met and gifts are completed
Valid driver's license and safe driving record
MA/MS degree or additional certifications preferred

Benefits

Comp & perks

Hybrid work arrangement
15-20% domestic travel annually, for up to eight trips per year
Opportunity for ongoing professional development in the gift planning field