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Planned Giving Advisor

Title:                      Planned Giving Advisor

Reports to:           Director, Donor Relations

Job Summary:        As a member of the major gift fundraising team within Development, the Planned Giving Advisor will actively manage, nurture, and enhance relationships with an individual portfolio of 50-75 planned giving prospects. Build upon Heritage’s robust culture of philanthropy, bringing special expertise in planned gift vehicles to bear in co-creating meaningful and compelling gift opportunities among Heritage’s most loyal donors.

As a key member of the Development team, work closely with fellow gift officers to cultivate donors with the potential to commit pacesetting planned gifts to The Heritage Foundation, both in advance of and throughout a planned, multi-year, fundraising campaign. Work collaboratively with volunteer leaders, fellow staff, and other Heritage Foundation partners to cultivate and solicit donors who are interested in designating legacy gifts in support of Heritage’s strategic priorities.

Job Duties:

  • Spend 80% of time actively managing and developing a prospect pool of 50-75 planned giving prospects
  • Understand, in detail, planned giving vehicles and be prepared to collaborate with Development team members to maximize planned giving opportunities
  • Serve as a resource to fellow gift officers, sharing planned giving expertise in appropriate cultivation scenarios
  • Initiate contact with potential planned gift donors
  • Develop cultivation strategies appropriate to potential planned gift donors
  • Move potential donors in an appropriate and timely fashion toward solicitation and closure
  • Maintain stewardship contacts with donors, adhering to the highest ethical standards, demonstrating empathetic disposition and perseverance, reflecting an optimistic and positive attitude, and conveying sensitivity to needs of the donors
  • Prepare and present planned gift proposals with input and assistance of leadership and/or staff partners, as appropriate
  • Collaborate with and refer potential leads to Heritage Action for America, as appropriate
  • Serve as a Legacy Society contact and spokesperson at events


Education:                  Bachelor’s degree required

Experience:                 7+ years of planned or principal gift fundraising

Demonstrated track record of managing prospects at increasing capacity levels and successfully closing gifts at each level

Excellent interpersonal skills and a demonstrated record of completing assignments

Communication:         Excellent communication skills and collaborative mindset

Technology:                Microsoft Office; CRM software

Other Requirements

  • Ability to understand the needs and interests of planned gift donors
  • Strong organizational and analytical skills
  • Must be willing to travel
  • Highly energetic professional with a track record of building donor relationships and closing major gifts
  • Understand and support the Heritage mission and True North conservative principles, and the department's goals and objectives
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