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.
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