Job Summary

A company is looking for a Gift Planner.

Key Responsibilities:

• Deliver charitable planning expertise through resource development and guidance
• Educate and recommend planning and generosity services to financial advisors and donors
• Lead due diligence processes for acceptance of complex assets

Required Qualifications:

• Bachelor's degree and 5+ years of experience in planned giving, development, sales, or related fields
• J.D., MBA or other relevant advanced degree or experience preferred
• Ability to work on everyday details with an eye towards long-term strategy
• Experience working with data management systems
• Proficiency with Microsoft 365, particularly Microsoft Excel