Planned Giving Advisor
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Job Description
Planned Giving Advisor cultivating bequests, trusts, annuities, and major donor relationships for American Bible Society. Driving planned-gift revenue across the West and Southwest United States.
Responsibilities:
- Build and develop a caseload of new and existing donors and prospects capable of making planned gifts
- Conduct virtual and face-to-face donor qualification, cultivation, solicitation, and stewardship
- Create multi-year donor strategies and timelines leading to documented legacy commitments
- Meet or exceed individual and team planned-gift revenue and pipeline goals
- Identify, cultivate, and secure bequests, charitable gift annuities, charitable remainder trusts, endowments, and other asset-based gifts
- Design personalized legacy strategies aligned with donors' philanthropic, financial, and estate-planning goals
- Advise donors on planned-gift benefits
- Conduct values-based estate-planning and family conversations
- Collaborate with attorneys, financial planners, accountants, and donors' other professional advisors
- Identify and qualify new planned-gift prospects through networks, prospect development, and research
- Recommend engagement by senior staff and organizational leaders when appropriate
- Partner with Major Gift Advisors and other ABS teams
- Represent American Bible Society publicly to inspire legacy generosity and promote planned gifts
- Document donor communications and interactions in Salesforce within one week
- Keep opportunities current for accurate forecasting and follow up on caseload gifts
- Complete monthly donor-contact and proposal activity targets
- Follow up on high-level gift opportunities and qualified leads within two weeks
- Attend training and maintain a professional development plan
- Stay current on ABS ministries, projects, and major-donor proposals
Requirements:
- Demonstrate a personal commitment to Jesus Christ
- Identify with and participate in a Christian church and proactively seek to grow in Christian faith
- Participate in organizational prayer, devotional times, organization-wide events, and regular work-related spiritual activities
- Maintain exemplary Christian ethics, behavior, and conduct
- Support organizational biblical and religious goals
- Bachelor's degree from an accredited college or university; related field preferred
- Minimum of five years in relationship fundraising, planned giving, charitable gift planning, or estate planning
- Clear record of achievement in a complex, mission-driven organization
- Demonstrated success cultivating and securing planned or deferred gifts, or transferable experience in financial planning, estate planning, or complex gift-strategy development
- Working knowledge of planned-giving vehicles, non-cash gifts, and tax, financial, and estate-planning concepts
- Experience using a donor CRM; Salesforce preferred
- Experience with Microsoft Office applications
- Valid driver's license required
- Ability to travel 40–60%, including regional travel in the West and Southwest United States
- Ability to work flexible hours, including occasional evenings or weekends
- Ability to lift and carry up to 10 pounds occasionally
- Must pass a background check and satisfactory reference checks
- Must provide proof of eligibility to work in the United States
- Must sign and agree to uphold the ABS Affirmation of Biblical Community
Benefits:
- Reasonable accommodations for qualified individuals with disabilities
- Professional development through at least one training conference or twelve training webinars annually
- Several trips to headquarters per year
- Travel opportunities for events, donor meetings, and conferences
- Equal employment opportunities and a workplace free from discrimination
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