Gift and Estate Planning Officer
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About this role
Position is on site.
MAJOR RESPONSIBILITIES & DUTIES:
Manages a portfolio of Planned Giving prospects and donors.
Identifies, cultivates, and solicits planned gifts such as bequests, trusts, and gift annuities.
Builds relationships and networks with financial advisors, estate planning professionals, and the legal community to promote planned giving at Boys Town.
Maintains files and records on planned giving prospects/donors in donor database.
Coordinates Planned Giving program activities and staff.
Works closely with Legal, Finance, and Investments departments to ensure donor charitable objectives are met.
Assists in creation of planned giving materials and promotional strategies to communicate Planned Giving services and products.
Provides expertise and support to Affiliate Sites regarding planned gifts.
Oversees maintenance of master files and records on Planned Giving including notes of cultivation, solicitation of prospects, and donor personal information relevant to the organization.
Assists or directs staff in planning and prioritizing work to ensure Planned Giving goals and objectives are met.
KNOWLEDGE, SKILLS, AND ABILITIES:
Advanced knowledge of all aspects of planned giving.
An understanding of tax laws as they relate to charitable giving.
Excellent written and verbal communication skills with a strong attention to accuracy and detail.
Proficient in Microsoft Office Suite, with the ability to utilize sophisticated donor database.
Experience must demonstrate ability to maintain the highest standard of integrity, truth, confidentiality, and accuracy in work.
Excellent organizational, planning, and analytical skills.
Team player, with capacity to be resourceful and respond to a changing environment.
REQUIRED QUALIFICATIONS:
Bachelor's degree in Marketing, Business, Communications, Journalism, or equivalent combination of education and experience required.
Minimum five years of legal or financial estate and gift planning experience, preferably within a complex not-for-profit environment required.
Available to travel extensively on donor calls required.
Possess a valid driver’s license with a good driving record and pass an annual Motor Vehicle Registration (MVR) required.
Ability to provide own transportation to complete travel requirements of job; meet auto insurance requirements established by Boys Town policy and/or State and Local law requirements.
PREFERRED QUALIFICATIONS:
Master's degree preferred.
Other Duties: This job description incorporates the essential functions and duties required for this position. However, other duties may be required and assigned at times and as determined by a supervisor in order to meet the needs of the organization.
Serves as a role model in carrying out activities and behaviors that reflect the values and principles of the Boys Town mission.
PHYSICAL REQUIREMENTS, EQUIPMENT USAGE, WORK ENVIRONMENT:
Position is relatively sedentary in a normal office administrative environment involving minimum exposure to physical risks. Will use office equipment such as a computer/laptop, monitor, keyboard, and a general workstation set-up.
Care and respect for others is more than a commitment at Boys Town – it is the foundation of who we are and what we do.
At Boys Town, we cultivate a culture of belonging for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team – one that makes better decisions, drives innovation, and delivers better business results.
About Boys Town:
Boys Town has been changing the way America cares for children and families since 1917. With over a century of service, our employees have helped us grow from a small boardinghouse in downtown Omaha, Nebraska, into one of the largest national child and family care organizations in the country. With the addition of Boys Town National Research Hospital in 1977, our services branched out into the health care and research fields, offering even more career opportunities to those looking to make a real difference.
Our employees are our #1 supporters when it comes to achieving Boys Town's mission, which is why we are proud of their commitment to making the world a better place for children, families, patients, and communities. A unique feature for employees and their dependents enrolled in medical benefits are reduced to no cost visits for services performed by a Boys Town provider at a Boys Town location. Additional costs savings for the employee and their dependents are found in our pharmacy benefits with low to zero-dollar co-pays on certain maintenance drugs. Boys Town takes your mental health seriously with no cost mental health visits to an in-network provider. We help our employees prepare for retirement with a generous match on their 401K or 401K Roth account. Additional benefits include tuition reimbursement, parenting resources from our experts and professional development opportunities within the organization, just to name a few. Working at Boys Town is more than just a job, it is a way of life.
This advertisement describes the general nature of work to be performed and does not include an exhaustive list of all duties, skills, or abilities required. Boys Town is an equal employment opportunity employer and participates in the E-Verify program. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and/or expression, national origin, age, disability, or veteran status. To request a disability-related accommodation in the application process, contact us at 1-877-639-6003.
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