Boston from Charles

Gift Planning Officer

Department: Philanthropy Group

Reports To: Senior Director of Gift Planning and Advisor Relations

FLSA Classification: Exempt FTE: 1

Supervises: None

Position Summary:

The Gift Planning Officer is responsible for managing the day to day operation of the Boston Foundation’s gift planning program, inclusive of working to move existing prospects along the pipeline toward documentation, surfacing new prospects, reporting, and working with the Senior Director of Gift Planning and Advisor Relations to build a stewardship program. This is a frontline position that requires meeting with donors and prospects and therefore requires a very high level of tact and poise. A comfort level and sensitivity to connecting with donors, frequently elderly, on the topic of their legacy giving is required. The successful candidate will also have a very strong detail orientation and interest in finance and financial instruments, although direct planned giving experience is not required.

Essential Functions:

  • Identify, cultivate and solicit prospects for the Permanent Fund for Boston, and related projects, resulting in planned gifts to the Foundation’s discretionary funds;
  • Manage and track the cultivation and solicitation of planned giving prospects and donors toward achieving annual and long-range fundraising targets;
  • Create and execute a stewardship plan in conjunction with the Senior Director of Gift Planning and Advisor Relations as well as other Development and Donor Services staff;
  • Provide ongoing stewardship and support for planned giving and legacy donors;
  • Manage and grow legacy societies including the Centennial Society, Longley Legacy Society and Rogerson Legacy Society;
  • Work with the Senior Director of Gift Planning and Advisor Relations and Communications team to design and oversee marketing and outreach strategies for gift planning to individuals and professional advisors;
  • Manage digital and paper files and expectancy reports;
  • Maintain records in Salesforce database; ensure timely entry of activities;
  • Work collaboratively with colleagues to implement and uphold data integrity protocols to ensure accurate reporting and inform departmental activities;
  • Support the development and growth of partnership opportunities to deepen engagement and meaningful collaboration between the Boston Foundation and donors; and
  • Support business development and cultivate referrals for The Philanthropic Initiative

Other Duties and Responsibilities:

  • Individuals assigned to this position may perform other duties as assigned.


Preparation, Knowledge, Previous Experience:

  • Bachelor’s degree or equivalent combined with continuing professional development in the areas of fundraising, gift planning, and financial and wealth advising; and
  • At least five years of work experience, inclusive of fundraising for planned gifts or other related work experience, with some knowledge of the tax and legal benefits of charitable giving.

Skills, Abilities, Competencies:

  • Demonstrated experience working with high net worth donors as well as familiarity with fundraising and philanthropy;
  • Knowledge of Crescendo and planned giving calculators and vehicles a plus;
  • Strong organizational and project management skills and impeccable attention to detail and accuracy;
  • Excellent written and verbal communication skills; strong customer service orientation;
  • Strong knowledge of Microsoft Office products – especially Word, Excel, Outlook and Power Point; CRM database experience (especially Salesforce) strongly preferred;
  • Comfort and experience with event and meeting planning;
  • Excellent data management and reporting skills;
  • Professional and mature interpersonal work style, ability to interact well with a diverse range of people;
  • Must be independent, proactive and able to work under the pressure of tight deadlines;
  • Participatory work style; team player and sense of humor; ability to give and receive feedback;
  • Strong goal orientation with flexibility to adapt to changing priorities;
  • Ability to work early mornings and/or late evenings; and
  • Willingness and ability to handle confidential information.


Working Conditions & Physical Demands:

  • Ability to sit for long periods of time;
  • Ability to use a keyboard for extended periods of time; and
  • Ability to lift and carry up to 25 pounds, occasionally.

The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required.

External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.

This job description is intended to be general and may be revised from time to time. At management’s discretion, the employee may be assigned different or additional duties from time to time.