Gift Planning Associate

What We Can Achieve Together:

The Gift Planning Associate must be highly organized, flexible, and able to prioritize workload and assignments as the position requires working as part of a team and providing administrative and/or program support to Gift Planning Fundraisers by producing gift calculations, drafting donor correspondence, and properly recording planned gifts.

The Gift Planning Associate will be responsible for various activities, including drafting correspondence and acknowledgements, assisting in timely asset transfer, performing financial calculations, and processing and recording planned gifts (bequests, charitable gift annuities, deferred gift annuities, flexible deferred gift annuities, pooled income funds, charitable remainder trusts and gifts of real estate). They will provide technical knowledge and information related to planned gift vehicles (both revocable and irrevocable).

They provide expertise related to gift entry for all planned gifts using planned giving specific procedures and processes that require detailed knowledge of these gift vehicles and how they are entered into CRM to ensure accurate reporting. They will act as the main support for all gift planning fundraising teams. They may provide program information to prospects and donors, assist with writing proposals, and donor research.

The Associate uses the available fundraising management system to produce donor reports, perform analysis and research, and track prospects and donors and is responsible for the organization of gift records. They apply established processes and practices in order to improve effectiveness. The Associate may have substantial contact with staff, donors, legal and financial professionals. They will provide other staff with information they need to make decisions and solve problems.

They will perform administrative functions, as required.

We’re looking for someone with exceptional communication and collaboration skills and experience analyzing data and managing competing priorities. This is an exciting opportunity to contribute to the ongoing mission of conservation by directing and shaping the work of our team!

• Bachelor’s degree and 2 years’ experience or equivalent combination.
• Experience in business writing, editing, and proofreading.
• Experience building relationships with staff, customers, vendors, or similar.
• Experience generating reports and interpreting data.
• Experience working across teams.
• Experience working with databases.

This position is based in the DC metro area and follows a hybrid work schedule with the expectation of up to 3 days in person work in the Arlington Office per week.

The starting pay range for a candidate selected for this position is generally within the range of $70,650 - $84,050. This range only applies to candidates whose country of employment is the USA. Where a successful candidate’s actual pay will fall within this range will be based on a variety of factors, including, for example, the candidate's location, qualifications, specific skills, and experience.

Please note countries outside the USA would have a different pay range in the local currency based on the local labor market, and not tied to USA pay or ranges. Your geographic location will be confirmed during the recruitment.

The successful applicant must meet the requirements of The Nature Conservancy's background screening process.

TNC is committed to offering accommodations for qualified individuals with disabilities and disabled veterans in our job application process. If you need assistance or an accommodation due to a disability, please send a note to applyhelp with Request for Accommodation in the subject line.

The Nature Conservancy is an Equal Opportunity Employer. Our commitment to equal employment opportunity includes the recognition that our conservation mission is best advanced by the leadership and contributions of people of all backgrounds, beliefs, and culture. Recruiting and mentoring staff to create an inclusive organization is a priority, and we encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military, protected veteran status or other status protected by law.