Gift Planning Associate

Gift Planning Associate

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.

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.

The Nature Conservancy's mission is to protect the lands and waters upon which all life depends. As a science-based organization, we create innovative, on-the-ground solutions to our world's toughest challenges so that we can create a world in which people and nature thrive. We're rooted in our mission and guided by our values, which include respect for all people, communities, and cultures.

Whether it's career development, flexible schedules, or a rewarding mission, there's many reasons to love life inside TNC. Want a better insight to TNC? Check out our TNC Talent playlist on You Tube to hear stories from staff or visit Glassdoor.

Since 1951, TNC has been doing work you can believe in. Through grassroots action, we have grown from a small non-profit into one of the most effective and wide-reaching environmental organizations in the world. Thanks to more than 1 million members, over 400 scientists, and the dedicated efforts of our diverse staff and partners, we impact conservation around the world! TNC offers a competitive, comprehensive benefits package including health care benefits, flexible spending accounts, a 401(k) plan with an 8% employer match, parental leave, accrued paid time off, life insurance, disability coverage, employee assistance program, other life and work well-being benefits.

We're proud to offer a flexible work environment that supports of the health and well-being of the people we employ.