Senior Gift Planning Advisor

The Senior Gift Planning Advisor is a champion of planned giving and is responsible for managing an assigned portfolio of GCF constituents who have committed a “future fund gift” to GCF, or who are prospects for making such a gift. This includes stewarding existing planned giving donors and cultivating current and prospective donors for legacy gifts, multi-generational charitable funds, and planning for complex charitable gifts, while maintaining strong relationships with professional advisors.

This position involves all aspects of the gift planning process for GCF, including implementing the strategy for the cultivation, solicitation and stewardship for GCF prospects and donors, including engagement with the estate planning and tax advising community. This position also provides educational opportunities to GCF staff and external constituents regarding deferred gifts and changes in tax laws and delivers high-quality services to assigned donors to achieve high donor satisfaction.

• Serves as GCF's principal liaison with current and prospective legacy donors.
• Manages a portfolio of donors with planned gifts naming GCF and prospective Future Fund donors, developing and executing engagement strategies to bring them closer to the Foundation’s mission with the goal of stewarding donors and creating legacy commitments.
• Oversees the design and development of a planned giving stewardship program for people who have named GCF in their estate plans.
• Develops relationships with assigned donors and prospects through cultivation calls, virtual meetings, and correspondence, with an emphasis on successful face‑to‑face meetings.

• Works with professional advisors to obtain planned gifts from GCF’s current and prospective donors.
• Implements an annual plan for the cultivation and education of estate planning professionals, which includes representing GCF at advisor and prospect events, conducting individual and group meetings, offering educational presentations, and publishing digital and print‑based marketing materials to develop referrals in collaboration with the Director of Professional Advisor Relations.

• Coordinates and provides assistance in the design of strategies for cultivating and soliciting donors in coordination with senior staff, leadership and volunteers.
• Meets regularly with internal team members to review activities with donors, prospects and professional advisors in their portfolio to determine strategies for engaging them in conversations related to estate planning, long‑term charitable tax planning, and multi‑generational charitable planning.
• Mentors colleagues in planned giving conversations with donors in their portfolio.
• Champions family engagement initiatives and collaborates across philanthropy team to facilitate meaningful engagement experiences.

• Delivers educational presentations and engages in 1:1 conversation to promote charitable giving and the benefits of the Foundation to staff, the Board, Foundation Society members, current and prospective donors, and professional advisors.
• Works creatively with current and prospective donors and their advisors to create charitable gifts that meet each donor's financial, estate planning and charitable goals.
• Provides oversight to the planned giving process, in concert with the Director of Professional Advisor Relations, which includes reviewing all planned giving policies, practices and procedures to ensure legal compliance and internal efficiencies, securing fund documentation and/or written gift confirmations from new, current and planned gift donors, broadly providing guidance for the estate administration of deferred gifts as they mature, and from time to time reviewing new gift agreements before they are signed to ensure legal compliance and GCF’s ability to fulfill donor intentions.
• Utilizes GCF’s CRM, Community Suite, to track planned giving opportunities and provide data on the expectancy pipeline to the leadership team as requested.
• Prepares and submits statistics, reports and budget information to the…