Gift Planning Officer

Gift Planning Officer page is loaded## Gift Planning Officer locations:
Steele Halltime type:
Full time posted on:
Posted 7 Days Agojob requisition :
REQ-7493
** Claremont, CA
**** Job Posting

Title:

** Gift Planning Officer
*
* Job Description:

**** PRIMARY PURPOSE/

GENERAL DESCRIPTION:

** Scripps College, a top-ranked women’s liberal arts college, is seeking a dynamic and motivated Gift Planning Officer to join our Philanthropy team during an exciting period of growth as we prepare for the College’s upcoming centennial.

The Gift Planning Officer will play a key role in expanding and stewarding a robust pipeline of planned gifts—bequests, charitable trusts, annuities, and other complex gifts—that secure the College’s long-term philanthropic vision. Reporting to the Director of Gift Planning, the Officer will manage a portfolio of prospects, build internal and external relationships, and help educate donors and colleagues about the power and impact of legacy giving.
** DESCRIPTION OF DUTIES AND RESPONSIBILITIES****:
**** ESSENTIAL FUNCTIONS****:
** This information is intended to be a descriptive of the key responsibilities of the position.  The list of essential functions below does not identify all duties performed by any single incumbent in this position.  Perform other duties as assigned.
* Manage a portfolio of 100-125, made of planned giving prospects and current legacy society members. Guide individuals through the complete donor cycle—from identification and qualification through cultivation, solicitation, and stewardship.
* Conduct personalized outreach and meetings with donors, both virtually and in-person, with a focus on the retention and acquisition of planned and estate gifts. Identify opportunities to update and expand gifts through tailored engagement and stewardship strategies.
* Collaborate with major gifts colleagues on blended gift opportunities.
* Partner with the Director of Gift Planning to prepare customized proposals, planned gift illustrations, and stewardship correspondence for planned giving donors.
* Document all substantive prospect interactions in Raiser’s Edge CRM, including contact reports, moves management changes, and other relevant activity.
* Support the administration of estate distributions and ensure accurate documentation of confirmed planned gifts.
* Collaborate with departments across campus to incorporate gift planning into centennial-related programming and activities.
* Contribute to broader advancement initiatives such as Reunion Weekend, Day of Giving, and campaign events as needed.
* Active support for the College’s Principles of Community and Principles of Diversity in the performance of job duties.
* Other duties as assigned.
** REQUIRED KNOWLEDGE, SKILLS, ABILITIES****:
** Individuals must possess knowledge, skills and abilities to successfully perform the essential functions of the position, or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of skills and abilities.
* Understanding of and appreciation for the philanthropic process and individual giving behaviors.
* Familiarity with a range of planned giving vehicles and practices.
* Proven record of accomplishment in cultivation and solicitation of prospective donors. Understanding of and appreciation for the philanthropic process and individual giving behaviors.
* Familiarity with a range of planned giving vehicles and practices.
* Proven record of accomplishment in cultivation and solicitation of prospective donors.
* Ability to work independently and collaboratively across teams, including with volunteer leaders and committees.
* Exceptional organizational and time management skills; ability to prioritize and manage multiple projects in a fast-paced environment.
* Strategic thinker with sound judgment, discretion, and a team-oriented mindset.
* Superb interpersonal, verbal, and written communication skills.
* Understanding of the unique role and legacy of women’s colleges in American society.
* Excellent interpersonal skills with a collaborative approach to working with staff at all organizational levels, including…