Senior Gift Planning Officer

Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions.

We do all this because we care passionately about helping people lead healthier lives.

Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy arm of Planned Parenthood Federation of America,Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4).

The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission.

Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (Action Fund) seek a perceptive and emotionally intelligent Senior Gift Planning Officer. This job reports to the Senior Director, Gift Planning in the Individual Giving department within Development. The Individual Giving department raises philanthropic revenue for Planned Parenthood Federation of America and the Planned Parenthood Action Fund by working with donors and their advisors as well as estates.

The purpose of the Regional Director, Sr. Gift Planning Officer is to work with individuals and their advisors at all stages of the estate planning cycle to solicit and secure new gift commitments for Planned Parenthood Federation of America and the Planned Parenthood Action Fund and retain donor commitments through careful, individualized stewardship over time. In representing Planned Parenthood, the Senior Gift Planning Officer is responsible for working independently toward individual metrics and shared departmental goals related to new gifts, donor meetings, and the conversion of leads into completed gifts.

The Senior Gift Planning Officer approaches gift opportunities with creativity and informed judgment in solicitations and when fielding offers of gifts. They build on experience and obtain additional technical knowledge when complexity arises; and implement one-to-one strategies to build the pipeline of both future and current gifts.

• Establishes, cultivates, and sustains long-term relationships with assigned donors and prospects, applying experience and established protocols to secure and retain bequest intents and beneficiary designations as well as outright gifts, life income gifts, and endowments. Meets assigned metrics for new gift commitments through a variety of approaches including formal written proposals, email, and telephone. Drives regular follow-up over time, calibrated to the typical time involved in gift and estate planning decisions.
• Forges personal relationships with donors using expert listening skills, empathy, and maturity, especially when discussing estate and end-of-life planning decisions. While discussing giving, guides donors in moving forward as allies in Planned Parenthood’s work in equity and social justice and as activists in the movement. Addresses donor concerns related to current events and…