Gift Planning Advisor

DEPARTMENT:

Philanthropic Services

REPORTS TO:

Director of Gift Planning CLASSIFICATION:

Full-Time, Exempt HIRING PAY RANGE:$96,000 - $104,000

BENEFITS:

Medical, dental, vision, life, AD&D, LTD. 403(b) retirement matched at 5%; increasing to 10% over time, 100% immediate vesting. PTO: 15 days accrued vacation, 10 days accrued sick, 4 wellness days and 13 holidays annually. Annual remote work, learning, and commuter benefits.

WORK LOCATION:

Flexible work arrangement; can be fully in-person or hybrid (remote and in-person). This position requires regular travel throughout the greater Seattle region and a significant amount of time working in the field cultivating relationships with donors, prospective fund holders, professional advisors, and community partners through meetings, outreach activities, and events. The position is expected to attend certain required team and organization-wide meetings in person (e.g., monthly All-Hands meetings) and includes occasional early morning and evening commitments.

Seattle Foundation's office is located in downtown Seattle. Must reside in Washington State.

VISIT US ONLINE:(Use the "Apply for this Job" box below). About Seattle Foundation Seattle Foundation is a community foundation that works to advance equity, shared prosperity, and belonging throughout the region while strengthening the impact of the philanthropists it serves. Founded in 1946, we continue to evolve to be the organization our community needs. With more than $1.2 billion in assets under management, we work with partners to provide effective advising, education, and experiential learning for our philanthropists interested in making a difference both at home here in Seattle and around the world.

Since 2016, our grantmaking, advocacy, and policy work have helped drive over $5 billion in public investments across Greater Seattle for children, housing, transit, and climate justice. Learn more at:.

Position Overview:

Seattle Foundation is seeking a proactive, relationship-oriented, and technically skilled Gift Planning Advisor to join our Philanthropic Services team. Reporting to the Director of Gift Planning, this position serves as a trusted charitable planning resource to donors and their professional advisors - including wealth managers, CPAs, trust officers, and estate planning attorneys – and is directly accountable for converting philanthropic intent into completed documented gifts.

The Advisor is responsible for helping individuals, families, and organizations achieve their philanthropic goals through the establishment of Donor Advised Funds, nonprofit endowment funds, charitable trusts, and documented estate gifts, and owns the growth in charitable assets and deferred gift commitments that result from those relationships.

As a member of the Gift Planning team, the Advisor is often among the first points of contact for prospective donors and referring professional advisors and is accountable for the experience and impression the Foundation makes at that critical first touchpoint. This role combines charitable planning expertise, relationship management, and business development to cultivate philanthropic opportunities and convert them into long-term partnerships that expand the Foundation’s philanthropic capital and community impact.

The Advisor owns a portfolio of professional advisors and planned giving donors, is responsible for building and qualifying a pipeline of new referral relationships and serves as an ambassador for the Foundation throughout the community.

The ideal candidate for this position has demonstrated business development experience including building a pipeline, qualifying leads, and being voice that brings in, moves and influences transformative capital to create community change in our region. Success in this role requires strong emotional intelligence, sound judgment, attention to detail, and the ability to navigate complex conversations with donors, families, and advisors. The ideal candidate is equally comfortable discussing charitable planning strategies, building trusted relationships, facilitating fund establishment, and representing the Foundation at meetings,…