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Senior Donor Services and Gift Planning Officer

Reports to Vice President, Development and Donor Services

Position Status: Full-Time, Exempt, Permanent
Location: On-Site/Hybrid
Starting Salary $82,400

POSITION SUMMARY

The senior donor services and gift planning officer is responsible for stewarding both current and planned giving donors of The Pittsburgh Foundation by creating opportunities for them to become more involved with their philanthropy. The senior donor services and gift planning officer works with the Development and Donor Services leadership team to design and implement new strategies to increase planned giving opportunities that attract significant contributions to the Foundation. This position will be tasked to create and execute an outreach strategy to steward all donors with an existing booked planned gift with The Pittsburgh Foundation. They will be responsible for educating existing donors about opportunities for them to grow their fund at The Pittsburgh Foundation through face–to–face meetings (annual philanthropic review and new donor orientations), planned giving events and various donor education events. The senior donor services and gift planning officer will work across departments to attract, cultivate and maintain strong relationships with professional advisors for stewarding donors of the Foundation and educating them about giving opportunities for their clients.

PRIMARY DUTIES AND RESPONSIBILITIES

Applicant must exemplify core values of The Pittsburgh Foundation in all aspects of work: trust, collaboration, racial justice, accountability and community.
Manage and execute the current donor relations process, which includes making and coordinating in-person, Zoom or phone meetings with donors with preference to in-person meetings.
Serve as philanthropic advisor to a pool of high-net-worth individual donors, all of whom should be stewarded to grow their relationship to the organization either by engaging in our services or growing their fund.
Create and execute comprehensive planned giving outreach programming, which includes revitalization of existing Legacy Society and appropriate stewardship program to engage donors who have left the Foundation planned gifts.
Work with funds manager to ensure pending estates are closed and funds are realized in a timely fashion. Follow up with trust banks, executors, attorneys and financial managers, as needed.
Utilize planned giving software to create donor-specific projections.
Work with Donor Services team to meet expectations of the department--- that each donor assigned to the position receives the appropriate contact each year and is thoughtfully asked and solicited to increase their participation, where appropriate.
Complete approximately 125 donor visits per year and provide appropriate contact reports in the system after such visits.
Initiate conversations with donors regarding the benefit of donating assets from a tax and estate tax planning perspective as a means to increase gifts to The Pittsburgh Foundation.
Convene and collaborate with donors and their trusted professional advisors, including financial advisors, estate attorneys and tax professionals to create strategic giving solutions.
Explore creative ways to engage donors within the Center for Philanthropy.
Educate donors, or connect donors to Program staff when appropriate, such that consideration may be given to expanding donations and growing their fund to benefit these causes.
Research and provide information to donors, as requested, to ensure that they are making educated grant-making decisions.
Leverage the standard fund management practices of the Foundation to develop agreements that are easily and consistently administered following the donor’s intent.
Keep detailed records of donor’s interests, ages, family engagement and potential growth opportunities.
Participate and assist in various events and donor engagement opportunities that enhance relationships with donors or potential donors, such as donor appreciation events. Attend development events when possible.
Work with multi-generational families at The Pittsburgh Foundation to engage them in giving opportunities and connect them with appropriate staff and nonprofits to steward their grant-making experience.
Maintain a clear understanding of Foundation policies related to all fund types.
Maintain an understanding of rules and regulations for fund expenses, including those related to fundraisers.
Conduct presentations to prospective donor or advisor groups, when assigned.
Work collaboratively and closely with all staff at The Pittsburgh Foundation.
Other tasks as assigned.

KEY SKILLS AND ABILITIES

Proven ability to work successfully with diverse populations and demonstrated commitment to promote and enhance diversity, equity and inclusion.
Commitment to the Foundation’s values of accountability, collaboration, community, racial justice and trust.
Strategic thinker with a proactive and collaborative approach.
Working knowledge of laws, regulations and techniques related to estate planning and charitable giving.
Versed in reviewing legal documents and tasks associated with trusts and estates.
Experience in fundraising with the ability to use the knowledge and expertise to help donors grow the size of the fund and ensure they create a lasting philanthropic legacy at our organization.
Highly detail-oriented; being able to keep track of each individual relationship with donors and their specific needs.
Ability to work independently and develop solutions to a variety of problems that may arise.

QUALIFICATIONS AND EXPERIENCE

Bachelor’s degree/ or equivalent work experience.
Requires a minimum of seven (7) years of professional experience in a donor relations or development position.
Demonstrated experience assisting high-net-worth donors with philanthropic planning.
High degree of planned giving vehicles.
Exceptional customer service attitude.
Excellent interpersonal and communication skills.
High degree of proficiency in Microsoft Office suite.
Experience with development/sales contact systems.
High levels of accuracy, productivity and initiative are required.
High professionalism and the ability to work independently and solve problems.
Able to maintain confidentiality.
Possess ability to prioritize work and meet deadlines under pressure.
Works well within a dynamic team environment.
Flexibility in meeting changing demands.
Preferred experience in Blackbaud Raiser’s Edge.

BENEFITS

Medical insurance
Dental insurance
Vision insurance
Group life insurance
Disability insurance
Maternity and paternity leave
Flexible spending accounts
Three weeks’ vacation
Ten paid holidays
Retirement plan with employer contribution
Commuter benefits
Gym reimbursement
Employee assistance program

ABOUT THE PITTSBURGH FOUNDATION

OUR MISSION: The Pittsburgh Foundation, established in 1945, works to improve the quality of life in the Pittsburgh region by evaluating and addressing community issues, promoting responsible philanthropy and connecting donors to the critical needs of the community.

OUR VALUES: Since its founding in 1945, The Pittsburgh Foundation's values have been evident in the deep relationships its people have forged in the region. As new strategies are developed to improve quality of life for everyone, the staff has identified these values and pledged to follow them in the work.

Accountability: We act with transparency and integrity, fulfilling our commitments and owning the outcomes of our decisions.

Collaboration: We unite in our work together to increase impact in our community for the collective greater good.

Community: We embrace the opportunity to learn from those we serve and those who serve us to help shape solutions.

Racial Justice: We work to enact fundamental systemic changes by eliminating policies, laws, practices, attitudes and cultural messages that reinforce differential outcomes by race.

Trust: We have faith in our communities and earn their confidence by demonstrating competency, honesty and positive intent.

Learn more at www.pittsburghfoundation.org.