Planned Giving Specialist Senior Planned Giving Specialist (Level commensurate with experience)

• Review and manage all incoming planned giving correspondence ensuring accurate and timely updates in Salesforce and the organized maintenance of paper and electronic files.
• Manage new bequest setups with diligence and attention to detail including:
• Entering and verifying donor and bequest information in Salesforce
• Reviewing donor history to ensure continuity and context
• Preparing thoughtful acknowledgment letters for attorneys/executors and requesting necessary documentation
• Establishing comprehensive and accurate tracking systems and files
• Administer active bequests and trusts with a focus on precision and follow-through including:
• Recording distributions and processing gifts accurately in Salesforce
• Preparing donor-centered acknowledgments and related correspondence
• Maintaining proactive and respectful communication with attorneys and executors
• Ensuring all records and documentation are complete current and readily accessible
• Complete claim processes for beneficiary-designated assets (IRAs brokerage and bank accounts) with accuracy and persistence.
• Support audit processes by assembling documentation in a timely and organized manner.
• Assist with Charitable Gift Annuities ensuring careful tracking compliance and follow-up including monitoring payments and supporting recovery efforts as needed.

• Respond thoughtfully to planned giving inquiries ensuring each donor receives clear timely and personalized information.
• Support the Pathfinder Society (legacy society) with a focus on meaningful recognition and engagement including:
• Preparing personalized welcome and acknowledgment materials
• Maintaining accurate donor preferences and records
• Maintaining accurate donor preferences and records
• Assist with stewardship-related travel and events including coordinating logistics preparing donor materials and supporting on-site engagement to ensure a thoughtful and seamless donor experience.
• Help coordinate consistent and personal outreach including birthday and holiday communications.
• Prepare donor lists for publications with a high level of accuracy and respect for donor recognition preferences.
• Assist in maintaining communication lists to ensure donors receive information in their preferred format.
• Maintain accurate and respectful records of both current and deceased donors recognizing the importance of legacy and memory in planned giving.

• Provide support to Development initiatives cross-functional projects events and campaigns in alignment with organizational priorities.
• Perform other duties as assigned in support of the departmental and organizational mission.

Qualifications You Will Need

• Bachelors degree or an equivalent combination of education and experience.
• Self-motivated and dependable with the ability to build meaningful connections with donors supporters and the public demonstrating poise warmth and a passion for advancing Guiding Eyes mission.
• Excellent communication skills including the ability to listen actively and respond thoughtfully and tactfully both verbally and in writing.
• Highly organized and detail-oriented with the ability to manage multiple priorities meet deadlines and work effectively in a fast-paced environment.
• Flexible and adaptable team player who is comfortable taking on new challenges and supporting shared goals across a collaborative environment.
• High level of discretion in handling confidential and sensitive information.
• Consistently demonstrates a positive attitude professional demeanor and welcoming presence.
• Proficient in Microsoft Office Suite.
• Experience working with Salesforce or a similar CRM or demonstrated ability to learn quickly.
• Demonstrated interest in charitable estate and gift planning and willingness to develop knowledge of planned giving fundamentals.
• Willingness and ability to work occasional evenings and weekends in support of donor engagement events and organizational priorities.
• Willingness and ability to travel as needed including but not limited to day trips overnight stays (which may include weekends) and airline travel within the U.S. and Canada.
• Comfortable working in an environment with large active dogs.

Preferred Skills

• Experience in fundraising development or a related nonprofit environment.
• Familiarity with or interest in charitable estate and gift planning including planned giving vehicles and related tax considerations.
• Experience with planned giving software such as PG Calc.