Planned Giving Advisor

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $100k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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American Bible Society

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1816

🤝 Non-profit

🤲 Charity

Non-profit • Charity

American Bible Society is a nonprofit organization dedicated to making the Bible accessible, affordable, and alive for every person. Founded in 1816, the society focuses on distributing Scripture, encouraging engagement with God’s Word, and supporting spiritual transformation through Bible-related programs and resources. It operates as a faith-based charitable organization with a mission to share the life-changing message of the Bible globally.

📋 Description

• Build and develop a caseload of new and existing donors and prospects capable of making planned gifts • Conduct virtual and face-to-face donor qualification, cultivation, solicitation, and stewardship • Create multi-year donor strategies and timelines leading to documented legacy commitments • Meet or exceed individual and team planned-gift revenue and pipeline goals • Identify, cultivate, and secure bequests, charitable gift annuities, charitable remainder trusts, endowments, and other asset-based gifts • Design personalized legacy strategies aligned with donors' philanthropic, financial, and estate-planning goals • Advise donors on planned-gift benefits • Conduct values-based estate-planning and family conversations • Collaborate with attorneys, financial planners, accountants, and donors' other professional advisors • Identify and qualify new planned-gift prospects through networks, prospect development, and research • Recommend engagement by senior staff and organizational leaders when appropriate • Partner with Major Gift Advisors and other ABS teams • Represent American Bible Society publicly to inspire legacy generosity and promote planned gifts • Document donor communications and interactions in Salesforce within one week • Keep opportunities current for accurate forecasting and follow up on caseload gifts • Complete monthly donor-contact and proposal activity targets • Follow up on high-level gift opportunities and qualified leads within two weeks • Attend training and maintain a professional development plan • Stay current on ABS ministries, projects, and major-donor proposals

🎯 Requirements

• Demonstrate a personal commitment to Jesus Christ • Identify with and participate in a Christian church and proactively seek to grow in Christian faith • Participate in organizational prayer, devotional times, organization-wide events, and regular work-related spiritual activities • Maintain exemplary Christian ethics, behavior, and conduct • Support organizational biblical and religious goals • Bachelor's degree from an accredited college or university; related field preferred • Minimum of five years in relationship fundraising, planned giving, charitable gift planning, or estate planning • Clear record of achievement in a complex, mission-driven organization • Demonstrated success cultivating and securing planned or deferred gifts, or transferable experience in financial planning, estate planning, or complex gift-strategy development • Working knowledge of planned-giving vehicles, non-cash gifts, and tax, financial, and estate-planning concepts • Experience using a donor CRM; Salesforce preferred • Experience with Microsoft Office applications • Valid driver's license required • Ability to travel 40–60%, including regional travel in the West and Southwest United States • Ability to work flexible hours, including occasional evenings or weekends • Ability to lift and carry up to 10 pounds occasionally • Must pass a background check and satisfactory reference checks • Must provide proof of eligibility to work in the United States • Must sign and agree to uphold the ABS Affirmation of Biblical Community

🏖️ Benefits

• Reasonable accommodations for qualified individuals with disabilities • Professional development through at least one training conference or twelve training webinars annually • Several trips to headquarters per year • Travel opportunities for events, donor meetings, and conferences • Equal employment opportunities and a workplace free from discrimination