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

Guiding Eyes for the Blind is a mission‑driven organization passionate about connecting exceptional guide dogs with individuals seeking greater independence. We breed, raise, and train guide dogs and match them with clients ready to embrace a life of freedom, confidence, and possibility. Working with our dogs will inspire you. We put our clients first, striving to exceed their expectations. The Role Planned Giving Specialist / Senior Planned Giving Specialist (Level commensurate with experience) is a hybrid position based at our Yorktown Heights, NY campus, alternating between in‑office and remote work. This role advances our mission as a key member of the Planned Giving team, supporting the administration of bequests and leading donor acquisition and stewardship efforts that drive both immediate impact and long‑term sustainability. Bequest Administration 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. Donor Stewardship and Cultivation 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 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. Additional Responsibilities 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 Bachelor’s 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. Better Together: Why In‑Person Matters at Guiding Eyes for the Blind At Guiding Eyes, we believe our best work happens when we’re together. In‑person collaboration strengthens relationships, sparks meaningful conversations, and helps us achieve greater impact – bringing our core values to life every day. Being on campus fosters a true sense of community and shared purpose, reminding us that we’re all part of something bigger as we work side by side toward our mission. Salary Range: $60k - $80k Benefits Competitive and generous healthcare (Medical/Dental/Vision) 403(b) Life Insurance Paid Time Off and Holidays You are invited to bring your well‑behaved dog to work

EQUAL OPPORTUNITY EMPLOYER M/F, D/V

Must be authorized to work in the United States #J-18808-Ljbffr Guiding Eyes for the Blind, Inc.