Gift Planning Officer

Job Type


Full-time

Description

Compensation: $86,000-$94,000 annually

Regular, Full-Time, Exempt

Location: Manhattan, KS (onsite only)

Our Promise to You

• Competitive health, dental, life insurance, plus voluntary benefits including company paid HSA contributions
• 403(b) retirement plan with 10% company contribution
• Paid leave for holidays, vacation, wellness, personal, parental, and volunteer
• Tuition and certification assistance and a $300 annual reimbursement wellness program
• A work environment that embraces flexibility inside of a framework
• Mission-driven work that changes the lives of people around the world
• View more benefits on our website or click here !

Turn Financial Expertise into Lasting Impact as a Gift Planning Officer

Step into a role where your expertise meets purpose. As a Gift Planning Officer, you will build meaningful relationships, guide impactful giving strategies, and help donors leave a lasting legacy. This is an opportunity for a driven, relationship-focused professional to translate financial insight into transformational philanthropic support.

As a Gift Planning Officer, you will identify, cultivate, and steward donors while growing a strategic portfolio aligned to ambitious goals. You'll collaborate across teams and confidently present complex gift opportunities in a compelling way. This position is ideal for someone with a background in financial planning, trust or wealth management, or estate-related services who is ready to apply their skills in a mission-driven environment.

In this highly visible role, the Gift Planning Officer will engage directly with alumni, donors, and advisors-building trust, navigating sophisticated giving conversations, and driving results through proactive outreach. A successful Gift Planning Officer brings confidence, curiosity, and a passion for connecting people to purpose.

What You'll Do:

• Manage a portfolio and qualify, cultivate, solicit, and steward gifts of $50,000+
• Develop and execute tailored strategies for each prospect
• Present planned giving options aligned to donor goals and financial situations
• Collaborate with stakeholders to advance donor strategies
• Travel to meet donors and build lasting, high-impact relationships

Requirements

• 2+ years of full-time, transferable experience in trusts and estate law, financial planning, or trust/wealth management
• Experience calling, conducting face-to-face appointments, managing relationships, creating and presenting proposals, and other fundamental elements of client/donor relationship or sales-related activities
• Proven ability to communicate effectively and persuasively with a diverse audience
• Strong interpersonal skills with an emphasis on engaged listening

Bonus Expertise That Sets You Apart:

• Bachelor's degree or relevant certifications (CPA, CFP, CFRE)
• Knowledge of real estate transactions or complex assets
• Understanding of tax implications and charitable estate planning vehicles
• Familiar with fundraising or donor engagement strategies

As a Gift Planning Officer, you will stay current on planned giving strategies - including real estate, trusts, and estate planning vehicles - allowing you to guide donors and advisors with credibility. This position is built for a go-getter who thrives, on travel, connection, and meaningful results.

If you're ready to grow your impact and elevate your career as a Gift Planning Officer, apply today!

Salary Description


$86,000 - $94,000 annually