Talent.com
Associate, Planned Giving

Associate, Planned Giving

Girl Scouts of the USANew York, NY, US
20 days ago
Job type
  • Full-time
Job description

Associate, Planned Giving

The Associate, Planned Giving will play a key role in growing legacy giving to Girl Scouts of the USA (GSUSA). This individual will manage a portfolio of planned giving donors and prospects, implement donor-centric engagement and marketing strategies, and support estate administration. The associate will work closely with internal stakeholders and utilize tools such as FreeWill and RE NXT to strengthen and help scale the organizations planned giving program.

This role is ideal for a mission-driven, detail-oriented professional who excels at relationship building, project management, and donor engagement in a data-informed fundraising environment.

Essential Responsibilities

Donor Cultivation & Stewardship

  • Cultivate, solicit, and steward a portfolio of planned giving prospects and donors in alignment with GSUSAs legacy giving strategies.
  • Ensure timely, personalized, and mission-aligned communication and stewardship that honors each donors intent and impact.
  • Collaborate with internal fundraising and marketing teams to provide customized engagement for legacy donors.

Marketing & Outreach

  • Lead and execute the annual planned giving marketing strategy, including FreeWill campaigns, mailings, digital communications, and donor recognition programs.
  • Partner with the Communications team to develop content that educates and inspires giving via wills, trusts, and other estate planning tools.
  • Promote GSUSAs legacy giving opportunities across internal and external audiences, including donors, volunteers, and alumni.
  • Gift Administration & Reporting

  • Coordinate the administration of estate gifts in partnership with legal and finance teams, including communication with executors, attorneys, and family members.
  • Accurately document all interactions, proposals, and donor intentions in Raisers Edge NXT, ensuring data integrity and timely reporting.
  • Generate reports and dashboards to measure impact, pipeline growth, and donor engagement.
  • Collaboration & Leadership

  • Act as a liaison with FreeWill, ensuring effective campaign execution and donor data integration.
  • Engage with professional advisors and legacy planning networks to increase awareness of GSUSAs planned giving opportunities.
  • Serve as a representative of GSUSA at donor events, cultivation opportunities, and national convenings as needed.
  • Other Duties : Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Required Competencies

  • Strong interpersonal and written communication skills, with the ability to build trust and rapport with a wide range of constituents.
  • Familiarity with estate planning vehicles (wills, bequests, charitable trusts, etc.) and basic planned giving concepts.
  • Exceptional attention to detail, project management, and organizational skills.
  • Ability to manage sensitive and confidential information with discretion.
  • Commitment to the mission and values of Girl Scouts of the USA.
  • Required Technical Skills

    Office 365 or similar suites

    Competency in PowerPoint or similar presentation software

    Competency in Microsoft Excel or similar software

    Experience in Raisers Edge NXT preferred

    You Need

  • Bachelors degree or equivalent experience in fundraising, nonprofit management, or related field.
  • 1+ year of experience in nonprofit development, planned giving, or legacy fundraising; experience with FreeWill and Raisers Edge NXT strongly preferred.
  • SALARY RANGE : $66,000 - $72,000

    This represents the present low and high end of the pay range for this position. This pay range is only applicable to NYC Metro-based employees, on a hybrid schedule. Actual pay will vary based on various factors, including but not limited to experience.

    FEATURED BENEFITS : What We Offer :

    Girl Scouts is powered by people, and we encourage our team members to be their best selves in and out of the office. We place a high priority on flexibility and offer a competitive employee salary and benefits package that includes :

    Paid Time Off : ?

    GSUSA offers 20+ days of paid time off, 2 floating holidays, as well as 9 workplace holidays per year. GSUSA staff also enjoy a paid holiday year-end office closure between Christmas and New Years.

    Other Benefits :

  • Medical and Behavioral Health Coverage
  • Plan options with individual and family coverage which includes wellness, hospitalization, and fertility assistance.
  • Both plans include GSUSA partial subsidy of premium costs
  • Dental and vision coverage
  • Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) including Health, Dependent Care, and Limited FSA for those with Health Savings Accounts
  • Company-paid life insurance
  • Flexible work arrangements
  • 12 weeks of paid parental leave
  • 401(K) with company match
  • Short- and Long-Term Disability for salary continuation
  • Health and Wellness Classes and Activities throughout the year
  • WORK ENVIRONMENT : This job operates in a professional office environment.

    Position Type : This is a full-time, hybrid position with 2 days on site. GSUSA is based in New York City.

    AAP / EEO Statement : GSUSA is an equal employment opportunity employer.

    Travel Requirements

    0-10%

    Create a job alert for this search

    Associate Planned Giving • New York, NY, US

    Related jobs
    • Promoted
    • New!
    Outreach Agent

    Outreach Agent

    VirtualVocationsBrooklyn, New York, United States
    Full-time
    A company is looking for an Outreach Agent to make outbound calls to medical providers for obtaining medical charts.Key Responsibilities Contact assigned medical providers by phone to obtain medi...Show moreLast updated: 10 hours ago
    • Promoted
    Donor Relations Associate- Westbury

    Donor Relations Associate- Westbury

    New York Blood CenterWestbury, NY, United States
    Full-time
    Donor Relations Associate- Westbury.NYBC is part of New York Blood Center Enterprises (NYBCe), which spans 17+ states and delivers one million blood products to 400+ U. NYBCe additionally delivers c...Show moreLast updated: 30+ days ago
    • Promoted
    Donor Relations Associate

    Donor Relations Associate

    New York Blood CenterRye, NY, United States
    Full-time
    Founded in 1964, New York Blood Center Enterprises (NYBCe) has provided more than 60 years of lifesaving research, innovation, and impact. NYBCe is one of the largest nonprofit blood centers, spanni...Show moreLast updated: 30+ days ago
    • Promoted
    Community Affairs Advisor

    Community Affairs Advisor

    VirtualVocationsFlushing, New York, United States
    Full-time
    A company is looking for a Community Affairs Advisor.Key Responsibilities Serve as a liaison between the organization and community leadership to enhance engagement Foster communication and cult...Show moreLast updated: 1 day ago
    • Promoted
    Parent Advocate

    Parent Advocate

    Children's Aid SocietyBronx, NY, United States
    Full-time
    The Parent Advocate will provide concrete support to parents as they engage with the agency to plan for their children in foster care. The Parent Advocate will also provide parent support and advoca...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Major Gifts Officer

    Major Gifts Officer

    VirtualVocationsNewark, New Jersey, United States
    Full-time
    A company is looking for a Major Gifts Officer responsible for managing and growing a portfolio of individual major donors. Key Responsibilities : Build and manage a portfolio of approximately 150 ...Show moreLast updated: 14 hours ago
    • Promoted
    Outreach Representative - NY LI Nassau

    Outreach Representative - NY LI Nassau

    Trinity SolarWestbury, NY, US
    Full-time
    Trinity Solar Sales Representative.Power your career with Trinity Solar and earn great pay doing it.We've created a personal development program for Entry Level Sales Representatives that is design...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Grant Writer

    Grant Writer

    VirtualVocationsBrooklyn, New York, United States
    Full-time
    A company is looking for a Grant Writer (Contract-to-Hire).Key Responsibilities Research and build a prioritized list of values-aligned public / private funders Draft letters of intent (LOIs), pro...Show moreLast updated: 12 hours ago
    • Promoted
    • New!
    Senior Member Outreach Coordinator

    Senior Member Outreach Coordinator

    VirtualVocationsFlushing, New York, United States
    Full-time
    A company is looking for a Sr Member Outreach Coordinator - Remote.Key Responsibilities Makes timely and proactive outreach to members and providers Researches and provides timely solutions to c...Show moreLast updated: 10 hours ago
    • Promoted
    Stakeholder Engagement Specialist

    Stakeholder Engagement Specialist

    VirtualVocationsFlushing, New York, United States
    Full-time
    A company is looking for a Health Insurance - Stakeholder Engagement Specialist.Key Responsibilities Review case documentation and render independent determinations in accordance with IDRE guidel...Show moreLast updated: 1 day ago
    • Promoted
    Outreach Services Associate

    Outreach Services Associate

    Northwell HealthGlen Cove, NY, United States
    Full-time
    Contacts and schedules patient / client's appointments for consultations, meetings with community agencies and / or diagnostic tests. Sets-up and maintains files and records.Collects and organizes stati...Show moreLast updated: 1 day ago
    Entry Level Fundraiser

    Entry Level Fundraiser

    Queen City PromotionsFranklin Square, NY, US
    Full-time
    Quick Apply
    Join Our Team as a Fundraiser & Make an Impact!.Outgoing? Love meeting new people? Want to make a difference?.We’re looking for energetic, social, and motivated individua...Show moreLast updated: 14 days ago
    • Promoted
    Community Outreach Associate

    Community Outreach Associate

    VirtualVocationsNewark, New Jersey, United States
    Full-time
    A company is looking for an Associate-Community Outreach.Key Responsibilities Conduct eligibility assessments Coordinate and implement individualized care plans Maintain ongoing monthly contact...Show moreLast updated: 1 day ago
    • Promoted
    Non-Profit F2F Fundraiser

    Non-Profit F2F Fundraiser

    ThresholdNew York, NY, US
    Full-time
    Outgoing, Confident, And Passionate Activists Wanted.One Voice Fundraising is looking for outgoing, confident, and passionate activists to join our fundraising team in NYC! Make life-long friends a...Show moreLast updated: 30+ days ago
    • Promoted
    Paid Social Specialist

    Paid Social Specialist

    VirtualVocationsNewark, New Jersey, United States
    Full-time
    A company is looking for a Specialist, Paid Social.Key Responsibilities Manage and optimize paid social media campaigns across various platforms Analyze campaign performance and provide actionab...Show moreLast updated: 30+ days ago
    • Promoted
    Outreach Services Associate - Bilingual

    Outreach Services Associate - Bilingual

    Northwell HealthManhasset, NY, United States
    Full-time
    Contacts and schedules patient / client's appointments for consultations, meetings with community agencies and / or diagnostic tests. Sets-up and maintains files and records.Collects and organizes stati...Show moreLast updated: 28 days ago
    • Promoted
    • New!
    Risk Adjustment Program Advisor

    Risk Adjustment Program Advisor

    VirtualVocationsNewark, New Jersey, United States
    Full-time
    A company is looking for an Individual & Family Plans (IFP) Risk Adjustment Program Management Advisor.Key Responsibilities Manage multiple interrelated projects for the IFP Risk Adjustment team,...Show moreLast updated: 10 hours ago
    Non-Profit F2F Fundraiser

    Non-Profit F2F Fundraiser

    Threshold GivingNew York, NY, US
    Full-time
    Quick Apply
    One Voice Fundraising is looking for outgoing, confident and passionate activists to join our fundraising team in NYC!.Make life-long friends and work in a supportive,...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Planned Giving

    Associate, Planned Giving

    Girl Scouts of the USANew York, NY, United States
    Full-time
    Founded in 1912, Girl Scouts of the USA (GSUSA) is the preeminent leadership development organization for girls and the leading authority on their healthy development. Millions of Girl Scout alums a...Show moreLast updated: 20 days ago
    Fundraising Officer - Intern

    Fundraising Officer - Intern

    IIRRNew York, NY, US
    Full-time +1
    Quick Apply
    IIRR is one of the world’s leading rural development NGOs.Founded in 1960, IIRR’s programs have impacted more than 62 million rural lives across five continents.The organization’s...Show moreLast updated: 30+ days ago