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Associate, Planned Giving

Associate, Planned Giving

Girl Scouts of the USANew York, NY, US
16 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%

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