Planned Giving Officer

US-DC | US-NY-New York | US-IL-Chicago | US-CA-San Francisco
2 weeks ago
Job ID
# of Openings
End Date


Join the growing gift planning program at Greenpeace as a Gift Planning Officer on our Development Team. The Gift Planning Officer contributes to a comprehensive program to secure significant financial resources from individuals primarily through bequests and other charitable gift planning opportunities that contribute to a green and peaceful future.

Greenpeace is seeking a professional with 3+ years gift planning experience and/or equivalent demonstrated relevant skills. She/he will be directly responsible for persuasively conveying the mission of Greenpeace to diverse groups over the phone, in writing, and through in person meetings; responsible for 50 – 100 closed planned gifts and bequest notifications annually; and 500 – 1,000 donor interactions. The Gift Planning Officer will report to the Planned Giving Manager.

The Planned Giving Officer will develop and maintain personal contacts with a portfolio of donors and prospects located throughout the United States, including all aspects of closing irrevocable and revocable planned gifts and gifts of assets through identification, discovery, cultivation and stewardship contacts to maximize revenue to Greenpeace. The Gift Planning Officer will be responsible for developing strategies to increase funding capacity and maximize donor relationships.

General responsibilities include: calling and visiting prospects and donors, responding to inquiries, preparing planned giving illustrations and proposals, assisting with written materials for marketing and other related literature, assisting and advising major gift staff with planned giving strategies for major gift donors and prospects, and working with donors’ advisors to help structure individual gifts.


The Gift Planning Officer cultivates, negotiates, and closes commitments of bequest and other planned gifts through phone, written and occasionally face-to-face contact, performs calculations using PG Calc and assists in the timely transfer of funds.  S/he understands and applies principles of developing donor strategies. S/he can discuss assets and listens for opportunities for gifts of assets or other non-cash gifts. Involves and engages appropriate partners across the organization, keeping them informed of interactions, issues or concerns, and addresses questions as needed. S/he is capable of featuring the programs and campaigns of Greenpeace in detailed terms and can confidently discuss legacy giving opportunities. Understands and complies with all Greenpeace gift-related policies and procedures and ensures ethical compliance, as defined by the Partnership for Philanthropic Planning.


  • Develop and manage a portfolio of 100 to 150 planned giving donors and prospective donors through planned strategic engagement steps (moves) to increase giving motivation, maximize donor relationships and close new gift commitments.
  • S/he will be able to build and maintain long-term relationships with donors, ask for and close gifts of $25K+, manage and track a robust pipeline of prospects, use PG Calc, discuss assets proficiently and listen for opportunities for gifts of assets or other non-cash gifts.
  • Provide solicitation materials to prospective donors or for major gift officers for their prospective donors including written proposals, and information on planned giving vehicles.
  • Make visits to donors and prospective donors including qualifying visits, and meetings for stewardship, discovery, engagement and solicitation purposes.  The number of monthly visits to be based on written strategy implementation but average 5-10 per month.
  • In collaboration with the Major Gift Officers, create and implement integrated giving opportunities that include outright and planned giving requests in order to maximize the giving options.
  • Act as a resource to other areas of fundraising such as Major Gift, Street, and Door Canvass staff on the techniques of planned giving and, when appropriate, advise on best gift strategy to orchestrate the stewardship and cultivation of a planned gift. Develop systems and training for canvassers to be competent in speaking to donors about other ways to continue their support through bequests.
  • Implement an appropriate stewardship plan that maintains ongoing relationships with donors who have made planned giving commitments and members of our planned giving recognition society. Plan and coordinate occasional regional events for planned giving and other high value donors.
  • Assist in the development and creation of planned giving marketing and stewardship pieces including donor testimonials, Planned Giving newsletter articles, advertisements, solicitations, and brochures.
  • Remain current in philanthropic developments and planned giving by attending meetings, training and conferences, as well as staying current on changes in tax and gift laws as they pertain to charitable giving and the administration of planned gifts.
  • Document and maintain sufficient records, contact reports and background data to facilitate donor strategy development, visit planning, stewardship, engagement and periodic reports on results.
  • Assume other responsibilities as needed.


  • 3-5 years work experience in Planned Giving or similar fundraising experience.
  •    Exercise independent judgment to identify and solve problems.
  •    Experience working with diverse communities.
  •    Demonstrate sensitivity in handling confidential information.
  •    Manage assigned projects, coordinating the work of peers and setting deadlines.
  •    Demonstrated ability to organize time, manage multiple projects simultaneously, meet deadlines, be self-motivated and be able to participate effectively in a team.
  •   Must be collaborative, positive and enthusiastic; good judgment and ability to build relationships with a variety of people is essential.
  •  Strong oral and written communications skills; excellent listening skills and ability to ask strategic questions.
  •   Ability to persuasively convey the mission of Greenpeace to diverse groups who are important to the organization’s overall prosperity.
  •  Knowledge of planned giving or other non-profit fundraising principles a plus.
  •  Experience in database use with willingness to learn specialized software such as Team Approach and PG Calc.
  • Proficient in Word, Excel, PowerPoint 
  • Develop knowledge of planned giving vehicles and basic estate and financial planning, including the tax implications of charitable giving. 
  • Ability to apply this knowledge to address individual donor needs and goals. Keep abreast of changes and emerging issues in Planned Giving.
  • Considerable judgment and initiative are often exercised in dealing with donors and interpreting policy and procedures. Develop and maintain strong collaborative working relationships within the Development department and with all levels of Greenpeace staff. 
  • Independently respond to donor inquiries with appropriate information on bequests, life income gifts and other gift planning vehicles and produce associated contracts.
  • Develop and implement creative and effective solicitation, cultivation and stewardship strategies. Able to utilize software and systems to track key metrics, prioritize activities and analyze portfolio status. 
  • Key contributor of Planned Giving team and responsible for achieving assigned financial, cultivation and stewardship goals. Assist in developing and executing national multi-channel marketing programs including print and online newsletter articles, advertisements, solicitations, presentations and brochures.
  • Strong commitment to the organizations values of embedding justice and promoting equity diversity and inclusion both internally and externally.
  • Ability to travel as needed.


Greenpeace USA values a healthy work-life balance and has flexible, family-friendly employment policies. Our competitive benefits package for full-time employees includes medical, dental, and vision coverage with low contributions from staff. We have options for pre-tax flexible spending accounts for medical and dependent care costs. Greenpeace employees enjoy generous 401K matching and time off for vacation, sick, personal, and parental leave. After five years, staff are eligible for a paid sabbatical. To encourage public transportation use and biking, we offer subsidies for staff who choose to bike or ride mass transit to work. Greenpeace is committed to the growth and development of staff and fostering a creative workplace culture. For more information, check out our benefits plan



Commitment to Diversity:

Greenpeace welcomes and values diversity of people, cultural experiences and perspectives. Through our campaigning, we create solutions that promote environmental sustainability rooted in social justice. Our mission is to create a diverse and inclusive work environment that is a reflection of the global campaigns and missions that we champion.


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