The Gift Planning Officer is a development professional responsible for cultivating a culture of generosity by identifying, cultivating, soliciting, and stewarding donors for major and planned gifts. This position plays a key role in securing transformational support for Presbyterian Homes & Services (PHS) by engaging residents, family members, and friends in charitable opportunities that align with their passions and the mission of PHS.

Key Responsibilities included but are not limited to:

• Collaborate with Foundation colleagues and PHS leaders to advance the mission of PHS through philanthropy.
• Identify prospective donors (residents, family members, and friends) with capacity and affinity for the mission.
• Develop and implement strategies to identify, qualify, cultivate, and solicit major and planned gifts.
• Manage a portfolio of 100–120 donors and prospects, conducting an average of 20+ face-to-face visits per month.
• Prepare and present personalized gift proposals, including planned giving illustrations, to prospective donors.
• Negotiate and document gift agreements to ensure alignment with donor intent.

• B.A./B.S. degree required; CFRE certification or advanced degree preferred.
• Demonstrated passion for fund development and the mission-driven work of gift planning.
• Minimum of five years of experience working with major and planned gift donors, with a proven track record of cultivating and closing gifts. Experience in senior housing or long-term health care is beneficial.
• Strong knowledge of charitable gift vehicles and a comprehensive understanding of IRS regulations related to planned giving.
• Proficiency with donor management systems (preferably Donor Perfect) to track and manage donor portfolios, in addition to other common computer programs.
• Demonstrated ability to develop meaningful, mission-driven relationships with donors and prospective donors.
• Exceptional written and oral communication skills, with the ability to convey complex giving options clearly and persuasively.
• Experience organizing and executing fundraising campaigns, including donor identification and committee collaboration, highly desired.
• Strategic thinker with strong problem-solving skills, high professional initiative, and the ability to manage competing priorities.
• Collaborative, approachable, and a skilled listener with the ability to work effectively across all levels of the organization.
• Proven leadership ability, with evidence of successfully managing projects or initiatives with limited staff support
• Well-organized with demonstrated enthusiasm for advancing the mission and vision of PHS.
• Ability to travel within the assigned region frequently.
• Demonstrated compatibility with PHS’ mission and operating philosophies.

• Health, and dental, including applicable HSA & FSA
• Employer Contribution to HSA for eligible Health Plans
• Life insurance (AD&D)
• Retirement, with eligibility for an employer match
• Holiday pay and extended sick

• Vision insurance
• Voluntary short-term & long-term disability
• Accident & hospitalization coverage
• Education assistance programs

• Accrue PTO (Paid time off)
• Same-day pay
• Employee assistance program (EAP)
• College partnership educational discounts
• Access to Learn to Live Resources