Philanthropic Advisor I - Planned Giving (Irving)
Scouting America, Irving, TX, United States
Position Overview
We are seeking a relationship-driven and strategic Philanthropic Advisor I to join our Development team. In this role, you will be responsible for developing, managing, and closing planned and blended gifts that support Scouting America’s long-term philanthropic vision and financial sustainability.
The Philanthropic Advisor I will cultivate and manage a portfolio of donors with the capacity to make meaningful deferred and estate-based gifts. This includes identifying, engaging, and securing commitments such as bequests, charitable gift annuities, trusts, and other planned giving vehicles. You will work closely with donors and their professionals advisors, and legal professionals to design gift plans that meet their philanthropic goals and organizational priorities. Your expertise will help cultivate and strengthen relationships with current and prospective donors, ensuring a sustainable stream of funding that supports our programs and initiatives. The ideal candidate will possess a deep understanding of charitable gift instruments, along with excellent communication and interpersonal skills.
While a local presence is preferred, qualified remote candidates will be considered.
Responsibilities Supports the development and execution of planned giving strategies, including bequests, charitable gift annuities, charitable remainder trusts, and other deferred giving vehicles. Partners with donors and their professional advisors (attorneys, financial planners, CPAs) to structure tax-efficient and mission-aligned gift plans. Integrates planned giving into major and principal gift strategies, including blended gift conversations. Supports and advances marketing and donor education efforts related to legacy giving, including events, written materials, and targeted outreach. Collaborates with national and council leadership to expand planned giving pipelines and long-term endowment growth. Ensures compliance with all legal, tax, and organizational policies related to planned gifts. Utilizes CRM and analytics tools to track planned giving activity, pipeline development, and long-term donor engagement. Contributes to donor recognition and stewardship strategies specific to legacy donors.
Competencies Knowledge of:
Strong knowledge of the philanthropic sector, as well as the various laws and regulations affecting them. Business acumen and strategic planning. Working knowledge and experience in securing Major Gifts, Annual Giving, and Planned Giving. Skill in:
Proficient writing, editing and proofreading skills with the ability to gather and organize information appropriately. Excellent customer service and communication skills (listening, interpersonal, oral, and written). A high degree of professionalism, confidence and flexibility that allows the incumbent to work collaboratively and effectively with clients and colleagues of diverse backgrounds. Intermediate proficiency with Microsoft Office (Outlook, Word, Excel) and the ability to effectively utilize proprietary software. Compelling communication; building partnerships; and building customer loyalty. Strong planning and implementation skills; research and synthesizing abilities. High level of personal and professional integrity and ethics. Ability to:
Energize the organization. Excellent ability to prioritize, organize, and manage multiple competing assignments and responsibilities. Excellent ability to work well in a team environment. Ability to develop and maintain a good working relationship with staff, members of the community, elected officials, the media, colleagues in other foundations, and members of the nonprofit sector.
Qualifications Minimum of four (4) years of experience in major/principal gift fundraising and prospect management, business development or related field Must be able to travel as needed. Must pass a criminal history background check.
Any work-related experience resulting in acceptable proficiency levels in the above Minimum Qualifications is an acceptable substitute for the above-specified education and experience requirements.
Preference Interest in philanthropy and the non-profit community.
The Philanthropic Advisor I will cultivate and manage a portfolio of donors with the capacity to make meaningful deferred and estate-based gifts. This includes identifying, engaging, and securing commitments such as bequests, charitable gift annuities, trusts, and other planned giving vehicles. You will work closely with donors and their professionals advisors, and legal professionals to design gift plans that meet their philanthropic goals and organizational priorities. Your expertise will help cultivate and strengthen relationships with current and prospective donors, ensuring a sustainable stream of funding that supports our programs and initiatives. The ideal candidate will possess a deep understanding of charitable gift instruments, along with excellent communication and interpersonal skills.
While a local presence is preferred, qualified remote candidates will be considered.
Responsibilities Supports the development and execution of planned giving strategies, including bequests, charitable gift annuities, charitable remainder trusts, and other deferred giving vehicles. Partners with donors and their professional advisors (attorneys, financial planners, CPAs) to structure tax-efficient and mission-aligned gift plans. Integrates planned giving into major and principal gift strategies, including blended gift conversations. Supports and advances marketing and donor education efforts related to legacy giving, including events, written materials, and targeted outreach. Collaborates with national and council leadership to expand planned giving pipelines and long-term endowment growth. Ensures compliance with all legal, tax, and organizational policies related to planned gifts. Utilizes CRM and analytics tools to track planned giving activity, pipeline development, and long-term donor engagement. Contributes to donor recognition and stewardship strategies specific to legacy donors.
Competencies Knowledge of:
Strong knowledge of the philanthropic sector, as well as the various laws and regulations affecting them. Business acumen and strategic planning. Working knowledge and experience in securing Major Gifts, Annual Giving, and Planned Giving. Skill in:
Proficient writing, editing and proofreading skills with the ability to gather and organize information appropriately. Excellent customer service and communication skills (listening, interpersonal, oral, and written). A high degree of professionalism, confidence and flexibility that allows the incumbent to work collaboratively and effectively with clients and colleagues of diverse backgrounds. Intermediate proficiency with Microsoft Office (Outlook, Word, Excel) and the ability to effectively utilize proprietary software. Compelling communication; building partnerships; and building customer loyalty. Strong planning and implementation skills; research and synthesizing abilities. High level of personal and professional integrity and ethics. Ability to:
Energize the organization. Excellent ability to prioritize, organize, and manage multiple competing assignments and responsibilities. Excellent ability to work well in a team environment. Ability to develop and maintain a good working relationship with staff, members of the community, elected officials, the media, colleagues in other foundations, and members of the nonprofit sector.
Qualifications Minimum of four (4) years of experience in major/principal gift fundraising and prospect management, business development or related field Must be able to travel as needed. Must pass a criminal history background check.
Any work-related experience resulting in acceptable proficiency levels in the above Minimum Qualifications is an acceptable substitute for the above-specified education and experience requirements.
Preference Interest in philanthropy and the non-profit community.