Gift Planning Associate

What We Can Achieve Together:

The Gift Planning Associate must be highly organized, flexible, and able to prioritize workload and assignments as the position requires working as part of a team and providing administrative and/or program support to Gift Planning Fundraisers by producing gift calculations, drafting donor correspondence, and properly recording planned gifts.

The Gift Planning Associate will be responsible for drafting correspondence and acknowledgements, assisting in timely asset transfer, performing financial calculations, and processing and recording planned gifts (including bequests, charitable gift annuities, deferred gift annuities, flexible deferred gift annuities, pooled income funds, charitable remainder trusts and gifts of real estate). They will provide technical knowledge related to planned gift vehicles (both revocable and irrevocable) and apply gift-entry procedures in CRM to ensure accurate reporting. They will act as the main support for all gift planning fundraising teams and may provide program information to prospects and donors, assist with writing proposals, and conduct donor research. The Associate uses the fundraising management system to produce donor reports, perform analysis and research, track prospects and donors, and organize gift records. They apply established processes to improve effectiveness and may have substantial contact with staff, donors, legal and financial professionals. They will provide other staff with information needed to make decisions and solve problems and will perform administrative functions as required.

We’re Looking for You:

We are seeking someone with exceptional communication and collaboration skills and experience analyzing data and managing competing priorities. This is an opportunity to contribute to the ongoing mission of conservation by directing and shaping the work of our team.

What You’ll Bring:

• Bachelor’s degree and 2 years’ experience or equivalent combination.
• Experience in business writing, editing, and proofreading.
• Experience building relationships with staff, customers, vendors, or similar.
• Experience generating reports and interpreting data.
• Experience working across teams.
• Experience working with databases.

This position is based in the DC metro area and follows a hybrid work schedule with up to 3 days in person in the Arlington Office per week.

Salary Information:

The starting pay range for a candidate selected for this position is generally within the range of $70,650 - $84,050. This range applies to candidates whose country of employment is the USA and reflects factors such as location, qualifications, skills, and experience. Countries outside the USA may have different pay ranges in the local currency. Your geographic location will be confirmed during the recruitment.

Who We Are

The Nature Conservancy’s mission is to protect the lands and waters upon which all life depends. As a science-based organization, we create on-the-ground solutions to environmental challenges so that people and nature thrive. Our values include respect for all people, communities, and cultures. J We encourage applications from diverse backgrounds and experiences to join our mission.

What We Bring

Since 1951, The Nature Conservancy has grown from a small non-profit into one of the most effective environmental organizations in the world, supported by more than 1 million members and a team of scientists and staff worldwide. We offer a competitive benefits package including health care benefits, flexible spending accounts, a 401(k) plan with an employer match, parental leave, paid time off, life insurance, disability coverage, and employee assistance programs. Learn more about our Benefits and Perks at our site. We provide a flexible work environment that supports the health and well-being of our employees.

Our recruiting process uses a rolling interview timeline. Applications may be reviewed as they are received, and the role may be unposted once a strong candidate pool is identified. Please apply promptly.

Equal Opportunity Employer: The Nature Conservancy is an Equal Opportunity Employer. We are committed to an inclusive workplace and encourage applicants from all backgrounds and experiences. The applicant experience is designed to be accessible and equitable.

The successful applicant must meet the requirements of The Nature Conservancy’s background screening process. If you need an accommodation due to a disability, please contact us for assistance.