Gift & Estate Planning Officer

Not Disclosed•Full-TimeOn-site

location_onNoDo, Omaha, Douglas County, Nebraska, 68102, United States

About Boys Town

Boys Town has been changing the way America cares for children and families since 1917. What began as a small boarding house in downtown Omaha, Nebraska, has grown into one of the largest national child and family care organizations in the country. With the addition of the Boys Town National Research Hospital in 1977, our services expanded into healthcare and research, creating a unique ecosystem where career opportunities allow individuals to make a real difference.

Our mission is to make the world a better place for children, families, patients, and communities. At Boys Town, employees are our #1 supporters in achieving this mission. Working here is more than just a job; it is a way of life.

About the Role

The Gift and Estate Planning Officer serves as an integral member of the development team, dedicated to identifying, cultivating, soliciting, and stewarding a portfolio of planned giving donors and prospects. This role is vital for maximizing total gift revenue and building effective, mission-centered relationships with donors.\n In this position, you will collaborate with colleagues to manage endowed gifts, memorial and tribute gifts, and annual donations. You will act as a bridge between the organization and the financial community, building networks with estate planning professionals and legal experts to promote planned giving. The role requires close coordination with Legal, Finance, and Investments departments to ensure donor charitable objectives are met, while also providing expertise to Affiliate Sites regarding planned gifts.

Culture and Diversity

Diversity is more than a commitment at Boys Town; it is the foundation of who we are and what we do. We cultivate a culture of inclusion for all employees that respects individual strengths, views, and experiences. We believe that our differences enable us to be a better team—one that makes better decisions, drives innovation, and delivers better results.

Application and EEO

Boys Town is an equal employment opportunity employer and participates in the E-Verify program. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and/or expression, national origin, age, disability, or veteran status.

This advertisement describes the general nature of work to be performed and does not include an exhaustive list of all duties, skills, or abilities required. To request a disability-related accommodation in the application process, contact us at 1-877-639-6003.

Work location

Work model: On-site

NoDo, Omaha, Douglas County, Nebraska, 68102, United States

Omaha, Nebraska

Key Responsibilities

check_circleManage a portfolio of planned giving prospects and donors
check_circleBuild relationships with financial advisors and estate planning professionals
check_circleMaintain files and records on prospects in the donor database
check_circleCoordinate planned giving program activities and staff
check_circleCollaborate with Legal, Finance, and Investments departments to meet donor objectives
check_circleProvide expertise and support to Affiliate Sites regarding planned gifts
check_circleOversee maintenance of master files and records on planned giving
check_circleDirect staff in planning and prioritizing work to meet goals
check_circleCreate planned giving materials and promotional strategies
check_circleIdentify, cultivate, and solicit planned gifts such as bequests and trusts

Requirements

verifiedBachelor's degree in Marketing, Business, Communications, Journalism, or equivalent
verifiedMinimum five years of legal or financial estate and gift planning experience
verifiedValid drivers license with good driving record
verifiedAnnual Motor Vehicle Registration (MVR) clearance
verifiedAbility to provide own transportation
verifiedMaster's degree preferred

Nice to Have

Master's degree

Benefits & Perks

check_circleFree visits to Boys Town physicianscheck_circleFree prescriptions under the Boys Town Medical Plancheck_circleTuition assistancecheck_circleParenting resources from experts

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Skills, education and keywords

Skills: Microsoft Office Suite, Donor Database, Estate Planning, Gift Planning, Planned Giving, Tax Laws, Charitable Giving, Bequests, Trusts, Gift Annuities.

Education: Bachelor's degree in Marketing, Business, Communications, Journalism, or equivalent combination of education and experience required.; Master's degree preferred..

Frequently asked questions about Gift & Estate Planning Officer at Boys Town National Research Hospital

What does a Gift & Estate Planning Officer at Boys Town National Research Hospital do?expand_more

Day-to-day, the Gift & Estate Planning Officer at Boys Town National Research Hospital will manage a portfolio of planned giving prospects and donors; build relationships with financial advisors and estate planning professionals; maintain files and records on prospects in the donor database; and coordinate planned giving program activities and staff.

What are the requirements for this Gift & Estate Planning Officer role?expand_more

To qualify for the Gift & Estate Planning Officer at Boys Town National Research Hospital position, applicants should have: Bachelor's degree in Marketing, Business, Communications, Journalism, or equivalent; Minimum five years of legal or financial estate and gift planning experience; Valid drivers license with good driving record; Annual Motor Vehicle Registration (MVR) clearance; Ability to provide own transportation; and Master's degree preferred.

Where is the Gift & Estate Planning Officer role at Boys Town National Research Hospital located?expand_more

Gift & Estate Planning Officer at Boys Town National Research Hospital is based in NoDo, Omaha, Douglas County, Nebraska, 68102, United States. This is a on-site role.

Is this Gift & Estate Planning Officer job remote, hybrid, or on-site?expand_more

Boys Town National Research Hospital has listed this Gift & Estate Planning Officer role as on-site.

How much experience is required for this Gift & Estate Planning Officer role?expand_more

Candidates for Gift & Estate Planning Officer at Boys Town National Research Hospital should have senior.

What skills do you need for the Gift & Estate Planning Officer role at Boys Town National Research Hospital?expand_more

Key skills for Gift & Estate Planning Officer at Boys Town National Research Hospital include Microsoft Office Suite; Donor Database; Estate Planning; Gift Planning; Planned Giving; Tax Laws; Charitable Giving; and Bequests.

What education is required for Gift & Estate Planning Officer at Boys Town National Research Hospital?expand_more

Educational requirements for this role: Bachelor's degree in Marketing, Business, Communications, Journalism, or equivalent combination of education and experience required.; and Master's degree preferred..