Planned Giving Officer (EDF)

Environmental Defense Fund
West Coast, US

The Environmental Defense Fund is an environmental advocacy group that advocates on the issues of global warming, ecosystems restoration, oceans, and human health, and uses science, economics and law to find environmental solutions that work.

The organization uses its scientific expertise to expose critical flaws in America’s chemical policy. Toxic chemicals are in everyday household products, food, and water: EDF works to protect health by reducing exposure to substances that may be harmful to humans, animals, and the land. EDF believes prosperity and environmental stewardship must go hand in hand. The organization is full of optimists with smart ideas making a huge difference. EDF has built strong partnerships across interests to ensure lasting success. EDF addresses today’s most urgent environmental challenges. Working in partnership with others, it focuses on where it’s best positioned to help, based on its strengths.

The Planned Giving Officer will lead and coordinate planned giving on the West Coast. The Officer will cultivate, solicit, and steward a portfolio of current and prospective legacy donors in California; close bequests, charitable gift annuities, and other planned gifts through personalized correspondence, telephone calls and face to face visits.

EDF seeks a planned giving expert who is comfortable working at a fast pace, both in planning the strategic expansion of a fundraising program and in executing the plan through frequent visits to prospects and donors across the state of California. The Officer will be an experienced development professional with the skills and drive to implement all aspects of a comprehensive planned giving program. At the same time, the candidate will be able to provide partnership and support to the team of Planned Giving Officers. Reporting to the Director of Planned Giving the Planned Giving Officer will work in collaboration with the full planned giving team.

The ideal Planned Giving Officer will have:

  • 5 years of experience as a gift or estate planning professional.
  • Experience in outright gifts and revocable and irrevocable deferred giving vehicles; non-profit experience.
  • Demonstrated knowledge of planned giving vehicles and basic estate and financial planning.
  • Exceptional planning, organization, time management, analytical, and multi-tasking skills.
  • Ability to interact professionally and effectively with a diverse range of stakeholders, including donors, corporate and individual fiduciaries, attorneys, accountants, financial custodians, surviving family members, and key internal partners within EDF.
  • Capacity to work easily and effectively with a wide range of people; adept at building relationships.
  • Bachelor’s degree is required.