Gift Planning Account Manager

this position is no longer available

To apply, email your résumé to:

Reports to: Sr. Gift Planning Program Manager

About Children International

Children International is a child and youth development organization that works to eradicate poverty around the world. We believe that ending poverty starts with children. Without help, children in poverty become adults in poverty. Our vision is to bring people and partners together to break this generational cycle through programs focused on health, education, life skills and employment. Through a long-term, customized approach, we work with children for the first two decades of their lives. We’re in it for the long haul because we know that the children we support in 10 countries deserve a fighting chance, and sustainable change takes time.

Children International’s work is made possible by generous sponsors, donors, strategic partners, more than 4,000 dedicated community volunteers, and approximately 1,200 employees, most of whom are local to the areas where we work. To ensure our programs give children, youth and families the best possible chance of breaking the poverty cycle, we are elevating our practices for growing our people talent worldwide. That’s where you come in.


Reporting to the Sr. Gift Planning Program Manager, the Gift Planning Account Manager will support Children International’s overall gift planning strategy focused on growing deferred gift expectancies of $5-10 million in deferred revenue annually. In partnership with the Sr. Gift Planning Program Manager, they will be responsible for working effectively and collaboratively across the organization to identify gift planning opportunities for current supporters. As a member of the Global Philanthropy team, the Gift Planning Account Manager supports donor engagement efforts across the organization to enhance revenue streams.


  • Execute methodical outreach through various engagement tactics in response to donor inquiries regarding gift planning.
  • Focus efforts to identify, cultivate, solicit, and close gift planning opportunities for both deferred expectancies (‘legacy gifts’) and current gifts.
  • Establish and strengthen relationships with supporters who have potential to make planned gifts and curate appropriate participation by other department staff, primarily major gift representatives regarding gift planning prospects ready for face-to-face visits.
  • Maintain a portfolio of legacy gift donors by designing and implementing individualized strategies for the cultivation and stewardship of legacy gifts with primary account representative as appropriate.
  • Build strong collaborative relationships with other supporter facing staff to coordinate efforts when responding to gift planning related contacts.
  • Provide sample bequest language, basic and complex gift calculations, and prepare gift agreements as needed to actively solicit gifts.
  • Serve as technical expert across the organization regarding tax consequences of charitable gifts, in partnership with the Sr. Gift Planning Program Manager.
  • Support the development of an individual giving society and the ongoing management of the donor communications and program initiatives.
  • Secure support through wills, bequests, trusts, beneficiary designations, charitable gift annuities, donor advised funds, individual retirement accounts, and other giving vehicles.
  • Provide support on special projects for the Fundraising Services Team and perform additional duties as assigned.
  • BS/BA degree or equivalent of 4 years’ experience required.
  • Minimum of 2-5 years of related experience, introductory to intermediate Gift Planning training preferred.
  • Proven track record of self-driven performance in pursuit of assigned metrics.
  • Results oriented with intrinsic motivation and excellent organizational skills.
  • An aptitude to focus one’s efforts for effective time management.
  • Appropriately persistent.
  • Genuinely curious and intuitive personality with a desire to know donors and their wishes.
  • Emotionally intelligent with clear ability to demonstrate empathy and compassion to others.
  • Passion for children and youth and making a difference in the world.
  • Commitment to the culture, mission, and values of CI.
  • Strictly observe confidentiality and strong ethics with respect to all beneficiary information/financial and other organizational data.
  • Comply with and ensure adherence to the agency’s policies, safety and security protocols and child safeguarding norms and guidelines by self as well all stakeholders both internal and external.
  • Promote diversity and inclusion, value other cultures, and demonstrate respect while relating with all organizational constituents irrespective of their race, color, faiths, gender, sexual orientation, age, caste, disabilities, experiences, beliefs and ethnicity.

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