Planned Giving Specialist at Guide Dogs for the Blind
Guide Dogs for the Blind · San Rafael, United States Of America · Hybrid
- Professional
- Office in San Rafael
Support the planned gifts that help fuel our mission.
At Guide Dogs for the Blind, you can use your deferred giving administrative skills to serve a fulfilling mission – helping to gather and facilitate the charitable support that keeps our organization running. As a Planned Giving Specialist, we’ll rely on your detail-oriented administrative expertise to help manage bequests, maintain donor and estate records, ensure compliance with state requirements, and collaborate with fiduciaries, attorneys, and donors to facilitate timely and accurate planned gift processing. This is a full-time, campus-based position with opportunity to work-from-home 2 days per week.
What you’ll do:
- Administer all aspects of bequests, including reviewing estate documents and tracking distributions
- Support the Charitable Gift Annuity (CGA) and Charitable Remainder Trust (CRT) programs.
- Conduct preliminary reviews of incoming wills, trust documents, accountings, and financial statements
- Maintain accurate records in Salesforce and coordinate data with IT, Accounting, and Development Operations
- Serve as liaison with Accounting staff during audits
- Assist in developing and monitoring the Planned Giving budget
What you’ll love:
- A wide variety of tasks that makes every day different
- Playing a vital role in our life-changing mission
- We are a nonprofit, tax-exempt organization supported entirely by private donations, so your expertise will be valued and recognized
- Working on our beautiful campus in San Rafael, California
- Our generous benefits package including medical/dental/vision/life/disability insurance, 403b, paid time off and extras like an onsite gym, and you can bring your dog to work!
The qualifications you’ll need:
- 5–7 years of experience preferred in planned giving or estate administration
- Proficiency with Microsoft Office and relational databases; Salesforce experience preferred
- Highly organized, accurate, and able to manage multiple projects independently
- Excellent communication and interpersonal skills
- Ability to work occasional evenings or weekends as needed
Guide Dogs for the Blind
At Guide Dogs for the Blind (GDB), we believe that everyone deserves to move through the world safely and confidently – to live the life they want to live. As the largest guide dog school in North America, we have graduated more than 16,000 guide dog teams from across the U.S. and Canada since our founding in 1942. GDB not only improves mobility for our clients, we further inclusion. Join our team of more than 300 employees and share your passion for our mission.
At Guide Dogs for the Blind, we respect, value, and appreciate all differences. We welcome all qualified candidates irrespective of your race, color, religion, sex, gender identity or expression, sexual orientation, national origin, marital status, genetics, disability, age, or veteran status. Individuals with disabilities, especially those who are blind or visually impaired, are encouraged to apply. If you have a disability and need assistance and/or accommodation with applying for a job, please feel free to contact Human Resources.
Pay Range
$36.00-$44.00/hour
Apply Now
