[Remote] Consultant, Planned Giving

Note: The job is a remote job and is open to candidates in USA. AmPhil is hiring a Consultant for its Planned Giving consulting group to manage project execution and deliverables across multiple client engagements. The role advises nonprofit clients on planned giving programs, supports planned gift acceptance, and may lead selected client engagements.

Responsibilities

• Creating, maintaining, and coordinating project schedules, calendars, tasks, and other key planning tools across various internal and external parties to ensure accurate tracking and timely project completion
• Driving the execution and quality control of key client deliverables by writing, editing, and/or coordinating completion of projects such as emails, letters, proposals, development plans, progress reports, and designed collateral
• Scheduling calls, drafting call and meeting agendas, taking call notes, and noting action items
• Managing up to colleagues working together on client engagements
• Communicating regularly with clients in a professional manner, including taking the lead in responding to client needs when possible
• Assisting with data review and analysis, and proposing recommendations based on findings
• Serving as engagement lead on a small number of engagements, meeting regularly with clients and building strong relationships while advising on a wide range of planned giving fundraising, communications, operations, and management questions and projects
• Supporting business development efforts by accurately identifying client and prospect needs, effectively communicating AmPhil offerings as needed, supporting the cultivation of current clients through excellent client service, and attending conferences and events as requested
• Helping to identify, test, and prioritize which planned giving services to offer to clients
• Keeping up-to-date with state and federal regulations for charitable giving
• Advising public charity clients on creating and growing their planned giving programs
• Working directly with clients and their donors to drive and support planned gift acceptance – answering planned giving questions and helping them implement solutions
• Educating AmPhil staff on planned giving services and strategies
• Working collaboratively with the planned giving team and other AmPhil departments
• Contributing to firm culture through strong engagement, communication, collegiality, and conviviality; and
• Other duties as requested

Skills

• At least three years of professional experience
• Existing knowledge of planned giving, wealth management, or charitable financial planning
• Intelligent, logical, self-directed, and curious
• Able to create order from ambiguity and translate theory and strategy into practical action
• Clear, intelligent, engaging communicators who balance warmth and candor as they earn respect and build honest and trusting relationships
• Conscientious colleagues who possess the prudence and discipline to work hard, strive for excellence, complete tasks with minimal supervision, and go above and beyond when necessary to help our clients, partners, and firm succeed and grow

Benefits

• Hybrid remote/in-person work arrangement; depending on role and preference, many employees may work from an office or flexibly within one of the company’s core geographic regions, with regular opportunities for in-person interaction.
• A generous holiday/PTO schedule.
• Health insurance for employees and their dependents.
• Employer contributions to health savings accounts.
• A 401(k) retirement program with employer matching.
• Paid parental leave.
• Dependent care spending accounts.
• A yearly stipend for books and print publications.
• Support for employees’ volunteer board service.
• A high degree of ownership over work and significant freedom to execute responsibilities in line with employees’ interests and talents.
• Opportunities to learn continually.

Company Overview