Gift Planning Officer - Scripps College - Another source : Job Details

Gift Planning Officer - Scripps CollegeID102166Application Deadline9/27/2025CategoryDevelopmentCompanyScripps CollegeJob LocationsUS-CA-ClaremontAt a glanceScripps College is growing its Advancement team! As the College prepares for its Centennial in 2026 and a historic $100M campaign, they're launching two key roles that will shape donor engagement and philanthropy during this milestone moment: Stewardship Manager - Lead donor recognition and engagement strategies, oversee giving society programs, and create compelling communications and reports that connect donors to the impact of their philanthropy. Gift Planning Officer - Serve as a frontline fundraiser, cultivating and stewarding legacy gifts (bequests, trusts, retirement/IRA gifts, insurance), and building relationships with donors that secure the College's philanthropic vision. Why Scripps?

Join a top-ranked women's liberal arts college during a transformative moment in its history.
• Gain exposure to senior leadership, presidential tours, and high-level donor engagement.
• Be part of a collaborative, supportive, and ambitious culture that values growth and innovation.
• Contribute to a once-in-a-century Centennial campaign with national visibility.

Description: What you'll be doing

Another Source's client, Scripps College, is recruiting a Gift Planning Officer to join their Philanthropy team in Claremont, CA.

Here's a little about Scripps College and the position they are recruiting for:

Scripps College is a nationally recognized women's liberal arts college in Claremont, California, known for its rigorous interdisciplinary curriculum, distinguished faculty, and commitment to cultivating a diverse and inclusive community. As a member of The Claremont Colleges consortium, Scripps offers its students the intimacy of a small college with the resources of a larger university network.

Summary of the Role

The Gift Planning Officer will play a key role in expanding and stewarding a robust pipeline of planned gifts bequests, charitable trusts, annuities, and other complex gifts that secure the College's long-term philanthropic vision. Reporting to the Director of Gift Planning, the Officer will manage a portfolio of prospects, build internal and external relationships, and help educate donors and colleagues about the power and impact of legacy giving.

What you will be doing:

• Manage a portfolio of 100-125, made of planned giving prospects and current legacy society members. Guide individuals through the complete donor cycle-from identification and qualification through cultivation, solicitation, and stewardship.

• Conduct personalized outreach and meetings with donors, both virtually and in-person, with a focus on the retention and acquisition of planned and estate gifts. Identify opportunities to update and expand gifts through tailored engagement and stewardship strategies.

• Collaborate with major gifts colleagues on blended gift opportunities.

• Partner with the Director of Gift Planning to prepare customized proposals, planned gift illustrations, and stewardship correspondence for planned giving donors.

• Document all substantive prospect interactions in Raiser's Edge CRM, including contact reports, moves management changes, and other relevant activity.

• Support the administration of estate distributions and ensure accurate documentation of confirmed planned gifts.

• Collaborate with departments across campus to incorporate gift planning into centennial-related programming and activities.

• Contribute to broader advancement initiatives such as Reunion Weekend, Day of Giving, and campaign events as needed.

• Active support for the College's Principles of Community and Principles of Diversity in the performance of job duties.

• Other duties as assigned.

Required Qualifications:

• Bachelor's degree from an accredited college or university; or any combination of education, training, or experience that provides the required knowledge, skills, and ability to perform the job.

• Understanding of and appreciation for the philanthropic process and individual giving behaviors.

• Familiarity with a range of planned giving vehicles and practices.

• Proven record of accomplishment in cultivation and solicitation of prospective donors. Understanding of and appreciation for the philanthropic process and individual giving behaviors.

• Familiarity with a range of planned giving vehicles and practices.

• Proven record of accomplishment in cultivation and solicitation of prospective donors.

• Ability to work independently and collaboratively across teams, including with volunteer leaders and committees.

• Exceptional organizational and time management skills; ability to prioritize and manage multiple projects in a fast-paced environment.

• Strategic thinker with sound judgment, discretion, and a team-oriented mindset.

• Superb interpersonal, verbal, and written communication skills.