Gift Planning Officer

Join the Presbyterian Homes Foundation team as a Gift Planning Officer and foster a culture of generosity that advances the PHS mission in the Milwaukee area, beginning with a strong existing donor base and collaborative leadership in six beautiful senior campuses: Dickson Hollow, Avalon Square, Kirkland Crossing, Stair Crest, Fairway Knoll, and Towner Crest. The Gift Planning Officer will office out of Dickson Hollow in Menomonee Falls, WI and travel between the communities in the Milwaukee area.

Reporting Structure:

The Gift Planning Officer reports to the Vice President of the PHS Foundation and works collaboratively with PHS Management staff, Site Leaders, and functional directors of assigned areas of accountability.

Pay Range:

The estimated starting pay range for this role is $89,794 - $112,258 per year. This good faith estimate is based upon PHS’s typical starting pay range for this role. Actual pay range depends upon many factors including each individual employee’s qualifications and market conditions and is subject to change.

The Gift Planning Officer is a development professional responsible for cultivating a culture of generosity by identifying, cultivating, soliciting, and stewarding donors for major and planned gifts. This position plays a key role in securing transformational support for Presbyterian Homes & Services (PHS) by engaging residents, family members, and friends in charitable opportunities that align with their passions and the mission of PHS.

Key Responsibilities included but are not limited to:

• Collaborate with Foundation colleagues and PHS leaders to advance the mission of PHS through philanthropy.
• Identify prospective donors (residents, family members, and friends) with capacity and affinity for the mission.
• Develop and implement strategies to identify, qualify, cultivate, and solicit major and planned gifts.
• Manage a portfolio of 100–120 donors and prospects, conducting an average of 20+ face-to-face visits per month.
• Prepare and present personalized gift proposals, including planned giving illustrations, to prospective donors.
• Negotiate and document gift agreements to ensure alignment with donor intent.

• B.A./B.S. degree required; CFRE certification or advanced degree preferred.
• Demonstrated passion for fund development and the mission-driven work of gift planning.
• Minimum of five years of experience working with major and planned gift donors, with a proven track record of cultivating and closing gifts. Experience in senior housing or long-term health care is beneficial.
• Strong knowledge of charitable gift vehicles and a comprehensive understanding of IRS regulations related to planned giving.
• Proficiency with donor management systems (preferably Donor Perfect) to track and manage donor portfolios, in addition to other common computer programs.
• Demonstrated ability to develop meaningful, mission-driven relationships with donors and prospective donors.
• Exceptional written and oral communication skills, with the ability to convey complex giving options clearly and persuasively.
• Experience organizing and executing fundraising campaigns, including donor identification and committee collaboration, highly desired.
• Strategic thinker with strong problem-solving skills, high professional initiative, and the ability to manage competing priorities.
• Collaborative, approachable, and a skilled listener with the ability to work effectively across all levels of the organization.
• Proven leadership ability, with evidence of successfully managing projects or initiatives with limited staff support
• Well-organized with demonstrated enthusiasm for advancing the mission and vision of PHS.
• Ability to travel within the assigned region frequently. If out of state, ability to travel to the Twin Cities for specified meetings and events on occasion.
• Demonstrated compatibility with PHS’ mission and operating philosophies.

Full-time benefits-eligible employment begins at a minimum of 30 hours per week:

• Health, and dental, including applicable HSA & FSA
• Employer Contribution to HSA for eligible Health Plans
• Life insurance (AD&D)
• Retirement, with eligibility for an employer match
• Holiday pay and extended sick

Full and Part-time benefits-eligible employment working between 20-29 hours per week:

• Vision insurance
• Voluntary short-term & long-term disability
• Accident & hospitalization coverage
• Education assistance programs

All employees:

• Accrue PTO (Paid time off)
• Same-day pay
• Employee assistance program (EAP)
• College partnership educational discounts
• Access to Learn to Live Resources

Based in St. Paul, Minnesota–Presbyterian Homes & Services (PHS) is a nonprofit, faith-based organization providing a broad array of high-quality housing choices, care options and services for older adults. There are over 7,500 team members like you at PHS, serving more than 26,000 older adults through 60+ PHS-affiliated senior living communities in Minnesota, Iowa and Wisconsin, and through Optage® and other community services. PHS is also co-owner of Genevive®, the largest geriatric primary care practice in MN, providing comprehensive care for over 15,000 older adults.

An Innovative Leader: Established in 1955, PHS has earned the reputation as an Innovative Leader dedicated to promoting independence, purposeful living, and overall well-being. PHS is now one of the largest nonprofit senior housing and services providers in the US.

Our strong focus on our employees, means we are committed to an environment where you are valued and empowered to make a difference. With a strong commitment to team growth from within, roughly 80% of leadership roles are filled through the development of people like you. To learn more about PHS culture, benefits and team development, we invite you to visit the "Careers" section of our website.

Let's get you started.

PHS is an EEO/AA employer. All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.