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Baltimore Community Foundation
Gift Planning Officer
Job Description
The Search
The Baltimore Community Foundation (BCF) seeks a Gift Planning Officer to play a key role in a fastpaced,
dynamic organization dedicated to enlightened civic leadership and to inspiring donors to improve the
quality of life in the Baltimore region through grantmaking, initiatives and advocacy. With assets of $150
million and grants in 2010 totaling $23 million, BCF is developing a plan to have $1,000,000,000 in
discretionary assets by 2050, beginning with a campaign to raise $25,000,000 in current support for
Baltimore and $75,000,000 in discretionary endowment from 2012-2014. The Gift Planning Officer will
play an important role in both the immediate and long term plan.
The Position
The Gift Planning Officer must have a thorough background and successful record as a major gifts officer
with expertise in planned giving. S/he reports to the Vice President, Development and works closely with the
president, trustees and staff to facilitate deferred and testamentary gifts from existing and prospective donors.
The Gift Planning Officer must also cultivate and maintain good relationships with professional advisors and
be a resource for promoting charitable giving to their clients whether to open funds at BCF or to implement
their clients' planned giving strategies.
Description
The individual will work closely with the Vice President, Development to expand BCF's relationships with
current and prospective donors and professional advisors (i.e., attorneys, wealth advisors, brokers, life
insurance professionals and accountants). This position will involve working with professional advisors to
educate them about BCF's services and charitable giving options. The Gift Planning Officer also works
closely with the Vice President on the identification and cultivation of prospects for planned gifts and for
providing for stewardship of such gifts.
Primary Responsibilities
- Gift Planning – Respond to inquiries from potential donors, donor representatives and professional
advisors regarding current and planned gifts. Work collaboratively with BCF's Director of
Communications to develop new print and online materials about charitable giving options for
prospective donors and professional advisors. Help with professional advisor and donor research.
Draft and prepare fund agreements, obtain documentation and work with philanthropic services and
the finance department to ensure completion of all paperwork. Maintain a high level of expertise
regarding state and federal taxes, gift and estate giving methods and the legal aspects of charitable
giving.
- Professional Advisor Services – Develop and hold meetings with professional advisors to educate
them about BCF. This will include large and small group sessions. Promptly and accurately respond
to professional advisor requests for information about BCF services and charitable giving options.
Expand and update BCF's database of professional advisors; identify new advisors and track contacts
with advisors and client referrals. Manage and promote Giving Advice, BCF's e-mail resource
available through the BCF website. Develop and maintain BCF's professional advisors marketing
material.
Rev. 12/2011
- Gift Acceptance – Under the direction of the CEO and Vice President, Development, engage and
serve as primary contact with legal counsel on issues related to unusual or complex gifts. Update the
gift acceptance policies as needed.
- Special Events – Participate in recognition events for professional advisors. Help design and
participate in targeted prospective donor and professional advisor educational programs. Participate
in other BCF events as needed.
- Participate in the creation of annual development department plans, goals and strategies
- Attend staff meetings and serve on internal committees as appropriate
- Contribute to BCF publications and marketing materials by providing data, reports, content and
proofreading as needed
- Represent BCF at meetings and events which may occur during or outside of normal work hours
- Perform additional duties as assigned
Qualifications
- Bachelor's degree and a minimum of five years of experience in development, planned giving or
related financial or legal fields
- B.A. Required; Advance Training preferred (CFP, MBA, JD)
- Understanding of estate planning, income, capital gain and estate tax issues
- Ability to initiate conversations with professional advisors and prospective and current donors
- Ability to speak to groups of individuals from various professions and backgrounds
- Excellent computer skills, especially in Word, Excel, Outlook and relational database programs
- Extremely high level of diplomacy skills
- Maintain confidentiality and use good judgment, discretion, decision-making and professional and
ethical work standards within a fast-paced environment
- Project a positive, helpful attitude and a commitment to customer service in all internal and external
interactions
- Ability to prioritize and organize workloads to meet deadlines and balance work among multiple
duties
- Possess excellent written, oral, and interpersonal communications skills
- Work independently with minimal supervision and as a member of a team
- Work well with coworkers, especially across departments
- Receive training and maintain working knowledge of all office equipment and software
- Possess a valid driver's license, reliable personal transportation and current auto insurance
- Be able to occasionally lift and carry up to 30 pounds
To Apply
The Baltimore Community Foundation offers a competitive salary and benefits package. To apply,
please submit a cover letter and resume to koharo@bcf.org, or via mail to Kimberly O'Haro, Human
Resources Manager, Baltimore Community Foundation, 2 East Read Street, Baltimore, MD 21202.
Telephone inquiries are strongly discouraged
The Baltimore Community Foundation is an equal opportunity employer and seeks a diverse pool of candidates in this search.
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