Senior Gift Planning Advisor - Cincinnati
1 week ago

Job Summary
The Senior Gift Planning Advisor is a champion of planned giving responsible for managing an assigned portfolio of constituents who have committed a future fund gift to GCF.Responsibilities
- Serves as GCF's principal liaison with current and prospective legacy donors.
- Manages a portfolio of donors with planned gifts naming GCF and prospective Future Fund donors.
- Works creatively with current and prospective donors and their advisors to create charitable gifts that meet each donor's financial estate planning goals.
- Provides educational presentations engaging in conversations related to estate planning long-term charitable tax planning multi-generational charitable planning.
Job description
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