Director, Estate and Gift Planning
- Remote, United States
- Lead
- Posted 8 days ago
or apply from Claude / ChatGPT / Muse
Director, Estate and Gift Planning is a lead remote role in the United States at a national cancer charity.
About the role
Planned giving is the organisation's largest revenue stream, and this seat owns a portfolio of prospects through cultivation, solicitation and stewardship. Much of the work happens face to face with donors and their financial advisers.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Lead
- Skills
- Salesforce, Crescendo, Planned giving, Fundraising
- Posted
- 21 Oct 2026
- Last checked
- 27 Oct 2026
What you will do
- Meet prospects, donors and professional advisors in person, by phone and sometimes online
- Move a portfolio of qualified prospects through identification, cultivation, solicitation, execution and stewardship
- Hit yearly targets for visits, gift proposals delivered and new planned gift commitments
- Track contacts and progress in Salesforce and team up with philanthropy colleagues on blended gifts
What they look for
- At least three years in nonprofit fundraising, or comparable relationship building in the nonprofit world
- Bachelor's degree or equivalent experience
- Valid driver's license and a reliable vehicle, plus dependable internet
- Good judgment and discretion with confidential donor information
Nice to have
- Planned giving experience
- CAP or CFRE certification
- Familiarity with Crescendo or Salesforce
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job ogi5yv5cy3Questions about this job
Is this job fully remote, and from where?
The posting lists it as remote for people in the United States.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
It is a lead role. The posting asks for: at least three years in nonprofit fundraising, or comparable relationship building in the nonprofit world; bachelor's degree or equivalent experience; valid driver's license and a reliable vehicle, plus dependable internet. Skills it names include Salesforce, Crescendo, Planned giving, Fundraising.
How do I apply with Keywordise AI?
Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.
More remote management jobs
- A national cancer charityDirector, Estate and Gift Planning
- Remote, United States
- A national cancer charitySenior Principal, Transformational Initiatives
- Remote, United States
- A wildlife conservation non-profitEastern Regional Development Director
- Remote, United States
- UNUSA The Nature ConservancyAssociate Director of Development
- Remote, United States
- WWorkivaSenior Partner Solution Program Manager, Financial Reporting and Data Management
- Remote, United States
- NNeuraFlashAWS Engagement Manager
- Remote, United States