Director of Planned Giving

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Quick Summary

Key Responsibilities

Design and execute the annual Planned Giving Program strategy. Maintain and grow the planned giving portfolio through a strategic combination of one-on-one donor engagement as well as broad marketing and communications.

Requirements Summary

Minimum 7 years non-profit development experience with direct donor stewardship and solicitation, or similar relevant experience in mission-oriented sales.

Technical Tools
slackproject-management

The Cancer Research Institute (CRI), established in 1953 and headquartered in New York City, is the preeminent U.S. nonprofit organization dedicated to saving more lives by fueling the discovery and development of powerful immunotherapies for all cancers. 

Guided by a world-renowned Scientific Advisory Council that includes four Nobel laureates and 35 members of the National Academy of Sciences, CRI has invested over $517 million in support of research conducted by immunologists and tumor immunologists at the world's leading medical centers and universities and has contributed to many of the key scientific advances that demonstrate the potential for immunotherapy to change the face of cancer treatment. The Cancer Research Institute's research funding supports the entire continuum of basic discovery through early-stage clinical development of novel cancer immunotherapies.

Responsibilities

~1 min read
  • Design and execute the annual Planned Giving Program strategy.
  • Maintain and grow the planned giving portfolio through a strategic combination of one-on-one donor engagement as well as broad marketing and communications.
  • Manage all vendor relationships associated with the planned giving program.
  • Determine projections for the annual planned giving program.
  • Manage the legacy society program in order to engage and deepen the connection between society members and CRI.
  • Partner with individual giving and major giving team members in order to integrate planned giving conversations across donor engagement channels.
  • Collaborate with the marketing team to create planned giving campaigns and collateral in order to effectively communicate CRI’s planned giving program.
  • Partner with Finance in overseeing the processing of legacy gift agreements and incoming estate gifts.
  • Act as the CRI expert in respect to planned giving by remaining updated on any evolving trends and educating development and finance team members.
  • Leverage CRM in order to track donor engagement and relationship moves management.

Requirements

~1 min read
  • Minimum 7 years non-profit development experience with direct donor stewardship and solicitation, or similar relevant experience in mission-oriented sales.
  • Minimum 3 years planned giving experience, including face-to-face planned gift solicitations and managing a portfolio of 75 donors.
  • Experience working with a diverse community of stakeholders.
  • Bachelor’s degree or equivalent, will consider additional experience in lieu of a degree.
  • Excellent written and oral communication skills.
  • Excellent attention to detail.
  • In-depth familiarity with planned giving mechanisms.
  • Proficient using CRM, Google, Microsoft, Slack, professional communication tools, and project management software.

What We Offer

~1 min read



Location & Eligibility

Where is the job
Burlingame, United States
On-site at the office
Who can apply
US

Listing Details

First seen
May 6, 2026
Last seen
May 9, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
52%
Scored at
May 6, 2026

Signal breakdown

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cancer-research-institute-incDirector of Planned Giving