Jobs and Careers

Planned Giving Specialist / Senior Planned Giving Specialist (Level commensurate with experience)

Yorktown Heights, New York, United States, United Statesfull_timeVerifiedPosted 8 May 2026

💰 $80,000/yr($60,000/yr – $80,000/yr)

About the role

At Guiding Eyes for the Blind, we are passionate about connecting exceptional dogs with individuals seeking greater independence. We are dedicated to creating and supporting life-changing partnerships between people and dogs. At our facilities, we breed, raise, and train exceptional guide dogs – and match them with individuals ready to embrace a life of greater freedom, confidence, and possibility. Together, they embark on incredible life adventures. Are you ready to play a role in that journey? Join us and help be a part of transforming lives.

Our incredible dogs make our mission possible – and working with them will inspire you! We put our clients first, striving to exceed their expectations by providing exceptional dogs trained to meet their unique needs and empower them to live the lives they choose.

Planned Giving Specialist / Senior Planned Giving Specialist (Level commensurate with experience) The Planned Giving Specialist plays an important role in advancing the mission of Guiding Eyes as a key member of the Planned Giving team. This position supports the administration of bequests and leads donor acquisition and stewardship efforts that drive both immediate impact and long-term sustainability. As part of a robust and growing Planned Giving program, this role ensures the accurate, timely, and thoughtful administration of estate gifts while maintaining a high level of professionalism, discretion, and attention to detail. In parallel, it fosters meaningful relationships with donors, providing responsive, high-touch engagement and a strong sense of connection to the organization’s mission. This position will help share the story of the organization’s life-changing work with donors and the broader community. Through thoughtful stewardship, personalized outreach, and compelling storytelling, this role inspires confidence in the impact of philanthropic support – helping to build lasting partnerships, expand the organization’s reach, and transform lives, one guide dog team at a time. We’re seeking a proactive, thoughtful communicator who thrives in a collaborative, mission-driven environment. If you are passionate about building meaningful connections, delivering exceptional donor experiences, and contributing to work that transforms lives, we encourage you to apply. The Role This is a hybrid position based at our Yorktown Heights, NY campus, alternating between in-office and remote work. Bequest Administration

Review and manage all incoming planned giving correspondence, ensuring accurate and timely updates in Salesforce and the organized maintenance of paper and electronic files.
Manage new bequest setups with diligence and attention to detail, including:

Entering and verifying donor and bequest information in Salesforce
Reviewing donor history to ensure continuity and context
Preparing thoughtful acknowledgment letters for attorneys/executors and requesting necessary documentation
Establishing comprehensive and accurate tracking systems and files

Administer active bequests and trusts with a focus on precision and follow-through, including:

Recording distributions and processing gifts accurately in Salesforce
Preparing donor-centered acknowledgments and related correspondence
Maintaining proactive and respectful communication with attorneys and executors
Ensuring all records and documentation are complete, current, and readily accessible

Complete claim processes for beneficiary-designated assets (IRAs, brokerage, and bank accounts) with accuracy and persistence.
Support audit processes by assembling documentation in a timely and organized manner.
Assist with Charitable Gift Annuities, ensuring careful tracking, compliance, and follow-up, including monitoring payments and supporting recovery efforts as needed.

Donor Stewardship and Cultivation

Respond thoughtfully to planned giving inquiries, ensuring each donor receives clear, timely, and personalized information.
Support the Pathfinder Society (legacy society) with a focus on meaningful recognition and engagement, including: