Real Estate Gift Planning Associate

Who We Are

Since 1951, The Nature Conservancy has been doing work you can believe in protecting the lands and waters that all life depends on. Through grassroots action, TNC has grown to become one of the most effective and wide-reaching environmental organizations in the world working in more than 75 countries and territories. As a science-based organization, we create innovative, on-the-ground solutions to our world’s toughest challenges so that we can create a world in which people and nature thrive. 

We’re rooted in our Mission and guided by our Values, which includes a Commitment to Diversity and Respect for People, Communities, and Cultures. Whether it’s career development, flexible schedules, or a rewarding mission, there’s lots of reasons to love life #insideTNC. Want a better insight to TNC? Check out our TNC Talent playlist on YouTube on Glassdoor. 

Our goal is to cultivate an inclusive work environment so that all our colleagues around the globe feel a sense of belonging, and that their unique contributions to our mission are valued. We’ll only achieve our Mission by hiring and engaging a diverse workforce that reflects the communities in which we work. In addition to the requirements in our postings, we recognize that people come with talent and experiences outside of a job. Diversity of experience and skills combined with passion is a key to innovation and a culture of inclusion! Please apply – we’d love to hear from you.

Your Position With TNC

The Real Estate Gift Planning Associate (REGPA) provides administrative and/or program support to the real estate program by producing gift calculations, drafting donor correspondence, properly recording planned gifts, managing a high volume of files, and assisting in the transfer of assets.

Essential Functions

The Real Estate Gift Planning Associate provides support to the real estate program by supplying program information to prospects, drafting routine and complex correspondence and acknowledgments, performing financial calculations, processing and properly recording gifts, and assisting in the timely transfer of assets. They help facilitate due diligence and acceptance process of real estate gifts. The REGPA acts as a point of contact between donors, fundraisers, and TNC’s Real Estate team, managing and supplying information on the real estate gift program to TNC staff, both in the field and at the Worldwide Office. The REGPA maintains a high level of expertise with the constituent relationship management system (CRMS) and uses it to update donor information, produce reports, perform analysis, and track and cultivate donors. They maintain an advanced level of expertise with gift processing and gift planning policies and procedures, as well as file management systems They support other Gift Planning staff as needed. They assist in cultivating and soliciting real estate donors by making initial inquiry calls and responding to direct mail response devices/inquiries. This position requires substantial contact with TNC staff, donors, legal, and financial professionals. 

Responsibilities and Scope

• Act independently on assigned tasks and exercise independent judgment based on analysis and experience.
• Coordinate projects with several variables, work within a defined timeline and budget.
• Does not supervise any staff, but may supervise interns, volunteers, and/or temporary staff.
• Ensure compliance with TNC policies and procedures, and external (donor/legal/IRS) requirements.
• Financial responsibility includes working within a budget, processing invoices and transfers, and contracting with vendors. 
• Provide input through project teams for the improvement of existing programs.
• Refer difficult questions and unusual problems to supervisor.
• Travel and work flexible hours.
• Work environment involves only infrequent exposure to disagreeable elements and minor physical exertion and/or strain.
• Work is diversified and may not always fall under established practices and guidelines.
• Work within scope of real estate program’s strategic goals.

Minimum Qualifications

• Bachelor’s degree and 2 years of experience or an equivalent combination.
• Experience coordinating projects.
• Experience in business writing, editing, and proofreading.
• Experience in managing and tracking multiple prospects and donors.
• Experience with database administration, spreadsheet software, and file management.
• Experience, coursework, or other training in fundraising principles & practices.

Desired Qualifications

• Experience, coursework, or other training in real estate, title transfers, or related field.
• Ability to analyze information for the purpose of preparing reports, coordinating efforts and solving problems.
• Ability to apply research skills. 
• Ability to work effectively in a team setting.
• Ability to write and edit written materials for use with donor solicitations, member communications, and special events. 
• Database skills, including managing data and tracking prospects. 
• Experience, coursework, or other training in fundraising principles & practices.
• Strong organizational skills and attention to detail.
• Multilingual skills and multicultural experiences appreciated.

What We Bring

The Nature Conservancy offers a competitive, comprehensive benefits package including health care benefits, flexible spending accounts, 401(k) plan to include employer match, parental leave, accrued paid time off, life insurance, disability coverage, employee assistance program, other life and work well-being benefits. Learn more about our benefits in the Culture Tab on nature.org/careers.

We’re proud to offer a work environment that is supportive of the health, well-being, and flexibility needs of the people we employ!

APPLY NOW

To apply for job ID 51437, submit your materials online by using the Apply Now button at https://careers.nature.org/. Need help applying? Visit our recruitment page or contact applyhelp@tnc.org.

The Nature Conservancy is an Equal Opportunity Employer. Our commitment to diversity includes the recognition that our conservation mission is best advanced by the leadership and contributions of people of diverse backgrounds, beliefs and culture. Recruiting and mentoring staff to create an inclusive organization that reflects our global character is a priority and we encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military, protected veteran status or other status protected by law.

Do you have military experience? Visit our U.S. Military Skills Translator to match your military experience with our current job openings!

TNC is committed to offering accommodations for qualified individuals with disabilities and disabled veterans in our job application process. If you need assistance or an accommodation due to a disability, please send a note to applyhelp@tnc.org with Request for Accommodation in the subject line.

Where legally permissible, TNC requires all new employees to be fully vaccinated and willing to keep up to date with vaccines that protect against COVID-19.  By accepting an offer of employment, you agree to comply with this requirement, unless you are entitled to a legally mandated exemption.