Director of Planned Giving

Company: Cancer Research Institute
Location: Burlingame
Posted on: April 2, 2026

Job Description:

The Director of Planned Giving oversees CRI’s planned giving program, which raises the long-term resources to fund the research needed to advance groundbreaking discoveries and build a world immune from cancer. 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. 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: 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. Benefits : 100% covered Health Insurance , Dental & Vision, Life Insurance, Long term & Short term disability 403b Paid Time off We are proud to be an equal opportunity employer, committed to fostering a diverse, inclusive, and collaborative workplace. We do not discriminate based on race, color, religion, national origin, gender, sexual orientation, age, disability, veteran status, or any other legally protected characteristic. We consider qualified applicants with criminal histories consistent with applicable laws and provide reasonable accommodations for individuals with disabilities. We offer competitive compensation and benefits tailored to factors such as location, role complexity, and experience. For roles in Burlingame, CA or New York City, the estimated base salary range is $175K-225K per year.

Keywords: Cancer Research Institute, Union City , Director of Planned Giving, Sales , Burlingame, California