Chapter Job Board

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Welcome to the AFP Montana Chapter job posting center! This service is designed to share pertinent career information with our audience of development professionals in the Montana area. 


"We feature all career position announcements for one month on our website. Anyone who visits this site will see your position announcement on our Chapter Job Center. To have your job posted, please send job description to afpmontana@gmail.com."

Arrowleaf Consulting- Grant Program Manager

Arrowleaf Consulting is hiring a Grant Program Manager! We are a cause-driven small company that provides capacity-building, technical, and research support services to a variety of clients including nonprofits, school districts, conservation districts, government agencies, community-based organizations, Tribes, private businesses, and more. In the grant writing space, we help our clients find and secure grants from foundation, government, and corporate funders. We also develop annual and multi-year funding campaigns. We work across multiple sectors including environmental conservation, agriculture and food systems, education, and human services.

For more information about our services and team, please visit www.arrowleafgroup.com or email questions to contact@arrowleafgroup.com.

Position Summary:

The Grant Program Manager works with a team to develop, write, and submit funding applications on behalf of or in collaboration with our clients. Strong writing skills that ensure clarity, organization, accuracy, style, and quality consistent with funder requirements are a must. Depending on the project, the Grant Program Manager will be the lead or in a support role, often working directly with clients to brainstorm, develop, and finalize proposals. Specific duties will include the following:

  • Developing competitive proposals in response to and consistent with funding solicitations.
  • Developing budgets, budget justifications, subaward documents, biosketches, certifications, letters of commitment, management plans, and other supporting documents necessary for proposal submission.
  • Critically reviewing and editing proposal documents, including substantive editing, proofreading, and incorporating comments from clients and Arrowleaf Consulting team members.
  • Facilitating meetings with clients, partners, and other stakeholders to develop proposals and projects.
  • Managing documentation systems, including organizing and maintaining files to ensure accurate and accessible records across all proposal materials.
  • Completing the grant submission process in web application portals such as Grants.gov and private foundations.
  • Performing funding searches and researching available and upcoming funding opportunities.
  • Providing project management, including coordinating workflows, timelines, and deliverables to ensure all proposal components are completed and submitted by required deadlines.
  • Delegating to, communicating with, and integrating the contributions of other team members into proposals, such as graphic design and evaluation components.
  • Supporting other Arrowleaf Consulting services as needed.
  • Helping to ensure internal systems are effective and efficient.  

All team members at Arrowleaf Consulting work remotely (from Washington, Idaho, or Montana) and the Grant Program Manager must provide their own workspace. Arrowleaf Consulting will provide a computer and all software and supplies needed for the job.

Minimum Qualifications:

  • Bachelor’s degree
  • Two years of grant development experience, including proposal writing and submission
  • Experience researching and identifying funding opportunities (foundation, corporate, government)
  • Project management experience, including the ability to manage multiple projects and deadlines
  • Strong writing skills and attention to detail 
  • Ability to work independently and remotely
  • Proficiency in Word and Excel
  • Must reside in Washington State, Idaho, or Montana

Preferred Qualifications:

  • A track record of successfully secured funding
  • Budget development experience
  • Familiarity with multiple sectors, such as environmental conservation, human services, education, and food systems
  • Experience facilitating diverse groups

Compensation and Benefits:

Wage: The starting wage is $35-$45 per hour depending on experience.

Hours: Monthly pay is hourly rather than salaried. This position is expected to be 0.75 FTE (i.e., 1,560 hours a year) on average but may range monthly from 0.5 FTE to 1.0 FTE. The Grant Program Manager may occasionally need to work outside regular (i.e., Monday-Friday, 9 am to 5 pm) hours.

Flexibility: Arrowleaf employees have flexibility to create a schedule that best works for them in terms of the days of the week, timing during the day, and location from which their work is accomplished within the confines of meeting deadlines and communication/performance expectations. 

Retirement: We provide a 15% contribution for retirement to a SEP IRA at Vanguard Investments for employees who will make more than $600 in a year. No employee contribution is expected or allowed by law to the SEP IRA, although we encourage employees to engage in additional retirement savings on their own.

Health insurance: We provide medical, vision, and dental insurance for employees who work a minimum of 0.5 FTE. The benefit includes 100% of the premium for the employee and 50% of the premium for dependents. 

Paid leave: Paid leave accrues during months in which an employee is 0.75 FTE or greater. Leave hours accrued reflect the number of hours worked that month according to two rates: 1) for employees who worked between 0.75 FTE and 0.99 FTE, paid leave accrues at a rate of 12.5 hours per month and 2) for employees who worked full-time (1.0 FTE) or more, paid leave accrues at a rate of 20 hours per month.

To Apply:

Please submit a cover letter and resume to contact@arrowleafgroup.com and include “Grant Program Manager” in the subject line.

We will start reviewing applications August 3, 2026. Position is open until filled.

Please note applicants must reside in Washington, Montana, or Idaho to be considered.

 

Intermountain- Senior Development Officer Major Gifts 

 

Salary Range:  $90,000 - $120,000

 

Contact Human Resources at (406) 457-4858 or HR@intermountain.org with any questions.

 

Help Transform the Lives of Children. Build Relationships That Change Futures. At Intermountain, we believe every child deserves the opportunity to heal, grow, and thrive. For more than a century, we've helped children and families overcome the effects of trauma, behavioral  health challenges, and adversity through  innovative treatment, education, and compassionate care.

We're seeking an experienced, relationship-driven Senior Development Officer Major Gifts to join our growing philanthropy team. This is an opportunity for an accomplished fundraiser who thrives on building authentic relationships, inspiring transformational giving, and connecting generous people with a mission that changes lives every day.

If you're energized  by meaningful donor conversations, strategic  portfolio management, and creating lasting philanthropic partnerships, we'd love to meet you.

 

About the Role:

Reporting to the Director of Development, the Senior Development  Officer leads Intermountain's major gifts program, cultivating and stewarding individuals, corporations, foundations, and legacy donors whose investments advance innovative behavioral  health programs for children and families.

You'll manage a dynamic portfolio of approximately 100 major gift prospects and donors while helping shape the future of philanthropy at Intermountain through  strategic relationship management, planned  giving, and endowment development.

This position offers the opportunity to work closely with executive leadership, board members, program leaders, and grateful supporters to create transformational philanthropic partnerships.

 

What You'll Do:

Build Meaningful Donor Relationships

  • Manage a portfolio of approximately 100 major gift prospects and donors.
  • Develop personalized cultivation, solicitation, and stewardship strategies that inspire long-term engagement.
  • Conduct face-to-face donor visits and meaningful touchpoints throughout the year.
  • Partner with organizational leadership to align donor interests with strategic priorities.
  • Create compelling proposals, impact reports, and cases for support that demonstrate measurable outcomes.
  • Design and host intimate  donor experiences, campus tours, and cultivation events that deepen  connection to our mission.

 Lead Strategic Fundraising

  • Achieve ambitious  annual fundraising goals across major gifts, corporate partnerships, planned  giving, and endowed support.
  • Advances donors from initial engagement to transformational investment.
  • Identify and qualify new prospects through  research, referrals, and community engagement.
  • Collaborate on donor communications and fundraising materials that inspire generosity.
  • Stay current on philanthropy trends, charitable tax strategies, and best practices  in major and planned  giving.   

Serve as a Mission Ambassador

  • Represent Intermountain throughout the community with professionalism, authenticity, and enthusiasm.
  • Share our story through  presentations, tours, educational experiences, and community events.
  • Coach board members and volunteer leaders in donor engagement and solicitation.
  • Serve as a trusted connector between donors, organizational leadership, and program staff.
  • Communicate our mission and funding priorities with confidence, passion, and credibility.

 

We're Looking  For:

You are a seasoned fundraising professional who understands that major gifts are built on authentic relationships, thoughtful strategy, and trust.

You bring:

  • Demonstrated success securing five- and six-figure gifts.
  • Experience managing a major gift portfolio and achieving fundraising goals.
  • Strong knowledge of planned  giving, endowments, and donor stewardship.
  • Exceptional communication and relationship-building skills.
  • The ability to engage confidently with philanthropists, executives, volunteers, and community leaders.
  • Strategic thinking paired with disciplined follow-through.
  • Passion for improving the lives of children and families.

Most importantly, you're someone who believes philanthropy has the power to transform communities—and you're excited to help generous people invest in brighter futures  for youth facing behavioral  health challenges.

 

Why Intermountain?

When you join Intermountain, you're joining a mission-driven organization where philanthropy directly changes lives. Every gift helps provide hope, healing, education, and opportunity for children and families navigating some of life's most difficult challenges.

You'll work alongside dedicated professionals who believe deeply in our mission and value collaboration, innovation, and authentic relationships.

If you're looking for a fundraising career where every donor conversation has the potential to change a child's future, we'd love to hear from you.

We strive to be an employer of choice; we are excited to offer you:

  • On-the-job training
  • Employer sponsored health insurance for medical, dental and vision
  • Health Savings Account contributions
  • Retirement contribution of 4%, fully vested after only one year!
  • Robust Personal and Holiday Leave
  • Competitive salaries
  • Access to recreation gear
  • Paid time to volunteer in the community

 

Apply online at Intermountain.org 

Contact Human Resources at (406) 457-4858 or HR@intermountain.org with any questions.

Haven- Director of Development

Haven is the only nonprofit in Gallatin County serving survivors of domestic and sexual violence, sex trafcking, and stalking. Our approach makes us unique everything we  do is deeply and genuinely rooted in empowerment. We connect survivors to available resources and the help they need while trusting they should be the ones to decide whats best for their own journey.

Haven began serving survivors in 1979. Over the last four decades, Haven has worked to both provide safe intervention for survivors of domestic violence, as  well as  to prevent future violence from occurring. We believe increased awareness through community education can make us all allies in ending domestic violence. At  Haven, we  keep survivors at the center of everything we  do.

The Director of Development leads all fundraising and philanthropic efforts for Haven. Reporting directly to the Executive Director, the Director of Development creates and executes comprehensive strategies to support organizational revenue goals, build donor and community relationships, and advance Havens mission. This role includes supervising the Grant Writer and Coordinator, leading the development team, and serving as  the primary staff liaison to the Board of Directors Development Committee.

 

Responsibilities:

Fundraising

  • Design and manage all aspects of Haven's annual fundraising plan.
    • Execute major donor strategy, planned giving, campaign planning, and donor engagement, partnering closely with the Executive Director and Board.
    • Manage a portfolio of approximately 150 individual and corporate donors.
    • Partner with the Director of Communications to plan and create donor-facing communications, including stewardship pieces and donor impact updates, using Havens established communications systems.
    • Partner with Executive Assistant on execution of appeals, monthly giving, events, and business sponsorships.
    • Oversee grant activities, including direct supervision of Havens Grant Writer and Coordinator and support for grant reporting.
  •  Prepare the Executive Director for donor meetings, including scheduling, briefing materials, meeting preparation, talking points, donor history, suggested solicitations, and next steps.
  • Strengthen donor systems, including documentation, metrics, prospect pipeline, new donor tracking, moves management, stewardship calendars, donor  segmentation, database hygiene, and Board introductions to increase engagement, loyalty, and retention.
  • Secure new funding sources to ensure the organizations sustainability
  • Work collaboratively across departments to understand organizational funding needs and support the achievement of a balanced annual budget through focused fundraising efforts.
  • Facilitate check-ins with the development team.
  • Clearly communicate requests for action and input to Havens Board Development Committee, and provide support needed to make the committees efforts successful.
  • Contribute donor insight, fundraising goals, audience needs, and campaign strategy to communications planning via  monthly crossover meetings.
  • Track fundraising performance and adjust plans based on donor behavior, campaign results, and organizational priorities.
  • Produce and analyze fundraising reports for internal leadership, Board members, and partners.

 

Administration and Compliance

  • Maintain accurate, up-to-date records of fundraising, communications, grants, and donor interactions.
  • Ensure compliance with nonprofit regulations and organizational policies.
  • Develop and manage the development department budget.
  • Serve as  a resource for staff regarding development strategies

Organizational Leadership and Team Management

  • Serve on Havens Leadership Team.
  • In partnership with the communications department, solicit and evaluate external feedback from the community to inform development strategy.
  • Mentor and support the full Board of Directors in fundraising work.
  • Staff the Board's Development Committee and relevant Task Forces to support Board involvement in Haven's fundraising strategy.
  • Provide supervision, mentoring, and professional development for the Grant Writer and Coordinator.
  • Maintain job task lists, assign responsibilities, review performance, and support development team members in achieving objectives.
  • Participate in organization staff meetings, supervisors meetings, trainings, and Board meetings as  requested by the Executive Director.
  • Promote a positive workplace culture and support organization staff to understand Havens mission, vision, and values.

Other

  • Other duties as  requested by the Executive Director.

Minimum Qualications:

Bachelors degree.

  • Minimum 3 years nonprofit fundraising experience, including annual campaigns, major gifts, planned giving, and donor cultivation, stewardship and solicitation.
  • Experience managing a portfolio of donors and meeting ambitious revenue goals.
  • Strong writing, speaking, relationship-building, project management, and strategic planning skills.
  • Ability to work effectively with boards, executive leadership, and community stakeholders.
  • Commitment to trauma-informed, survivor-centered, and culturally responsive practice.
  • Ability to balance strategy and execution in a collaborative, fast-paced environment with established brand systems.

 

Preferred Qualications:

Masters degree or CFRE.

  • Five years comprehensive nonprofit fundraising experience with demonstrated success in meeting goals for annual campaigns, major gifts, planned giving, and a comprehensive donor stewardship program.
  • Experience with domestic violence, sexual assault, or related social service organizations.
  • Knowledge of grant-funded nonprofit operations and public/private funding balance.
  • Experience supervising staff, preferably in grants and development
  • Familiarity with donor databases, fundraising metrics, and campaign planning.
  • Demonstrated ability to use data to evaluate performance.

Training that is provided:

  • Havens Domestic Violence 101 training

Physical Demand and Work Environment:

The physical demands and work environment described there are  representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit  and talk or hear; use hands and fingers to handle, feel or operate objects, tools or controls; and reach with hands and arms. Position requires walking, climbing stairs and lifting at least 25 lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus. The noise level in the environment is usually quiet.

Responsible to:

Executive Director

Hours of  Work:

This is a full-time, exempt salaried position with a 36 hour work week.

Compensation:

Haven uses a compensation equity calculator to set  pay at the organization. Depending on the final calculator score for the successful candidate, pay will range from $102,371 - $109,921. Calculator scores are  determined by responsibilities, professional and personal experience, and physical and emotional labor required to successfully meet the job requirements.

Additionally, Haven offers generous benefits including full health insurance, opt-in vision and dental insurance at the employees expense; 160 hours (approximately weeks) of annual paid time off (PTO) during the rst three years of employment and 200 hours (approximately 5½ weeks) of annual PTO thereafter; 10 paid holidays annually; one week of sick leave annually; accrue up to ten weeks of paid parental leave fully available after 12 months of employment; wellness reimbursement of $80 per month; and employee matching SIMPLE IRA available January 1, 2026; and a cell phone stipend of of $40 a month. All  of these benefits are  contingent upon working full-time.

Probation Period:

12 months

To  Apply:

Please submit a cover letter, resume and three professional references as  attachments to Julie Walters at hr@havenmt .org. Please include in the subject line the name of the position. In the cover letter, please tell  us why you are  interested in working for Haven and why this position would be a good fit for you. Incomplete and/or late applications may not be considered. This position is open until lled. No phone calls please.

 

Haven is an Equal Opportunity Employer and encourages applicants from all backgrounds, races, genders, and identities to apply.

Eagle Mount- Development Manager

Position Overview:

Eagle Mount Bozeman is a non-profit that provides adaptive recreation for people with disabilities and camps for children with cancer. The Development Manager carries primary responsibilities for database management, coordination of annual appeals, and administrative support for the Engagement Team. This position works closely with Eagle Mount staff, volunteers, donors, and vendors to ensure that development functions and event management  are delivered in a manner consistent with Eagle Mount standards, mission, values, and brand. This position is supervised by the Director of Development and serves as a member of the Engagement team.

 

General Responsibilities

  •   Adhere to all Eagle Mount policies, procedures, and guidelines; maintain confidentiality of all participants and donors.
  • Represent Eagle Mount in a professional and courteous manner.
  • Support and advocate for the organization and its affiliated programs and partners.
  • Maintain healthy relationships with Eagle Mount community including participants, volunteers, and staff.
  • Attend to administrative duties, attend required meetings, and staff training events.
  • Exhibit patience, respect for others, appropriate stress management,  and a desire to learn and grow.

 

Development Team Responsibilities

  • Primary database administrator for gift data entry and donor receipting (via DonorPerfect)
  • Administrative support for all development initiatives and functions including volunteer engagement efforts and Eagle Mounts signature events: Western Rendezvous, Digger Days and Crystal Ball
  • Assists in preparing fundraising presentations, proposals and campaign documents
  • Coordinates mailings for print and electronic communication, with Marketing & Communications Manager
  • Coordinates direct mail and email fundraising appeals, with Director of Development and Executive Director
  • Point of contact for recurring/monthly donors
  • Maintains accurate donor records and ensures confidentiality of all Eagle Mount constituencies
  • Prepares clear, concise, and comprehensive reports as requested by the Management & Engagement teams
  • Serves as a public point of contact and answers office phone system when receptionist is unavailable
  •   Responsible for aspects of stewardship planning, first time donor stewardship and third-party fundraising activities
  •   Assists with planning and execution of events such as sponsorship dinners, donor gatherings, program dinners, board meetings

 

While this position description describes the general nature and level of work being performed by people assigned to this position, it is not an exhaustive list of all responsibilities, duties, and skills required. All Eagle Mount employees may be required to perform duties outside of their normal responsibilities.

 

Minimum Qualifications:

  • Bachelors Degree (BA/BS) or equivalent experience
  • Proficiency in Microsoft Office Suite and database literacy
  • Strong administrative, organizational and project management  skills
  • Strong interpersonal skills, including written and verbal communication
  • At least two years of progressively responsible development or administrative experience
  • Ability to maintain positive relationships with all Eagle Mount internal and external stakeholders
  • Ability to keep constituent information strictly confidential
  • Ability to work well with individuals of all ages, with a variety of disabilities

 

Preferred Qualifications:

  •   Demonstrated success in donor engagement and large-scale community events, preferably 2+ years in a similar setting
  • Experience with disability services or adaptive sports, whether lived, personal or professional
  • Understanding of and experience with implementing the donor engagement cycle
  • Experience with DonorPerfect is a plus
  •   A valid drivers license and ability to be insurable per Eagle Mounts parameters  and reliable personal transportation
  • Ability to lift, move or coordinate with colleagues / volunteers for objects up to 50 pounds
  • Basic CPR/first-aid certification (can be provided upon hire)

 

Physical Requirements:

Must possess mobility to work in a standard office setting and to use standard office equipment, including a computer, fax machine and copy machine, and to attend meetings at various sites within Bozeman, MT; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone.

Eagle Mount- Foundation Relations Officer

Position Description:

 

Position Overview

Eagle Mounts Foundation Relations Officer is primarily responsible for cultivating, solicitating, and stewarding foundation-related relationships that financially support our mission. This roles specific focus is managing all grant- related and foundation stewardship activities. Additionally, this role will expand a portfolio of foundation-related individuals who have the capacity to support Eagle Mounts mission and growth. This position works collaboratively across areasincluding staff, board, volunteers, and donorsto support sustainable funding relationships and align fundraising efforts with organizational priorities.

 

Reporting to the Director of Development and serving as a key member of the Engagement Team, the role includes researching, writing, submitting, and managing grants; cultivating, stewarding, and growing relationships with existing and new funders; collaborating with Program Directors and the Management Team to align grant strategy with organizational and programmatic needs; supporting strategic planning, fundraising initiatives, special events, and donor database administration as needed.

 

General Responsibilities

  • Adhere to all Eagle Mount policies, procedures, and guidelines; maintain confidentiality of all participants.
  • Represent Eagle Mount in a professional and courteous manner.
  • Support and advocate for the organization and its affiliated programs and partners.
  • Maintain healthy relationships with Eagle Mount community including participants, volunteers, and staff.
  • Attend to administrative duties, attend required meetings, and staff training events.
  • Exhibit patience, respect for others, appropriate stress management,  and a desire to learn and grow.

 

Grant & Fund Development Responsibilities (75%)

  • Manage annual calendar of grant solicitations, deadlines, and reporting requirements. Build and maintain relationships with funder representatives, including trustees, program officers, and foundation staff, through strategic cultivation and stewardship activities.
  •    Collaborate with the Director of Development to define annual grant revenue goals, strategic priorities, and fundraising initiatives.
  • Research and identify prospective foundation grantmaking entities aligned with organizational priorities.
  •    Write compelling, high-quality proposals, letters of intent, and funding applications that clearly communicate the organizations mission, vision, values, and programs.

 

Foundation-related Individual Cultivation, Solicitation, and Stewardship (25%)

  •    Manage and organically grow a portfolio of donors, both locally and throughout the United States, through the cultivation, solicitation, and stewardship process.
  •    Build authentic and sincere relationships with donors and potential new donors through a variety of activities, including visits, phone calls, emails, letters, and other activities.
  • Recognize indicators of wealth and engage in meaningful and thoughtful conversations with prospective donors.
  •    Work with the Director of Development, Executive Director, and other members of the Engagement Team to develop strategies that secure annual and multi-year support. Additionally, work with volunteers to execute these strategies.
  • Provide fundraising leadership for special programs and projects.

 

Other Responsibilities

  • Data & Impact Collection: Coordinate with program staff, volunteers, and participants to gather data, stories, and testimonials for use in proposals and reports.
  •    Set and track annual goals for cultivation, solicitation, and stewardship of funders, with emphasis on expanding regional and national support.
  • Partner with staff, board members, and community allies to engage in donor cultivation and stewardship efforts.
  • Recruit and manage volunteers or interns, as appropriate, to support grant cultivation and development tasks.
  • Participate in Engagement Team meetings, training, retreats  and all-staff meetings.
  • Participate in community engagement events and participant related activities.

 

Administrative Responsibilities

  • Prepare clear, concise, and comprehensive reports for all Eagle Mount funders as needed or requested.
  • Monitor and maintain all grant funding activities within approved budget guidelines.
  • Coordinate with Management Team for budgeting, fundraising, and promotional activities as needed.
  • Record interactions with donors/funders in donor database in a timely and thorough manner.

 

While this position description describes the general nature and level of work being performed by people assigned to this position, it is not an exhaustive list of all responsibilities, duties, and skills required. All Eagle Mount employees may be required to perform duties outside of their normal responsibilities.

 

Minimum Qualifications:

  • Bachelors Degree (BA/BS) or equivalent experience.
  • Experience writing grants and successfully securing new grant funding.
  • Understanding of and experience implementing the donor engagement cycle.
  • Strong ability to identify and evaluate funding opportunities through in-depth research.
  • Proficiency with CRM tools (e.g., DonorPerfect) and productivity tools (e.g., Microsoft Office Suite).
  • Exceptional written and verbal communication skills with the ability to tailor messaging to diverse audiences.
  •    Ability to maintain positive relationships with donors, board members, staff members, participant and family members, volunteers, vendors, and community members.
  • Strong organizational skills, with the ability to manage multiple projects and deadlines effectively.
  • A valid drivers license and ability to be insurable by Eagle Mounts parameters.
  • Basic CPR/first-aid certification (can be provided upon hire).
  • Ability to keep constituent information strictly confidential.
  • Ability to work well with individuals of all ages, with a variety of disabilities.

 

Preferred Qualifications

  • CFRE designation; CEP, FCEP, CAP designation.
  • Experience with disability services or adaptive sports, whether lived, personal or professional.

 

Physical Requirements:

Must possess mobility to work in a standard office setting and to use standard office equipment, including a computer, fax machine and copy machine, and to attend meetings at various sites within and away from Bozeman, MT; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone.

Yellowstone Boys and Girls Ranch –  Planned Giving Associate

Job Title:

Planned Giving Associate

Department:

Planned Giving

Reports To:

Chief Planned Giving Officer

Employment Type:

Full-Time, Exempt

FLSA Status:

Exempt

Compensation:

$80,000-$90,000 Annually, DOE

Location:

Billings, MT (Non-remote)

 

Position Summary:

The Planned Giving Associate is responsible for building meaningful, trust-based relationships with donors and introducing them to charitable giving strategies that align with their values and financial goals. This role focuses on marketing and securing planned gifts, including wills and bequests, charitable gift annuities, qualified charitable distributions (QCDs), and life estate arrangements.

The title of this position will be determined based on the experience and qualifications of the selected candidate, with consideration given to titles such as Director, Vice President or Planned Giving Officer. This is an ideal opportunity for a relationship-driven fundraising professional who has demonstrated success working with donors and is ready to grow into the specialized field of planned giving. The ideal candidate is someone highly regarded in their current organization, someone their colleagues would hate to lose—but who is eager to expand their impact through more complex and meaningful gift planning work.

Please submit resume and cover letter to: humanresources@yellowstonefoundation.org

Core Responsibilities:

Donor Development & Relationship Management

   Build authentic, trust-based relationships with donors, taking time to understand their personal, financial, and charitable goals

   Identify, qualify, and actively cultivate planned giving prospects through both new outreach and existing donor relationships

   Initiate and guide thoughtful conversations around legacy giving, helping donors explore options that align with their values and long-term vision

   Steward donors through the full lifecycle of a planned giftfrom initial conversation and illustration through documentation, fulfillment, and ongoing relationship

   Maintain consistent, meaningful contact with donors through personal visits, calls, and written communication

Planned Giving Marketing & Outreach

  • Actively promote charitable planned giving opportunities with a focus on:
    • Wills and bequests
    • Charitable gift annuities (including deferred and flexible options)
    • Qualified charitable distributions (QCDs)
    • Life estate gifts and other non-cash asset strategies
  • Participate in and support donor events, seminars, and small-group educational opportunities designed to introduce planned giving concepts
  • Work closely with development staff to identify planned giving opportunities within their portfolios and support donor conversations
  • Represent Yellowstone Foundation in the community as a knowledgeable and trusted resource for charitable gift planning

Content Development & Communication

  • Write clear, compelling, and donor-focused content including:
    • Planned giving articles for publications and newsletters
    • Targeted donor emails and correspondence
    • Educational materials that simplify complex planned giving strategies
  • Translate technical gift planning concepts into language that is approachable, accurate, and inspiring
  • Support the development of proposals, illustrations, and written summaries for donors and their advisors

Professional Growth & Technical Development

  • Demonstrate a strong desire to learn and grow within the planned giving field, including technical, legal, and tax-related aspects of charitable gift planning
  • Participate in workshops, conferences, and continuing education opportunities to build expertise
  • Seek mentorship and actively engage in hands-on learning opportunities within Yellowstone Foundation’s established planned giving program

Collaboration & Internal Partnership

  • Partner closely with the Chief Planned Giving Officer and internal team members to design and implement donor strategies
  • Collaborate with the marketing team to ensure consistent, strategic messaging around planned giving
  • Support broader development efforts by integrating planned giving into annual, major, and campaign fundraising strategies
  • Contribute to a culture of service, professionalism, and excellence within Yellowstone Foundation

Qualifications:

Education & Experience Required

  • Bachelor’s degree from an accredited college or university
  • Demonstrated success in a relationship-based role such as fundraising, donor development, financial services, sales, or client advisory work
  • Proven ability to build trust and maintain meaningful, long-term relationships with donors, clients, or stakeholders
  • Strong written and verbal communication skills, with the ability to communicate clearly, professionally, and with warmth
  • High level of integrity and professionalism, especially when working with sensitive financial, family, and legacy conversations
  • Strong organizational skills and attention to detail, with the ability to manage multiple donor relationships and projects simultaneously
  • A track record that reflects consistency, follow-through, and a commitment to excellence
  • Excellent professional references that speak to character, work ethic, and relational effectiveness

Preferred

  • Experience in nonprofit fundraising or development, particularly in annual giving, major gifts, or donor relations
  • Exposure to or familiarity with planned giving concepts such as bequests, charitable gift annuities, or qualified charitable distributions
  • Demonstrated ability to take initiative and grow a portfolio, program, or book of business 

Skills & Competencies

  • Relational by Nature Naturally connects with people, listens well, and builds trust over time. Understands that strong relationships are the foundation of meaningful and transformational gifts.
  • Credible and Trusted Operates with integrity and discretion. Donors and colleagues view this person as dependable, thoughtful, and professional in all interactions.
  • Curious and Eager to Learn Has a genuine desire to grow in the field of planned giving, including the technical, financial, and legal aspects. Asks good questions and seeks to understand both people and complex gift strategies.
  • Communicates with Clarity and Care Able to take complex ideas and explain them in a way that is clear, approachable, and donor-focused—both in writing and in conversation.
  • Collaborative Team Member Works well with colleagues across departments, values input and contributes to a unified approach to donor engagement and stewardship.
  • Mission-Driven Has a sincere desire to be part of work that creates lasting impact. Believes in the importance of charitable giving and the role it plays in strengthening communities over time.

Technical Skills & Systems Proficiency

  • Demonstrated comfort working with donor databases and CRM systems; experience with Raiser's Edge is strongly preferred
  • Ability to learn and effectively utilize planned giving illustration software, including PG Calc and Crescendo
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint) for communication, reporting, and donor materials
  • Working knowledge of Microsoft SharePoint for document management and internal collaboration
  • Comfortable using communication platforms such as Microsoft Outlook, Microsoft Teams, and Zoom
  • Openness to leveraging emerging tools, including AI-based platforms, to enhance efficiency, communication, and donor engagement
  • Strong attention to detail in data entry, reporting, and maintaining accurate donor records

 

Work Environment & Physical Requirements:

This position is primarily office-based with prolonged periods of sitting at a desk and working on a computer. The role requires extended periods of computer use. Occasional travel to donor meetings and job-related training and conferences may be required. Must be able to lift 15 pounds at times and navigate each department at the organization’s facilities.

This job description is intended to describe the general nature and level of work performed. It is not an exhaustive list of all responsibilities and may be subject to change based on organizational needs.