Organization: Environmental Defense Fund

Location: New York, NY

Express Interest


Environmental Defense Fund’s (EDF) mission is to preserve the natural systems on which all life depends. Guided by science and economics, we find practical and lasting solutions to the most serious environmental problems. What distinguishes Environmental Defense Fund is the combination of what we protect and how we protect it.

With world attention focused on both the environment and the economy, Environmental Defense Fund is where policymakers and business leaders turn for win-win solutions. This leading green group, with programs from Boston to Beijing, has tripled in size over the past decade by focusing on strong science, uncommon partnerships and market-based approaches.

EDF works to solve the most critical environmental problems facing the planet. This has drawn the organization’s efforts to areas that span the biosphere: climateoceansecosystems and health. Since these topics are intertwined, EDF’s solutions take a multidisciplinary approach. The organization works in concert with other organizations — as well as with business, government and communities — and avoid duplicating work already being done effectively by others.

This is a full-time position located in New York, NY. For more information on the Environmental Defense Fund, please visit

Candidate Profile:

Reporting to the Director of Planned Giving, the Planned Giving Officer cultivates, solicits, and stewards a portfolio of current and prospective legacy donors located throughout the United States, primarily in the Eastern part of the country. He/she will close bequests, charitable gift annuities, other planned gifts and outright gifts through personalized correspondence, telephone calls and face to face visits. The Planned Giving Officer will also participate in marketing legacy gifts to donors and prospects. The Planned Giving Officer will be an experienced development professional with the skills and drive to implement all aspects of a comprehensive Planned Giving program.

Roles and responsibilities of the Planned Giving Officer include but are not limited to:

  • Knowledge of planned giving vehicles and basic estate and financial planning, including the tax implications of charitable giving.
  • Ability to apply this knowledge to address individual donor needs and goals. Keep abreast of changes and emerging issues in Planned Giving.
  • Manage a portfolio of donors in all phases of development including cultivation, solicitation and stewardship. Secure, plan, and engage in face to face visits.
  • Develop and maintain positive relationships with EDF donors at all giving levels.
  • Create compelling, well written request letters, donor proposals, and other correspondence.
  • Considerable judgment and initiative are often exercised in dealing with donors and interpreting policy and procedures. Develop and maintain strong collaborative working relationships within the Development department and with all levels of EDF staff.
  • Independently respond to donor inquiries with appropriate information on bequests, life income gifts and other gift planning vehicles and produce associated contracts.
  • Develop and implement creative and effective solicitation, cultivation and stewardship strategies. Able to utilize software and systems to track key metrics, prioritize activities and analyze portfolio status.
  • Key contributor of Planned Giving team and responsible for achieving assigned financial, cultivation and stewardship goals. Assist in developing and executing national multi-channel marketing programs including print and online newsletter articles, advertisements, solicitations, presentations and brochures.


The ideal candidate for this position will possess many, if not all, of the following professional qualifications, competencies and personal qualities:

  • Bachelor’s degree and a minimum of five years work experience in Planned Giving or similar experience working directly with clients in financial services or estate planning.
  • Experience working in a non-profit institution of comparable complexity and scale is preferred.
  • Demonstrated knowledge of planned giving vehicles and basic estate and financial planning, including the tax implications of charitable giving. Ability to apply this knowledge to address individual donor needs and goals.
  • Exceptional planning, organization, time management, analytical, and multi-tasking skills.
  • Excellent writing, communication, and presentation skills.
  • Capacity to work easily and effectively with a wide range of people; adept at building relationships.
  • Comfortable working in a fast-paced, flexible, collegial, goal-oriented and entrepreneurial environment.
  • The highest level of personal and professional integrity and quality standards.
  • Proficient in Word, Excel, PowerPoint and donor tracking software (preferably Sales Force).
  • Commitment to the mission of Environmental Defense Fund.
  • Ability to travel as needed.


The Environmental Defense Fund has engaged Koya Leadership Partners to help in this hire. To apply, please submit a compelling letter of interest and resume to Liz Lombard and Turner Delano here.

The Environmental Defense Fund is an equal opportunity employer and strongly encourages applications from people of color, persons with disabilities, women and LGBT applicants.

Koya Leadership Partners:

Koya Leadership Partners is a national retained executive search and human capital consulting firm that works exclusively with mission driven organizations, educational institutions and social enterprises. We deliver measurable results, finding exceptionally talented people who truly fit the unique culture of our client organizations and ensuring that organizations have the resources and strategies to support them. For more information about Koya Leadership Partners, visit