Gift Planning Officer

Mayo Clinic - Rochester, MN4.2








Development / Philanthropy

Position description

This position will develop and implement gift planning strategies and activities to carry forward the mission and vision of Mayo Clinic. The Gift Planning Officer will provide strategic support for development officers and other development professionals to advance planned and complex gifts. The Gift Planning Officer also will close planned gifts made by unassigned benefactors and will build and manage a portfolio of planned giving prospects. Development professionals at Mayo Clinic are required to adhere to the "Donor Bill of Rights" and ethical standards set forth for the department and the institution.


A Bachelor's degree is required. A Master's degree in Business or Finance or a Law degree is preferred. Requires five years' experience in gift, financial, estate/trust or tax planning, with a demonstrated record of advising individuals. Work experience in non-profit healthcare is a plus.

Additional qualifications

Requires excellent oral and written communications skills, a broad-based knowledge of gift planning vehicles, the ability to translate complex gifting options for gift officers and benefactors, and the ability to work in a diverse environment with varied points of view. The incumbent must be able to work effectively in a consensus-style operation that expects and promotes teamwork. Must be a self-motivated, self-directed and highly organized individual who will promote a productive, collegial workplace and be a professional ambassador for Mayo Clinic. Belief in the mission and strong ethical conduct is essential. Must be comfortable with ambiguity. Must possess the ability to inspire trust and confidence, and communicate effectively with internal and external audiences. The ability to work independently, manage multiple projects and maintain a high degree of professionalism and confidentiality is essential. Must be proficient in the use of information technology and management of database systems. A valid driver's license and a good driving record are required, along with the ability to travel extensively on all forms of major public transportation.

Exemption status


Compensation Detail

Education, experience and tenure may be considered along with internal equity when job offers are extended.

Benefits eligible



Full Time

Schedule details

M-F, 8 AM - 5 PM, with some evenings and travel required.

Weekend schedule

Some weekends required.

Site description

Mayo Clinic is located in the heart of downtown Rochester, Minnesota, a vibrant, friendly city that provides a highly livable environment for more than 34,000 Mayo staff and students. The city is consistently ranked among the best places to live in the United States because of its affordable cost of living, healthy lifestyle, excellent school systems and exceptionally high quality of life.


Administration, Business, Finance

Job posting number



Jessica Gartner

Equal opportunity employer

Mayo Clinic is an equal opportunity educator and employer (including veterans and persons with disabilities).