Top 79 Estate planning Jobs in Phoenix, Az

Major Gifts and Planned Giving Officer
Family Promise of Greater Phoenix —Scottsdale, AZ
- $95,000 - $120,000 a year
- Weekends as needed
- Background check
- 5 years
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
1h
Financial Professional
New York Life / NYLIFE Securities / Eagle Strategies —Phoenix, AZ
- $73,829 - $139,196 a year
- Full-time
- Hybrid work
- Entry level
- Health savings account
- Disability insurance
Quick Apply
Estate Administration Paralegal
Morris Hall PLLC —Phoenix, AZ
- 8 hour shift
- Mid-level
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Paralegal - Estate Planning
Morris Hall PLLC —Phoenix, AZ
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Director of Financial Planning
The MOHR Enterprises LLC —Tempe, AZ
- $140,000 - $170,000 a year
- Hybrid work
- 7 years
- Microsoft Excel
- Office
Quick Apply
11d
Assistant Director, Estate and Gift Planning
ASU Foundation —Tempe, AZ
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
5h
Trusts and Estates Attorney – Phoenix
Fennemore Craig —Phoenix, AZ
- Urgently hiring
- Writing skills
- 1 year
- Entry level
Probate Legal Assistant/Secretary (Entry Level to Early Career)
The Golden Rule Law Group —Chandler, AZ
- $15.15 - $27.50 an hour
- Full-time
- Background check
- Writing skills
- Administrative experience
- Free parking
- Profit sharing
Quick Apply
Associate Family Office Fiduciary Advisor - 80-130K+ total compensation
Trajan Wealth —Scottsdale, AZ
- $80,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Relocation assistance
Quick Apply
7d
Front Office Coordinator - Team Assistant
Lihn Law Group, PLLC —Peoria, AZ
- $20 - $23 an hour
- Full-time
- English
- Administrative experience
- US work authorization
- Free parking
- Profit sharing
Quick Apply
4d
Paralegal/Legal Assistant
Durfee Law Group —Mesa, AZ
- Full-time
- Management
- Computer literacy
- Travel
- Health insurance
Quick Apply
Paralegal (Real Estate)
Spencer Fane —Phoenix, AZ
- $43.50 - $49.00 an hour
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Ability to walk for extended periods
- Disability insurance
- Health insurance
Concierge - 23 - 26/hr
Trajan Wealth —Scottsdale, AZ
- $23 - $26 an hour
- Full-time
- Office
- Administrative experience
- Organizational skills
- Paid holidays
- Disability insurance
Quick Apply
Paralegal - Real Estate
Dutch Bros Coffee —Tempe, AZ
- Full-time
- 5 years
- Computer literacy
- Bachelor of Science
Flexible Hours and Work Location
TFO Phoenix —Phoenix, AZ
- Email
- Mid-level
- Finance
- Analysis skills
- Health insurance
- Paid time off
Paralegal/Legal Assistant
Blake & Pulsifer, P.L.C. —Tempe, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Free parking
- Paid holidays
Quick Apply
Administrative Assistant
Dyer Bregman & Ferris —Phoenix, AZ
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Wealth Strategist II
Edward Jones —Tempe, AZ
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Mid-level
- Profit sharing
- Health savings account
Paralegal Real-Estate Specialist
Fidelity National Title —Phoenix, AZ
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- In-person
- Employee stock purchase plan
- Health insurance
Quick Apply
Wealth Strategist
Parallel Advisors —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- English
- Research
- Mid-level
Quick Apply

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Major Gifts and Planned Giving Officer

Family Promise of Greater Phoenix
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$95,000 - $120,000 a year
1 hour ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Fundraising experience within non-profit organizations
Driver's License
Bachelor's degree

Full Job Description

Position Summary

Family Promise of Greater Phoenix is seeking a dynamic, relationship-driven Major Gifts and Planned Giving Officer to lead and grow our major donor and legacy giving programs. Reporting directly to the Chief Executive Officer and serving as a key member of the Development Team, this position is responsible for identifying, cultivating, soliciting, and stewarding major gift and planned giving prospects and donors.

The Major Gifts and Planned Giving Officer will develop meaningful relationships with individuals, families, foundations, and community leaders who are passionate about preventing and ending family homelessness. This role will create and execute strategies that increase philanthropic investment, strengthen donor engagement, and build a sustainable pipeline of future support through legacy and estate gifts.

The ideal candidate is an experienced fundraiser who enjoys connecting with donors, listening to their stories, aligning their passions with our mission, and helping them create lasting impact for families experiencing homelessness.

About Family Promise of Greater Phoenix

Family Promise of Greater Phoenix transforms the lives of families experiencing homelessness by providing emergency shelter, homelessness prevention, affordable housing solutions, and comprehensive support services. Through compassionate care and community collaboration, we empower families to achieve sustainable independence and long-term stability.

Our work is rooted in the belief that every child deserves a safe place to call home, and every family deserves the opportunity to thrive.

Essential Duties and Responsibilities

Major Gifts Program

Build, manage, and grow an active portfolio of approximately 125–150 major donor prospects and supporters.
Develop individualized cultivation, solicitation, and stewardship plans for assigned donors.
Conduct regular donor visits, calls, and engagement meetings to deepen relationships and increase philanthropic support.
Identify, qualify, cultivate, solicit, and steward major gifts at the $5,000+ level and above.
Partner with the CEO and Development Team to develop strategies for high-capacity donor engagement.
Prepare compelling proposals, gift agreements, presentations, and impact reports for donors and prospects.
Track donor interactions, strategies, and next steps within the donor database.
Ensure timely and meaningful stewardship activities, including donor recognition, impact reporting, and personalized communication.
Collaborate with board members, volunteers, and community leaders to identify and engage prospective donors.

Planned Giving Program

Develop and implement a comprehensive planned giving strategy that increases legacy gift commitments.
Manage and grow the Family Promise Legacy Society.
Educate donors and professional advisors about charitable estate planning opportunities, including bequests, beneficiary designations, charitable gift annuities, charitable remainder trusts, and qualified charitable distributions.
Create stewardship and recognition opportunities for legacy donors.
Maintain accurate documentation of planned gift intentions and commitments.
Stay informed on current planned giving trends, tax considerations, and charitable giving vehicles.

Development Team Collaboration

Work closely with the CEO and Development Team to achieve annual fundraising goals.
Support donor engagement events and opportunities that cultivate major and planned gift prospects.
Assist in developing donor-centered communications and impact stories.
Participate in strategic planning and fundraising initiatives that advance organizational priorities.
Represent Family Promise of Greater Phoenix in the community, building awareness and support for the mission.
Maintain confidentiality and professionalism in all donor interactions.

Administrative Responsibilities

Maintain accurate donor records and contact reports in the CRM system.
Monitor progress toward fundraising goals and provide regular reports and forecasts.
Ensure timely acknowledgement and stewardship of all gifts.

Complete all required reports, proposals, correspondence, and donor documentation

Qualifications

Education and Experience

Bachelor's degree required; advanced degree preferred.
Certified Fund-Raising Executive (CFRE) credential preferred.
Minimum of three to five years of successful major gift fundraising experience required.
Demonstrated success in cultivating, soliciting, and closing five- and six-figure gifts.
Experience developing or managing a planned giving program preferred.
Experience working in a nonprofit organization focused on human services, housing, social services, or related fields is desirable.

Knowledge, Skills, and Abilities

Exceptional relationship-building and donor engagement skills.
Strong written, verbal, and interpersonal communication abilities.
Proven ability to inspire philanthropic investment through donor-centered conversations.
High level of emotional intelligence, discretion, and professionalism.
Strong organizational and with attention to detail.
Ability to work independently while collaborating effectively within a team environment.
Strategic thinker with a proactive and results-oriented approach.
Knowledge of fundraising best practices, donor stewardship, and planned giving strategies.
Proficiency with donor databases, CRM systems, Microsoft Office Suite, and fundraising technology.
Ability to manage multiple priorities and meet deadlines.

Physical and Travel Requirements

Valid Arizona driver's license and reliable transportation.
Ability to travel throughout the Greater Phoenix area for donor meetings, events, and community engagement activities.
Ability to occasionally work evenings and weekends as required for donor cultivation and organizational events.
Ability to pass a background check upon hire.

Work Environment

This position is regarded as full-time and generally works Monday through Friday during regular business hours. Some evening and weekend work is required to support donor meetings, events, and fundraising activities. Hybrid work opportunities may be available based on organizational needs and performance expectations.

Why Join Family Promise of Greater Phoenix?

At Family Promise of Greater Phoenix, you will have the opportunity to directly impact families working to overcome homelessness and achieve stability. You will join a passionate team dedicated to creating lasting change and helping families build brighter futures.

Family Promise of Greater Phoenix is an Equal Opportunity Employer and values diversity at all levels of the organization. We encourage candidates from all backgrounds and experiences to apply. Please send cover letter and resume to [email protected]

Job Type: Full-time

Pay: $95,000.00 - $120,000.00 per year

Benefits:

Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Application Question(s):

What is the yearly amount you as an individual have raised for an organization in your role as a major gift officer?

Work Location: In person

Quick Apply

Refine Your Search

estate planning jobs in phoenix, az

Major Gifts and Planned Giving Officer

Financial Professional

Estate Administration Paralegal

Paralegal - Estate Planning

Director of Financial Planning

Assistant Director, Estate and Gift Planning

Trusts and Estates Attorney – Phoenix

Probate Legal Assistant/Secretary (Entry Level to Early Career)

Associate Family Office Fiduciary Advisor - 80-130K+ total compensation

Front Office Coordinator - Team Assistant

Paralegal/Legal Assistant

Paralegal (Real Estate)

Concierge - 23 - 26/hr

Paralegal - Real Estate

Flexible Hours and Work Location

Paralegal/Legal Assistant

Administrative Assistant

Wealth Strategist II

Paralegal Real-Estate Specialist

Wealth Strategist

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