Planned Giving Officer

Why join our team?

With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it.

Working for the USO isn't just a job – it's a calling, and we believe in doing what you love and loving what you do.

Don’t take our word for it. The external “Great Place To Work” survey found that:

• The USO is a Certified Great Place to Work
• 93% feel good about the ways we contribute to the community.
• 93% are proud to tell others they work here.
• 88% feel their work has special meaning: this is not "just a job."
• 89% feel that when you join the company, you are made to feel welcome.
• 91% feel people here are treated fairly regardless of their race.
• 87% feel people here are treated fairly regardless of their gender.

The Planned Giving Officer is responsible for working closely with donors, development staff, CPAs, financial advisors, and legal professionals to facilitate estate gifts that align with donor values and organizational goals.

• Develop and implement a comprehensive planned giving strategy for their region.
• Identify, cultivate, and steward donors interested in legacy and estate gifts.
• Collaborate with legal and financial advisors to structure bequests, charitable trusts, annuities, and other planned giving vehicles.
• Deliver presentations and personalized proposals to prospective donors.
• Maintain accurate records of donor interactions and gift documentation, with discretion.
• Coordinate stewardship and recognition activities.
• Create marketing materials and campaigns to promote planned giving opportunities.
• Ensure compliance with all relevant laws, regulations, and ethical standards.
• Partner with local USO Operations Center leadership and fellow development staff to support local fundraising events & activations.
• Prepare and present oral and written reports.
• Other duties as assigned.

• Bachelor’s degree in Finance, Non-Profit Management, Business or related services field. Master’s degree preferred.
• 5+ years’ work experience in planned giving, or fundraising. Relevant experience in a non-profit, military, multicultural and/or global organization preferred.
• Excellent interpersonal, relationship-building and presentation skills. Ability to deliver compelling call-to-action cases to internal and external stakeholders at a variety of levels.
• Knowledge of estate planning, tax laws, charitable giving instruments, and Better Business Bureau Wise Giving Alliance Standards for Charity Accountability.
• Ability to achieve desired results while working collaboratively in a matrix team environment.
• Ability to effectively interact with USO Leadership, the public and military audiences at a variety of levels.
• Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise.
• Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs.
• Ability to manage a high volume of assignments with varying complexity and competing priorities in a fast-paced environment with integrity and professionalism
• Proficiency using computers and electronics equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office Suite and Raiser’s Edge.
• Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid driver’s license.
• Must be a strong advocate of the USO’s mission.

• This position is located in Arlington, VA. Preference will be given to local candidates within commuting distance to the location.
• Resume and cover letter are required for full consideration.
• Background check –…