Planned Giving Officer

Position Type:
Full time Remote Type:
Hybrid Salary Range: $85, Job Shift:

Job Description:

The Planned Giving Officer is responsible for identifying, cultivating, soliciting, and stewarding donors and prospects. Approximately 80% of the role will focus on planned giving, including estate commitments, charitable gift annuities, IRA gifts, charitable trusts, and other planned giving strategies. The remaining 20% will focus on major gift opportunities, particularly blended gifts that combine current and future commitments to maximize a donor's impact.

This position will play a critical role in building a sustainable pipeline of planned giving donors, enhancing stewardship of existing commitments, and expanding the culture of legacy giving s position reports to the Senior Director of Major and Planned Giving. The Planned Giving Officer will:
Manage a portfolio of 100+ prospects, with a primary focus on individuals who are interested in or have the capacity to make planned gifts. Qualify, cultivate, solicit, and steward planned giving donors and prospects, with emphasis on estate commitments, IRA rollover gifts, charitable trusts, and blended gifts. Develop and implement individualized cultivation and solicitation strategies, including preparing and presenting proposals and gift illustrations in partnership with the Senior Director of Major and Planned Giving.

Work closely with donors and their advisors to clarify philanthropic objectives and match them with Dunwoody's priorities. Partner with major gift officers and annual giving staff to integrate planned giving into donor conversations and elevate blended gift opportunities. Steward current planned giving donors and ensure timely follow-up on bequest expectancies and estate administration matters. Support and participate in planned giving marketing and communications strategies to increase awareness of legacy giving opportunities.

Collaborate with faculty, staff, volunteers, and the Institutional Advancement team to identify and qualify prospective planned giving donors. Maintain accurate and timely records of all donor interactions, proposals, and commitments in the donor database. Represent Dunwoody at donor events, professional advisor gatherings, and outreach activities that advance planned giving. Assist in building a culture of philanthropy that includes legacy giving as a key component of Dunwoody's long-term fundraising success.

Commit to ongoing professional development in charitable gift planning and estate law to remain current on trends, best practices, and tax implications.

• Strategic
  
  Skills:
  
  Understands planned giving vehicles and strategies; provides sound advice and solutions for donors; applies judgment to complex philanthropic and estate scenarios.
• Operating
  
  Skills:
  
  Manages donor relationships efficiently; makes timely decisions; documents process, progress, and results; committed to continuous improvement in planned giving strategy.
• Courage:
  Able to have direct and sensitive conversations with donors about estate intentions, legacy, and philanthropic goals.
• Energy and Drive:
  Self-motivated, action-oriented, and consistently pushes for results in growing the planned giving program.
• Organizational Positioning
  
  Skills:
  
  Can navigate complex donor situations with discretion and sensitivity; understands how to work across teams to maximize donor impact.
• Personal/Interpersonal
  
  Skills:
  
  Builds constructive and effective relationships; practices active listening; maintains confidentiality and trust with donors and colleagues; aligns with Dunwoody's values.

• Minimum of 6 years of experience in professional fundraising, estate planning, financial advising, or related relationship-based role.
• Leadership ability and…