Planned Giving Officer

Position Title: Planned Giving Officer Location: Fort Lauderdale / South Florida Reports To: President & CEO Status:Full-Time, Exempt

About The Our Fund Foundation

The Our Fund Foundation is South Florida's only LGBTQ community foundation, advancing equity and improving the lives of LGBTQ people through strategic philanthropy, grantmaking, and community leadership. With a growing portfolio of donors and nonprofit partners, Our Fund strengthens South Florida's LGBTQ community by promoting inclusion, building capacity, and investing in solutions to our region's most pressing challenges.

Position Overview

The Planned Giving Officer is a senior-level position responsible for strengthening and expanding Our Fund's legacy giving program — identifying prospects, building relationships, and guiding donors through the full arc of a planned gift. This strategic leader will steward existing legacy donors, cultivate new relationships, and play a key role in shaping a culture of planned giving within South Florida's LGBTQ community.

A central function of this role is meeting personally with donors to understand their philanthropic vision, capturing their wishes in a formal written gift commitment, and guiding them through the signing process to completion. Candidates must demonstrate a track record of closing this full cycle — from discovery conversation to executed document — with consistency and follow-through.

Working closely with the President & CEO and collaborating across departments, the Planned Giving Officer will ensure that Our Fund remains a trusted philanthropic partner and a national model for LGBTQ-focused charitable giving.

Key Responsibilities

Donor Cultivation and Stewardship

• Cultivate, solicit, and steward a portfolio of planned giving prospects and legacy donors, with an emphasis on deepening relationships and fostering long-term commitment to Our Fund's mission.
• Meet regularly with donors to conduct discovery conversations that surface their philanthropic values, priorities, and intentions — then translate those conversations into formal written gift commitments, managing the preparation, presentation, and timely execution of each document through to the donor's signature.
• Maintain active follow-through on all open gift commitments; no donor conversation should end without a defined next step and a clear timeline.
• Plan and execute donor-focused events, including Legacy Society receptions, salon gatherings, and educational forums.

Planned Giving Program Leadership

• Lead efforts to identify, cultivate, and solicit planned gifts, including bequests, charitable remainder trusts, and other estate planning instruments.
• Develop and implement strategies to grow participation in The Our Fund Foundation's Legacy Society.
• Serve as a knowledgeable resource to donors and professional advisors on approaches for maximizing philanthropic impact through estate and gift planning.
• Maintain current knowledge of planned giving trends, strategies, and relevant tax and legal considerations.

Strategic Collaboration and Community Presence

• Support the President & CEO in developing and executing planned giving strategy aligned with organizational goals and community needs.
• Partner with the Program and Grants teams to connect donor interests with funding opportunities that reflect Our Fund's mission.
• Work with the marketing and communications team to develop compelling donor communications, legacy giving campaigns, and impact stories.
• Leverage board engagement to expand the Foundation's planned giving pipeline, including identifying prospects and amplifying legacy giving messaging.
• Represent the Foundation in community settings and philanthropic networks as a visible ambassador of its mission and values.

Administration and Reporting

• Maintain accurate donor records and activity tracking in the Foundation's CRM, including detailed notes from every donor meeting and current status for every open gift commitment.
• Provide regular progress reports on planned giving goals, including a pipeline report tracking gift commitments from initial conversation through executed document.
• Ensure compliance with all relevant regulations and internal policies.

Candidate Qualifications

• Minimum of 5–7 years of progressive experience in fundraising, donor relations, estate planning, or a related field.
• Proven success managing planned giving programs or legacy donor relationships — with a demonstrable track record of moving donors from initial conversation through completed, signed gift commitments.
• Strong understanding of philanthropic trends and best practices, especially within the nonprofit, foundation, or LGBTQ sectors.
• Outstanding interpersonal skills and emotional intelligence; ability to connect authentically with a wide range of stakeholders.
• Exceptional written and verbal communication skills.
• A strong commitment to advancing equity and justice for LGBTQ individuals and communities.
• Experience with donor databases/CRM systems is a plus.