Planned Giving Officer

## Planned Giving Officer Apply:
Hybrid:
Minneapolis, MN:
Full time:
Posted 6 Days Ago:
JR1000111
** 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.
** CORE COMPETENCIES**
* ** 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…