Planned Giving Officer

Planned Giving Officer

The Boulder Community Health Foundation seeks an experienced and relationship-driven Planned Giving Officer to create, build, lead and grow the Foundation’s planned giving program. This position is responsible for identifying, cultivating, soliciting, and stewarding donors interested in legacy and deferred giving opportunities that support the long-term mission and priorities of Boulder Community Health.

The Planned Giving Officer will manage a portfolio of current and prospective donors with a primary focus on planned gifts, including bequests, beneficiary designations, blended gifts, gifts of appreciated assets, and other complex gift arrangements. This role works closely with donors, their families, financial advisors, attorneys, and BCH Foundation development staff to structure meaningful philanthropic commitments aligned with donor values and organizational priorities.

The ideal candidate will bring demonstrated success in philanthropy and significant, hands-on planned giving experience. This is a highly relational role requiring exceptional communication skills, discretion, strategic thinking, and technical knowledge of planned giving vehicles and estate planning principles. The organization also welcomes nontraditional candidates whose professional backgrounds align closely with the complexities of planned giving, including experience in financial planning, private banking, wealth management, trust and estate law, accounting, or related advisory fields.

This is a hybrid position with a strong preference for a full-time candidate; however, part-time arrangements of approximately 20-30 hours per week will also be considered for the right individual. The role includes a combination of remote work, in-office collaboration, and in-person donor meetings and events throughout the Boulder County community.

Benefits include health insurance, dental and vision insurance, paid life insurance, short-term and long-term disability coverage, health and dependent care flexible spending accounts, retirement plan with BCH matching contributions, paid time off, education assistance program, voluntary wellness programs, staff support initiatives, free one-on-one retirement planning sessions, and employee assistance program.

Qualifications include a bachelor’s degree in nonprofit management, business, communications, finance, public administration, or related field preferred, advanced training or certification in planned giving, charitable estate planning, or fundraising, knowledge of Colorado charitable giving and estate planning practices, current Colorado driver’s license, expansive nonprofit fundraising experience required with a strong emphasis on planned giving, working knowledge of estate planning principles, charitable gift vehicles, and applicable tax and IRS regulations related to deferred giving required, experience managing donor portfolios, pipeline activity, and fundraising metrics required, proficiency with donor database systems such as Raiser’s Edge or similar CRM platforms preferred, strong organizational skills with the ability to manage multiple priorities independently in a hybrid work environment required, proficiency in Microsoft Office Suite, Outlook, and virtual meeting platforms required, and strong understanding of Boulder philanthropic community preferred.

Responsibilities include planned giving program development, donor portfolio management, fundraising, stewardship, and administration.