Senior Philanthropy Officer - Planned Giving

The Senior Planned Giving Officer has the opportunity to build a program as they will be the first person in the role. Pipeline is strong already with 1500+ households expressing interest. Strong and loyal annual support speaks to mission enthusiasm and commitment to longevity - a strong prospect pool for planned gifts. This role will need to plan and execute a marketing strategy to reach the prospects at scale. This position is a part of the Philanthropy team and reports directly to the Chief Advancement Officer. We offer a hybrid schedule with flexible in-office days. Role Responsibilities: Develop, implement, and evaluate, a comprehensive planned giving strategy that supports annual fundraising and legacy circle membership goals. Manage a portfolio of planned giving prospects and donors through disciplined identification, qualification, cultivation, solicitation, and stewardship. Prepare donor-centered gift proposals and illustrations in collaboration with legal, financial, and tax advisors as appropriate. Promote planned giving vehicles, including bequests, charitable remainder trusts, charitable lead trusts, charitable gift annuities, donor-advised fund successor recommendations, retirement plan beneficiary designations, life insurance gifts, and gifts of appreciated assets. Lead stewardship and recognition efforts for legacy donors, including a legacy society or similar donor recognition program. Partner with major gift officers, advancement services, communications, finance, and leadership to integrate planned giving into broader fundraising strategies. Develop marketing, educational, and cultivation materials for donors, prospects, volunteers, and professional advisors. Build and maintain relationships with attorneys, accountants, wealth advisors, trust officers, and estate planning professionals to encourage referrals and deepen community awareness. Ensure accurate documentation, tracking, reporting, and administration of planned gift commitments, expectancies, estate distributions, and donor intentions. Maintain current knowledge of charitable giving trends, tax considerations, estate planning practices, and ethical standards related to planned giving. Represent the organization at donor meetings, events, professional gatherings, and community programs. Candidate Qualifications: Bachelor’s degree required; advanced degree or professional certification such as CFRE, CAP, or CSPG preferred. Minimum of four to six years of progressively responsible fundraising experience, including direct planned giving roles, major gifts, principal gifts, or campaign fundraising. Demonstrated success cultivating, soliciting, and closing significant philanthropic commitments and securing pledged and funded planned gifts. Working knowledge of planned giving vehicles, estate planning concepts, charitable tax considerations, and donor-centered gift planning practices. Experience and knowledge of fundraising marketing strategies and tactics. Experience using donor databases, moves management systems, and reporting tools to manage portfolios and track progress. Excellent written, verbal, presentation, and interpersonal communication skills. High degree of discretion, integrity, and professionalism in handling confidential donor and financial information. Ability to work collaboratively with donors, professional advisors, volunteers, board members, and internal colleagues. Commitment to the organization’s mission, values, and culture of philanthropy. #J-18808-Ljbffr Classical KING