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Become A Planned Giving Officer

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Working As A Planned Giving Officer

  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Communicating with Supervisors, Peers, or Subordinates
  • Thinking Creatively
  • Getting Information
  • Deal with People

  • Mostly Sitting

  • Make Decisions

  • Stressful

  • $104,140

    Average Salary

What Does A Planned Giving Officer Do At ACLU of Missouri

* The Planned Giving Officer works with the Director of Development to create and implement an annual plan for our planned giving program.
* Marketing and Solicitations
* Work with planned giving staff at National ACLU to follow-up, as warranted, on planned giving leads they identify among ACLU supporters living in Northern California
* Identify planned giving prospects from among our major and annual fund donors and help to determine individualized solicitation strategies
* Work independently and with major gift officers and National ACLU Planned Giving staff, solicit new and repeat planned gifts from planned giving prospects
* Develop low-cost ways to encourage planned giving by our members, primarily leveraging existing communication channels such as our newsletters, website, and our acknowledgement letters
* Initiate and implement special, local planned giving appeals
* Respond to inquiries from planned giving prospects
* Stewardship of Planned Giving Donors
* In conjunction with major gifts staff, aid in developing and implementing a robust program of cultivation events and communications with planned giving donors
* Conduct one-on-one meetings with new planned giving donors to welcome them to legacy society
* Draft and send thank you letters to new planned giving donors, estate fiduciaries and/or survivors
* Respond to probate attorney questions; work with national planned giving staff to answer inquiries
* Accountability
* Prepare periodic reports tracking and assessing all aspects of planned giving program; maintain accurate records of legacy society members
* Manage budget and expenses for planned giving program
* Maintain planned giving donor data in the agency development database, including updating donor contact information
* Track income and reconcile bequest revenue with finance department
* Other
* Special projects as warranted and assigned

What Does A Planned Giving Officer Do At City Harvest

* Manage a
* portfolio of major gift and mid-level donors.
* Engage key long-term, new,
* and prospective donors to generate a substantial portion of the
* department’s annual revenue goal of $13M+. Develop the cultivation, appeal, and stewardship
* strategy for mid-level donors in partnership with the Senior Manager,
* Direct ResponseCreate, execute and track strategy for all donors in
* assigned donor portfolio.
* Translate short and long-term strategies into
* targeted goals and actions to drive donor satisfaction and result in year over year renewalsWith the
* Individual Giving team, develop a diverse, year-round schedule of events
* for new donor cultivation and existing supporter stewardshipReport to
* the Director Individual Giving and collaborate closely with other members
* of the External Relations team and throughout the organization to ensure
* we are utilizing City Harvest resources as effectively as possible to
* cultivate, steward and solicit supportBecome a City Harvest “expert” and excel in telling our
* story. Act as a spokesperson for the organization as needed to bring
* in funding, volunteers, etc.
* Work closely with various parts of the
* organization to organize site visits and bring our work to life for donors
* and prospective supportersRelated duties as assigned.

What Does A Planned Giving Officer Do At Rochester Institute of Technology

* Identify, cultivate, solicit and steward RIT alumni, parents, corporations and friends for leadership gifts of $1,000 to $49,999 focusing on digital realms as needed.
* Work collaboratively with division colleagues to develop fundraising, engagement and donor recognition strategies to effectively advance donors/prospects and meet Institute fundraising goals.
* Achieve goal-based fundraising through personally managing face to face visits and digital outreach annually and to assist in building a pipeline for major and planned gifts.
* Act as a resource and liaison between colleges/division and the central annual giving office.
* Work closely with Assistant Director, Crowdfunding and Social Media to identify, execute and lead initiatives where digital fundraising is an appropriate tool to secure donors.
* Participate in targeted events, in person and over social media as appropriate, to enhance and cultivate relationships between the university and constituents.
* Perform other duties as assigned.
* Requisition Number:
* BR
* College/Division:
* Development and Alumni Relations
* Professional Area:
* Professional/Administrative

What Does A Planned Giving Officer Do At Loyola Marymount University

* Meet annual activity and financial performance metrics.
* Maintain an active portfolio, moving prospects through the fundraising cycle.
* Identify new prospects for planned gifts to the University.
* Record prospect biographical and interaction information in the database within established guidelines.
* Supervise a development staff member and shared administrative coordinator.
* Support, partner and educate fundraising colleagues in securing planned gifts by providing technical expertise and options, proposal language, and participating in prospect meetings as appropriate.
* Identify and develop joint major giving opportunities in collaboration with fundraising colleagues and work towards successful solicitations.
* Organize and conduct programs to inform alumni and friends of LMU, of the ways, means and tax advantages of helping the University through planned gifts.
* Plan, organize and implement a marketing program of publications, advertisements, direct mail, educational seminars, donor recognition society and personal visitations to identify and work with prospects to realize planned gifts and maintain their relationship to LMU.
* Oversee and monitor estates in probate where LMU is a beneficiary.
* Visit all individuals who have indicated a bequest for LMU in order to maintain their interest in the University and to enhance the philanthropic implications of their gift.
* Inform Southern California (with emphasis on the greater Los Angeles area) attorneys specializing in estate planning and probate work, trust officers, real estate specialists and other financial advisors of the accomplishments, goals and needs of the University, seeking their assistance in obtaining planned gifts and prospect leads.
* Develop working committees of alumni and non-alumni attorneys, trust officers and others to facilitate LMU’s planned giving program activities.
* On an ongoing basis, review and keep abreast of developments in tax laws, as well as estate planning/planned giving materials, and keep development personnel apprised of new information.
* Perform other duties as assigned or requested

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How To Become A Planned Giving Officer

Public relations and fundraising managers need at least a bachelor’s degree, and some positions may require a master’s degree. Many years of related work experience are also necessary.


For public relations and fundraising management positions, a bachelor's degree in public relations, communications, English, fundraising, or journalism is generally required. However, some employers prefer a master’s degree, particularly in public relations, journalism, fundraising, or nonprofit management.

Courses in advertising, business administration, public affairs, public speaking, and creative and technical writing can be helpful.

Licenses, Certifications, and Registrations

Although not mandatory, public relations managers can get certified through the Public Relations Society of America. Candidates qualify based on years of experience and must pass an exam to become certified.

The International Association of Business Communicators offers a credential to demonstrate a level of knowledge and expertise.

The Certified Fund Raising Executive program, offered by CFRE International, is voluntary, but fundraisers who pursue certification demonstrate a level of professional competency to prospective employers. Candidates are required to have 5 years of work experience in fundraising and have 80 hours of continuing education through conference attendance and classroom instruction to qualify. Fundraisers must apply for renewal every 3 years to keep their certification valid.

Work Experience in a Related Occupation

Public relations and fundraising managers must have several years of experience in a related or entry-level position, such as a public relations specialist or fundraiser.

Lower level management positions may require only a few years of experience, whereas directors are more likely to need 5 to 10 years of related work experience.

Important Qualities

Communication skills. Managers deal with the public regularly; therefore, they must be friendly enough to build rapport and receive cooperation from their media contacts and donors.

Leadership skills. Public relations and fundraising managers often lead large teams of specialists or fundraisers and must be able to guide their activities.

Organizational skills. Public relations and fundraising managers are often in charge of running several events at the same time, requiring superior organizational skills.

Problem-solving skills. Managers sometimes must explain how the company or client is handling sensitive issues. They must use good judgment in what they report and how they report it.

Speaking skills. Public relations and fundraising managers regularly speak on behalf of their organization. When doing so, they must be able to explain the organization’s position clearly.

Writing skills. Managers must be able to write well-organized and clear press releases and speeches. They must be able to grasp the key messages they want to get across and write them succinctly in order to keep the attention of busy readers or listeners.

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Planned Giving Officer jobs

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Planned Giving Officer Career Paths

Planned Giving Officer
Program Manager General Manager
Area Manager
7 Yearsyrs
Logistics Officer Operations Officer Operations Manager
Assistant Vice President
7 Yearsyrs
Battalion Operations Officer Operations Officer Program Manager
Associate Director
8 Yearsyrs
Program Manager Marketing Manager Business Manager
Business Operations Manager
8 Yearsyrs
Battalion Operations Officer Company Commander Operations Officer
Chief Of Operations
7 Yearsyrs
Development Director Business Developer Managing Director
Chief Operating Officer
11 Yearsyrs
Project Manager Senior Project Manager Program Director
Clinical Director
9 Yearsyrs
Chief Of Operations Deputy Director Operations Director
Director Of Facilities
11 Yearsyrs
Officer Case Manager Housing Specialist
Housing Director
6 Yearsyrs
Planner Program Coordinator Development Director
Interim Executive Director
11 Yearsyrs
Chief Operating Officer President & Chief Operating Officer Executive Assistant/Office Manager
Manager Executive
6 Yearsyrs
Operations Officer Executive Officer Program Manager
Operations Director
9 Yearsyrs
Project Manager Construction Manager
Operations Manager
7 Yearsyrs
Executive Officer Company Commander
Operations Officer
6 Yearsyrs
Planner Planning Manager
Planning Director
9 Yearsyrs
Executive Officer Program Manager General Manager
President Of Operations
11 Yearsyrs
Logistics Officer Executive Officer Program Manager
Regional Director
9 Yearsyrs
Chief Of Operations Project Manager General Manager
Regional Manager
8 Yearsyrs
Operations Officer Program Manager
Senior Manager
10 Yearsyrs
Development Director Senior Director Vice President
Vice President And Manager
10 Yearsyrs
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Planned Giving Officer Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • German

  • Italian

  • Hindi

  • Mandarin

  • Urdu

  • Hebrew

  • Telugu

  • Marathi

  • Korean

  • Hokkien

  • Malay

  • Russian

  • Croatian

  • Nepali

  • Cantonese

  • Carrier

  • Portuguese

  • Chinese

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Planned Giving Officer

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Planned Giving Officer Education

Planned Giving Officer

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Top Skills for A Planned Giving Officer


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Top Planned Giving Officer Skills

  1. Military Personnel
  2. Subordinate Units
  3. Contingency Plans
You can check out examples of real life uses of top skills on resumes here:
  • Managed a budget of $22M and supervised a staff of 2 contractors and 13 military personnel.
  • Developed uniform naming and file conventions for sending and receiving reports between Brigade and subordinate units.
  • Created contingency plans for 2008 Republican National Convention.
  • Developed and provided an annual review of mobilization planning documents and exercise procedures.
  • Served as the senior advisor to the Air Defense Brigade Commander and Deputy Area Air Defense Commander.

Top Planned Giving Officer Employers

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