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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

  • $102,938

    Average Salary

What Does A Planned Giving Officer Do

Public relations managers plan and direct the creation of material that will maintain or enhance the public image of their employer or client. Fundraising managers coordinate campaigns that bring in donations for their organization.

Duties

Public relations managers typically do the following:

  • Write press releases and prepare information for the media
  • Identify main client groups and audiences and determine the best way to reach them
  • Designate an appropriate spokesperson or information source for media inquiries
  • Help clients communicate effectively with the public
  • Develop their organization's or client’s corporate image and identity
  • Assist and inform an organization’s executives and spokespeople
  • Devise advertising and promotion programs
  • Assign, supervise, and review the activities of staff

Fundraising managers typically do the following:

  • Manage progress towards achieving an organization’s fundraising goals
  • Develop and carry out fundraising strategies
  • Identify and contact potential donors
  • Create and plan different events that can generate donations
  • Meet face-to-face with highly important donors
  • Apply for grants
  • Assign, supervise, and review the activities of staff

Public relations managers review press releases and sponsor corporate events to help maintain and improve the image of their organization or client.

Public relations managers help to clarify their organization’s point of view to its main audience through media releases and interviews. They observe social, economic, and political trends that might ultimately affect their organization, and they recommend ways to enhance the firm's image based on those trends. For example, in response to a growing concern about the environment, the public relations manager for an oil company may create a campaign to publicize its efforts to develop cleaner fuels.

In large organizations, public relations managers often supervise a staff of public relations specialists. They also work with advertising, promotions, and marketing managers to ensure that advertising campaigns are compatible with the image the company or client is trying to portray. For example, if a firm decides to emphasize its appeal to a certain group, such as young people, the public relations manager needs to make sure that current advertisements are well received by that group.

In addition, public relations managers may handle internal communications, such as company newsletters, and may help financial managers produce an organization’s reports. They may also draft speeches, arrange interviews, and maintain other forms of public contact to help the organization’s top executives.

Public relations managers must be able to work well with many types of specialists to report the facts accurately. In some cases, the information they write has legal consequences. As a result, they must work with the company's or client's lawyers to be sure that the information they release is both legally accurate and clear to the public.

Fundraising managers oversee campaigns and events intended to bring in donations for their organization. Many organizations that employ fundraisers rely heavily on the donations they gather in order to run their operations.

Fundraising managers usually decide which fundraising techniques are necessary in a certain situation. Common techniques may include annual campaigns, capital campaigns, planned giving, or major gifts. In addition, social media has created a new avenue for fundraising managers to connect with more potential donors and to spread their organization’s message.

Those who work on annual campaigns focus heavily on contacting donors who have given in the past, and request that they give again. Finding new contacts for future donations is also a component of a successful annual campaign.

Capital campaigns are different; they are generally used to raise money over a shorter time period and for a specific project, such as the construction of a new building at a university.

Fundraisers who spend most of their time on planned giving must have specialized training in taxes regarding gifts of stocks, bonds, charitable annuities, and real estate bequests in a will. Major gifts are a feature of many different campaigns and are generally requested in person given the large value of the potential donation.

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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.

Education

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
Planner Project Coordinator Development Coordinator
Assistant Director Of Development
5 Yearsyrs
Project Manager General Manager Business Manager
Business Director
10 Yearsyrs
Program Manager Director Chief Finance Officer
Chief Administrative Officer
11 Yearsyrs
Executive Officer Flight Commander Operations Officer
Chief Of Operations
7 Yearsyrs
Chief Of Operations Division Chief Deputy Director
Chief Of Staff
7 Yearsyrs
Flight Commander Security Officer Security Director
Chief Security Officer
11 Yearsyrs
Battalion Operations Officer Executive Officer Chief Executive Officer
Director Of Training
7 Yearsyrs
Battalion Executive Officer Executive Officer Chief Operating Officer
Director, Special Projects
9 Yearsyrs
Planner Account Manager Account Director
Group Director
9 Yearsyrs
Program Manager Marketing Manager Communications Manager
Internal Communications Manager
9 Yearsyrs
Development Director Executive Executive Chef
Manager Executive
6 Yearsyrs
Project Manager Program Manager Regional Director
National Director
9 Yearsyrs
Executive Officer Company Commander
Operations Officer
6 Yearsyrs
Chief Of Operations Project Manager Senior Manager
Planning Director
9 Yearsyrs
Battalion Operations Officer Operations Officer Planner
Planning Manager
8 Yearsyrs
Operations Officer Operations Manager Operations Director
Senior Director, Operations
14 Yearsyrs
Battalion Executive Officer Branch Chief Chief Of Operations
Senior Officer
5 Yearsyrs
Development Director Executive Vice President Executive Assistant To Chief Executive Officer
Special Projects Manager
7 Yearsyrs
Operations Officer Program Manager General Manager
Vice President & General Manager
12 Yearsyrs
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Do you work as a Planned Giving Officer?

Planned Giving Officer Demographics

Gender

Male

69.0%

Female

28.9%

Unknown

2.2%
Ethnicity

White

59.8%

Hispanic or Latino

13.4%

Black or African American

12.6%

Asian

9.4%

Unknown

4.8%
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Foreign Languages Spoken

Spanish

28.6%

French

14.3%

German

12.5%

Italian

8.9%

Hindi

3.6%

Mandarin

3.6%

Urdu

3.6%

Hebrew

3.6%

Telugu

1.8%

Marathi

1.8%

Korean

1.8%

Malay

1.8%

Russian

1.8%

Cantonese

1.8%

Nepali

1.8%

Hokkien

1.8%

Carrier

1.8%

Croatian

1.8%

Portuguese

1.8%

Chinese

1.8%
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Planned Giving Officer Education

Schools

Webster University

15.8%

University of Phoenix

8.3%

Michigan State University

8.3%

U.S. Army Command and General Staff College

6.7%

Troy University

6.7%

Pennsylvania State University

5.8%

United States Military Academy

5.0%

Naval Postgraduate School

5.0%

Community College of the Air Force

4.2%

George Washington University

4.2%

Syracuse University

3.3%

U.S. Army War College

3.3%

Florida Institute of Technology-Melbourne

3.3%

Boston University

3.3%

Georgia State University

3.3%

Liberty University

3.3%

University of South Dakota

2.5%

Norwich University

2.5%

Villanova University

2.5%

Trident University International

2.5%
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Majors

Business

24.9%

Management

9.9%

Criminal Justice

6.4%

Human Resources Management

5.6%

Project Management

4.7%

Psychology

4.7%

Political Science

4.4%

History

4.1%

International Relations

3.8%

Education

3.5%

Communication

3.5%

Computer Information Systems

3.2%

Law

3.2%

Finance

2.9%

Elementary Education

2.6%

Marketing

2.6%

Accounting

2.6%

Homeland Security

2.6%

Public Administration

2.3%

Civil Engineering

2.3%
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Degrees

Masters

40.9%

Bachelors

34.3%

Other

11.7%

Doctorate

4.4%

Certificate

4.3%

Associate

3.1%

Diploma

0.8%

License

0.5%
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Temporary

Real Planned Giving Officer Salaries

Job Title Company Location Start Date Salary
Business Planning and Promotion Officer Sumitomo Mitsui Trust Bank (U.S.A.) Limited Hoboken, NJ Aug 29, 2016 $75,657
Major Gifts and Planned Giving Officer General Board of Global Ministries New York, NY Jan 12, 2014 $66,941
Major Gifts and Planned Giving Officer General Board of Global Ministries New York, NY Dec 01, 2014 $66,941
Individual Giving Officer Wateraid America New York, NY May 13, 2016 $65,000
Business Planning and Strategy Officer FHI Arlington, VA Nov 15, 2010 $60,798
Planned Giving Advisor Ave Maria University, Inc. Marianna, FL May 24, 2010 $45,000

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Top Skills for A Planned Giving Officer

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  1. Personnel
  2. Business Units
  3. Major Exercises
You can check out examples of real life uses of top skills on resumes here:
  • Directed a systematic vetting process to create a comprehensive database of Iraqi 4th Federal Police Division personnel.
  • Planned and executed over 10 major exercises in 5 different countries
  • Simplified network architecture procedures and network performance expectations with Senior General Officers, Colonels and Sergeant Majors in the Division Headquarters.
  • Disseminated information from top-tier level command, published orders, and coordinated security protection assets with partnered combat battalions.
  • Led deliberate and crisis action planning for operational plans and consequence management operations.

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Top Planned Giving Officer Employers

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