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Planned giving officer skills for your resume and career

Updated January 8, 2025
4 min read
Below we've compiled a list of the most critical planned giving officer skills. We ranked the top skills for planned giving officers based on the percentage of resumes they appeared on. For example, 25.8% of planned giving officer resumes contained alumni as a skill. Continue reading to find out what skills a planned giving officer needs to be successful in the workplace.

15 planned giving officer skills for your resume and career

1. Alumni

Alumni is a term used for graduate students of a school, college, university, or any other educational institution. The term is also used for employees of a company or a previous member of a group or an organization that has been retired. Alumni represent the institutions or organizations that they were previously associated with.

Here's how planned giving officers use alumni:
  • Recruited and trained volunteers on methods to solicit fellow alumni and parents for Annual Fund gifts.
  • Collaborated with Alumni Affairs on planning Reunion Weekend programs and recruiting class leadership.

2. PowerPoint

Here's how planned giving officers use powerpoint:
  • Prepared presentations and spreadsheets using Microsoft Excel and PowerPoint to display targeted information to leadership and faculty.
  • Ensured compliance with federal procedures by leading training and providing PowerPoint presentations.

3. Appeals

Here's how planned giving officers use appeals:
  • Produced all aspects of the direct mail appeals, including the letters, artwork, mailing lists, printingand mailing.

4. Annuities

Here's how planned giving officers use annuities:
  • Initiated and implemented follow-up strategy on proposals sent out for charitable gift annuities and quality calls for first time annuitants.
  • Solicit and secure major gifts including stock donations, charitable trusts, pooled income fund gifts and charitable gift annuities.

5. Remainder

Here's how planned giving officers use remainder:
  • Doubled the number of Charitable Remainder trusts to Foundation during first year.

6. Strategic Plan

Here's how planned giving officers use strategic plan:
  • Developed and recommended implementation of acceptance of policy concepts for both in-year operational plans and 5-yearstrategic plans.
  • Served as a member of numerous strategic planning groups and efforts for the US Army Recruiting Command's long-term strategy.

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7. Logistics

Logistics is a complete organization and implementation of a problem. Logistics are often considered in a complex business operation, as some works need detailed plannings. Logistics are also used in military action.

Here's how planned giving officers use logistics:
  • Determine support requirements and develop Logistics Concept of Support Plans.
  • Planned 23 nation humanitarian relief logistics support build-up.

8. Capital Campaign

Here's how planned giving officers use capital campaign:
  • Major gift development officer with regional responsibilities for Penn's billion dollar capital campaign.
  • Promoted strategies for planned giving component in capital campaign.

9. Technical Assistance

Technical assistance is the non-financial assistance provided by local or international specialists. The purpose of technical assistance is to maximize the project's implementation and quality of the final product. Technical assistance consists of sharing information, the transmission of working knowledge, and other transfer of technical data which would aid the administration, management team and help build the project. The technical assistance focuses on particular needs identified by the beneficiary country and is delivered in the form of missions.

Here's how planned giving officers use technical assistance:
  • Assess needs and identifies areas of international technical assistance for economic development to be included in the national development plan.
  • Provided technical assistance and clarification on grant provisions and scheduled training for internal and external stakeholders.

10. Emergency Operations

Here's how planned giving officers use emergency operations:
  • Supervised & trained 20 personnel to initiate & oversee emergency operations & communicate risk to public per new business rules.
  • Supervised & trained 20 personnel to oversee emergency operations & communicate risk to public & other third parties.

11. Combat

Combat is a violent conflict between two parties. Combat can be held by using weapons or unarmed. The fighting between the armed forces of different countries can also be called combat and the main purpose of the combat is to eliminate and stop your opponent from achieving their goal.

Here's how planned giving officers use combat:
  • Disseminated information from top-tier level command, published orders, and coordinated security protection assets with partnered combat battalions.
  • Spearheaded post-Iraq planning efforts during transition of Department of Defense-led combat operations to Department of State responsibility and control.

12. Training Exercises

Here's how planned giving officers use training exercises:
  • Developed and directed training exercises or responses to large-scale emergencies.
  • Planned, coordinated, and supervised the involvement of more than 130 section personnel in unit and JCS-directed training exercises.

13. Operations Orders

Here's how planned giving officers use operations orders:
  • Write Divisional level Operations Orders outlining all critical tasks to facilitate mobilizations.
  • Served as J3 Plans for publishing Mobilization and Operations Orders in support of Operations Enduring Freedom and Noble Eagle.

14. US Army

The United States Army is the branch of the United States Armed Forces that employs land services. It is one of the eight U.S. uniformed services and its five core competencies are land combat, combined arms operations special operations, sustain the area for the joint force, to integrate national, multinational, and joint power on land. The Army's includes combined arms maneuver and wide-area security, armoured and mechanised operations, and airborne assault operations.

Here's how planned giving officers use us army:
  • Served as a Theater Plans Officer for the US Army Central Command Provost Office.
  • Developed and successfully implemented integrated installation closure planning procedures for all US Army posts in Heidelberg and Mannheim, Germany.

15. Training Events

Here's how planned giving officers use training events:
  • Assisted regions in developing training events for 60,000 members as part of the National Emergency Services Curriculum Project.
  • Assist the Operations Officer in planning, coordinating, and executing training events in a 755- Soldier battalion.
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List of planned giving officer skills to add to your resume

Planned giving officer skills

The most important skills for a planned giving officer resume and required skills for a planned giving officer to have include:

  • Alumni
  • PowerPoint
  • Appeals
  • Annuities
  • Remainder
  • Strategic Plan
  • Logistics
  • Capital Campaign
  • Technical Assistance
  • Emergency Operations
  • Combat
  • Training Exercises
  • Operations Orders
  • US Army
  • Training Events
  • Law Enforcement
  • Tactical Operations
  • Military Decision
  • Terrorism
  • DOD
  • Government Agencies
  • Training Programs
  • Level Planning
  • VIP
  • OPSEC
  • Real Estate
  • USMC
  • ISR
  • Ministry
  • Contingency Operations
  • Federal Agencies
  • Mission Planning
  • SharePoint
  • Military Operations
  • III
  • Fragos
  • Action Reviews
  • Redeployment
  • Joint Operations
  • Forscom

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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