Planned Giving Officer
Core
Develop and implement personalized philanthropic plans for donors to support Auburn University's mission and help donors achieve their philanthropic goals.
Role type
Planned Giving Officer (Donor Relations)
Builds
Individualized giving plans, endowment agreements, and donor stewardship initiatives
Domain
Higher Education / Philanthropy / Estate Planning
Deliverable
client delivery
Required skills
Donor relationship management, estate planning knowledge, tax law awareness, CRM management, proposal writing, event organization
Preferred skills
MBA, CPA, CFP, JD, CLU, financial planning, law, accounting, securities, investment
Technologies
CRM systems, planned giving software
Responsibilities
Manage a portfolio of at least 100 planned gift prospects; engage donors through face-to-face meetings to guide them through qualification, cultivation, solicitation, and stewardship; research and craft compelling philanthropic giving proposals; ensure timely completion of gift plans and related documentation; collaborate with donors' financial and legal advisors; participate in special events and donor recognition initiatives.
Seniority
Mid-level (Level I: 2+ years; Level II: 4+ years)