Planned Giving Engagement Officer
Core
Frontline fundraiser building and strengthening relationships with donors considering future estate gifts to support social justice.
Role type
Planned Giving Engagement Officer
Builds
Planned giving campaigns, donor stewardship programs, and estate gift acknowledgments
Domain
Non-profit fundraising / Planned giving
Deliverable
client delivery
Required skills
donor relationship management, CRM data management, planned giving knowledge, campaign execution, reporting and analysis, communication
Preferred skills
none stated
Technologies
CRM systems
Responsibilities
Conduct personalized outreach to donors interested in legacy giving; manage scheduling and fulfillment of planned giving communications; process planned giving campaign data and prepare stock gift files; monitor campaign outcomes and deliver reporting on PG programs; respond to donor inquiries across multiple channels.
Seniority
Mid-level, hands-on IC