Planned Giving Officer

Job Description

Job Description

Planned Giving Officer

Highly Regarded National Nonprofit

Jacksonville, Tampa, or Washington DC Areas (Hybrid); Miami or Naples (Remote)

Salary Range : $75,000 to $100,000 per year, with potential flexibility based on experience.

Bonus Potential + Great Benefits

Terrific Planned Giving Officer position with a highly regarded national nonprofit. The Planned Giving Officer will join a relatively new team focused on building out the organization's planned giving initiatives.

Responsibilities will include the identification, cultivation, and solicitation of planned giving prospects and maintaining a strong donor portfolio.

The Planned Giving Officer must ensure the successful progression of donors and prospects through the moves management process.

The position will focus on donors in Florida and expand to other states in the region over time. Candidates should have the strong communication and interpersonal skills needed to develop and steward relationships with donors.

Qualified candidates must have 5+ years of fundraising experience. Bachelor's degree or more extensive experience may be considered in lieu of a degree.

The position can be located in the Jacksonville, Tampa, or Washington, D.C. areas on a hybrid schedule or in the Miami or Naples areas on a fully remote basis.

Salary range is $75,000 to $100,000 per year, with potential flexibility based on location and experience; also bonus potential and excellent benefits, currently including :

100% Covered Health Care Premiums (Medical, Dental, Vision) :

Premiums are fully covered for the employee and dependent family members (this can equate to approximately $27k for families or $9k for individuals annually)

33 days of Potential Time Off Annually :

15 PTO days, 5 sick days, 12 federal holidays, 1 day off for your birthday

401(k) :

Fully vested on day one; 100% match for first 3%, 50% for next 2%

Long-Term and Short-Term Disability :

Premiums are covered 100% for employee

Flexible Spending Account (FSA) :

Pre-tax payroll deductions to cover eligible out-of-pocket health care and dependent care expenses

Responsibilities :

• Manage the full lifecycle of fundraising for a portfolio of planned giving prospects and donors primarily within Florida
• Ensure moves management and a properly balanced portfolio
• Collaborate across the organization to identify and secure new donors, including the communications, marketing, programs, and other development teams
• Develop and implement cultivation strategies
• Create donor communications including proposals and stewardship reports
• Utilize wealth screening tools to gain new prospects
• Travel to meet with prospects and current donors, up to 75% of the time

Qualifications :

• 5+ years of nonprofit fundraising or related experience; planned giving experience required
• Bachelor's degree or more extensive experience in lieu of a degree
• Demonstrated experience with the full lifecycle of fundraising for planned gifts
• Excellent communication and interpersonal skills
• Familiarity with Salesforce or a similar CRM
• Valid state-issued driver's license
• Ability to travel for donor meetings, organization events, etc...

Equal opportunity employer.