Skip to main content

Planned Giving Officer

Posted 
December 18, 2019

Overview

The Planned Giving Officer is responsible for creating a comprehensive planned giving program to raise funds by cultivating and closing major, current or deferred gifts to reach more people, build a strong organization and inspire a smarter world 

Key Job Responsibilities

I. Lead

  1. Lead and/or support a comprehensive gift planning program to include all appropriate planned giving vehicles
  2. Lead and/or support an annual broad-based proactive plan, with a budget to grow and expand the Planned Giving Program
  3. Monitor annual Planned Giving results to determine most effective strategies
  4. Identify, research, cultivate and solicit qualified prospects for planned gifts and potential major gifts to meet both short-term and long-term fundraising objectives for the station
  5. Research and maintain individual donor profiles on qualified prospects and donors and define a strategic action plan for each prospect based on data available and supervise its use in solicitation of gifts to closure
  6. Lead and/or support a strategic marketing plan for Planned Giving Program
  7. Meet with prospects, one-on-one and in groups, locally and regionally
  8. Develop stewardship strategies and benefits for planned giving donors
  9. Cultivate estate planning professionals and advisors regarding gift opportunities for their clients; and provide full information and materials for their use and distribution
  10. Lead and/or stewardship and recognition program, including annual Legacy Circle Luncheon

II. Manage

  1. Establish and maintain records systems of established contracts
  2. Track “matured” gifts annually in order to make projections on expectancies

III. Collaborate

  1. Stay current with trends in philanthropy and technical details on all forms of planned gifts and tax law changes
  2. Prepare and manage annual budget
  3. Maintain confidential database and paper files and chronological histories on planned giving prospects and donors
  4. Advise and assist where appropriate and collaborate with other Development staff to maximize potential of current donors as major gift or planned giving prospects
  5. Other duties, responsibilities and activities may change or be assigned at any time with or without notice

EDUCATION AND EXPERIENCE

  1. Bachelor’s degree or equivalent experience required
  2. Five years planned giving experience required
  3. Extensive knowledge of estate/tax laws as they pertain to planned giving required
  4. Demonstrated successful experience and effectiveness in prospect identification, relationship building and solicitation required
  5. Thorough working knowledge of Word, Excel, Outlook and donor database required

PHYSICAL REQUIREMENTS 

  1. Ability to travel regionally and to Canada as needed
  2. Ability to work some evenings, weekends and holidays
  3. Ability to view data on a computer screen for long periods of time
  4. Ability to type on a keyboard for long periods of time
  5. Ability to sit or stand for extended periods

Cascade Public Media is committed to building a team that represents a diversity of thought, experience and personal background


     
About the Department

Development

Our Diversity Commitment

We are committed to building a team that represents a diversity of thought, experience and personal background. Read our complete diversity commitment statement here.