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Planned Giving Officer
POSITION RESPONSIBILITIES Manage a targeted portfolio of donors who have indicated an interest in making a deferred or planned gift through trusts, charitable annuities, life insurance, wills, and bequests; Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for planned gifts; Respond to donor inquiries with appropriate information on bequests, life income gifts and other gift planning vehicles; Collaborate with the major gifts team to integrate planned giving goals and objectives in all fundraising activities; Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients and p
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