Job Summary

The Planned Giving Officer (PGO) is a valued member of the development team who works in tandem with constituent development officers to secure blended gifts/outright and planned within specific schools/colleges. The PGO will have knowledge of estate planning, including wills, trusts, and income, estate and gift tax laws. The PGO will identify, qualify, cultivate, solicit and steward a portfolio of donors within assigned constituencies and will serve as a resource to the designated constituency/ies and others within the advancement division.

Essential Functions

• Manage a portfolio of 100 (MOL) planned gift prospects.
• Assist prospects and their advisors in clarifying philanthropic and personal objectives and retain and record that information.
• Personally contact, qualify, cultivate, solicit and steward prospects to develop individualized giving plans that maximize tax savings, achieve philanthropic goals and objectives, and provide financial support to Auburn University tax exempt entities.
• Personally make 125 face to face visits annually with suspects/prospects/donors for qualification, cultivation, solicitation, and stewardship.
• Become proficient in mission, vision, and programs within the assigned schools/colleges and be able to relay that compelling case for support to donors
• Assist donors and their advisors in establishing philanthropic vision, goals and plans and record this information in the donor management system.
• Research, prepare and present philanthropic giving proposals to donors/prospects
• Complete designated estate plans, endowments, gift agreements, call reports and legacy paperwork on a timely basis.
• Keep accurate and up to date information related to all activities with donors and prospects in the designated systems.
• Remain current on changes in income, estate, and gift tax related rules, regulations, and trends.
• Engage in professional organizations related to the field of gift planning, advancement, and higher education.
• Develop relationships with professional advisors to enhance future gift commitments
• Participate in development of marketing strategies, donor recognition plans, stewardship plans, George Petrie Society activities, and other donor society and appreciation events.

Education Level: Bachelor’s degree from an accredited institution.

Years of Experience: 6 years

Area of Experience

Experience in planned giving fundraising or estate, tax, or financial related business experience is required. Progressive experience and knowledge of best practices in development, sales or businesses related to cultivating high net worth individuals.

Desired Qualifications

• Master’s Degree from an accredited institution or advanced professional designation preferred.
• CFP, CPA, CAP, Series 7 license, State Bar, or equivalent is preferred.