Planned Giving Officer

Humane Colorado•Denver, CO

2d•$73,500 - $81,000

About The Position

The Planned Giving Officer manages the Planned Giving program, engages members of the Founders Society, and cultivates and stewards mid-level donor relationships as a pipeline to the Founders Society and Major Gifts. The role focuses on renewing and increasing annual gifts, tracking and reporting progress, and contributing as an integral member of the Development Department. The position works with donors and colleagues across the organization and requires clear, professional, cooperative, and respectful communication. It requires up to 10% in-state travel and is scheduled for five eight-hour shifts.

Requirements

Bachelor’s degree or equivalent relevant experience.
Three to five years of experience in planned giving, fundraising, major gifts, donor cultivation, or a related field.
Experience in database management, preferably with EveryAction, Salesforce, or Raiser's Edge.
Working knowledge of planned giving vehicles and the ability to explain charitable giving options clearly and appropriately.
Strong relationship-building, communication, solicitation, and organizational skills.
Demonstrated ability to independently manage a donor portfolio and advance relationships.
Ability to collaborate effectively while maintaining accountability for individual fundraising goals.
Experience with donor relationship management systems and familiarity with donor databases.
Excellent business writing skills, particularly in fundraising or proposal writing.
Knowledge of fundraising segmentation best practices, particularly work involving legal firms and bequest administration.
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
Ability to work independently and collaboratively within the Development team.
Strong leadership qualities, professionalism, energy, passion, and commitment to achieving goals.
Ability to prioritize and manage multiple tasks, meet deadlines, and perform under pressure.
Discretion in handling sensitive and confidential information.
Excellent independent judgment, initiative, organizational and analytical skills, and interpersonal communication skills.
Expertise in gift planning and deferred giving vehicles.
Knowledge of major gifts and estate and financial planning fundamentals.
Strategic initiative to grow the legacy donor base and engage lifetime giving.
Ability to perform work primarily in an office setting, including potentially prolonged sitting and repetitive motion; occasional lifting may be required with reasonable accommodation.
Ability to work in a potentially high-noise area and tolerate potential exposure to animal bites and scratches, cleaning chemicals, fumes, dust, animal dander, and feces.

Nice To Haves

Experience with planned giving platforms such as Crescendo or Stelter.
Experience partnering with Marketing to create curated pieces.
Experience with the Virtuous donor relationship management system.

Responsibilities

Identify, research, qualify, cultivate, and solicit planned giving prospects.
Conduct meaningful donor visits and conversations and develop strategies leading to new planned gift commitments.
Manage an active prospect portfolio and consistently advance donor relationships.
Identify opportunities for bequests, beneficiary designations, blended gifts, and other appropriate planned gifts.
Establish and achieve annual goals for donor engagement, solicitations, and new commitments.
Partner proactively with major gift officers to identify planned giving opportunities within their portfolios.
Participate in joint donor visits and develop coordinated cultivation and solicitation strategies.
Provide colleagues with planned giving education, resources, and guidance.
Communicate clearly about shared prospects, relationship ownership, and next steps.
Manage and steward relationships with donors who have included Humane Colorado in their estate plans.
Develop individualized stewardship strategies and maintain meaningful, consistent donor contact.
Coordinate Founders Society recognition, communications, and engagement opportunities.
Maintain accurate documentation of donor intentions and interactions.
Identify appropriate opportunities to deepen donor relationships and philanthropic engagement.
Maintain accurate prospect, donor-intention, and activity records in Virtuous.
Track and report progress toward pipeline, engagement, solicitation, and commitment goals.
Partner with Communications and philanthropy colleagues on planned giving communications, materials, and program improvements.
Maintain current knowledge of planned giving practices and charitable gift vehicles.
Coordinate with estate administration staff as needed to support donor relationships and clarify documented intentions; routine estate administration is not a primary responsibility.
Support a positive team environment, address conflict directly, and appropriately express concerns.