Planned Giving Officer

USO•Arlington, VA

68d•Onsite

About The Position

The Planned Giving Officer is responsible for working closely with donors, development staff, CPAs, financial advisors, and legal professionals to facilitate estate gifts that align with donor values and organizational goals.

Requirements

Bachelors degree in Finance, Non-Profit Management, Business or related services field. Masters degree preferred.
5+ years work experience in planned giving, or fundraising. Relevant experience in a non-profit, military, multicultural and/or global organization preferred.
Excellent interpersonal, relationship-building and presentation skills. Ability to deliver compelling call-to-action cases to internal and external stakeholders at a variety of levels.
Knowledge of estate planning, tax laws, charitable giving instruments, and Better Business Bureau Wise Giving Alliance Standards for Charity Accountability.
Ability to achieve desired results while working collaboratively in a matrix team environment.
Ability to effectively interact with USO Leadership, the public and military audiences at a variety of levels.
Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise.
Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs.
Ability to manage a high volume of assignments with varying complexity and competing priorities in a fast-paced environment with integrity and professionalism
Proficiency using computers and electronics equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office Suite and Raisers Edge.
Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid drivers license.
Must be a strong advocate of the USOs mission.

Nice To Haves

Masters degree preferred.
Relevant experience in a non-profit, military, multicultural and/or global organization preferred.

Responsibilities

Develop and implement a comprehensive planned giving strategy for their region.
Identify, cultivate, and steward donors interested in legacy and estate gifts.
Collaborate with legal and financial advisors to structure bequests, charitable trusts, annuities, and other planned giving vehicles.
Deliver presentations and personalized proposals to prospective donors.
Maintain accurate records of donor interactions and gift documentation, with discretion.
Coordinate stewardship and recognition activities.
Create marketing materials and campaigns to promote planned giving opportunities.
Ensure compliance with all relevant laws, regulations, and ethical standards.
Partner with local USO Operations Center leadership and fellow development staff to support local fundraising events & activations.
Prepare and present oral and written reports.
Other duties as assigned.