Planned Giving Officer - Animal Welfare Organization

Humane Colorado•Denver, CO

40d

About The Position

Are you passionate about animals and driven to advocate for those who cannot speak for themselves? Humane Colorado, a 115-year leader in ending pet homelessness and animal suffering, is seeking a relationship-focused development professional to help advance our mission. This role combines both responsive and strategic donor work—managing incoming planned gifts while also cultivating prospects for our Planned Giving Society, mid-level giving, and a small major gift portfolio. You’ll also oversee the Founders Society and a targeted prospect pool, helping strengthen donor relationships across the giving pipeline. Purpose of Position: The Planned Giving Officer is responsible for managing the Planned Giving program, engaging with members of the Founders Society, and cultivating and stewarding relationships with mid-level donors as a pipeline to the Founders Society and Major Gifts. The officer will focus on renewing and increasing annual gifts, as well as tracking and reporting progress. The role also serves as an integral member of our organization's Development Department.

Requirements

Excellent business writing skills, particularly in fundraising or proposal writing.
Knowledge of best practices in segmented marketing strategies for fundraising, particularly working with legal firms and bequest administration.
Proficient in Microsoft Office Suite: Word, Excel, Outlook.
Familiarity with donor databases.
Ability to work both independently and collaboratively within the Development team.
Strong leadership qualities, professionalism, energy, passion, and a 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 and initiative.
Strong organizational, analytical, and interpersonal communication skills.
Expertise in areas of gift planning and deferred giving vehicles
Knowledgeable about major gifts and estate and financial planning fundamentals.
Strategic initiative to grow our legacy donor base and engage lifetime giving
Excellent relationship building skills
College degree
3 -5 years of successful Planned Giving or Development experience
Experience in database management preferably in EveryAction, SalesForce or Raisers Edge

Nice To Haves

Experience with Planned Giving platforms like Crescendo or Stelter
Experience partnering with Marketing to create curated pieces

Responsibilities

Support the overall long-term financial strength and support of our organization by visiting donors and prospective donors about a variety of gift possibilities, particularly deferred and planned gifts.
In collaboration with the Manager of Philanthropy and Planned Giving, develop and implement a strategy to identify opportunities for major gifts and additional planned gifts.
Recommend annual goals and budget projections for the planned giving program.
Manage a rated prospect list of prospective donors and a portfolio of active donors, including donors not currently members of the Founders Society.
Develop and implement a reactivation strategy to re-engage lapsed donors within this pool.
Cultivate relationships with donors to renew and increase annual giving, with a particular focus on Founders Society members who are not giving.
Foster personal relationships with top-tier donors through phone calls, meetings, and written correspondence, ensuring their connection to the organization’s mission is deepened.
Oversee communication efforts with prospective legacy donors and cultivate relationships with mid-level donors to drive fundraising and deepen engagement.
Collaborate with Marketing and Communications team to create printed and digital materials that support fundraising goals.
Organize and execute group activities and one-on-one cultivation opportunities with Founders Society members and prospects to maintain and enhance donor relationships. Includes attendance at occasional events in the evenings and on weekends.
Plan and implement donor education, appreciation, engagement, and solicitation programs, including regular communication (written and digital), group events (e.g., tours, special experiences), and other stewardship initiatives.
Assist with bequests, blended gifts, and more sophisticated giving options both annually and in legacy plans.
Work closely with development colleagues to identify potential major donors or legacy giving prospects and transition them into the appropriate fundraising programs.
Monitor donor performance on a monthly, quarterly, and annual basis to ensure revenue goals are met.
Maintain accurate donor information in development database, utilizing the database to track engagement and cultivation efforts effectively.
Implement systems to track donor progress, identify trends, and ensure strategic focus on major and legacy giving prospects.
Track key performance metrics, including renewal rates, attrition, and average gift amounts, to evaluate donor engagement and identify opportunities for growth.
Perform other duties as assigned.