Planned Giving Officer
About The Position
Join a mission that matters—where legacy meets compassion. Animal Humane Society is seeking a passionate and relationship-driven Planned Giving Officer to champion the future of animal welfare through meaningful donor engagement. In this pivotal role, you’ll connect with supporters who want to make a lasting impact, guiding them through planned giving opportunities and stewarding their intentions with care and integrity. If you thrive on building trust, navigating the probate process with precision, and crafting strategic outreach that inspires generosity, this is your chance to help shape a legacy of love—for animals and the people who care about them.
Requirements
- 3+ years of experience of donor relationship experience required.
- Knowledge of the probate process and practice is required.
- Ability to work in a professional and positive manner.
- Excellent interpersonal and communications skills. Must have ability to work as a member of the team and partner collaboratively with external and internal customers and departments.
- Strong administrative and process management skills.
- Strong multi-tasking, attention to detail, and problem-solving skills.
- Proficient with computers, specifically a working knowledge of Microsoft products.
- Reliable transportation required.
Nice To Haves
- Database and CRM experience preferred.
Responsibilities
- Propose, implement, and administer a comprehensive program to recruit and steward Legacy Circle members.
- Make meaningful contact with donors and prospects to increase support, nurture donor loyalty, and foster personal relationships.
- Responsible for tracking planned giving prospects and donors and documenting their stewardship, cultivation, and solicitation activities.
- Manage production schedules, content creations, and data preparation for planned giving print and online communications.
- Aid in identifying trends and creating analytical reports. Work collaboratively on communication materials for planned giving prospects. Reinforce the prospect relationship continuum.
- Administer and oversee the probate and/or claim process for estates in which AHS is a beneficiary.
- Communicate in a positive and professional manner with customers, other employees, and volunteers.
- Promote a culture of diversity, equity, and inclusion to make AHS a welcoming environment for all.
- Utilize CRM for donor and prospect data management.
- Monitor AHS email and other messaging software.
- Other duties as assigned.
Benefits
- Health insurance coverage for full time staff includes the following: medical, dental, vision, health savings account, flexible spending account for health care expenses and dependent care, voluntary accident insurance; critical illness insurance; hospital indemnity insurance; employee- paid supplemental life; employee-paid accidental death & dismemberment; and long term disability insurance.
- Employer-paid benefits for full time staff includes the following: basic life insurance, basic accidental death and dismemberment insurance, short-term disability.
- Support for student loans: we are a Public Service Loan Forgiveness qualified employer
- Mental Health and Counseling Support: all employees have access to our Employee Assistance Program with 3 free counseling sessions per year
- 401(k) with company match
- Nine paid holidays for full-time staff
- Paid floating holidays for part-time and full-time staff (up to 4 days per year based on start date)
- Paid Time Off for part time and full time staff (amount is based on hours worked and FTE status)
- Paid parent leave for full-time staff
- Unique animal adoption benefits and discounts on veterinary care and pet supplies
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
