Planned Giving Engagement Officer

About the role

The SPLC is seeking a Planned Giving Engagement Officer who is passionate about social justice. The PGEO is a frontline fundraiser who builds and strengthens relationships with donors considering future estate gifts to SPLC.

Responsibilities

• Cultivates and stewards "Partners for the Future" by guiding donors through planned giving options, supporting annual and estate IRA gifts, and gifts of securities.
• Coordinates with Development Operations and brokerage partners to manage reporting and analysis for enhanced donor engagement and planned giving outcomes.
• Manages donor meetings and participation in cultivation and stewardship events, making up to 25% travel.
• Conduct personalized outreach to donors interested in legacy giving and documents all interactions in the CRM.
• Manage the scheduling and fulfillment of planned giving and stewardship communications, including donor welcome materials, recognition correspondence, and stock gift acknowledgments.
• Contribute to the execution of planned giving marketing campaigns across direct mail, email, and digital channels while maintaining data quality standards.
• Process planned giving campaign data in the CRM, ensuring accurate donor coding, and prepares stock gift files.
• Maintain current knowledge of planned giving practices and philanthropic trends through ongoing professional development.
• Respond to inquiries from donors and non-donors received through various communication channels.
• Perform other duties as required or assigned which are reasonably within the scope of the duties in this job classification.

Qualifications

• Minimum of three (3) years frontline fundraising experience, to include planned giving;
• High School Diploma or GED.

Benefits

Click here to view the benefits available to SPLC staff.

Pay

This is an exempt role and the minimum starting salary is $69,702 annually. Salary will be commensurate with experience.

Schedule

This role has the following work designation options: Local, Remote, and Telework. This position will report to the Senior Manager, Planned Giving.

Other Special Considerations

• This job is performed under general office conditions and is not subject to any strenuous physical demands or dangerous conditions.
• This position will make 4 or more trips annually for donor meetings and participation in cultivation and stewardship events (up to 25% travel).
• This position is represented by the Washington-Baltimore News Guild.