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" through personalized phone outreach, donor meetings, and ongoing stewardship.
• Guides 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.
• Manages donor relationships, tracking interactions in the CRM and fulfilling planned giving and stewardship communications.
• Contributes to planned giving marketing campaigns across direct mail, email, and digital channels, maintaining data quality standards.
• Processes planned giving campaign data in the CRM, ensuring accurate donor coding, and prepares stock gift files.
• Maintains campaign and donor engagement outcomes, initiates appropriate follow-up, and delivers reporting on planned giving programs.
• Responds to inquiries from donors and non-donors received through various communication channels.

Requirements

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

Qualifications

• Mission, Vision & Values Alignment: Demonstrates an understanding of and a commitment to SPLC's mission, vision and values.

Skills

• Relationship Builder: Builds trust and cultivates long-term donor relationships through personalized phone outreach, donor meetings, and ongoing stewardship.
• Analytical & Strategic: Develops and executes strategic donor engagement plans by leveraging CRM data and stewardship insights.
• Collaborative: Collaborates effectively across fundraising, finance, marketing, leadership, and external advisors.
• Compassionate & Empathetic: Navigates legacy giving and other sensitive donor conversations with empathy, professionalism, and authenticity.
• Patient & Persistent: Demonstrates patience and persistence by consistently stewarding donor relationships and honoring commitments.

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. This position is represented by the Washington-Baltimore News Guild.