Planned Giving Officer/Sr. Planned Giving Officer

17 hours ago


Auburn, Alabama, United States Auburn Full time
Job Summary

Auburn University is seeking a skilled Planned Giving Officer to join our Advancement team. In this role, you will work closely with donors, their advisors, and university representatives to secure outright, blended, and deferred gifts. Your expertise in estate planning, taxation, charitable estate planning, and gift planning vehicles will be essential in devising high-level technical strategies and creating personalized giving plans that align with both the donors' values and financial goals, as well as the university's needs.

Key Responsibilities
  • Build and manage relationships with donors, their families, advisors, and university representatives to align philanthropic goals with Auburn's needs and aspirations.
  • Develop individualized giving plans in collaboration with donors and their financial and legal advisors, ensuring these plans align with both the donors' values and financial goals, as well as the university's needs.
  • Keep up-to-date with changes in tax laws, estate planning, and charitable giving trends to provide the best possible advice and options to donors.
  • Champion philanthropy by engaging donors about the transformative impact of their contributions, helping them understand how their gift shapes the future of the university.
  • Manage a dynamic portfolio of at least 100 planned gift prospects, building and nurturing relationships through personalized engagement strategies.
  • Personally engage with prospects and donors through face-to-face meetings, guiding them through the states of qualification, cultivation, solicitation, and stewardship.
  • Ensure timely completion of gift plans, endowment agreements, and all related documentation, maintaining records in our CRM and planned giving software systems.
Requirements
  • Bachelor's degree from an accredited institution.
  • Minimum 2-6 years of experience in fundraising, marketing, sales, and/or public relations, depending on the level of the position.
  • Experience in estate planning, planned giving, financial planning, accounting, legal, registered representative, or insurance is highly desirable.
  • Preferred designations include CFP, CLU, ChFC, CPA, JD, or CAP.
What We Offer

Auburn University offers a dynamic work environment, competitive salary, and a comprehensive benefits package. If you are passionate about philanthropy and ready to make a meaningful impact, we encourage you to apply for this exciting opportunity.


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