Planned Giving Officer/Sr. Planned Giving Officer

Position Details
Position Information
Requisition Number
S3888P
Home Org Name
Planned Giving
Division Name
Senior VP, Advancement
Position Title
Planned Giving Officer/Sr. Planned Giving Officer
Job Class Code
OA05A/OA05B/OA05C / OA44
Appointment Status
Full-time
Part-time FTE
Limited Term
No
Limited Term Length
Job Summary
Are you passionate about philanthropy and ready to guide donors in leaving a lasting legacy at Auburn University? Do you thrive on building strategic relationships that align donor values with institutional goals?
Auburn Advancement is excited to begin the search for a Planned Giving Officer to join our philanthropy team! In this position, you will work to secure outright, blended, and deferred gifts. This individual will devise high level technical strategies and will have knowledge of estate planning, taxation, charitable estate planning, and gift planning vehicles.
What You'll Do:

• Build and Manager Relationships: Manage a portfolio of planned giving prospects. Engage donors through personalized interactions, building trust and understanding their philanthropic goals.
• Create and Present Giving Plans: 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.
• Adaptive Industry Trends: Keep on top of changes in tax laws, estate planning, and charitable giving trends to provide the best possible advice and options to donors.
• Champion Philanthropy: Inspire a culture of giving by engaging donors about the transformative impact of their contributions, helping them understand how their gift shapes the future of the university.

Why You'll Love It Here:

• Impactful Work: Your efforts will directly contribute to the growth and success of Auburn University and its priorities.
• Collaborative Environment: Join a team of dedicated professionals who are committed to making a difference.
• Purpose Driven Work: Align your passion and fulfillment to your work, where you're trusted to reach your full potential and achieve your pinnacle career experience.
• Culture by Design: Thrive in a culture that champions respect, accountability, and professional development.

Now is the perfect time to join Auburn Advancement, a dynamic team encompassing Operations and Strategy, Culture and Talent, Engagement, Philanthropy, and Communications. Under the visionary leadership of Senior Vice President Rob Wellbaum - a seasoned and respected advancement professional - our organization is set to revolutionize the future of Advancement.
The nature of this role is highly externally focused, requiring frequent travel and meetings on and off campus during regular and non-traditional business hours, and is therefore expected to operate with high-levels of autonomy
Essential Functions
Your Responsibilities as a Planned Giving Officer:

• Purpose : Guide donors and their advisors in shaping tax efficient philanthropic vision, helping them set impactful goals and create meaningful plans. Research and craft compelling philanthropic giving proposals that resonate with donors, showcasing the transformative potential of their contributions. Become proficient in the mission, vision, and programs of Auburn University, and effectively communicate these to inspire donor support.
• Collaboration : Work with donors, their families, advisors, and university representatives to align philanthropic goals with Auburn's needs and aspirations. Cultivate relationships with professional advisors, leveraging their expertise to enhance future gift commitments and foster long-term donor relationships. Actively participate in professional organizations, staying connected with industry trends and building a network of peers in the fields of gift planning and advancement.
• Innovation: Contribute to the creation of innovative marketing strategies, donor recognition plans, and stewardship initiatives that enhance donor engagement and satisfaction. Play a key role in organizing and participating in special events, celebrating donor contributions and fostering community.
• Production: Take charge of 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.

Minimum Qualifications
Minimum Qualifications
Planned Giving Officer I ($51,900 - $88,200)
Bachelor's degree plus 2 years experience in fundraising, marketing, sales, and/or public relations.
Planned Giving Officer II ($56,300 - $101,300)
Bachelor's degree plus 4 years experience in fundraising, marketing, sales, and/or public relations.
Planned Giving Officer III ($64,700-$116,500) Bachelor's degree plus 6 years experience in fundraising, marketing, sales, and/or public relations.
Senior Major Planned Giving Officer ($82,600-$156,900) Bachelor's degree from an accredited institution plus 7 ormore years of gift solicitation experience, development, fundraising, or marketing with at least 2 or more years in a higher education setting.
Minimum Skills, License, and Certifications
Minimum Skills and Abilities
Minimum Technology Skills
Minimum License and Certifications

• Must possess a valid drivers license.

Desired Qualifications
Desired Qualifications

• Experience in Estate Planning, Planned Giving, Financial Planning, Accounting, Legal, Registered Representative, Insurance.
• Preferred Designations: CFP, CLU, ChFC, CPA, JD, CAP
  

Posting Detail Information
Salary Range
$51,900 - $156,900
Job Category
Development/Alumni Affairs
Working Hours if Non-Traditional
City position is located in:
Auburn
State position is located:
Alabama
List any hazardous conditions or physical demands required by this position
Posting Date
08/21/2024
Closing Date
EEO Statement
AUBURN UNIVERSITY IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER. It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. The Office of Affirmative Action/Equal Employment Opportunity (AA/EEO) strives to ensure an inclusive and equitable working, living, and learning environment for members of the Auburn University community. Please visit their website to learn more.
Special Instructions to Applicants
Quick Link for Internal Postings